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Oracle CRM On Demand

Oracle CRM On Demand

Overview

What is Oracle CRM On Demand?

The basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing,…

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Recent Reviews
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Awards

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Popular Features

View all 31 features
  • Customer data management / contact management (25)
    8.9
    89%
  • Role-based user permissions (25)
    8.5
    85%
  • Opportunity management (25)
    8.1
    81%
  • Workflow management (24)
    8.0
    80%
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Pricing

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Unavailable

What is Oracle CRM On Demand?

The basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Oracle Sales?

Oracle Sales guides sellers with intelligent recommendations to help them focus on the most valuable prospects at the right time. These machine learning-based CRM selling tools center around clean, complete customer data from internal and external sources.

What is ActiveCampaign?

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

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Product Demos

Integration -Oracle CRM On Demand-Android Phone-wireless-printer.mp4

YouTube

Oracle CRM On Demand - Cs2 Dealers Edition Beta DEMO

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.3
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.6
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.5
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.6
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.2
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.6
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.8
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8.5
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.6
Avg 7.2

Platform

10
Avg 7.5
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Product Details

What is Oracle CRM On Demand?

The basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.

Oracle CRM On Demand Integrations

Oracle CRM On Demand Competitors

Oracle CRM On Demand Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

The basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.

HCL Unica, Adobe Marketo Engage, and Aprimo are common alternatives for Oracle CRM On Demand.

Reviewers rate Mobile access highest, with a score of 10.

The most common users of Oracle CRM On Demand are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(133)

Attribute Ratings

Reviews

(1-25 of 26)
Companies can't remove reviews or game the system. Here's why
Chris Edwards | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is an easy to use customer relationship management platform that fits perfectly in all organizations allowing them to manage and improve customer services and relationship. The platform is used our company and allows us to optimize our sales process and boost our sales productivity. Its excellent and helps us solve the problem where we inadvertently execute customer related processes in a manual method and delay customer expedition services.
  • Oracle CRM is accessible from any device and this equips our staff to use it efficiently.
  • A free trial plan is available and enables users to test its usability before acquiring their preferred plan.
  • It has expanded our customer base and enable us grow our portfolio and revenue.
  • Sometimes when the internet connection is poor using the platform becomes a bit difficult and unreliable.
Oracle CRM is reliable and it fits well in a scenario where a company aims to grow their customer base and improve their relationship with their clients and ensure that all customer services are offered in an efficient manner. Oracle CRM is accessible from any device and this ensures easy usage of the platform and assure all staff to execute their various business processes.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is used only by the Marketing Department of my organization. Its primary use is the management of billing data of our clients. Data analysis and data collection are pretty important with its help, but it also smooths the customer service workflow.
  • Detailed analysis for business intelligence.
  • Easy customer management.
  • Flexibility.
  • Incompatibility with other programs.
  • Not very customizable.
  • Not so friendly UI.
Oracle CRM is well suited for each type of companies (small - medium - large) because it is highly scalable. It supports many languages (English, Chinese, German, Japanese and Indian) and it is supported in many platforms (Windows, Mac, Linux, Android, iPhone).
February 18, 2021

Oracle Review

Randi Yeaman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
THis is being used by Sales Team. It collects all Contacts and Opprotunities we have with them
  • Contacts
  • Leads
  • Opportunities
  • Projects
  • Notes
  • Attachments
  • Integration with other software
[Well suited] where a business is gathering and using a lot of contacts and leads. Small business where the clientele is limited it would not be as useful.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is being used to capture leads, create product configurations, manage customer data, order data, and include a basic workflow that also very importantly configures the products and services using a product configurator included as a standard Siebel module. Solutions then hand over the case to other business logic components (ESB and one specialized app) and collect results of the orchestrated tasks in one place. It also connects to the call center IS Avaya, and cooperates with a custom-developed mobile app, serving as a customer self-service tool.
  • Managing customer information, campaign information and interconnection with call center IS.
  • Good user interfaces out of the box, which can be heavily modified so this point does not hold in all installations.
  • Automatic updates do not require a full system restart.
  • Very slow product configurator, which can cause degrading performance if product definitions are not optimally configured or too complex.
  • Although recently improved, the current built-in BI and reporting capabilities are not on par with MS Power BI and similar.
If you need a powerful CRM solution with multichannel or even omnichannel capabilities, go for it. This is a generic CRM solution, so if you need a vanilla SW, buy it. If you feel you will need to customize the solution significantly into some direction (e.g. engineering and construction, energy, procurement, telecommunication processes etc.), thoroughly compare with MS Dynamics, SAP and other leading solutions, which can better suit your needs and scale. Other SW producers include on top of CRM functionalities also industry relevant best practice in processes, intergrations, or e.g. production monitoring and management, etc. and can save you a lot of time and money spent on development.
January 18, 2019

