Likelihood to Recommend I feel like our use case scenario is excellent for any company that would like to see more accountability from their sales or service teams. Geopointe's ability to force a Geocheckin when visiting specific
Salesforce data is exactly what most companies need. The ROI for combining
Salesforce and Geopointe is exponential for any business looking to grow and maintain a good customer relationship.
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 I like the way that we can utilize the registration and look at an area not exclusively to guarantee that our reps are at an office and working yet if something somehow managed to happen we would have a thought of where they are found. It is an incredible apparatus and resource for our organization for using time effectively. My number one moment was a couple of years prior when one of the top-performing salesmen considered it the best deals device he had found in his 20 years of selling. 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 I've found using shapes based on rather weighty data can take some times. Looking for ways to help you optimise in terms of speed and displaying data would be appreciated. A bit more clarity on what you can and cannot do with a license. There are some functions that you get a scattering of capabilities on (assignments) which you can find that you'll need to pay more for to really unlock. 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 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 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 By utilizing this instrument I am effectively handling my information as it upholds the CVS records and it is simple for me to import such documents as a result of the Geopointe Maps.
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 Geopointe has provided an exponential ROI in terms of customer retention, and conversion of quotes to orders. This is a difficult metric to calculate but it is evident. Geopointe has provided a substantial positive impact in terms of employee turnover in our outside sales role. Prior to using Salesforce and Geopointe our sales team in many cases was providing false data or copied data from the past. Geopointe's geo-checkin feature eliminates that. We have customized our Outside Sales Agreement to adapt the obligation of the outside sales person, to account for Salesforce and Geopointe and our new expectations. 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