Reviews (1-25 of 34)
- Organization of customer data.
- Minimizing business disruption by allowing existing CRM solutions to run.
- On the same Fusion cloud platform as other Oracle solutions for future expansion.
- Interface is inconsistent between certain areas of sales cloud and customer data management cloud.
- Limitations in how we can configure certain customer areas.
- Minimal Enterprise Data Quality rules which may require additional PaaS licensing.
Not ideal for front end sales team entering as the interface is slightly clunky and it would take a decent amount of change management to make sure it is accepted in the organization.
It is very use-full regarding the insights of companies such as HQ information, Headcount, Revenue, etc...
It addresses the need for knowing some back-round of our prospects and clients
- Insights of companies are really practical because gives you an overview of the company performance at the time you are looking at it.
- Easy to use the Company Search Module where you can easily search for companies on DataFox.
- The integration with Salesforce gives you a look at who is currently working with the prospect at this point and who has work in the past.
- It doesn't have a lot of information for mid-market in Latin America, so there is info you can increase on this.
- Job posting may not be part of the Commercial Module because it is where salespeople may look at it and start another process.
- You may add a top 100 list per country in the lists by default, to make it easier to use when putting attention on the correct sectors.
- Good customer support!
- Easy interface and system that makes training seamless.
- I feel like the administrative features are supporting an array of complex and simple solutions.
- Sometimes updating customer information can be hard and time consuming.
- Define classes in BM.
- House all of our data
- Accessible from anywhere
- Extremely difficult to use with little to no training documentation. We had to hire a third party company just to use the software.
- Outlook app causes so many issues that we had to uninstall it on everyone's computers.
- Creating reports is complicated due to the huge number of tables.
- Doesn't work for construction jobs, more made for selling parts.
- This product may work well for selling parts
- This product does not work well for construction and I would never recomend it for that.
- Our business is too small to use Oracle because you have to customize it so heavily to work for your organization. That can be good if you know exactly how you want it to work. We needed an out of the box solution.
- Excellent task management.
- Specific funnel tracking.
- Very detailed organization with areas for notes, contacts, and stages of the sale.
- I would like to see easier to customize dashboards.
- More thorough reporting.
- Larger knowledge base.
- DataFox allows you to filter your company searches with very specific criteria. This ensures that you generate companies that are relevant to your customer segment and that will have promise.
- DataFox has awesome export functionality. Once you create a list of companies, you can export it to Excel/CSV and import the list to Salesforce.
- DataFox has a very clean and easy and approachable User Interface that is easy to navigate and learn quickly.
- Sometimes the companies that are generated in a search aren't relevant. For example, if I search for Healthcare Software, sometimes DataFox will generate companies that have to do with Healthcare but aren't software companies. Thankfully, with more precise filtering, you can cut down the inaccuracy significantly.
- DataFox tells you the number of employees at a company, but I have found that this number is often inaccurate or at least not consistent with LinkedIn employee count.
- Orders have always been accurate and we've never yet had an issue processing one
- Pricing configuration allows for complex tiers within an organization's portfolio and so there are multiple options depending on your situation
- Report building is simple and intuitive
- Although reporting is intuitive, it could use a more robust reporting look and feel especially when it comes to graphical displays
- Mobile view and approvals can be a bit wonky sometimes and need to be refreshed
Truly an invaluable asset as we made the switch to Oracle a few years back. We have used the group to propose ideas, request feedback on certain issues we were having, and provide our own helpful tips and tricks through their online forum. The group really made the transition a seamless one.
- The ease of which to create and edit contacts.
- The ability to send mass sales campaigns and track recipient results.
- The ability to create custom reports and dashboards.
- The ability to mass update Activities based on Opportunity changes.
- The ability to select contacts for Sales Campaigns based on Opportunity Info.
- The lack of intuitiveness that hinders user adoption.
- Browser based.
- Easy to configure, no need to be a developer.
- Frequent upgrades available.
- They have added a service piece that is still maturing for B2B or blended sales/service organizations.
- They have incorporated the best of breed knowledge from their service cloud, but there are some features that are not available yet (but they are on the roadmap).
User groups are a great way to see what others are doing and build a network of others who share similar pains and goals.
- Incredibly powerful configuration rules engine
- Offers flexibility to achieve almost any business need
- Very well supported - Oracle is clearly investing in development of CPQ Cloud as updates to the system are regular and significant
- Document generation systems need some work - Old Document Engine is very powerful, but not user friendly. Newer Document Designer is very user friendly, but lacks a number of features available in Document Engine.
- CPQ Cloud has gone through some growing pains as part of BigMachines being acquired by Oracle. Many people on the sales side of Oracle still aren't very aware of CPQ, and don't understand how it fits in the big picture.
