Likelihood to Recommend
Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.
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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.
Read full review Pros The user interface is intuitive and easy to navigate You don't need programming knowledge to create dashboards which is a great flex for non-technical users You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly The financial forecasting that Board provides post-analysis is truly reliable Read full review 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[.] Read full review Cons Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity. We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler. Read full review It doesn't have a lot of information for mid-market in Latin America, so there is info you can increase on this. Job posting may not be part of the Commercial Module because it is where salespeople may look at it and start another process. You may add a top 100 list per country in the lists by default, to make it easier to use when putting attention on the correct sectors. Read full review Likelihood to Renew
Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution
Finance Business Partner - Business Intelligence Developer
Read full review Usability
From a user perspective, Board is quite simple to use. You
can evaluate the presentation of the data, the navigation, the configuration of the users, the selection of the data etc ... It would have a better rating if it were even more intuitive as regards the construction of a project, starting from the database, to the info-cubes, to entities, to data acquisition procedures from other servers. Read full review
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.
Read full review Performance
very fast and no integration problems
Read full review Support Rating
The only time I needed assistance was due to a problem in
the prints: the colors of the brochures as they were on the screen were not reproduced in the print, but a series of standard colors were reproduced. This fact made colored numbers on a colored background illegible. From the assistance they confirmed that it was a problem of version 10.2 that occurred when leaving the brochures with the default colors proposed by Board. To obtain the desired colors, they had to be personalized ... I didn't like the solution very much and the technician who recommended it didn't like me either, but they would have solved the problem with the following versions. In any case, the assistance was quick and effective even if not exactly efficient. Read full review
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.
Read full review In-Person Training
Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth
Finance Business Partner - Business Intelligence Developer
Read full review Online Training
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.
Read full review Implementation Rating
The problem of user profiling in our context is certainly
quite complex. The complexity is given by the fact that the company is divided territorially into logistic points of sale, but at the same time they are virtually divided into divisions (or specific implementation areas) and points of sale of competence. The same operator can have access to data at different logistic sales points, sales points of competence and divisions. Read full review Alternatives Considered
Board has been more complete when compared to
. Although I didn't participate in the buying decision of any of those products I have used both and by far Board just has more features. It's more than a CPM, it's BI and CPM put together. If I had to make a choice now it would be Board.
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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.
Read full review Contract Terms and Pricing Model
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.
Read full review Return on Investment Board facilitates proactive decision making - it gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports. Easy to use for non-programmer and integration with other software is seamless. It has [the] ability to handle large amounts of data. It facilitates advanced decision-making. Read full review Unfortunately, our sales team has decreased productivity by trying to use the mobile application. It is poorly designed, and I've heard the same feedback from people at other organizations. The ability to track and convert sales leads has proven to be a positive impact on ROI. We are able to pass along leads and opportunities to our resellers. Read full review ScreenShots Oracle CX Sales Screenshots