Rollio Overview

Rollio.ai enhances Salesforce CRM by integrating AI and intelligent automation, significantly boosting workforce productivity. It transforms data insights into actionable decisions, helping businesses accelerate growth. Rollio simplifies complex business processes through conversational interfaces, making it easier for sales and customer service agents to increase revenue and reduce handling times. The platform's real-time analytics provide companies with the tools to make informed decisions swiftly. Rollio is favored by industry leaders for its ability to streamline operations and deliver measurable value, with some users experiencing productivity gains of 50%.

Use Cases

Customers recommend Forecasting, Workflow Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Rollio.

Other use cases:

  • Motivation Management
  • Lead Engagement
  • Playbook Creation
  • Proposal & Quote Management
See all use cases See less use cases

Business Priorities

Improve ROI and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Rollio.

Rollio Use-Cases and Business Priorities: Customer Satisfaction Data

Rollio works with different mediums / channels such as Phone Calls.

Peer review evidence (same sources as the product rating summary)

"...See More 54% of Fortune 500 companies miss their sales forecasts...." Rollio Resources
"...Enable service agents to handle calls faster and capture accurate customer data with workflow process automation and AI data spotting. ..." Rollio AI Salesforce CRM
"...Missing information due to complex data entry, means missed follow-ups. ..." Rollio AI Salesforce CRM

Rollio, belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Rollio boosts workforce productivity by revolutionizing Salesforce CRM and data insights. Explore AI and intelligent automation with Rollio.ai now.

Popular Business Setting

for Rollio

Top Industries

  • Education

Popular in

  • Mid Market

Rollio is popular in Education, and is widely used by Mid Market,

Rollio Customer wins, Customer success stories, Case studies

What Are the key features of Rollio for Forecasting?

What solutions does Rollio provide for Workflow Management?

How efficiently Does Rollio manage your Engaging And Following Up?

8 buyers and buying teams have used Cuspera to assess how well Rollio solved their Sales Engagement needs. Cuspera uses 101 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

a major US utilities company - Utilities - Very Large

USA

Rollio deployed its AI Agent at a major US utilities company to automate supplier price change management. Before Rollio, buyers manually reviewed and entered thousands of line items, causing delays ...and errors. With Rollio, the AI Agent reads, analyzes, and routes each price change, auto-approving or escalating as needed. ERP updates now happen automatically, eliminating manual data entry. Buyers focus on negotiation and strategy, while every decision is documented in a single auditable record.

Western & Southern Financial Group - Financial Services - Large

Cincinnati, USA

Rollio helped Western & Southern Financial Group's Client Relationship Center gain 5.5 hours per agent per week. Agents no longer search multiple systems for customer data. Rollio gives real-time, ac...curate information on every call. Training costs dropped by 50%. New hires reach full productivity much faster. The team won a Stevie Award for customer service.

 

Campari Group - Food & Beverages - Large

Milan, Italy

Rollio's AI-driven collaboration tools helped Campari Group speed up cash flow. Campari Group faced slow processes that delayed payments. Rollio provided an orchestration and execution layer that aut...omated key business tasks. The AI monitored business signals and acted without waiting for human prompts. This led to faster task completion and improved financial outcomes for Campari Group.

Campari Group - Food & Beverages

Rollio AI helped Campari Group speed up cash flow using a human-in-the-loop approach. Campari Group faced complex business processes that could not be fully automated. Rollio AI automated coordinatio...n and data gathering, letting experts focus on decisions. This mix of automation and human judgment made Campari Group more efficient and adaptable. The solution improved collaboration and supported faster business outcomes.

lightning

Peers used Rollio for forecasting and workflow management

Rollio Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.10/5

Read Reviews (7)
Custom Reports

4.53/5

Read Reviews (17)
Analytics

4.23/5

Read Reviews (8)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.10/5

Read Reviews (7)
Custom Reports

4.53/5

Read Reviews (17)
Analytics

4.23/5

Read Reviews (8)

Software Failure Risk Guidance

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for Rollio

Top Failure Risks for Rollio

Rollio, Inc. News

Product

Celonis launches Process Collaboration Agent, powered by Rollio to Accelerate Decision-Making - Celonis

Celonis introduces a Process Collaboration Agent using Rollio to speed up decision-making.

Partnership

Celonis together with Rollio AI Agents improves process collaboration, and speeds decision-making at legendary spirits maker Campari - Celonis

Celonis and Rollio AI Agents help Campari improve teamwork and speed up decision-making.

Rollio, Inc. Profile

Company Name

Rollio, Inc.

Company Website

https://www.rollio.ai/

HQ Location

New York, New York US

Employees

1-10

Social

Financials

SEED