Just go for it.

Hammad Bin Idrees | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I have been using this software for several days and it is giving a very excellent feel to me. I will suggest everyone use this software and save your time. Oracle Siebel is an impressive enterprise-level customer relationship management application. The product's roots were deep in Sales Force Automation (SFA), however, over several years Siebel Systems acquired or built-out a broad CRM suite as well as dozens of purpose-built vertical market CRM solutions. Oracle Siebel, like almost all other client-server CRM software, has a reputation for high risk, and very expensive, deployments leaving this enterprise software solution largely for enterprise-level customers. In fact, failed implementations and frustrated users are the primary impetus for the rise and sky-rocketing growth of cloud or software as a service (SaaS) CRM systems. Not to be left out of a major market movement, Oracle also offers its Oracle CRM on Demand for SaaS CRM prospects. Siebel Systems was the undisputed dominant CRM software vendor, peaking at 45% market share in 2002. Since being acquired by Oracle in 2005, the product has continued its assertive push however with stiff competition from arch rival SAP, and multiple ways to measure market share, both Oracle and SAP claim top CRM software industry position. Most analysts give Oracle a slight edge, however, it largely comes down to what variables are used and benchmarks are counted. Oracle's CRM products include Oracle Siebel CRM, Oracle CRM on Demand, Oracle E-Business Suite (EBS), Oracle PeopleSoft Enterprise and Oracle Contact Center Anywhere (CCA). The company retains over 5,000 global CRM customers, nearly 5 million users and approximately 130 million self-service users. Oracle Siebel is an impressive enterprise-level customer relationship management application. The product's roots were deep in Sales Force Automation (SFA), however, over several years Siebel Systems acquired or built-out a broad CRM suite as well as dozens of purpose-built vertical market CRM solutions.
  • Its speed and security
  • Oracle is a standard in business software and provides generally user-friendly formats and interfaces.
  • I like that this software has no frills. You get what you need and nothing extra. The templates are simple.
  • Oracle Support and the Support and Training Portal -- Very good tools and plenty of information to get you through.
  • Takes time to load sometimes
  • Speed and user-friendliness
  • Nothing major that comes to mind except the fact that there is always a room for improvement.
This software has really allowed us to improve our customer engagement, keep our systems more organized, and let our team focus on other tasks because we don't have to worry about managing our CRM. This product does a lot of the heavy lifting with keeping things in a nice and neat package with a nice looking user interface and lets our team collaborate no matter where they are. They also offer training for new agents to get familiar with the program, which frees up our staff.

We haven't really run into any major issues with this product as of yet. Customer support can be a little troublesome to get in touch with, but once you have a dedicated account representative this goes a lot smoother.
December 20, 2018

