Likelihood to Recommend 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 The sales team uses constantly all the sharing features. We share Collections and share individual assets as well to our distributors. They consume our catalogs, price guides, delivery timeline schedules, and much more. For every content, I know the granular level of consumption that is occurring. I no longer have to make any guesses based on content. I am able to schedule follow-ups based on real time content.
Read full review Pros 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 Paperflite simplifies storing content in a single repository, giving content structure within an organization. By creating streams you are able to segregate content based on the content structure your organization has planned out. Oftentimes the content created by marketing is not used by sales for lack of discoverability/finding of content. With Paperflite every asset is easily discoverable by a simple search feature. Paperflite does an in-content search as well, giving in-depth results and ensuring no asset is left unseen Read full review Cons 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 Nothing to mention, at this point but sometimes it takes a little more time to add assets to a collection. Not too sure if it's the internet connection or just a glitch on the website. What problems are you solving with the product? What benefits have you realized? The analytics feature has helped me understand how my content is performing and make changes to it accordingly. The ability to create a personalized content experience for each of my prospects makes it even more better. 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 I find it very easy to understand and use
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 Have been very prompt in their responses. They know the product extremely well to respond precisely to the posted queries. Not just that, they are extremely proactive in providing quality suggestions and teach ways to improve the overall user experience when using the product. You give them your problem statement, and they'll come up with innovative ways to address it.
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 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 With Paperflite, the analytics provided are much more insightful compared to DocSend. Paperflite's content intelligence helps understand how content is performing with each prospect. Easy accessibility with Paperflite, cause we can use it on a phone or IPAD and not just from desktop
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 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 Paperflite's user experience is great and with its key features, it becomes an essential tool for teams Content Management: Have all our collaterals under one place for teams to discover easily Content Experience: The ability to create personalized experiences for prospects has helped increase engagement. Content Analytics : We've been able to understand the ROI our content brings. Read full review ScreenShots