189 Ratings
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Score 7.3 out of 100
Top Rated
55 Ratings
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Score 8.7 out of 100

Likelihood to Recommend

Oracle CX Sales (formerly Oracle Engagement Cloud)

It is a really good solution when it comes to insights on companies where you want to place your products because it tells you all the information where you can attach the use of your solution, the only thing is that it needs more information on mid-market.
ABRAHAM PABLO | TrustRadius Reviewer

QuoteWerks

QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.
Nathaniel Bannister | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
QuoteWerks
Customer data management / contact management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
QuoteWerks
Workflow management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
QuoteWerks
Territory management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
QuoteWerks
Opportunity management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
QuoteWerks
Integration with email client (e.g., Outlook or Gmail)
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
QuoteWerks
Contract management
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.8
QuoteWerks
Quote & order management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
QuoteWerks
Interaction tracking
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
QuoteWerks
Channel / partner relationship management
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.7
QuoteWerks

Customer Service & Support

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
QuoteWerks
Case management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
QuoteWerks
Call center management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
QuoteWerks
Help desk management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
QuoteWerks

Marketing Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
QuoteWerks
Lead management
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
QuoteWerks
Email marketing
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
QuoteWerks

CRM Project Management

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
QuoteWerks
Task management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.9
QuoteWerks
Reporting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
QuoteWerks

CRM Reporting & Analytics

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.6
QuoteWerks
Forecasting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
QuoteWerks
Pipeline visualization
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.9
QuoteWerks
Customizable reports
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.5
QuoteWerks

Customization

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
QuoteWerks
Custom fields
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
QuoteWerks
Custom objects
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
QuoteWerks
Scripting environment
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.7
QuoteWerks
API for custom integration
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
QuoteWerks

Security

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
QuoteWerks
Single sign-on capability
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
QuoteWerks
Role-based user permissions
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
QuoteWerks

Social CRM

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
QuoteWerks
Social data
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
QuoteWerks
Social engagement
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
QuoteWerks

Integrations with 3rd-party Software

Oracle CX Sales (formerly Oracle Engagement Cloud)
9.2
QuoteWerks
Marketing automation
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
QuoteWerks
Compensation management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
QuoteWerks

Platform

Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
QuoteWerks
Mobile access
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
QuoteWerks

CPQ

Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
8.2
Quote sharing/sending
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
9.4
Product configuration
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
8.5
Configuration options
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
8.2
Pricing rules
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
8.4
Price adjustment
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
8.7
Purchase history and open contracts
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
7.7
Guided selling/Sales portal
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
6.9
CPQ reporting & analytics
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
6.9
CPQ-CRM integration
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
6.4
Attachments to quotes
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
9.0
Order capturing
Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
10.0

Pros

Oracle CX Sales (formerly Oracle Engagement Cloud)

  • Each time we've had a hurdle, we were given internal assistance to ensure we were not left alone.
  • It is easily customizable to add and subtract anything you see fit (we've added additional filters down to the zip code, state, rep's name, etc. to filter through data most effectively.
  • There is no lag in the system. If you see it there, it is tracked in real time.
Simon Vargas | TrustRadius Reviewer

QuoteWerks

  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
Sue Scott | TrustRadius Reviewer

Cons

Oracle CX Sales (formerly Oracle Engagement Cloud)

  • Although not necessarily designed for it, our sales team finds it difficult to use the product for tracking demo units.
  • The mobile version of the application falls very short. Our IT department fields a lot of complaints regarding its functionality.
  • Following application upgrades - which are frequent - we often have to rebuild some of the custom screens we created.
Anonymous | TrustRadius Reviewer

QuoteWerks

  • There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
  • The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
  • The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.
Douglas Borses | TrustRadius Reviewer

Likelihood to Renew

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 7.0
Based on 26 answers
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.
Eugine G Amalraj | TrustRadius Reviewer

