New features in Oracle Fusion Sales 25C

Generative AI Features

The main highlight of the 25C update is the expansion of generative AI capabilities within the sales workflow, particularly for email integration with the Redwood Sales Add-in for Outlook.

• Generate Sales Follow-up Activities: Building on the 25B feature of summarizing email conversations, the new release allows the system to intelligently recommend and create follow-up activities based on the content of an email. For example, if a customer's email indicates a need for a demo, the AI can suggest creating a new task or meeting invitation with the relevant sales contact, eliminating the need for manual entry.
• Enrich Sales Contacts: The system can now analyze email signatures to automatically extract and enrich contact information, updating fields such as job titles, phone numbers, and company details without manual data entry. The Redwood Sales Add-in for Outlook now lets sellers effortlessly keep their contact information up to date without manual updates. Generative AI detects updated job titles and phone numbers when sellers read new emails from sales contacts with email signatures and surfaces recommendations in the add-in offering to update the contacts.
• Forecast Summary: Sales managers can now auto-generate a narrative summary of their forecast directly from the forecasting workspace. The AI analyzes key pipeline data, including quota, won revenue, and open opportunities, to provide a quick and easy overview of whether the team is on track to meet its targets. This feature reduces the need for manual report preparation and allows managers to quickly assess their team's performance.

Sales Performance Management

The 25C release also introduces significant updates to Incentive Compensation, leveraging the new Redwood experience and generative AI to simplify complex tasks.

• Generative AI for Compensation Plans: A new AI feature allows administrators to use natural language to ask questions about compensation plans and receive clear explanations, making it easier to understand and manage plan logic.
• Enhanced Compensation Administration: The Redwood user experience has been extended to compensation administration, providing a more intuitive and modern interface for managing compensation plans, participants, and payments.

Redwood User Experience

The Redwood User Experience (UX) continues to be a central theme, with the 25C update delivering further enhancements to modernize the interface and improve user efficiency across the Sales Force Automation suite.

• Redwood-Enabled Lead Conversion: The platform now allows users to convert a lead to an existing opportunity within the Redwood user interface, streamlining a key sales process. This enhancement provides a single, unified view to manage the conversion, reducing navigation time and improving data consistency.
• Single Chronology View for Activities: The Redwood UX now provides a unified, chronological view of all activities related to an account or opportunity. This includes a combined timeline of calls, emails, appointments, and tasks, giving sales professionals a complete and contextual history in one place.

Sales Force Automation Core

The 25C release also brings improvements to core sales processes and data management.

• Improved Adaptive Search: Adaptive Search now supports finding results using partial terms or separators in phone number and PUID fields, making it easier for users to quickly locate records. The search engine also includes an improved synchronization process for rollup attributes, ensuring search results are up to date.
• Expanded Routine Actions: Administrators can now include rollup attributes in routine actions and rules. This enables more sophisticated automation, such as creating a routine to notify an account owner when a key account has had a high volume of open service requests over a specific period. This feature provides a powerful way to manage complex real-world business conditions.

For more detailed information on these and other features, you can refer to the official Oracle Fusion Cloud Sales Force Automation 25C What's New documentation, which can be found on the Oracle Help Center.

For the full list of changes available, visit the Cloud Applications Readiness documentation.

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Author: Kev Stephens