189 Ratings
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Score 7.3 out of 100
2 Ratings
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Score 7.3 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

Upland Altify

Altify is very well suited for customer relationship mapping and for use on very large, long term and complex deals. Altify is created and represented as an enterprise-level tool, but even some of its functions are too overbuilt for enterprise level sales activities. Altify is a tool best utilized only for the top level of complex deals within an organization. Features such as customer relationship mapping do have use and benefit for mid to large level deals and is arguably the most valuable tool in the Altify suite. After nearly a year using Altify, my recommendation on its use would be to enable account plans, account management, opportunity management, and sales process manager only to the top strategic account reps in the organization, realizing that they are probably best used purely out of the box as any customizations create other complications. For the rest of the sales teams, the customer relationship mapping feature is the one tool reps would gain the most value out of.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Upland Altify
Customer data management / contact management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Upland Altify
Workflow management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Upland Altify
Territory management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Upland Altify
Opportunity management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Upland Altify
Integration with email client (e.g., Outlook or Gmail)
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
Upland Altify
Contract management
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.8
Upland Altify
Quote & order management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Upland Altify
Interaction tracking
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Upland Altify
Channel / partner relationship management
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.7
Upland Altify

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Upland Altify
Single sign-on capability
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Upland Altify
Role-based user permissions
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Upland Altify

Social CRM

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

Integrations with 3rd-party Software

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

Platform

Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Upland Altify
Mobile access
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Upland Altify

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

Upland Altify

  • Organization chart: really well integrated with SFDC and the visual is easy.
  • Profile recommendations in Org chart: great coaching builtin to be fair, but it's tough on your thought process.
  • Plan overview and POV hit the mark on what is most important.
  • Love the idea of using this with the prospect for early stage alignment and coaching.
Anonymous | 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

Upland Altify

  • Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
  • Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
  • Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
  • Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.
Anonymous | 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

Upland Altify

No score
No answers yet
No answers on this topic

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

Upland Altify

No score
No answers yet
No answers on this topic

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

Upland Altify

No score
No answers yet
No answers on this topic

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

Upland Altify

No score
No answers yet
No answers on this topic

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

Upland Altify

No score
No answers yet
No answers on this topic

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

Upland Altify

No score
No answers yet
No answers on this topic

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

Upland Altify

No score
No answers yet
No answers on this topic

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

Upland Altify

While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities
Anonymous | 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

Upland Altify

  • Shows management that we have a strategy.
  • Forces critical and honest thinking about gaps in your account knowledge.
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

Upland Altify

General

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

Rating Summary

Likelihood to Recommend

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.4
Upland Altify
7.3

Likelihood to Renew

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.0
Upland Altify

Usability

Oracle CX Sales (formerly Oracle Engagement Cloud)
4.0
Upland Altify

Reliability and Availability

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Upland Altify

Performance

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Upland Altify

Support Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.2
Upland Altify

In-Person Training

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Upland Altify

Implementation Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.0
Upland Altify

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