- CPQ Cloud is in serious need of a UI update, but that is in the works for upcoming releases.
- Directed sales is done very well by this software but you need dedicated administrators to create, update and grow the configurations.
- Quote calculation and presentation are done well also.
- The freedom provided by the administration back end can make the logic to become too complex and conflict, so the administrators need the power in the organization to draw the line on user requests.
- Oracle has put a lot of effort into improving the document engine (to produce quote documents) but it still has it's headaches and limitations. It can pretty much do what the old engine did after years of development. But they dumbed things down a lot which is frustrating sometimes but will probably be good in the long run.
- Provides leads for Oracle Eloqua.
- Tracks a lead's engagement with the company across multiple channels.
- Helps us identify the best time to engage with a lead.
- Glitches and bugs.
- The integrated Oracle Social Network sometimes doesn't work on certain browsers.
- The system is very flexible, allowing us to do pretty much whatever we want with the customer experience.
- Implementation consultants are VERY knowledgeable and picked up the nuances of our business very quickly.
- Along with the flexibility comes some technical complexity. We are not fully up to speed on the technology needed to make all modifications to our product configurator without consulting assistance.
- Oracle solutions are not cheap, nor are their consulting resources. We got what we paid for however.
- Immediate vision of transactions between the Outside and Inside Sales team for a positive teamwork experience.
- Oracle Sales Cloud mobile applications "Around Me" function to locate existing Opportunities or prospects in their current physical area.
- Oracle Social Network is valuable for communication on Leads and Opportunities.
- Monthly maintenance outage could be decreased.
- Multiple levels of support assigned when entering in a Service Request.
- More serve filters setting for the Outlook plug-in after an update.
- Automation of discount approvals and protection of margin- This is probably one of the most widely-discussed features. Our ability to set maximum allowable discount thresholds is imperative, especially when there are hard costs like vendor or partner royalties associated with each quote product. You can really lock product discounts down at the line item level (though presents slight frustrations as well).
- Configurable and customize-able - The code base is configurable and has allowed our in-house developer to develop some fully custom discount approval workflows. It can also be customized to program in maximum and minimum allowable values and graphical control elements like pop up menus, help text, list boxes, text fields, and other software components.
- Ability to implement business rules based on business requirements (i.e. publicly traded company, Sarbanes Oxley) is a plus.
- The software is great for implementing simple if/then logic (if X product is selected then Y product should also print on the agreement). Specific trigger rules can be written and implemented based on if/then criteria in order to meet business rules and scenarios. You can write as many quote requirements as you need.
- Integration with Salesforce
- One of the biggest challenges we've experience with the software is the lack of flexibility in deploying snippets of code changes to production. Unlike making changes in our Salesforce test environment, when deploying BM to a production environment our IT developer has to migrate a fully tested code-complete snapshot of sandbox to our production environment all at once. This presents challenges for IT when managing multiple projects from different areas of the business, specifically general sales availability expectations. In order to meet business deadlines, sprint cycles are managed against a floating deployment schedule to ensure that code for all projects are deployed at once.
- While the software is customize-able, deploying more complex changes takes much time and effort. Dedicated programmers and business systems analysts are needed to define the business rules, document the programmed changes, and deploy the software to production. It takes time to learn and and train on the logic behind the scenes. User training is definitely required for more complex configurations. There is no automated wizard to walk-through test configurations (this would be a nice-to-have).
- In a fast paced agile environment, the software is a little slow in how it integrates into business process, approvals, and Go-To-Market strategy.... at least in our business.
- Navigation between configuration pages is a little cumbersome.
- The software UI has been modified A LOT to make the user experience easier for the Sales teams. A lot of credit goes to the programmer but overall the software UI is still static and at times inflexible when compared to other new drag and drop/cloud-based wizard models.
- Would be nice if there were integration with our billing system (this is a nice to have!) Product Catalog (SKU) management becomes very manual and all the more important when there is lack of integration with the billing system. We have to coordinate efforts with Billing, Sales, and IT to make sure that the product catalog stays clean and up-to-date.
- While the ability to lock down discount allowables is a plus, this can also stall deals if allowables HAVE to be exceeded to win business (more of a process/culture change I know). Ad-hoc Emergency fixes can be deployed but you have to weigh the benefits against these "whirl-wind" resource costs.
- As with most CRM solutions, BigMachines CPQ engine provides best value when the toolset is optimized to align with the needs of the business. While this is an obvious statement, I've found that achieving alignment is sometimes the biggest challenge. But if the implementation is done right, BigMachines can dramatically transform the sales cycle and drive revenue to new levels. In short, the toolset is powerful and flexible but success hinges on collaboration between the team using it and the team developing/supporting it.