Reliable CRM Solution

Cameron Walker | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Oracle provides me up-to-the-minute data on sales. With integrated marketing automation software, it allows me to analyze the effectiveness of email marketing campaigns. Ultimately, this software should be/is used by all who use and need the data to analyze trends and determine an approach to generating more qualified sales leads.
  • Integration with Office365
  • Real time analytics
  • Easily analyze historical trends with historical reporting
  • Storage of client data
  • UI is cluttered and clunky
  • Interface could be improved
  • Not as customizable as other CRM platforms
It is best to have a knowledgeable consulting team if transitioning from another CRM Software or implementing for the first time - Be sure to have your assigned administrators take an Oracle Course for Admin Essentials and Reporting. The tool is best suited for any mature organization needing a tool for their sales team to manage their pipeline.
Jane Kabochi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is a reliable customer relationship management software that we use in our company. It's easy to use and it's used in the whole organization and from it, we have managed to cultivate and create a long-lasting and fruitful relationship with our clients. It has helped us diversify and innovate our sales process and how we interact with our clients now and in the future.
  • Fits in various business segments and departments that touch on customer loyalty such as sales, marketing and customer support
  • The software is accessible from a number of devices both mobile and desktop
  • The vendor's customer support is reliable
  • The software is impeded by poor internet connections especially when being accessed from a remote location
The software is designed for use in scenarios where the company/organization aims to regulate and manage the customer relationship in its full cycle. It's used in steps of customer relationship management starting with lead qualification and categorization, tracking/management of opportunities,forecasting optimization, analytics & reporting among others. In the end it will help build a loyal customer base.

Richard Gichangi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is one of the leading software in the customer relationship management segment that we use in our company extensively due to its robust and intuitive interface and deployment models. The software is used in the whole of our organization and it makes customer relationship management easy for our company. This, in turn, enables us to optimize our sales processes, increase our productivity and build a loyal customer base.
  • The reports generated by the software are easy to download and comprehend.
  • Can be deployed in various modes from the cloud, on-premises to on-demand and SaaS thereby giving the user flexibility in its usage
  • Integrates well with other on-premises family products thereby improving your user experience further
  • Its user interface needs some re-designing to make more appealing
  • Its affected by poor internet connections in its working
  • Very few customization can one undertake in this software
This solid CRM platform is essential and works efficiently in helping your organization stand out and become competitive in your respective industry and build long-lasting and memorable relationships with your clients. Still, from its intuitive and user-friendly technical build-up, it makes it easy to address all of your CRM issues in an effective and fast manner that grows your business/brand further.
Cristian Bodnarasec | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM On Demand is used by our organization in sales, marketing and finance for tracking sales, opportunities and customer contacts. The sales people own the data and they have to make sure everything is up to date as the data drives the marketing campaigns, business plan/forecasts and even their pay.

When choosing this, our intention was to have one single source of truth for customer prospects, contacts and opportunities.
  • Especially built for sales tracking: prospects, contacts, opportunities etc. It is a reliable system to manage the sales business.
  • Ease of use for relatively simple searches and medium complex reports.
  • It is on cloud. The very first we started using, many years ago. This means it is available at any time and from anywhere.
  • User management and access roles: permissions customization at user level.
  • A scripting mechanism is needed to customize the data entry forms. As any data driven system, Oracle CRM on demand is as reliable as its data is. Having sales people entering and maintaining the data you have to make sure they are doing that and not cutting corners. One way to do that is to enforce the business requirements in the entry forms.
  • User interface / user experience definitely can and should be improved.
  • It needs a way to send automatic reports on a schedule via email.
  • Support: as usual the Oracle support tends to be tedious and lengthy.
Suits well for tracking customer prospects, opportunities and contacts. It is a reliable data entry and data storage, has ways to integrate with other systems for mass uploads.

