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Oracle Sales

Oracle Sales
Formerly Oracle Engagement Cloud and Oracle Sales Cloud

Overview

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.

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Recent Reviews

Great value added

8 out of 10
February 12, 2021
Incentivized
Ability to produce cims reports for customer billing and maintaining data. We automate and manage transactions related customer service …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Custom fields (15)
    9.2
    92%
  • Customer data management / contact management (15)
    9.0
    90%
  • Custom objects (15)
    8.9
    89%
  • Workflow management (15)
    8.4
    84%
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Pricing

View all pricing

Professional

$65.00

Cloud
Per User Per Month

Standard

$100.00

Cloud
Per User Per Month

Enterprise

$200.00

Cloud
Per User Per Month

Entry-level set up fee?

  • No setup fee

Offerings

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

Demo - Objects and Fields in Oracle Sales cloud

YouTube
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Features

Sales Force Automation

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

8.5
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.

8.4
Avg 7.6

CRM Project Management

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

8.8
Avg 7.6

CRM Reporting & Analytics

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

8.7
Avg 7.6

Customization

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

8.9
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.

8.3
Avg 8.3

Social CRM

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

8.2
Avg 7.3

Integrations with 3rd-party Software

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

8.6
Avg 7.2

Platform

8.4
Avg 7.5
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Product Details

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.

Oracle Sales Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

Additional Features

  • Supported: Call Reports
  • Supported: Asset Management
  • Supported: Predictive Analytics
  • Supported: Contact Relationships and Hierarchy
  • Supported: Assessments for lead, opportunity, account, contact
  • Supported: Mobile Offline Mode
  • Supported: Mobile Voice Commands

Oracle Sales Screenshots

Screenshot of Task Based Home PageScreenshot of MobileScreenshot of Sales AssistantScreenshot of Sales ForecastingScreenshot of Win Probability

Oracle Sales Competitors

Oracle Sales Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesWorldwide
Supported LanguagesWorldwide

Frequently Asked Questions

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.

Zoho CRM, Microsoft Dynamics 365, and Sugar Sell (SugarCRM) are common alternatives for Oracle Sales.

Reviewers rate Lead management and Task management and Custom fields highest, with a score of 9.2.

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

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Reviews and Ratings

(162)

Attribute Ratings

Reviews

(1-16 of 16)
Companies can't remove reviews or game the system. Here's why
Alicia Sigler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I have worked with Oracle CX Sales in two organizations. Ever since ADCS era till now at MORPC, this solution has been a game-changer when it comes to streamlining sales processes and product pricing.
  • Help develop dynamic and accurate quotes and proposals.
  • Guide customers throughout the entire buying process.
  • Guide sellers which help close many deals within a short period.
  • Configuring products and improving collaboration with customers.
  • Unavailability of free trial and "freemium" version.
  • Lack of enough tutorials.
Oracle CX Sales suits our daily selling processes (configure, price and quote) by creating a common channel that helps our sales rep and customers to engage in real-time. It has accelerated sales velocity by guiding both buyers and sellers.
December 09, 2021

