Likelihood to Recommend If your organization relies on outbound leads through cold calling, this is a great tool for you. ConnectAndSell definitely made the associate's jobs easier at our company and allowed them to produce greater output than they could have done manually without such a tool. This tool is less appropriate if cold calling isn't a big part of your company's lead generation efforts.
Read full review 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 Builds lead lists. Maximizes connections with prospects. Provides guidance for how to approach future prospects. Leaves strategic voicemails for prospects. Sends emails based on programmable metrics. Leo Woods Senior Director Corporate Sponsorship
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 One thing that's been difficult about Connect and Sell is some people can tell you've been patched through so if you can work past the initial conversation it ends up working great. The system has worked great with outreach which we've integrated our contacts directly into the system. Because of this the connection between outreach and connect and sell don't always communicate calls and metrics which are crucial for us to know conversion rates. We had a hard time getting the system implemented quickly and working the way we wanted it to. Because of the implementation specialist we were working with problems weren't solved quickly rather they were worked through quickly however they were solved. Read full review 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. Simon Vargas Director Of Business Development - Operating Room / Urology / Vein Therapy
Read full review Likelihood to Renew For the right reps who are good at talking to prospects who aren't expecting their call, this is a no brainer.
Read full review Usability 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 Some of the more complex customer reports we have created are slow to run at times.
Read full review Support Rating I have had a few support calls with their people. They are totally reachable and helpful, sharing screens, controlling my screen, showing why things happened, not just correcting it. If you have an issue with the software, let them help. They are there for you, and they are friendly, accessible, and happy to do their job.
Leo Woods Senior Director Corporate Sponsorship
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 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 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.
Read full review Alternatives Considered We have moved to
Salesloft .
Salesloft gave us greater visibility into performance metrics and integrated with more software which in turn helped streamline our business.
Read full review 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 It gives you greater potential to lock in a client, but I'm not sure from my end if this ROI is worth the headaches. It has a lot of work before it can become a truly reliable source for outbounding. Read full review 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. Read full review ScreenShots ConnectAndSell Screenshots