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 7.8

CRM Project Management

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

8.9Avg 7.7

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 8.4

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 7.5
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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

(1-25 of 44)
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
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.
Score 9 out of 10
Vetted Review
Verified User
Excellent as a customer relationship management tool, sales forecasting, building better sales plan for the entire deal lifecycle using critical and complex data, a 360-degree comprehensive view of vendors, partners, customers. Ensuring high standards and consistency is maintained in pricing so that quotes are competitive for prospective customers. At the end of the day, this is an excellent tool for selling and closing deals while being able to access needed information in one place.
December 09, 2021

CX Appspro employee

Adel Abu Ghazaleh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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[.]
Score 7 out of 10
Vetted Review
Verified User
This system would work well across most sectors but especially well for sectors where customer relationships and data collection is paramount. Any cloud-based CRM system is worth its weight in gold if you can get the right data out that will help you service your clients in a better and more informed way. This system in particular allows you to do this in a way that others simply can’t match.
Natalie Aurora | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Mabel Long | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Oracle CX Sales are well suited for most aspects of my organization's sales processes. Especially in areas such as sales contact management, sales forecasting, offline sales management as well. Its major limitation, from my experience, is majorly poor integration with third-party applications.
Score 8 out of 10
Vetted Review
Verified User
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
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 8 out of 10
Vetted Review
Verified User
We implemented this on the company and we believe that it has generated many good things for us internally at the end of sales. It allows us to track the progress of our business development--economic as well as products that we offer to our customers. Being able to properly access maintenance records and employees working on individual projects has significantly improved time management.
Score 8 out of 10
Vetted Review
Verified User
Oracle CX Sales is more suited for organizations who are planning to completely migrate their CRMs or who are just starting their CRM journey. Since integrations are limited with external software, using Oracle CX Sales can be challenging. Also, in my personal opinion, B2C companies with a large customer base or daily transactions will benefit the most by Oracle CX Sales.
Score 7 out of 10
Vetted Review
Verified User
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.
Score 7 out of 10
Vetted Review
Verified User
Oracle Engagement Cloud (formerly Oracle Sales Cloud) is well suited for standard CRM functionality in the way that one of our sales teams was using it. If you attempt to bend the intended functionality by greatly customizing the tool to meet other needs, you're going to get frustrated quickly. Different users/sales teams have different requirements and needs. This tool may not be a perfect fit for all.
Kyle Scagnelli | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Great for account research when prospecting and mapping out territories, like that I can run reports based on different criteria (competitor technology, HQ location, employee count of company, etc.) However it doesn't find contacts at those accounts particularly well, need to leverage other technologies to be able to build out targeted accounts to prospect into.
Score 10 out of 10
Vetted Review
Verified User
DataFox has helped with the divide between our commercial and field teams by giving us accurate insight into the annual revenue of a company, parent companies, and employee number. Also gives us insight into the partner products they are already using!
November 05, 2019

DataFox Review

ABRAHAM PABLO | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It is a really good solution when it comes to insights on companies where you want to place your products because it tells you all the information where you can attach the use of your solution, the only thing is that it needs more information on mid-market.
Mauricio Belmonte Mireles | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
DataFox is good for prospecting big companies in North America and developed regions. It does not work very well with other markets, such as Latam. It has barely any information on medium and small companies. It would be a great tool if it would automate learning from other markets and company sizes.
Grant Mongin | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
  • 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.
Simon Vargas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
If you are a smaller start up, I'm not sure you will find this as helpful. I believe Oracle Engagement Cloud is better used when it is across an entire organization. You can set up every business unit with their own login and decide what authority they will have vs. what they will not. Each department can then from that point navigate the Cloud their own unique way to gauge how effective the business is within itself.
Score 6 out of 10
Vetted Review
Verified User
Only being in it in a year, we are still learning how to function in a cloud based environment. Oracle shares road maps, but those road maps don't always show what actually can be done right now. This has caused some frustration.
March 21, 2019

OSC Review

Score 8 out of 10
Vetted Review
Verified User
It is suited for businesses that have more technical people to maintain the environment. It is not very appropriate for companies that require heavy reporting on a lot of data.
Score 5 out of 10
Vetted Review
Verified User
Our biggest challenges arise from :
1/ Our sales folks usage of the system and data scrubbing, and
2/ When Oracle pushes an update it seems to break either plug-ins or customizations (fields, etc).
...and they don't seem to notify us adequately that these breaking changes are coming.
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