189 Ratings
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Score 7.3 out of 100
28 Ratings
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Score 8.6 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

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Workbooks
7.7
Customer data management / contact management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Workbooks
8.5
Workflow management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Workbooks
8.2
Territory management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Workbooks
7.7
Opportunity management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
Workbooks
6.4
Contract management
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.8
Workbooks
7.2
Quote & order management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Workbooks
7.6
Interaction tracking
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Workbooks
6.4
Channel / partner relationship management
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.7
Workbooks
8.4

Customer Service & Support

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Workbooks
6.3
Case management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Workbooks
6.2
Call center management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Workbooks
6.8
Help desk management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Workbooks
5.8

Marketing Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
Workbooks
7.3
Lead management
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Workbooks
8.0
Email marketing
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Workbooks
6.6

CRM Project Management

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Workbooks
7.5
Task management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.9
Workbooks
7.7
Reporting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Workbooks
7.8
Billing and invoicing management
Oracle CX Sales (formerly Oracle Engagement Cloud)
Workbooks
6.8

CRM Reporting & Analytics

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.6
Workbooks
8.6
Forecasting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Workbooks
8.2
Pipeline visualization
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.9
Workbooks
8.8
Customizable reports
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.5
Workbooks
8.8

Customization

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
Workbooks
7.7
Custom fields
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
Workbooks
8.4
Custom objects
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
Workbooks
7.6
Scripting environment
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.7
Workbooks
7.5
API for custom integration
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Workbooks
7.5

Security

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Workbooks
7.5
Single sign-on capability
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Workbooks
7.0
Role-based user permissions
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Workbooks
8.0

Social CRM

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Workbooks
6.6
Social data
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Workbooks
6.0
Social engagement
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Workbooks
7.3

Integrations with 3rd-party Software

Oracle CX Sales (formerly Oracle Engagement Cloud)
9.2
Workbooks
6.9
Marketing automation
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Workbooks
6.7
Compensation management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Workbooks
7.0

Platform

Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Workbooks
4.2
Mobile access
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Workbooks
4.2

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

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | 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

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | 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

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | 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

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

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

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | 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

Workbooks

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

Workbooks

Workbooks 8.2
Based on 1 answer
No answer on this topic is available.

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

Workbooks

No score
No answers yet
No answers on this topic

Online Training

Oracle CX Sales (formerly Oracle Engagement Cloud)

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | 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

Workbooks

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

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | 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

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | 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

Oracle CX Sales (formerly Oracle Engagement Cloud) Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.4
Workbooks
8.7

Likelihood to Renew

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.0
Workbooks
8.5

Usability

Oracle CX Sales (formerly Oracle Engagement Cloud)
4.0
Workbooks
7.3

Reliability and Availability

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Workbooks
9.1

Performance

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Workbooks

Support Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.2
Workbooks
8.2

In-Person Training

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Workbooks

Online Training

Oracle CX Sales (formerly Oracle Engagement Cloud)
Workbooks
6.4

Implementation Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.0
Workbooks

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