Rollio

Rollio is an AI-powered conversational assistant for Salesforce CRM that lets sales and service reps update and query their CRM via voice or text in natural language, eliminating manual data entry. Using NLP, it captures spoken or typed information and automatically populates the correct Salesforce fields across Sales Cloud and Service Cloud. It also provides workflow process automation with on-screen intelligence, alerting reps to follow up on opportunities and guiding data entry to improve CRM adoption and forecast accuracy. The platform trains on company-specific terminology, validation rules, and processes to deliver contextual, accurate CRM data.