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 For design automation for SOLIDWORKS, I feel Tacton Design Automation is the best solution out there. It's simple to develop and implement for the design/engineering department. But can be implemented within the sales team as well with Tacton CPQ. When a company has products that are modular and/or have many sizing updates, this is where Tacton excels. If you have products that are completely customized, then Tacton or even design automation isn't the best suited for that.
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 Tacton has a non-linear solver, meaning it can solve lots of equations without them being is a particular order. This enables the software to be incredibly flexible. Tacton has a great interface to set up configurators for people to use. No knowledge of programming languages is required. The configurator uses equations similar to Excel equations to control what the users options are. Tacton has the ability to easily add lists of data like product lists, beam or pipe sizes that because available for user selections or for calculations. The Tacton configurator also automatically builds the user interface as you set up user inputs making it much easier to set up then competitor software. 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 Layout mode is probably the most lacking aspect of the software (within Tacon Design Automation Engineer). Something so powerful as having modular parts should be more heavily supported. Although, I've heard Tacton is focusing on updating this with better functionality. The constraint editor does not display complex/lengthy constraints very well. I end up using Excel to visually break out in cells the different aspects of the constraint. 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 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 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 Drive Works is the main competitor for the TactonWorks module of Tacton. We actually discovered DriveWorks and purchased it before we discovered Tacton and started to use it. Once we discovered Tacton we liked it so much better we dropped using DriveWorks and switched to Tacton. I think you could accomplish what you need to in DriveWorks, but it is easier to setup in Tacton and Tacton has alot of features that really can make your product configurators nice
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 Time to produce submittals went from 1-2 weeks down to a couple of days. Then, once approved, normally to produce the fabrication drawings (70+ unique parts) it would take from 4-6 weeks. We can get it down to as little as a few days. Read full review ScreenShots