Likelihood to Recommend
I think CPQ had worked so well for our company because of the widespread nature of our associates and tracking orders that were being placed in multiple time zones. My team specifically needed a way of analyzing these orders to track our progress in real time and sort out any supply orders before they became an issue. If you are in a centralized location with a smaller team then this may not yield much use to you.
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 Leveraged automation to minimize headcount costs despite 10% year-over-year business growth, and enabled staff to focus on more strategic tasks. Established a flexible CPQ system that scales on demand to easily accommodate the company’s multiple global locations. Improved customer relations by reducing configuration time and allowing sales more time to meet with customers and close orders. 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 Significant setup time, cost, and maintenance. We have to use an implementation partner Does not always play well with other software, even Oracle software. While this is improved and being further improved, that it was a third party acquisition means things sometimes require a little extra care Additional setup documentation and first walkthroughs would be helpful, especially if it was all in one place 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
So far it is all good with BigMachines, looking for new features since Oracle acquisition has created a lot of expectations. We have outlined our limitations (out of box functionality) in our periodic customer successor advice meetings for a while, hope we get a resolution soon. Also, the BigMachines user license fee has increased a lot in the last three years.
Read full review Usability
The software UI can be as complex or as simple as you need it to be (depending on the business). It does require training others on quote configuration and the order in which to build out order positions prior to configuring a quote. Once users are trained;however, it is fairly straight-forward. The UI is still more static than other new wizard/drag-and-drop models, but it get's the job done
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 Reliability and Availability
Other than one day two years ago and an hour or two a few times since then due to data center outages, it has been very reliable
Read full review Performance
It depends upon the day however there are so many failure points with online services, including our internet service, that this is probably closer to 9 with the latest version
Read full review Support Rating
Some specific support personal was good and fixed some problems fast using proper solutions. But when one of them went to sleep when we had critical issues and they do unreported commits to our production environment which caused issues and they were hiding it?? you can not give more than a two (maybe even that is too much). They also failed to add a feature for us which also bring the grade down.
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
They have pretty good training. Our business analysts have been able to go to entry and advanced level training. They have a train the trainer model. Our business analyst attended training, then trained the rest of our staff.
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
It was a much more technical implementation than we thought. It involved much more code.
Future releases have made and will make administering the tool easier. EDL consulting had one good developer, but when he was moved off, they were horrible to work with. The BMI sales team does a “BOA” or a “Business Operation Assessment” which is extremely valuable, not only for them to scope an implementation and get more reach within the organization, but it is also a documentation of business process that most organizations don’t have. It highlights inefficiencies and allows for correction during implementation. Having a dedicated team (in-house) for implementation is key Read full review Alternatives Considered
Oracle engagement is ahead. They are active in the development of the tool and provide great support after implementation. They also listen to their customers and offer opportunities to feedback and provide input through activities like the customer advisory board forum.
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 Increased Sales Rep efficiency. Being able to create multiple quotes ACCURATELY and quickly was a game changer. Large implementation time. It's a little difficult to fit BMI into a SCRUM style build, with multiple working models and prototypes of all 3 simultaneously. A larger fee for licensing and implementation cost. ROI wouldn't be realized in the first year. 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