Aurea Process vs. Oracle CRM On Demand vs. PlanPlus Online

The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...

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I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.

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I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

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• Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion)
• User-friendly UI
• Relatively painless implementation

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• Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
• It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
• Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.

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• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

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• Standard edition is significantly lighter touch than the (pricier) Enterprise version
• There are similar solutions on the market that are competitively prices and offer positive user experience
• Data migration can be tricky at times

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• The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system.
• The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited.

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• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

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Because am using oracle last 3 years and it’s great

Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.

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It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

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As am using oracle very much satisfy.

There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

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With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.

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MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.

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PlanPlus Online is much nicer than Salesforce and also much faster.

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• As our customers vary in size and maturity, the ROI ranges accordingly.
• For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases.
• For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution.

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• This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.

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• Better lead management
• Increased lead efficiencies with drip programs

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