The data you
need to make decisions...
A human experience that keeps your CRM clean without the expensive inefficiencies.
Which Products to push? What's the forecast? Which Competitors to track? Which reps produce, which don't?
Winning business outcomes hinge on accurate data.
CRM was built for output.
Not built for consistent human input
The inability to collect clean data is costly.
200+ hours annually is the work time a user spends manually updating salesforce (not selling or servicing). Yet, it's still not enough.
Hours gained per week per user
More data collected
Reduction in training costs
Introducing the Human Interface for CRM
Efficiency + Data
Now your producers can literally talk to Salesforce like a person...in 30 seconds:
"Log a call with Craig Doyle we spoke about 3 different funds dbvax...."
"Update my opportunity with Lisa at Smith & Associates change it to stage 5 and the close date is next friday"
ALERT: Your follow-up with Brian Cahill is today. Want to call him?..."Yes and mark the task complete"
The accuracy, urgency, and ability to make decisions are your competitive edge
- The best distribution process
- The best recruiting insights
- The best hiring plans
Natural Language to CRM
Notifications for missing data
No red error messages
Access from anywhere
The future of data-driven news.
Rollio Customer Story Video: Western & Southern Life
Rollio Announces Conversational AI on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace
Rollio.ai named Artificial Intelligence Product of the Year by Wealth & Finance News
Industry Commerce, CRM & Digital Transformation Guru, Rob Miller, extends position on Rollio.ai Advisory Board
Is your CRM experience built to be data-driven?
Fuel your organization with the data + efficiency to win.