CX Appspro employee

Adel Abu Ghazaleh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it in [the] fitting business of sales cycles from marketing, leads, opportunities until they reach selling product or service. We also help [use] service request module to handle requests from their customers and to solve them as tickets. As well [building] future plans to grow the client business. Build RBAC functionality and security to restrict users. [Also,] we build reports and analytics as BI area which help managers to monitor and take a high view of everything [that] happens in the system. Building custom solutions and integrating with other systems like core banking and many others. We build custom pages using either PaaS solutions or Visual Builder. Integrate with other Oracle products like Finance, CPQ, or Supply Chain.
  • 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[.]
  • Having table views inside pages[.]
  • Make handling fields as hide, update, required in faster way which is slow now[.]
  • Miss adding address fields in custom objects[.]
In the market for Sales and Service, Oracle CX is the best especially in integrating with other systems. It has a stable and huge database that can handle a bunch of data. It gathers all data of customers, accounts, leads, opportunities, service requests in one place and related in a good way. The tools used for reports and analytics as BI is strong and great to use also it is not hard[.]
Natalie Aurora | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As a sales productivity, this tool is utilized in my department (sales department). Sales performance and sales automation are the two major benefits my department is getting benefitted from. It is great in the management of the entries of the data as well as for the task. It is great in getting the data and related information of almost all the clients and we can simply trust it with our user’s data as it is quite secure software.
  • We can keep an eye on the customer’s view and experience related to the product.
  • It is exceptional in contact management. We can get the record of our clients and their contact information via this tool.
  • Its mobile support has made things easy for me and my team as we can use it from anywhere effortlessly.
  • Order and Lead management are two other important features for us.
  • The dashboard is dull and monotonous.
  • In my career, I haven’t taken so much time In understanding any software and This took me a month to get its basic working.
  • None.
I think it is marvelous for the workplaces with the massive number of people engaged in managing sales. one can get everything needed from this single platform and make things work. But is a bit hard tool to get understanding or maybe it seemed hard just to me. clients' information including their contacts is placed in it and one can get it used from their cellphones. Lead management and task management are amazing just with a bit dull dashboard.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CX Sales has been used at the company level as there are numerous problems that have been resolved by using this platform. Some of them are:
Self Service: With the knowledge base available, Clients do not need any support from salespeople. They can easily do it through the knowledge base available.
Incident Management: Anyone putting any incident on any social media platform, phone, chat, or SMS informs and manages quickly.
Companies search: The search module for companies gets very easy to search data.
  • Incident management
  • Self service
  • Search module
  • Overview of performance
  • Knowledge base
  • Amazing consumer portal
  • Integration issue with other CRM
  • Figure generated are not always correct
  • OPA is challenging
  • Difficult to navigate accounts
This is generally used where there are many employees in the organisation who are making sales as it is difficult to keep track of everyone, so it can fetch all the data in one place. This is a CRM and used where all information related to sales needs to be stored like leads, pipeline, updates, closure, etc. This also does the implementation process.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's used for customer relationship management--mainly to store all the information related to leads, customers, sales pipeline, opportunities, and meetings, among other relevant aspects of the sales process. We also track sales vs budget by account executive, product, channel, and country. After the sales process is over, our client's team takes over and starts the implementation process in Oracle.
  • Dashboards for data visualization
  • Clear tracking of the sales funnel
  • Thorough information about everything related to prospects
  • Workflows
  • Convert prospects to account
  • Lead nurturing
It's great for following up on the whole sales process, from beginning to end. It also works great for tracking sales and quotas by using their data visualization options, which range from overall great dashboards to very detailed graphs.

When it comes to workflows, there are some improvements that can be done to automate certain dull tasks.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Engagement Cloud is used to help manage the customer data by the entire sales and sales operations department. The primary business issue was a huge duplication of customer data due to years of technical debt, multiple legacy systems, and competing new CRM systems (e.g. multiple sales force instances). This Engagement Cloud solution allows for a single convergence of all the streams of data by cross indexing everything into one cohesive record.
  • 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.
Good for managing customer data for back end sales operations support. This allows for complex cross references, indexing, and is good for technical details.

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.
Grant Mongin | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
We are using this system to solve the issue of managing multiple clients and contacts. When employees leave usually their data and history with that customer leaves with them. We bought into a CRM to help change that. We wanted one place for all information about relationships, history and potential work with a client.
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We used Oracle Engagement Cloud in the Sales and Marketing department. It helped to better manage sales opportunities through their life cycle. We knew who was doing what and who we were communicating with at all times and exactly where we were in the sales funnel with each client. This helped us to close more deals and faster.
  • 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.
Very suitable for all stages of the sales process. Even if there isn’t a sale, the work is not lost and can be used again in the future to try to work a deal again and follow up with the lead. It works well for companies big and small!
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Oracle CRM mainly for order management, handling RMAs and for quoting for larger purchases. Our customer service team relies heavily on Oracle CRM to do their daily work. We have used Oracle CRM as our business has grown and it has been an excellent product to scale with us. Occasionally other departments will need access to Oracle CRM, but it is mainly used by our customer service/order processing team.
  • Oracle CRM scales very well with the growth and needs of our business
  • Managing our customer database
  • Oracle support is incredibly helpful when we have needed to contact them
  • Oracle CRM is incredibly complex making it fairly difficult to learn from scratch
  • The original implementation of Oracle CRM was a lengthy and involved process
  • We have had outages where we cannot connect to Oracle CRM which leaves us at a loss. I'm not sure what the solution to this is, but less outages would be ideal.
Oracle CRM is incredibly well suited to handle the customer service needs of a growing business. It is capable of scaling with your company. We can monitor every step of the ordering process and provide quick and accurate information to our customers if they request it. We can easily handle returns and replacements as well.
Amy Beyer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle Sales Cloud is being utilized by our sales and marketing departments primarily for customer relationship management purposes. It allows us to track basic contact data, demographic information as well as specific homebuilding desires.
  • 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.
Simplified UI and being able to manage what users see/do based on role is helpful to maintain the quality and ease of use. It takes an IT guru or 3rd party implementer to help maintain all our customization and make sure each upgrade goes smoothly.
April 06, 2018

