189 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.3 out of 100
22 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.5 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

Velocify by Ellie Mae

Small businesses who do not need complex reporting and analytics would fit well into the Velocify model. There needs to be specific segments that appeal to this type of CRM, and the best feature is within an added layer--dialer. The ability to turn things around and contact your leads immediately was very beneficial to us, and could prove to be a boon for a small to midsize business.
Tim Gossett | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Velocify by Ellie Mae
Case management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Velocify by Ellie Mae
Call center management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Velocify by Ellie Mae
Help desk management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Velocify by Ellie Mae

Marketing Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
Velocify by Ellie Mae
Lead management
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Velocify by Ellie Mae
Email marketing
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Velocify by Ellie Mae

CRM Project Management

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Velocify by Ellie Mae
Task management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.9
Velocify by Ellie Mae
Reporting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Velocify by Ellie Mae

CRM Reporting & Analytics

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.6
Velocify by Ellie Mae
Forecasting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Velocify by Ellie Mae
Pipeline visualization
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.9
Velocify by Ellie Mae
Customizable reports
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.5
Velocify by Ellie Mae

Customization

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

Security

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Velocify by Ellie Mae
Single sign-on capability
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Velocify by Ellie Mae
Role-based user permissions
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Velocify by Ellie Mae

Social CRM

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Velocify by Ellie Mae
Social data
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Velocify by Ellie Mae
Social engagement
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Velocify by Ellie Mae

Integrations with 3rd-party Software

Oracle CX Sales (formerly Oracle Engagement Cloud)
9.2
Velocify by Ellie Mae
Marketing automation
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Velocify by Ellie Mae
Compensation management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Velocify by Ellie Mae

Platform

Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Velocify by Ellie Mae
Mobile access
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Velocify by Ellie Mae

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

Velocify by Ellie Mae

  • The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
  • The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
  • The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!
Sara Razmus | 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

Velocify by Ellie Mae

  • Velocify would be well served to create a more robust email drip campaign platform.
  • Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)
Kristi Brannon | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 5.1
Based on 5 answers
I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work
Anonymous | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.
Jay Dunsing | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is always up!!
Jay Dunsing | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
If the system is set up correctly it will be a game changer for your organization.
Jay Dunsing | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 4 answers
While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.
Anonymous | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.
Jay Dunsing | TrustRadius Reviewer

Online Training

Oracle CX Sales (formerly Oracle Engagement Cloud)

No answers on this topic

Velocify by Ellie Mae

Velocify offers online training via videos and written descriptions of implementation procedures.
Jay Dunsing | 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

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.
Jay Dunsing | 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

Velocify by Ellie Mae

Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two
Tim Gossett | TrustRadius Reviewer

Scalability

Oracle CX Sales (formerly Oracle Engagement Cloud)

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is fully scaleable both vertically and horizontally across the enterprise.
Jay Dunsing | 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

Velocify by Ellie Mae

  • Faster lead conversion lead us to higher potential for "first school wins" philosophy.
  • Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
  • Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.
Tim Gossett | TrustRadius Reviewer

Screenshots

Velocify by Ellie Mae

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

Velocify by Ellie Mae

General

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

Rating Summary

Likelihood to Recommend

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.4
Velocify by Ellie Mae
9.8

Likelihood to Renew

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.0
Velocify by Ellie Mae
5.1

Usability

Oracle CX Sales (formerly Oracle Engagement Cloud)
4.0
Velocify by Ellie Mae
10.0

Reliability and Availability

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Velocify by Ellie Mae
10.0

Performance

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Velocify by Ellie Mae
10.0

Support Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.2
Velocify by Ellie Mae
10.0

In-Person Training

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Velocify by Ellie Mae
8.0

Implementation Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.0
Velocify by Ellie Mae
8.0

Scalability

Oracle CX Sales (formerly Oracle Engagement Cloud)
Velocify by Ellie Mae
10.0

Add comparison