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
Although I have been using QuoteWerks for 15 years, there are still many features in the current version I have not fully explored. It's just *that* feature-rich! Still, there are other features and online delivery methods currently awaiting, plus new features I am very excited to engage. The price of QuoteWerks is also quite reasonable, keeping our data exactly as we want it - on premise and affordable!
Paul Marentette | TrustRadius Reviewer

Usability

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 4.0
Based on 6 answers
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
Stephen Crane | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 9 answers
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
Stephen Siggs | TrustRadius Reviewer

Reliability and Availability

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 10.0
Based on 6 answers
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
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks 6.0
Based on 5 answers
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Stephen Siggs | TrustRadius Reviewer

Performance

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 8.0
Based on 4 answers
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
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks 6.0
Based on 5 answers
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Stephen Siggs | TrustRadius Reviewer

Support Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 2.2
Based on 6 answers
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.
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks 8.7
Based on 9 answers
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
Gary Perkins | TrustRadius Reviewer

In-Person Training

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 8.0
Based on 2 answers
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.
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks 5.0
Based on 1 answer
There is in-person training offered in Orlando, but our company did not want to spend the money.
David C. Noe | TrustRadius Reviewer

Online Training

Oracle CX Sales (formerly Oracle Engagement Cloud)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
David C. Noe | TrustRadius Reviewer

Implementation Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 2.0
Based on 12 answers
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
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 6 answers
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Sue Scott | TrustRadius Reviewer

Alternatives Considered

Oracle CX Sales (formerly Oracle Engagement Cloud)

We debated a few different options, including a home-grown custom program, uCommerce, and just using only Oracle Commerce Cloud. Since we had already decided to use Oracle Commerce Cloud over uCommerce, the integrations available between OCC, Oracle's ERP system, and Oracle CPQ definitely seemed like the easiest option with the greatest benefits. However, the cost/benefit of Oracle CPQ was more apparent when we were ready to launch more complex configurations across all of our product groups.
Michael Weissberg | TrustRadius Reviewer

QuoteWerks

At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
Anonymous | TrustRadius Reviewer

Scalability

Oracle CX Sales (formerly Oracle Engagement Cloud)

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 9.0
Based on 3 answers
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
Stephen Siggs | TrustRadius Reviewer

Return on Investment

Oracle CX Sales (formerly Oracle Engagement Cloud)

  • As an account manager who does a lot of their own prospecting, DataFox has literally saved myself and my co-workers hours per week in prospecting. Manually finding companies and assembling lists can take a long time, but with DataFox what took hours before can now be accomplished in 15 minutes.
  • DataFox has allowed our team to reach more companies faster. Expanding our reach means more exposure, which means more demos and more closed deals.
Shane Finnegan | TrustRadius Reviewer

QuoteWerks

  • Positive: organized, consistent quotes
  • Positive: reduced time to generate/modify quotes
  • Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Oracle CX Sales (formerly Oracle Engagement Cloud)

General

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

Oracle CX Sales (formerly Oracle Engagement Cloud) Editions & Modules

Additional Pricing Details

QuoteWerks

General

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

QuoteWerks Editions & Modules

Edition
QuoteWerks Standard Edition$151
QuoteWerks Professional Edition$201
QuoteWerks Corporate Edition$291
  1. per concurrent User / month
Additional Pricing Details
The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.

Rating Summary

Likelihood to Recommend

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.4
QuoteWerks
8.4

Likelihood to Renew

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.0
QuoteWerks
8.0

Usability

Oracle CX Sales (formerly Oracle Engagement Cloud)
4.0
QuoteWerks
9.0

Reliability and Availability

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
QuoteWerks
6.0

Performance

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
QuoteWerks
6.0

Support Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.2
QuoteWerks
8.7

In-Person Training

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
QuoteWerks
5.0

Online Training

Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
6.0

Implementation Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.0
QuoteWerks
9.0

Scalability

Oracle CX Sales (formerly Oracle Engagement Cloud)
QuoteWerks
9.0

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