Cautiously Optimistic

Score 6 out of 10
Vetted Review
Verified User
We're in the process of replacing Oracle CRM OnDemand with Oracle Sales Cloud OSC). The newer platform seems to be a step in the right direction. We're using it for general salesforce automation, forecasting, and revenue attribution, as well as contact and account management. I'm in Marketing Ops, so my perspective is probably skewed more heavily towards lead management, conversion, and pipeline measurement/management.
  • 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.
Oracle Sales Cloud seems well suited for organizations not ready to jump into the salesforce.com ocean. It allows for customization and is far more user-friendly than older platforms (i.e., CRM On Demand), but it doesn't seem to fully account for all groups within the company (i.e., lack of an actual campaign object).
March 23, 2018

Sail into Sales Cloud

Rhianna Albert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is being used for prospects, leads and opportunity tracking. Our sales team uses it heavily. We also implement it for our customers.
  • 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).
Oracle Sales Cloud is well suited in SMB, Mid-Market and Enterprise businesses. It is extremely flexible and scalable. The biggest benefit is that it is part of Oracle’s suite of cloud products that work well together.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have implemented Oracle Sales Cloud Release 10 to 12 for a healthcare client on east coast. Sales Cloud is used by roughly 50+ employees across the team. It's worth mentioning that they already used the whole host of other Oracle Fusion apps such as Finances, HCM and Sales cloud with the web as well as mobile apps. The Sales cloud is used from the VP to the sales reps and it allows them to keep track of all sales activities and have great analytics at the same time.
  • 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.
If you need a single solution that can be used not only by your executive team but also your sales reps and everyone else in between, Oracle Sales Cloud is a great option to go with. If you happen to have other Oracle Systems such as Fusion HCM/CRM/PBCS, it will only be logical to add this instead of any other application since they all integrate so well.
Jack Hui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Oracle Sales Cloud mainly for its CRM capabilities. It is used by several departments throughout the organization such as Sales, Marketing, Customer Service, etc. The main business problem it addresses is helping us identify leads, track their behavior and engagement with the company across multiple channels, and manage the sales cycle.
  • 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 main reason we like Oracle Sales Cloud is because it is integrated with multiple other products that we use in order to effectively conduct business. The lead generation and tracking is also very valuable, and as it is a CRM system I would think that it would be appropriate for any company since everyone has clients and would benefit from a CRM system.
Victoria Novosad | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Laser Technology, Inc. (LTI) was one of the early adopters for Oracle Sales Cloud (OSC). We implemented on Release 5. LTI has around 30 current users working in the solution working worldwide. As the product matured, the more user we incorporated. We utilize the Classic UI (Desktop), Simplified UI, Oracle Sales Cloud App for iPads, iPhones and Androids, Social Network along with the Outlook plug-in. LTI's Outside Sales Representatives live and breathe in the OSC. This solution helps them organize their days and have become more efficient. The OSC solution promotes positive teamwork between the Outside Representatives and their Inside Sales Support by having the same vision of a Customer in Leads, Opportunities and Activities. Our Managers have more visibility on the progress of their team.
  • 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.
Oracle Sale Cloud is well suited for our Outside Sales Representatives in the field. Utilizing the mobile functionality greatly increases documenting Activities for a Customer accurately.
Mary Hunnicutt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Oracle CRM is being used by our Sales team and a small group of Executives to manage our customers. We also use it to create metrics reports for the sales team to hold them accountable and track sales commission. We have also integrated customer sales data from our JDE system to allow for a one stop data warehouse for our customer information. This allows the sales team to have all the information they need at their fingertips, and it also allows them to enter and track their sales pipeline though the opportunity process. Our marketing team uses CRM to log interactions they have had with the customer, which allows the sales manager to know of any issues related to the account.
  • I feel like CRM is pretty intuitive for the user as it is a point and click product. It also gives the user some flexibility in customizing the layouts of their pages so that the information is in the order they need it.
  • From an Admin perspective, it is pretty easy to customize as far as the field types, field names, color scheme, page layouts, etc. I did not have an IT background when I started with Oracle CRM, and I was able to learn pretty quickly.
  • If you are proficient in Java and HTML, you can pretty much customize the CRM product as much as you want with applets, buttons, integration with other internal websites, such as SharePoint.
  • The reporting area is pretty robust since it allows you to combine subject areas into one report, and offers many different layout options such as pivot tables, charts, graphs, narrative views (for documents), and dynamic dashboards.
  • Reports that are complex with custom tables, large amounts of information, and multiple filters can take a long time to run for the users.
  • Would like to see easier ways to customize without using Java and HTML.
I think it is well suited to a medium to larger size company to help manage customers, especially when sales managers are changing territories. This allows them to have all the background information on their new customers in one place. I think it may be overkill and too cumbersome for a smaller company (10 or less users). Following are some important questions to ask: Do you have a way to integrate data from outside systems, is there a record number or file storage allotment, how do you manage/delete old/outdated information, do you have an automated process for assigning accounts/leads, and how easy or hard is it to customize?
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