# Rollio Reviews **Vendor:** Rollio **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 4.6/5.0 **Total Reviews:** 26 ## About Rollio Rollio AI Salesforce Assist all about powering your team do more: Sell, Support, Prospect, and Forecast with better data and a faster process. By making your CRM human your sales&service team can spend 30-40 hours more per month selling, stick to your best sales process, and all while feeding critical & up-to-data into Salesforce. How it works: Rollio AI Salesforce Assist allows users to use human language to interact with their CRM like a human being, and vice versa their CRM speaks to them when an update is critical, a follow-up is suggested, and more with process automation workflows. Allowing for hours of data entry done in minutes through human language and workflow automation, and for perfect CRM data for forecasting. ## Rollio Reviews ### 1. Quick and easy way to stay on top of your tasks and opportunities in SFDC without mobile app hassle **Rating:** 4.5/5.0 stars **Reviewed by:** Juulia K. | Territory Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Rollio?** Much faster than the SFDC original mobile application, not to mention the app will prompt you with any opportunities or tasks that are upcoming or overdue. If you don't like the voice control app, texting is still so much faster than navigating the menus of the app. I have found it's much easier to stay on top of my tasks and admin work now. **What do you dislike about Rollio?** The speech recognition part is not working well for names or locations outside the English setting, and it takes time and deliberation to make the app understand your accent and your customer names. **What problems is Rollio solving and how is that benefiting you?** I don't have to log on to the mobile app and search for what needs updating. Rollio is my first and often only stop in updating my pipeline and contacts. It is also helpful when onboarding new people without overwhelming with SFDC. ### 2. The best solution to drive top line growth! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2021 **What do you like best about Rollio?** Since going live with Rollio our Sales team has improved forecast accuracy to near perfection, at 99% accuracy! Rollio has also improved our reps' satisfaction and retention of the best salespeople, thanks to a more human & more fluid approach to the always hated admin tasks. Revenues grew 67% YOY. Our data is now clean and Leadership no longer needs to chase after every opportunity. The team behind Rollio did a great job and delivered on time. Truly a great experience throughout. **What do you dislike about Rollio?** Nothing so far. Wish this could be rolled out across other systems that have high user interactions. **What problems is Rollio solving and how is that benefiting you?** - Accurate data collection - Topline growth - Sales Rep satisfaction - More time spent selling ### 3. Rollio Overview **Rating:** 5.0/5.0 stars **Reviewed by:** Rich J. | Territory Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2022 **What do you like best about Rollio?** Easy to use and saves time. I can access using my phone. **What do you dislike about Rollio?** It's all upside. Doing what I was already doing but faster and convient **What problems is Rollio solving and how is that benefiting you?** Able to add accounts through my phone while on the road ### 4. Keep Salesforce data up to date, saving time. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Rollio?** Rollio offers you the opportunity to maintain contacts and opportunities (and so on) up to date using just a voice/text message. This is an excellent solution for salespeople that will keep their data current and complete more quickly. **What do you dislike about Rollio?** Pronunciation should be perfect; it does not recognize names in other languages. It would be great if Rollio could support some other languages. **What problems is Rollio solving and how is that benefiting you?** Problem solved: salespeople not having time to access and update Salesforce data. Benefits: Salespeople can now update data faster even when they are on the field. ### 5. A useful tool for managing your funnel **Rating:** 5.0/5.0 stars **Reviewed by:** Kory B. | Sales, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2021 **What do you like best about Rollio?** The push notifications were extremely helpful in keeping up with my close dates and tasks. **What do you dislike about Rollio?** I needed to practice with the voice-to-text option. Some of my customers have unique names that I had to learn what the best way to communicate to the app. **What problems is Rollio solving and how is that benefiting you?** Rollio helps me manage my funnel and opportunities within SalesForce on a daily basis. The push notifications help me keep my funnel and tasks up to date. ### 6. Rollio testing phase ended **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Rollio?** very easy to deal with, straight forward processes, quick task update and creation **What do you dislike about Rollio?** voice recognition needs to be improved heavily, notifications individual set up would be nice **Recommendations to others considering Rollio:** check with internal requests and requirements and try to adjust the processes before starting the pilot phase **What problems is Rollio solving and how is that benefiting you?** the language was the biggest hint, benefit - very quick in updating tasks and opportunities ### 7. Rollio saves a lot of time when updating tasks and opportunities **Rating:** 4.0/5.0 stars **Reviewed by:** Ronny C. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Rollio?** it's userfriendly and intuitive to work with **What do you dislike about Rollio?** other languages is still work in progress **What problems is Rollio solving and how is that benefiting you?** less time to spend updating ### 8. It seems to be very useful but not yet prepared for EU. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Rollio?** Easy to use outside from the office just after the visit. It could help us to be more effifcient. **What do you dislike about Rollio?** Not easy to see if it has synchronized with SFDC. Not working with Spanish dictation. **Recommendations to others considering Rollio:** Still not prepaed for EU. If you need to use the text keyboard it is better to use SFDC movile APP. **What problems is Rollio solving and how is that benefiting you?