When it comes to model specific business requirements around sales data, it is limited. We had to build a custom application that gets all data from On Demand and develop custom reporting, automatic sending of reports, reminders etc.
Christine Hailey | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I have used Oracle CRM in my previous job in the department of Information Technology and I can attest that the software boosts sales productivity and made the management of customers much easier. Information is also available to any device for users to access and it has strong marketing campaign management. Tracking of leads and opportunities is provided by Oracle CRM with real time pipeline management.
  • Easy to use and install.
  • It boosts sales productivity.
  • It tracks customers activities .
  • Not easily customizable.
  • It can be slow at times.
  • It has a steep learning curve.
Oracle CRM is well suited for large enterprises as it can be expensive for small business. It also suited for organizations that deal with large numbers of customers that will require proper management of information ranging from lead tracking to heavy reporting that will be required. Also these organization will require the software to be able to make informed and accurate decisions with information provided by the software.
Hezekiah Mathenge | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is used in different departments within our organization such as sales, marketing, information technology and management. It has enabled us to aggregate leads data so that we can target the right customers. It has also eased our tracking and management of leads, prospects, opportunities and clients. It has also enabled management to track the performance of different marketing strategies and different marketing teams.
  • Aggregation of customers and leads data
  • Tracking and attribution of sales
  • Ease of deployment and use
  • Increased productivity by sharing customer's data across team members
  • It is expensive for startups and small businesses
  • Customization can be a resource intensive endeavor
Oracle CRM is suitable for small to big companies that would like to improve their customer experience and increase productivity. It enables staff members to serve customers more efficiently through self service, online chat and click to call. It also provides analytics and reports whose contents are important in decision making for managerial staff.
Susan Mwende | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM On Demand is used across departments especially the Information technology department. It has helped in tracking leads and opportunities and made easier to manage them as well. So far there has been an increase in sales and marketing and we have been able to see real time analytics using Oracle CRM On Demand. There has been an increase in customer engagement and we have been able to build trust due to the customer service support we give thanks to this software.
  • It provides real-time analytics
  • Information is arranged in an orderly manner
  • Able to track leads and opportunities
  • I do not find anything that I dislike about this software. It's the leading CRM software on the market.
Oracle CRM On Demand is suitable for companies that want to improve their customer engagements and increase in sales It is affordable for both small and large companies.
July 09, 2018

Best CRM provider

Jenny lester | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle on demand is used in the department of information technology to monitor and evaluate sales productivities. Our organisation has benefited in having high revenues and increased productivity. In the marketing department, they have been able to conduct marketing campaigns through the simple integration solution provided by Oracle On Demand. We have been able to track leads and measure ROI with built-in email and web marketing. Oracle On Demand provided best marketing automation with the benefits of complete integration with CRM.
  • Increased sales productivity.
  • It helps the sales team to focus on selling rather than searching for information.
  • It has a smart and simple integrated solution for managing marketing campaigns and activities.
  • It's tedious to learn how the software works.
  • It may be slow when we are having a poor connection.
Oracle On Demand is suitable for all organisation of different sizes and types. It serves the marketing, sales, service and call center departments. So any organisation with either one of the departments can use the software swiftly without any inconvenience.
Raymond Okello | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is used mostly by the marketing department, sales department, customer support department and managerial department. It is our preferred CRM solution as it suits our business needs to establish a scalable CRM to manage orders and quotes, price management, partner relations management and billing. It has support for Windows, Mac, Linux, Android, iPhone and it is also accessible through a web browser.
  • Customer data integration
  • Self service and electronic billing
  • Integration with ms office and oracle ebusiness suite
  • Availability in all platforms both for pc, mobile and web.
  • Customization is a resource extensive endavour for small businesses
  • Availability on wearables and smart tvs
Oracle CRM is suited for freelancers, small size companies, medium-size companies and also large companies. It is also highly scalable and supports more than five languages including English, Chinese, German, Japanese and Indian languages.
Kelvin Ochieng | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is our preferred software solution for managing our customers, potential customers, leads, and opportunities. We also use it for our marketing and campaigns to ensure the smooth flow of activities with little or no human intervention. It is mainly used in the sales department, marketing department, finance department and also managerial level.
  • Management of existing customers
  • Management of potential customers
  • Reduction of human intervention in some marketing strategies
  • Its not very easy to use for non-technical persons
Oracle CRM is best suited in scenarios where a business needs to adopt a software CRM solution to manage interactions with potential customers as well as existing customers. It is efficient in the management of clients from the initial stages of interaction with a business to their continued interaction with the business.
Rose Kipkemoi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM On Demand is used by our organization to track sales and leads, marketing campaigns, synchronizing contacts, emails, Calender's and minimize the cost of operations. As a News reporter, I use Oracle CRM On Demand to monitor marketing campaigns. We have been able to do email marketing swiftly using this cloud software. Oracle CRM on demand is used across our organization.
  • Track sales
  • Track leads and opportunities
  • It integrates well with other Oracle solutions
  • Easy to use and install
  • Requires trained personnel
  • High learning curve
  • Sometimesit makes my computer slow
I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.
Marcia Gibson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM On Demand is widely used in our organization in various departments such as sales & marketing, support, and management. The support desk feature is used to manage communication within the company as well as between the company and other companies. We also use it to manage and share communications regarding leads, opportunities, cases, and clients from a central point.
  • Leads, opportunities, and client management
  • Support desk management
  • Sharing communications on leads and opportunities
  • Reporting and forecasting
  • User interface
  • User experience
Oracle CRM On Demand is suitable for medium and large companies that require a software solution to manage the support desk, sales, and marketing, interdepartmental communications as well as B2B communications.
Wiliam Kipngetish | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have assisted several companies to set up Oracle CRM across several departments to manage leads, opportunities, clients, and sales. Oracle CRM automates various business processes and improves sharing of information regarding leads and clients. It is also important in the generation of quotes and orders as well as campaigns. Oracle CRM also supports integration with other software that is used daily in business for other purposes such as accounting.
  • Oracle CRM is stable and reliable
  • A dynamic and flexible reporting engine
  • Easy customization
  • Quality support
  • Requires extensive staff training
  • Some customizations are expensive
  • Require expert support during deployment
Oracle CRM is suitable for organizations/companies that require to manage and keep track of their leads, opportunities, sales, and clients from a central role based CRM.
Denis Alessio 🇭🇷 | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM was used by the customer service department to respond to inquiries or requests for help from existing and potential customers.
The customer support role was much easier with Oracle CRM historic analytics. It is a completely scalable tool, so it can benefit different kinds of businesses.
  • An insight of the customer habits
  • Reliable system backed up by Oracle
  • Great way to find answers quickly (time is money)
  • Design of some elements could be improved (drop down menus, icons...)
Oracle CRM is great in environments where you have over 50 interactions with customers per day: it can give you valuable insights into the overall customer history and needs.