- As a developer/admin, I've been able to deliver functionality within BigMachines that automates complex business logic, ensures accuracy of materials on a quote, includes quick and easy discounting with appropriate approval checking and renders to a variety of PDF proposals. Users have reported reductions in quote preparation time from hours to minutes.
- Beyond the out-of-the-box features that simply get turned on/off, BML coding of utility functions and Rule administration allow creative and challenging solutions. For example, we were able to allow users to quote support/maintenance for variable terms across multiple products with existing or expired agreements with 100% accuracy. By writing a function that calculates a prorated price based on unit price and end date we were able to plug prorated pricing into any item being quoted. Prior to using BigMachines this was a big challenge which cost salesreps time and resulted in delays due to inaccuracy.
- There are areas within the tool that are very difficult to troubleshoot and require assistance from BigMachines support. As a developer, this can be frustrating and limiting. For example, when the results of a configuration are added to an existing quote the data passes from "configuration" to "commerce" through what seems like an invisible portal. Improvement in visibility to this process would be of great value.
- From an admin's perspective, a "developer mode" that shows whats going on under the hood while in commerce or config is needed.
- The document engine is tough to work with, but BigMachines is commited to rolling out improvements. The latest update is that a complete refresh is on the way.
- With most software you either customize the software to fit your process, or you customize your process to fit the software. BigMachines provides customization of its configuration and commerce rules, allowing companies the flexibility to fit to their processes, without requiring customization of the base code. This is not to say that BigMachines is perfect, but compared to the other products out there, BigMachines is far and above their competitors.
- BigMachines listens to their user community's suggestions for feature requests. Their users also have the ability to vote on other people's suggestions. With 4 releases per year, BigMachines is always moving forward with adding features their users want.
- The customer support structure at BigMachines is the most responsive I have ever worked with. Support is a very high priority for them, as is evidenced in their ramp up and training of support personnel. More companies should model their customer support after BigMachines!
- The biggest problem I hear most about BigMachines is how difficult or complex it is to program pricing. I feel it is unfair to lay the blame for this on BigMachines, as each company has their own methods or algorithms for calculating sales price. But, to BigMachines' credit, they are always looking for new ways to make this easier for their customers, as was evidence in the release of the Pricing Rules and Formula Manager functionality. This functionality takes a lot of programming out of pricing and puts it in a format easy enough for non-programmers to work with.
- My biggest complaint about the product is bulk migration. BigMachines keeps moving in the right direction toward granular or package development, but the way the product works now I must have all of my development completed before I can migrate from my test to my production environment. This forces me to make "live" changes in production for emergency fixes. BigMachines continually adds functionality to their roadmap to enhance this functionality.
- Executive sponsorship that is actively involved in the the implementation and will help drive user adoption
- Well documented configuration and pricing rules
- An implementation team that understands your company's sales, finance, manufacturing and procurement processes
- Knowledgeable consultants to implement BigMachines using best practices
- For larger companies, trained system administrators to support and maintain your BigMachines environment (BigMachines offers Yellow and Blue Belt training...I highly recommend both!). For reference, support for our 90 users is split about 75-25% between myself and a consultant.
- For sustainability, an engaged Sales Operations team who stays current with configuration rule changes and additions and can interface between the product teams and your BigMachines system administrator
- Comparatively speaking, OSC's interface does a good job in organizing objects. The home page layout is logical and intuitive, making it easy for even new users to navigate where they want to go.
- Mobile Interface - we're coming over from Oracle CRM On Demand, so the very fact that our users can leverage a mobile app is a huge plus.
- Object layouts are another plus - rather than cramming too much information on any one screen, having the ability to group like data sets in tabs is helpful, ensuring users can get to the info they need without having to sift through troves of data they don't care about.
- The lack of native campaigns is concerning. We marketers live and die by out campaigns (it's our view of the world), so not having a native campaign object to sync to from our marketing automation platform has caused some issues. Our integrator is helping us work through them, but the lack of a campaign object seems like a big miss to me.
- Speed (load times) seem slower than other CRMs, but as we are still testing, this may be a temporary issue. I'd consult others to confirm or refute this.
- Initial sync with CRM is relatively effortless
- Signal Data provided for each company is extremely valuable for targeting
- Great Customer success team
- The user interfaces despite being easy to use lacks in certain functionalities. For example insights tab isn't available while viewing a conference list and has to be saved to a static list and viewed.
- Data for smaller companies can be stale sometimes (not refreshed in more than a year sometimes)
- Geographical divisions of companies are treated as a single entity. For example, if I'm looking to target US companies, organizations like Accenture and Samsung do not pop up even though they have a sizable presence in the US as they are headquartered in Dublin and Korea respectively
- The ability to configure complex packages and bundles with highly advanced configuration rules.
