Configure, Price, and Quote Products & Services with Oracle CX Sales
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 …
Oracle SalesFormerly Oracle Engagement Cloud and Oracle Sales Cloud
Starting at $65 Per User Per Month
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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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Popular Features
- Custom fields (15)9.292%
- Customer data management / contact management (15)9.090%
- Custom objects (15)8.989%
- Workflow management (15)8.484%
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
Product Demos
Demo - Objects and Fields in Oracle Sales cloud
YouTube
Features
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Product Details
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- Competitors
- Tech Details
- FAQs
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
Oracle Sales Competitors
Oracle Sales Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Worldwide |
| Supported Languages | Worldwide |
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 Mid-sized Companies (51-1,000 employees).
Comparisons
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Reviews and Ratings
(162)Attribute Ratings
Reviews
(1-19 of 19)Companies can't remove reviews or game the system. Here's why
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.
December 09, 2021
CX Appspro employee
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[.]
November 27, 2021
This system will save you time
This is a system we use on a regular basis. It’s hugely important for my company to understand customer journeys and how our customers are thinking and working. To [do] this effectively we need systems like this to map the journey and capture exactly how we and others are interacting with them. This system, in particular, is crucial in making this happen and is very easy to use and its interfaces are some of the best in the market. They are a market-leading brand and have huge experience in this area. They produce great products that help companies like mine to ease [their] relationships with clients.
- Great storage capability
- Great interface
- Smooth integration with other systems
- Cost effective
- Great user experience
- Excellent support
- Needs better visualisation tools
- Needs to be more future facing
- Needs to have more global capability
November 19, 2021
Complex but has the potential to Boost up a business.
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.
May 26, 2021
Best tool for sales teams
We are using Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) for strong data lead creation, sales improvement, company data details, customer engagement, and customer contact detail updating. We can create a sales pipeline, task, all user sales activities report, and automation for old sales data updating. Other than slow page load and data load, Oracle has been an outstanding tool.
- AI features--we can automate tasks, generate leads, and create invoices and sales inquiries.
- Business intelligence reliability and capabilities are very good
- We can gather sales insight, which will be very useful for forecasting
- We cannot integrate a dialer tool with Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
- Bit of an overly complicated product
- Outlook integration is lacking reliability and user acceptance
April 22, 2021
Delight your customers via Oracle CX sales
Oracle CX Sales helps the business process management part of our organization. Here entire processes have been outsourced to us by the client. So we need to track, monitor, and respond to customer request[s] across multiple touchpoints, understand the customer sentiment in real-time to understand if there is a change in strategy, and a lot more. Oracle CX Sales helps put our agents on steroids as it provides them with all the relevant information on one screen and a brilliant search capability to quickly find the information.
- Keeping track of customer interactions across different channels
- Real time sentiment analysis
- Knowledge management using AI to show relevant content to the agent to quickly solve the customer concern
- Custom training of ML algorithms is limited
- User Interface needs to be more intuitive
- Limited options to integrate with existing third-party CRM software
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.
Oracle Engagement Cloud (formerly Oracle Sales Cloud) was used at my company by multiple sales teams representing our different product lines. Each team used the product differently to meet their own needs. One team used it as a true Customer Relationship Management (CRM) tool. Another team expected it to serve more as a Business Intelligence (BI) tool for them to track sales and provide analytics.
- Customization is flexible and easy, allowing you to do things such as added new fields for tracking additional data.
- Navigation is simple.
- The tool is generally intuitive to use and helps with organization.
- Performance often is slow.
- I would like to see additional built-in reports to choose from.
- Import/Export of data is not as simple as it should be.
September 19, 2019
Oracle Engagement Cloud Review
It is used in our organization as our CRM, and is also used to manage service tickets.
- Easy to use.
- Very little training required for new hires.
- Intuitive interface.
- Not many new hires have ever used it in the past.
June 11, 2019
Oracle Works for me - how about you?
We use Oracle Engagement Cloud to track all inbound and outbound freight orders in real time for all of our customers. It is our basis where we can calculate our sales numbers as well as our profit per product. Our sales team is driven by how effectively they can reach their incentives quarter to quarter. By tracking our sales in real time, the sales reps are able to accurately forecast how well there time is being used prospecting new customers and managing current books of business.
- 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.
- I would like to see more integration with other CRMs such as Salesforce.
- We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate.
- It be difficult navigating to accounts and drilling down into each specific customer to understand details.
December 08, 2018
Oracle CRM is your one stop shop for order management
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.
September 20, 2018
Oracle Sales Cloud
Oracle Sales Cloud is being used by our remote sales people handling our larger client sized population. It enabled them access to critical information about their clients, partners and prospects in a mobile, modern and intuitive format.
- The mobile version is very user-friendly
- The user interface of the browser version is very modern
- Both user interfaces are very intuitive
- There could be more features focused on automation
- There could be more embedded analytics out of the box - though Oracle is starting a new program to help with that
- The territory management module could be more robust
June 20, 2018
Business Consultant
We implement Oracle Sales Cloud for clients who desire to increase the visibility and manageability of their sales pipeline. With a robust offering of pre-built reports and the ability to create powerful custom reports, our clients have been able to identify soft areas and put practices into place to reduce the sales process time, leverage best practices, and scale more efficiently. Oracle Sales Cloud also brings teams together and allows better collaboration and communication with a single cloud platform.
One word of advice, make sure to work with Oracle to fine-tune your environment usage needs so that they can ensure your environment runs as quickly as possible. Accepted page load times are at least 3 seconds. While pages usually load more quickly than that, a lot of traffic can slow the system. Oracle Support will work with you to make sure your page load time is optimal.
One word of advice, make sure to work with Oracle to fine-tune your environment usage needs so that they can ensure your environment runs as quickly as possible. Accepted page load times are at least 3 seconds. While pages usually load more quickly than that, a lot of traffic can slow the system. Oracle Support will work with you to make sure your page load time is optimal.
- Enables customers to customize their sales process(es) and provides Sales Coach functionality to assist the Sales Stage completion requirements and spread of best practices.
- Affords great visibility for management of the sales process with Infolets and robust BI Analytics tools. Data can be accessed and analyzed from the online Dashboard, object tabs, and on mobile devices.
- Territory Management makes it easy for organizations with a large sales team to define, assign, manage, and report.
- The NEW Enterprise Mobile application makes working away from the desk easier than ever. With voice-activated functionality and off-line accessibility, sales reps can spend more time in the field with clients and less in the office.
- Set-up, configuring and onboarding can be overwhelming. Unless you've had experience setting up a CRM solution, you'll most likely need to invest in a partner helping set up and maximize the system.
- While Oracle has been focused on infiltrating the SMB market, the cost and complication of just going live in the system can be daunting for small and emerging businesses.
- The speed of the system can be slow. Oracle has acknowledged this and has made strides in improving it. They will work with clients to speed up the system, but this is a cumbersome and frustrating exercise.
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.
November 13, 2017
Oracle Sales Cloud - For your sales need and beyond
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.
November 23, 2016
Much more than just a CRM
Oracle Sales Cloud is being used by a few different departments in my organisation. Specifically it is being used by the sales department, the customer service team, the marketing department, and it also feeds into other departments once orders are created. The business problem is addresses is our need for a robust customer relationship management system.
- Lead tracking
- Lead generation
- Lead segmentation
- Issues when importing data
- Error messages aren't specific enough to identify problems all the time
November 23, 2016
Oracle Sales Cloud - CRM with Great Capabilities
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.
January 29, 2016
LaserTech's view of Oracle Sales Cloud
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.
August 19, 2015
Comprehensive CRM with simple usability
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.