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.
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LIES! LIES! LIES!!!!!!!!!!!!!!!!!!!!!!!!Service Titian caused us so much grief and our company thousand's of dollars. They promised us they work well with our Quickbooks program. LIES! The amount of hours we spent on the phone with them, they should be paying me! All the issues that came about, they didn't even know how to fix themselves. We had to wait days for them to come up with solutions and call us back. So many batch's we transferred over to Quickbooks the amounts were completely wrong, doubled our transactions, or put into the wrong place. As you can see with other reviews the managed tech's price is outrageous. As well as the time cards, we always had errors we had to fix with that as well. DO NOT USE SERVICE TITIAN, IT WILL MAKE YOUR JOB 1000X HARDER!!!!!!!!!!!!! WAY TOO COMPLICATED THEN IT NEEDS TO BE AND HALF THE EMPLOYEES DON'T KNOW HOW TO HELP YOU.
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 Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here. Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however. Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple. Read full review Cons 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 We'd like to be able to text estimates (currently, email is the only function) We'd like to have audit trails on Customer and Location records (currently only at the job level) We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office. 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.
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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 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.
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No comparisons. Everyone tries to emulate Service Titan. Service Titan has had the best support. Service Titan also seems like they have a better development team to build out their product and listen to client feedback. Where that's helpful is that they're constantly pushing the envelope of what's possible with enhancing client experience and streamlining operations for a business owner.
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 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 We can more effectively retain customers and send them offers if it's been a while since their last visit. Our cash flow has dramatically improved because now the technicians invoice everything. We can get estimates out the door within the hour, not days later. Read full review ScreenShots Oracle CX Sales Screenshots