- The document engine is a powerful tool that gives great control on what the finished quote will look like
- Most recently, the Admin screen is very user-friendly and easy for a new user to pick it up and use
- Advanced coding for some areas in config and pricing engine are written in BML. This Java-like code may be a bit tricky for someone trying to write very advanced configuration rules or advanced pricing.
- The flagship system needs to have an easier way to enter in pricing. In the BMX version, pricing is handled through multiple matricies, but in the flagship it is compiled into one ugly rule.
- Customization. Other software comes with tools to help customize the "look and feel" quickly. To get a re-vamped look on the flagship product, you'll need a CSS expert.
It is particularly good at understanding technographic information--as they have a strategic partnership with HG Data.
- Datafox has accurate data when it pertains to non-enterprise companies. We've found employee size and revenue to be in very respectable ranges of accuracy.
- The UI is extremely intuitive and simple to use across all departments--even for a first time user like myself. The key to any platform is the simplicity of use and how users are able to flow effortlessly across their process.
- I wish there was the ability to score/prioritize by different types of models (this would allow you prioritize different variations of account "profiles" vs. a catch-all score.
- There could be better contact data, but contact data is hard to come by (unless you're crawling linkedin/email signatures for the real deal).
- This isn't really a knock on Datafox, but I hope for a more robust API integration to other platforms that would benefit from account/contact data (Yesware, ChiliPiper, etc.)
- BigMachines is great for quickly putting together quotes and contracts for customers, making the process less time consuming than it would be otherwise.
- The system integrates with Salesforce, allowing for integrated asset management.
- Can automatically apply discounts.
- Sometimes when BigMachines is required to prorate pricing, it does not seem to do it correctly and there can be a number of glitches.
- BigMachines and Intacct round to different decimal points. Our company integrated BigMachines, Salesforce, and Intacct, and this causes slight variations when we invoice off an opportunity that has a BigMachines quote, as the three systems will have slightly different numbers.
- The system seems overall very buggy. Our organization has faced different issues that have stemmed from BigMachines not doing certain things correctly, such as populating contract end dates on new assets.
- As it is for any Fusion apps, Sales Cloud comes bundled with Social which is great to have for sales teams who communicate a lot internally.
- Fantastic analytics capabilities. Not only in terms of reports but also in terms of very interactive charts and visual components like Infolets.
- Customizable. For three different roles, we have three different dashboards which are completely custom made to ensure that each user sees the data relevant to them.
- A very solid solution with a lot of advanced features.
- Sales Cloud seamlessly integrates with other Fusion apps such as finance, PBCS, HCM.
- It's extremely complicated to implement yourself. From a client's perspective, this could mean additional budget to hire a big team to successfully implement the product.
- Sales Cloud has an awful amount of bugs.
- Oracle Support which won't help you even if there is a critical production issue.
- Difficulty in importing the data. This is especially a challenge if you have it in a huge amount.
Lot of Oracle Vets in this group who are more than happy to help guide you functionally if you come across a business problem that's difficult to map in the application.
Oracle CX Sales (formerly Oracle Engagement Cloud) Scorecard Summary
Feature Scorecard Summary
About Oracle CX Sales (formerly Oracle Engagement Cloud)
Oracle CX Sales (formerly Oracle Engagement Cloud, or the Oracle Sales Cloud) is a sales enablement and sales performance management suite, with modules providing sales intelligence via Oracle DataFox AI-based and human verified data, and dynamic proposals via configure, price, and quote with Oracle CPQ (the former BigMachines product).
Oracle CX Sales combines sales automation with partner relationship management and collaboration tools. Features include: lead and opportunity management, prospecting, customer data enrichment, territory and quota balancing, goal alignment, compensation plan modeling, account management, partner selling programs, social collaboration, and sales education/knowledge management.
The key elements of Oracle CX Sales Cloud include:
• Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools
• A comprehensive partner relationship management offering to manage channel sales and partner management
• Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation
• Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence
• A customer data management system to ensure clean, consolidated and complete customer information.
For more information visit https://www.oracle.com/applications/customer-experience/sales/
Oracle CX Sales (formerly Oracle Engagement Cloud) Screenshots
Oracle CX Sales (formerly Oracle Engagement Cloud) Videos (2)
Oracle CX Sales (formerly Oracle Engagement Cloud) Downloadables
Oracle CX Sales (formerly Oracle Engagement Cloud) Competitors
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?No
Oracle CX Sales (formerly Oracle Engagement Cloud) Support Options
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Oracle CX Sales (formerly Oracle Engagement Cloud) Technical Details
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