Oracle CX Sales

Oracle CX Sales
Formerly Oracle Engagement Cloud and Oracle Sales Cloud

Top Rated
Score 7.9 out of 10
Top Rated
Oracle CX Sales

Overview

What is Oracle CX Sales?

Oracle CX Sales (formerly the Engagement Cloud, and before that the Oracle Sales Cloud) is a sales automation software accessible through Microsoft Outlook, iOS, and Android, along with territory and quota management and social collaboration. CX Sales includes modules such...
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Recent Reviews

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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 30 features
  • Customer data management / contact management (12)
    8.7
    87%
  • Role-based user permissions (13)
    8.6
    86%
  • Workflow management (12)
    7.9
    79%
  • Single sign-on capability (13)
    7.3
    73%

Reviewer Pros & Cons

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Pricing

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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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Features

Sales Force Automation

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

8Avg 7.9

Customer Service & Support

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

8.1Avg 7.8

Marketing Automation

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

8.1Avg 7.9

CRM Project Management

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

8.9Avg 7.8

CRM Reporting & Analytics

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

8.5Avg 7.7

Customization

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

8.5Avg 7.8

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.

8Avg 8.5

Social CRM

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

7.6Avg 7.5

Integrations with 3rd-party Software

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

8Avg 7.4

Platform

8.4Avg 7.6
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Product Details

What is Oracle CX Sales?

Oracle CX Sales, part of the Oracle Cloud CX suite, is a cloud-based CRM that aims to deliver enriched customer intelligence to help sellers be more efficient, through a complete, connected and scalable CRM solution. Oracle CX Sales is a system of recommendation that guides and prescribes the best course of action. It’s UI is designed to removes distractions, so sellers focus on the right deals at the right time. Oracle CX Sales connects data from across the business and layers on third-party data and real-time market signals to create a complete customer picture that sellers can trust and use to deliver more relevant customer interactions.

The solution includes: Sales Force Automation (SFA), Sales Performance Management (SPM), Partner Relationship Management (PRM), Configure, Price and Quote (CPQ), Subscription Management, Customer Data Management (CDM), and AI-sourced data via Oracle DataFox.

Oracle CX Sales helps businesses:

  • Automate time-consuming data entry and task management to create more effective and efficient sales organizations.
  • Plan better with a more complete sales planning and performance management solution.
  • Expand their Total Addressable Market (TAM) and elevate business performance with AI-sourced, human-verified data.
  • And more

To learn more about how Oracle aims to help improve sales efficiencies visit www.oracle.com/cx/sales/

What is a CRM?

Oracle CX 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 CX Sales Screenshots

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

Oracle CX Sales Competitors

Oracle CX 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 CX Sales (formerly the Engagement Cloud, and before that the Oracle Sales Cloud) is a sales automation software accessible through Microsoft Outlook, iOS, and Android, along with territory and quota management and social collaboration. CX Sales includes modules such as the former BigMachines, now Oracle CPQ, and Datafox sales intelligence tool.

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

Reviewers rate Lead management and Task management and Reporting highest, with a score of 8.9.

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

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Reviews

(1-16 of 16)
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Grant Mongin | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
It did not integrate at all with our SQL database or our SSO (single sign-on) method. This product has always been a data silo for us and that has not helped. Most of our data for projects and employees exists in SQL. We could not get it to talk to SQL.
Simon Vargas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
The rating received a 9 from me because I view it a lot like Salesforce (which we use). Once you have Oracle built out within your organization, it is going to be tough to find something else to replace it. Once you're building out all of these different tools it will be even harder to switch to something else. They lock you in - in our case, we enjoy the product a lot.
March 20, 2019

Still floating.

Score 5 out of 10
Vetted Review
Verified User
We have run into a few snags that must be fixed before I can see this being a great tool for us. Right now, getting to things requires extra steps.
March 20, 2019

Engagement Cloud 2019

Score 6 out of 10
Vetted Review
Verified User
Still in the planning stages, but doesn't seem to be very flexible with what we need. There are extra steps, unnecessary clicks, even the mapping and the flow of the page -- it's all standard, and you can't seem to change a lot of it. For example, we can only put fields in two columns, where we're used to seeing things all over the place.
Score 9 out of 10
Vetted Review
Reseller
Sometimes people find it hard to understand the data module, but when you begin to understand how it works, it's actually genius and works well.
Score 6 out of 10
Vetted Review
Verified User
The integration for Oracle Sales Cloud with other front and back office applications has been one of the easier tasks for us. We have successfully integrated it with applications such as eBusiness Suite, ATG Commerce, Facebook, Eloqua, etc. The integrations we have implemented were done via REST web services, and they work seamlessly.
September 20, 2018

Oracle Sales Cloud

Score 7 out of 10
Vetted Review
Verified User
We have struggled to integrate it to Eloqua - surprising when both products are owned by Oracle. The issues here seemed to relate to the data model so I feel the low score is deserved. Where the integration struggle is related to an integration approach/decision made by the customer I don't think you can fault the target software.
June 20, 2018

Business Consultant

Score 9 out of 10
Vetted Review
Verified User
Oracle provides the tools to integrate with any system that has open APIs. That said, some are more difficult than others. Most ERP systems have not been an issue. We did have more difficulty with Marketo, but eventually were able to create a 2-way integration. To be frank, most issues we've encountered are with home-ground solutions clients manage themselves. Sometimes Oracle Sales Cloud upgrades faster than the IT Team is used to making improvements to their system. Integrations sometimes break because the client system is not be upgraded.
Bryant Rude | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Some of the different requests in the WSDLs can be tricky, and some of the parts of the APIs are rigid, but in general a relative integration rookie can connect to the system using a testing tool and integrate with it if they have the knowledge of the data model and what is required for the different objects.
April 06, 2018

Cautiously Optimistic

Score 6 out of 10
Vetted Review
Verified User
I've been involved in the integration from the start, but my focus has centered primarily on the objects affected by integration with our marketing automation platform (Lead, Contact, Account, and Opportunity objects). Since the Sales Cloud Integration app has only recently been generally available, we're still working through integration issues. For two ORCL owned platforms, the integration has not been as seamless as I'd have imagined, but we're working through it. If you plan to integrate with MAP, build more lead time than you think you need into your deployment schedule.
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