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)
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Alicia Sigler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
We wanted a complete sales solution for our team members, clients, vendors, and partners. For our team, we wanted to automate our sales force, ensuring they have the best intelligent solution with AI/ML within the product so that data could be used better and they would get intelligent push notifications. The sales planning and performance management modules helped in planning the entire sales lifecycle. Performance management particularly helped in setting up a benchmark and evaluating the sales team. Customer data management was used where we had an internal business use case where we wanted to understand, store and retrieve customer data to better evolve our relationships by understanding our customers better. Lastly, we wanted to be precise with our quotes. Pricing had to be accurate and customizable for every customer so that customer-centric discounts and offers could be applied. A detailed, searchable database for all quotes helped us in many subsequent deals.
December 09, 2021

CX Appspro employee

Adel Abu Ghazaleh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Score 7 out of 10
Vetted Review
Verified User
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.
Natalie Aurora | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Mabel Long | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Oracle CX Sales is used in my department as a sales automation and sale productivity tool. It has come in very handy for optimizing our overall sales performance, for managing sales data entry, and for efficient sales task management as well. Our use of Oracle CX Sales for the above has led to improved predicted revenue growth since our sales strategy and processes are now better aligned.
Score 8 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
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.
Score 7 out of 10
Vetted Review
Verified User
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.
Score 7 out of 10
Vetted Review
Verified User
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.
Kyle Scagnelli | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Can't speak for outside of the sales organization, but it is used for account research and business intelligence by sales development and sales reps. Helps us identify target accounts in the territories that we are working. Business problems it solves are what accounts we are allowed to target, what software they are using today, location of HQ and total employee count.
November 05, 2019

DataFox Review

ABRAHAM PABLO | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
DataFox is used in the Commercial department and we use it to determinate how big our prospects are.

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
Mauricio Belmonte Mireles | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
DataFox is being used mainly to get insights about prospects and clients, like determining the annual income of a company and it also includes artificial intelligence to predict tendencies. Helps a lot when prioritizing leads and work around these, helps to know how to approach a client or prospect, it also helps to categorize leads.
Grant Mongin | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
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.
Simon Vargas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
March 21, 2019

OSC Review

Score 8 out of 10
Vetted Review
Verified User
We implement and fix current setups of Oracle Sales Cloud/Engagement Cloud for many different businesses. We also use it internally for sales purposes. It allows us to track the progress of our business.
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