Oracle is less appropriate for people that would like a really beautiful tool.
March 15, 2018

Oracle on Demand

Score 6 out of 10
Vetted Review
Verified User
Incentivized
It is used within my department, it allows customers to contact us via e-mail.
  • Helps with finding the right answers quickly
  • We are able to see how satisfied our customers are
  • Solution library is helpful
  • It could be more intuitive
  • Font and colors are monotonous
  • Not clear for beginner users
Medium to large companies with multiple departments (i.e. Sales, Marketing, Call Center, etc.)
Joseph R. Sweeney | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
My department dealt primarily with customer acquisition and sales and so we were using Oracle CRM to track opportunities as well as document the sales process along the way. Several higher management individuals would also use it to check on the status of different leads, but it was primarily used by our team. It definitely helped keep interactions in check as well as provided a clear cut arena for communicating with others in our department about the sales process.
  • Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
  • It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
  • Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
  • If you have too large of a file with many tables or data, it will definitely slow things down. To be expected, but this is something that could be worked on.
Oracle CRM is best suited for a company in which there will be a lot of users that need a central location in which to document sales and customer interactions. If your sales agents or customer reps are in one location and there aren't many of them, then you could probably go with a less robust system and still manage just fine. Our company had sales agents around the globe and so we needed a central hub in which to communicate and check on the progress of pending sales.
November 10, 2017