** Dictation not working. European date not working. Notifications must be updated one by one, although they have been updated on SFDC they are not cleared from Rollio Notifications screen. Easy to use. Helpful. Flow chart easy. ### 9. Nice app to save Time on sfdc. Appreciate reminder. It will be better with more accepted languages **Rating:** 4.0/5.0 stars **Reviewed by:** Alain N. | Key account manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Rollio?** Easy to use app. Permit to always keep the link with sfdc **What do you dislike about Rollio?** Main issue is the formulation of long vocal command. It' s to difficult of you don't have the right english accent. Need to write it. **What problems is Rollio solving and how is that benefiting you?** Keep always tasks update improve our efficiency and save Time. Appreciate that in busy covid period. ### 10. Cepheid Rollio Pilot. Rollio makes keeping SFDC up to date easy. **Rating:** 4.0/5.0 stars **Reviewed by:** Dave S. | T, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Rollio?** Notifications. Easy to manage opportunities and update them with the alerts provided. **What do you dislike about Rollio?** Creating an account for this survey. The voice text takes practice. Certain processes require multiple attempts, typing is easier. **What problems is Rollio solving and how is that benefiting you?** Keeping my funnel up to date and accurate. Helps plan appropriately and maintain accurate info and remind of follow up required. ### 11. Built for mobile interaction with Salesforce. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2022 **What do you like best about Rollio?** Rollio is convenient to use while out in the field for logging information. It walks you through the required fields step by step. **What do you dislike about Rollio?** I would like to see the ability to touch the "comment" line without having to go through the "edit" function. **What problems is Rollio solving and how is that benefiting you?** The ability to log information from a sales call without getting back on the computer at the end of the day has been beneficial. ### 12. I used this application as a tester for my daily sfdc duties, and it meets my expectations **Rating:** 4.5/5.0 stars **Reviewed by:** Łukasz B. | Territory Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Rollio?** Intuitive workflow showing that artificial intelligence is working **What do you dislike about Rollio?** Voice commands for non-native speakers don't work smoothly **What problems is Rollio solving and how is that benefiting you?** Allow saving time for daily duties ### 13. Need more practice **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Rollio?** Quickly make changes for non-complex updates **What do you dislike about Rollio?** I still need to access SFDC to know the exact name of the opportunities. **What problems is Rollio solving and how is that benefiting you?** I am comfortable with the process I have been using ### 14. Super Efficient Time Saver!! **Rating:** 5.0/5.0 stars **Reviewed by:** Dan B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about Rollio?** As a Salesforce Admin, I am always working with my sales reps to ensure they are properly logging activities in a timely and efficient manner. Before we adopted Rollio, about half of my users would constantly ping me to ask questions about their tasks and/or confirm that they are recording them properly. However once we on-boarded Rollio, we noticed an almost immediate uptick in activities logged as well as less troubleshooting calls to myself! A win-win in my mind! **What do you dislike about Rollio?** N/A, the App exceeds expectations and the Rollio Team is constantly advancing their technology stack. **What problems is Rollio solving and how is that benefiting you?** Task Logging is now streamlined. Accounts for more accurate reporting, as well as more accountability among my reps. It's also a huge time-saver, both for my reps as well as myself. ### 15. Great for managing leads and forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2020 **What do you like best about Rollio?** Rollio is great at managing new leads. It so easy to forgot a new idea, lead or great prospect while on the go or browsing the web. Rollio makes it super simple to capture and quickly enter the valuable leads into Salesforce Rollio makes it easy to follow the wise old saying: “once begun, half done”. Ultimately, Rollio enables us to create, and thus remember more leads and close more deals. It’s a must have for a busy investment banker inundated with dozens of ideas and prospects on a daily basis I also love Rollio reminders that keep us on top of deals and leads **What do you dislike about Rollio?** Not much I dislike I am looking forward to additional features that I understand Rollio plans to launch soon **Recommendations to others considering Rollio:** Give it a trial. it’s worth it **What problems is Rollio solving and how is that benefiting you?** No problems, better forecasting ### 16. Professional software solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2020 **What do you like best about Rollio?** They were patient explaining the upside and onboarding of using certain software features. **What do you dislike about Rollio?** That they didn’t tell me about their software earlier!! **Recommendations to others considering Rollio:** Be patient understanding all the untapped value in your sales organization that can be unlocked by Rollio. **What problems is Rollio solving and how is that benefiting you?** Data entry on the road. Valuable information that would’ve been lost in the past is now used to more appropriately cater to prospects. ### 17. Data quality and allowed for pipeline volume to increase quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2020 **What do you like best about Rollio?** This app has simplified the process of data entry and has made selling a lot easier. I have found more opportunities that would have been buried with out this app. **What do you dislike about Rollio?** Its an excellent app. Currently I have no dislikes of the product. **What problems is Rollio solving and how is that benefiting you?** Inaccurate forecasting and reporting, and sales growth ### 18. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2020 **What do you like best about Rollio?** Love Rollio suggested actions and follow ups, feels like a real assistant. Made logging my meetings and notes 10x easier! **What do you dislike about Rollio?