The ability to make winning decisions depends on consistent input.
A human experience built for speed, accuracy, & adoption.
The Future of Enteprise Experience
Guided Entry Prompt & populate the fields that drive business initiatives.
Consistently more Data Abstract complex CRM processes into a simple & human interface.
Peak Efficiency Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities.
Reduce CRM cost Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience
Natural Language Interface for your users
Speak like a person, enter data painlessly.
- Map to standard and custom fields & objects
- Guide users through data entry and conditional flow logic
- No red error messages, AI translates needed data into simple prompts
Notifications for missing & out-of-date info, and suggest best next steps
Signal users when to make updates and with intelligence that matters.
- Alerts for overdue opportunities, tasks, and action items
- Suggest best next actions that are client specific at scale
- Embed your best process into the hands of all your producers
“Rollio made our reps productive immediately, and gave us reporting that stays up-to-date with data that we trust."
Built to scale
A huge transformation, with little change management.
Built to protect
Soc2 Type 2 & End-to-end encryption
Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review.