What users are saying about
28 Ratings
110 Ratings
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Score 8.5 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Oracle CRM On Demand

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.
Rose Kipkemoi | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Oracle CRM On Demand
8.7
Workbooks
7.7
Customer data management / contact management
Oracle CRM On Demand
9.3
Workbooks
8.5
Workflow management
Oracle CRM On Demand
8.9
Workbooks
8.2
Territory management
Oracle CRM On Demand
9.3
Workbooks
7.7
Opportunity management
Oracle CRM On Demand
9.2
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Oracle CRM On Demand
9.0
Workbooks
6.4
Contract management
Oracle CRM On Demand
7.8
Workbooks
7.2
Quote & order management
Oracle CRM On Demand
8.5
Workbooks
7.6
Interaction tracking
Oracle CRM On Demand
8.3
Workbooks
6.4
Channel / partner relationship management
Oracle CRM On Demand
8.2
Workbooks
8.4

Customer Service & Support

Oracle CRM On Demand
8.4
Workbooks
6.3
Case management
Oracle CRM On Demand
8.5
Workbooks
6.2
Call center management
Oracle CRM On Demand
8.7
Workbooks
6.8
Help desk management
Oracle CRM On Demand
8.1
Workbooks
5.8

Marketing Automation

Oracle CRM On Demand
8.9
Workbooks
7.3
Lead management
Oracle CRM On Demand
8.9
Workbooks
8.0
Email marketing
Oracle CRM On Demand
8.8
Workbooks
6.6

CRM Project Management

Oracle CRM On Demand
8.7
Workbooks
7.5
Task management
Oracle CRM On Demand
8.3
Workbooks
7.7
Billing and invoicing management
Oracle CRM On Demand
9.6
Workbooks
6.8
Reporting
Oracle CRM On Demand
8.2
Workbooks
7.8

CRM Reporting & Analytics

Oracle CRM On Demand
8.4
Workbooks
8.6
Forecasting
Oracle CRM On Demand
8.7
Workbooks
8.2
Pipeline visualization
Oracle CRM On Demand
8.6
Workbooks
8.8
Customizable reports
Oracle CRM On Demand
7.9
Workbooks
8.8

Customization

Oracle CRM On Demand
8.4
Workbooks
7.7
Custom fields
Oracle CRM On Demand
8.9
Workbooks
8.4
Custom objects
Oracle CRM On Demand
8.1
Workbooks
7.6
Scripting environment
Oracle CRM On Demand
7.9
Workbooks
7.5
API for custom integration
Oracle CRM On Demand
8.7
Workbooks
7.5

Security

Oracle CRM On Demand
9.4
Workbooks
7.5
Single sign-on capability
Oracle CRM On Demand
9.0
Workbooks
7.0
Role-based user permissions
Oracle CRM On Demand
9.8
Workbooks
8.0

Social CRM

Oracle CRM On Demand
9.8
Workbooks
6.6
Social data
Oracle CRM On Demand
9.8
Workbooks
6.0
Social engagement
Oracle CRM On Demand
9.9
Workbooks
7.3

Integrations with 3rd-party Software

Oracle CRM On Demand
8.6
Workbooks
6.9
Marketing automation
Oracle CRM On Demand
8.5
Workbooks
6.7
Compensation management
Oracle CRM On Demand
8.7
Workbooks
7.0

Platform

Oracle CRM On Demand
9.3
Workbooks
4.2
Mobile access
Oracle CRM On Demand
9.3
Workbooks
4.2

Pros

Oracle CRM On Demand

  • Application customization is a key strength. We can create custom home page experiences for each type of user, customize object layouts to change dynamically depending on object type, and create an embedded sales process unique to our organization that helps facilitate the user through the process by specifying required fields dependent on what stage of the process they are in. The ability to customize goes directly to the success of user adoption - the fact that we can customize layouts and processes to support our internal business processes helps users make the most of the system.
  • Robust Reporting. The reporting and data warehouse capabilities are excellent. We have thousands of custom reports delivered in a number of ways - on home pages, on dashboards, on demand through the reporting menu, and on custom web tabs. These reports range from simple lists to complex multi-object analyses.
  • Ability to get data in and get data out. CRMOD makes it very easy to import data into any object. This is helpful for importing lists or making mass changes. Exporting data is equally easy, both from an administrator standpoint and for the user. Users can display a list or do a custom advanced search and then easily export the data to Excel without any admin help. They can also export from any report, which is helpful when sales data needs to be combined with other financial data in a larger analysis.
  • The system's workflow capabilities allow us to improve field validation, send important notifications, and enforce business process requirements.
Michelle Prand | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

Oracle CRM On Demand

  • A scripting mechanism is needed to customize the data entry forms. As any data driven system, Oracle CRM on demand is as reliable as its data is. Having sales people entering and maintaining the data you have to make sure they are doing that and not cutting corners. One way to do that is to enforce the business requirements in the entry forms.
  • User interface / user experience definitely can and should be improved.
  • It needs a way to send automatic reports on a schedule via email.
  • Support: as usual the Oracle support tends to be tedious and lengthy.
Cristian Bodnarasec | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

Oracle CRM On Demand

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Usability

Oracle CRM On Demand

Oracle CRM On Demand 9.0
Based on 1 answer
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.
Rose Kipkemoi | TrustRadius Reviewer

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Oracle CRM On Demand

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

Oracle CRM On Demand

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Implementation Rating

Oracle CRM On Demand

Oracle CRM On Demand 10.0
Based on 1 answer
With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
Michelle Prand | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Alternatives Considered

Oracle CRM On Demand

Oracle app is more available on different mobile devices, Microsoft Dynamics has only Windows and Android but Oracle has both web-based, Mac, IOS. Social CRM feature is another one that Microsoft Dynamics doesn't provide. On the other hand, Microsoft Dynamics provides offline line access. Also, Oracle integrations fit our needs better. Also Ticketing system support is better.
Anonymous | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Return on Investment

Oracle CRM On Demand

  • A single platform for tracking, reporting, and control of all data and clients records
  • Manageable outsourcing for development and support functions for the applications we need to use.
  • Lots of integration opportunities, and covers all information gaps and inconsistencies caused by human errors.
Anonymous | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

Oracle CRM On Demand

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Oracle CRM On Demand Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Oracle CRM On Demand
8.1
Workbooks
8.7

Likelihood to Renew

Oracle CRM On Demand
Workbooks
8.5

Usability

Oracle CRM On Demand
9.0
Workbooks
7.3

Reliability and Availability

Oracle CRM On Demand
Workbooks
9.1

Support Rating

Oracle CRM On Demand
Workbooks
8.2

Online Training

Oracle CRM On Demand
Workbooks
6.4

Implementation Rating

Oracle CRM On Demand
10.0
Workbooks

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