** I liked pretty much everything. And do not see any downsides. **Recommendations to others considering Rollio:** Incredible platform. Guaranteed to make your sales team much more efficient. **What problems is Rollio solving and how is that benefiting you?** Reporting is way more accurate ### 19. Rollio has helped us keep SF data much cleaner. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2020 **What do you like best about Rollio?** Easy to use in the field and real-time data in SF. **What do you dislike about Rollio?** No downside but would be nice to send emails through the assistant. **What problems is Rollio solving and how is that benefiting you?** Keeps data up to date and helps us to keep track of the current lead and opportunity status. ### 20. Very pleased with Rollio **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2020 **What do you like best about Rollio?** Made our sales team adopt salesforce finally and total number of opportunities per month has increased. Reporting is way more accurate now as well. Love Rollio suggested actions and follow ups, feels like a real assistant. **What do you dislike about Rollio?** None, have no issues with Rollio and extremely pleased with how Rollio Has helped organization, increased business and sales. **Recommendations to others considering Rollio:** Definitely one of the better platforms to help increase sales and business **What problems is Rollio solving and how is that benefiting you?** Total business has increased exponentially with the help of Rollio. ### 21. Thank you Rollio! **Rating:** 4.5/5.0 stars **Reviewed by:** Lily D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2020 **What do you like best about Rollio?** Love Rollio reminders to keep you on top of deals and leads! **What do you dislike about Rollio?** I wish I could edit prompts myself not just my admin, but still they're great! **What problems is Rollio solving and how is that benefiting you?** I lost track of deals from big workload, and inaccurate reporting ### 22. Phenomenal Salesforce tool **Rating:** 5.0/5.0 stars **Reviewed by:** Collin G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2020 **What do you like best about Rollio?** Saves so much time! Makes SF less painful **What do you dislike about Rollio?** Needs to evolve over time. Product is still early. **What problems is Rollio solving and how is that benefiting you?** We are using to make our Salesforce update Salesforce more regularly and consistently ### 23. Rollio is a great product with amazing service **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse S. | Trial Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2020 **What do you like best about Rollio?** Makes salesforce so much easier. Have way more time for prospecting **What do you dislike about Rollio?** I have too much free time now because it makes reporting much easier and time efficient **What problems is Rollio solving and how is that benefiting you?** The data I collect ### 24. Increases Sales Opportunities and Salesforce Adaption **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2020 **What do you like best about Rollio?** When I worked with Rollio before switching companies, it helped our sales team adapt finally adapt to salesforce. **What do you dislike about Rollio?** There wasn’t much I disliked, the team has worked on improvements. **Recommendations to others considering Rollio:** Good move! **What problems is Rollio solving and how is that benefiting you?** Reporting was way more accurate. The suggested actions and follow ups feels like a real assistant! ### 25. ROI from sales walkthrough is fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2020 **What do you like best about Rollio?** Amazingly helpful support team helped with quick onboarding. Would not change a thing. **What do you dislike about Rollio?** Nothing bothers me about the application and I wouldn’t alter any features. **What problems is Rollio solving and how is that benefiting you?** N/a ### 26. Rollio increases the power of Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Peter D. | Entrepreneur in Residence, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2017 **What do you like best about Rollio?** Rollio has really changed how we interface with Salesforce. We love Salesforce and even implement it and manage it for our customers but we know how hard it is sometimes to get data into it. Since using Rollio we are able to get the important data into it without waiting for time to log in and do reporting. With Rollio our reporting is at the speed of our sales process. We update SFDC when something happen. We have more data in there than we ever have and that has had a big impact on our ability to sell. **What do you dislike about Rollio?** When we started we were just using the mobile app. It works great but sometimes I am at my desk and wanted a quicker way to get the data in without using my phone. That made it cumbersome at times but still faster than manual entry. They did fix this and release a desktop app that we are using. That is by far the best improvement. The other thing I would like is for Siri to be able to open the app for me so I can just speak to it entirely hands free when I am in the car. **What problems is Rollio solving and how is that benefiting you?** The first thing we realized is that we were only getting in about 40% of the data we get in now. This made our sales process much faster and more efficient. We are missing fewer steps in our sales process. We also have so much more meaningful data that helps us understand the ROI of all our marketing and sales efforts. ## Rollio Discussions - [What is Rollio used for?](https://www.g2.com/discussions/what-is-rollio-used-for) - [View Rollio pricing details and edition comparison](https://www.g2.com/products/rollio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-20+12%3A56%3A23+-0500&secure%5Bsession_id%5D=f6e0cf48-fc5f-40e3-a156-9e7069b0197b&secure%5Btoken%5D=b8a8c3ef96475d42ae71ce5916edd9ac4e76adde29099f1d5d66635d6e3ed450&format=llm_user) ## Rollio Features **Lead Facilitation** - Lead Qualification - Lead Follow-up - Meeting Scheduling **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Performance Analysis** - Coaching - Peformance Tracking **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Rollio Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,494 reviews) - [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews) - 4.8/5.0 (851 reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,318 reviews)