Agile CRM vs. Oracle Sales

Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.

Incentivized

Excellent as a customer relationship management tool, sales forecasting, building better sales plan for the entire deal lifecycle using critical and complex data, a 360-degree comprehensive view of vendors, partners, customers. Ensuring high standards and consistency is maintained in pricing so that quotes are competitive for prospective customers. At the end of the day, this is an excellent tool for selling and closing deals while being able to access needed information in one place.

Incentivized

• The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
• I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
• Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.

Incentivized

• Easy to sell products[.]
• Build customers and make customer hub[.]
• Tracking the sales cycle from marketing to sell the product[.]
• Build Reports and Anayltics related to opportunities, leads, and service requests[.]
• Getting customers issues after and before selling[.]
• High ability to integrate with Oracles other products and 3rd products using Rest and Soap APIs[.]
• Restrict users using RBAC role based access[.]

Incentivized

• The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
• Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
• At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
• The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.

• I would like to see more integration with other CRMs such as Salesforce.
• We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate.
• It be difficult navigating to accounts and drilling down into each specific customer to understand details.

Incentivized

There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.

Incentivized

Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.

Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.

Incentivized

The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.

Incentivized

The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.

Incentivized

Some of the more complex customer reports we have created are slow to run at times.

Incentivized

The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.

Incentivized

The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.

Incentivized

Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..

Incentivized

Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.

Incentivized

Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business

Incentivized

If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.

Incentivized

It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.

Incentivized

As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.

Incentivized

When we purchased this system it was one of the more expensive options in the market. However, with an adjustment in service and a relative price structure, this has become a lot more cost-effective over the past few years. It’s now more of a middle-ranking in the pricing structure and I would definitely say this is value for money.

Incentivized

This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.

Incentivized

• It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.

Incentivized

• We can very easily pull up a customer's order and provide any detail they need. The time this saves compared to manually tracking customer orders and accounts is incredible.
• Knowing exactly who is contacting customer service and what their orders status is before answering the calls makes the customer service reps job much easier than before.

Incentivized