Oracle CRM

Score 5 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM was used by the company to reach out to prospective candidates and gauge their interest in applying for the university. Within the organization the CRM application was used by the IT support office to keep track of work orders and help tickets for different departmental customers.
  • Oracle CRM was our first choice product for a multitude of reasons at our organization. Since we already had Oracle Campus Solutions as our main ERP suite we decided to proceed with Oracle CRM.
  • Oracle CRM allows single sign on capabilities using OAuth 2.0 and integrates well with our products.
  • It does not require extensive installation or regular maintenance.
  • Oracle CRM lacks certain features that other vendors like Salesforce are providing out of the box. One of the things Salesforce provides is called Chatter, that helps provide central location for important organization wide communication.
  • The approvals and workflow processing is much faster in Salesforce CRM as compared to Oracle.
  • Customization of dashboards and intuitive workflow process design are two of the features lacking in Oracle CRM.
We found that within our organization Oracle CRM was a very good tool for handling self-service and eBilling processes.
Simon Vargas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The Oracle CRM is the basis of how we do business. We use this because it has been the most effective way to integrate our existing platforms (i.e. Salesforce). We use Salesforce throughout the entire organization. Sales is not the only function of business that uses Oracle. We also have our Product Managers use it to monitor inflow/outflow of inventory, orders shipped, cost analysis, price comparison, etc.
  • Oracle CRM is not just for a Sales department. It is best used throughout a multitude of different departments to survey performance, customers, and opportunities.
  • It provides you with a database of your entire business, analytical ratios of performance, overall financial analysis too. Sales reps spend the bulk of their time in this program reviewing revenue for orders from customers, adjusting costs to obtain the most updated cost of each product, and sending packages in/out of our warehouses.
  • The functionality used to be very slow when updating the calendar to adjust for weeks, months, years, etc. Data is pulled in from everything (i.e. all of your customers). Therefore, it takes a lot of time to gather everything. This is most likely why the program would freeze. However, it has been improved more and more each time.
  • The downfall could be if this program shuts down, we cannot service our customers. It puts a lot of strain on the company if there are any maintenance requests that are done during the work hours (this is very uncommon).
If a new customer has interest in trialing a product that we have available but have not released to our warehouse, we can go into Oracle CRM and find the suitable contacts to call and discuss. We then can reach into our inventory and survey a shipment that has left our manufacturer's hands and track the shipment instantly. We can then process the sample order to adjust for a no-risk purchase order directly to the customer.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We used it across the whole organization, mostly in sales, marketing, and client support department. it was organized to manage and focus on a single task for our customers and clients. We also used it to integrate with the virtual call center to create a complete quality control across our customer's experience.
  • It's very easy to maneuver, and visibly clean. Very intuitive, and covers most of what I need to access from this vendor in one location
  • Oracle is a standard in business software and provides generally user friendly formats and interfaces.
  • Ease of viewing/searching opportunities and quotes. Ability to create reports tailored to my needs.
  • Ease of viewing/searching opportunities and quotes. Ability to create reports tailored to my needs.
  • It would be nice to be able to filter by part number instead of just by account or opportunity.
  • Application tends to be busy for the average user, depending on content requirements for multiple businesses within the out of box capabilities.
  • more integration between the CRMOD and our other reports/tools.
Oracle CRM is easy to use and viewing/searching opportunities and quotes. Ability to create reports tailored to my needs. Easily reviewing pricing and profitability. Clear view of open/closed opportunities. Also, I need to mention Oracle Support and the Support and Training Portal - Very good tools and plenty of information to get you through tasks.

Seema Yadav | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized

Oracle CRM is being used in the whole organization for running the business and serving the existing clients. It helps us in managing the sales business as well as providing transparency to all the users, especially management.

Its ability to set up particular responsibilities and access to different roles makes it very popular and in fact every single user can customize their own page layout and home pages as per their needs and requirements.

  • Oracle CRM lets you to manage your accounts, contacts and reports pretty easily like any other CRM but with more powerful and effective features. Searching for and retrieving information about customers in Oracle CRM is pretty fast and effective.
  • Statistical Analysis System will allow its users to access system from anywhere in the world by using an internet broadband connection.
  • Creating basic reports and displaying them in graphical charts using pivot tables is very easy using Oracle CRM's customizable dashboard.
  • It provides Microsoft Outlook as an alternate offline client for employees who are physically not present in the office due to travel on duty for sales and marketing. They can use it without an internet connection.
  • The UI looks the same from several years ago and looks pretty old when compared with other CRM tools present in the market.
  • There are limitations when it comes to integration and customization like there is scope of improvement in the case insensitivity search and duplication processes.
If you are running a sales business, this tool suits your needs and it will provide transparency to the sales team. But you also need to look at the cost, and if you have a large budget allocated for CRM, then definitely Oracle CRM or maybe Salesforce should be your top choices to choose from. Salesforce is more costly than Oracle CRM and therefore preference can be given to Oracle CRM. But if you are looking for customization beyond basic functionalities, it may not be the best tool for you.
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