Oracle Sales vs. Winmo

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.

Incentivized

Winmo is best suited when you know which company you are looking for, but are missing some information, including key contacts, agency relationships, and quarterly advertising budgets. Scenarios where it is less appropriate are when you already know which company/contact you are looking for, and you are merely looking for company info to provide context

Incentivized

• 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[.]

Incentivized

• Allows us to view information from companies in the industry to stay on top of industry news and trends.
• It provides a large database of clients and important companies, with the contacts of managers and executive staff.
• Allows us to export the list of contacts and clients to Excel or Salesforce for the weekly reports that we make in the agency.

Incentivized

• 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.

Incentivized

• The contact info can be somewhat stale...it pays to double-check LinkedIn first to see if a particular contact still has that position.
• Would like to see more info on lesser-known brands, since the big brands often mentioned are already inundated with sales inquiries.

Incentivized

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.

Incentivized

Some of the more complex customer reports we have created are slow to run at times.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

I've used a few different services like Winmo, one of them being seamless. Winmo was a lot easier to use and the information that I gather from Winmo seems to be a lot more accurate and easy to navigate. User experience is a big deal, the easier to find information the better.

Incentivized

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.

Incentivized

• 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.

Incentivized

• There has been a positive ROI in terms of list building.
• The ROI has also been positive in terms of competitive research.
• The ROI has been negative in terms of data quality. When the sales team actually starts using the data as-is without putting in some of their own time to clean the data.

Incentivized