The Salesperson Experience

Salespeople create an opportunity from the Opportunity list page, enter the initial information, and save. That’s the extent of manual data entry as AI agents take it from there.

Opportunities can also be generated automatically if you're using Oracle Unity or Oracle Eloqua. See the Oracle Unity Help Center for more information.

Salespeople can select and the apply the most appropriate sales motion and sales play as soon as the required opportunity information is available.

When salespeople drill down to open the opportunity, the sales play name appears in the opportunity summary. From that point on, salespeople focus on interacting with customers. They’re supported by the following capabilities:

• Summaries of interactions with the customer

  This includes summarization of Account, Opportunity and Contact level summaries

• Recommended actions
• An AI subject matter expert

  Provides account Insights to reduce the sellers time do research the customer.

• Opportunity updates without data entry

  This includes engagement generation of emails, talking points, meeting agendas and so on

• A list of meetings scheduled for the opportunity in the next 7 Days
• Overview of progress toward meeting sales objectives

  The agent progresses opportunity in a nonlinear fashion with adequate justifications beyond just an overview.