Oracle Sales

Score8.4 out of 10

163 Reviews and Ratings

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.

Categories & Use Cases

Media

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Screenshot of Task Based Home Page

Social data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Category average: 7.9
Social engagement
The software can facilitate and track engagement with customers via social channels.
Category average: 8
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.7

Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 8.2
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.1
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 8.1

#1 most frequent

Manufacturing

26.3%

5 installations of 19

#2 most frequent

Educational Services

21.1%

4 installations of 19

#3 most frequent

Information

15.8%

3 installations of 19

Jonathan Ellman View profile

Creative Director in Professional Services at Mindmelt Productions (11-50 employees employees)

Use Cases and Deployment Scope

This is for a startup company that delivers data analysis, and results with Virtual Reality Training so we needed a cloud storage solution to host data and run virtual hardware and Oracle was recommended to us.

Pros

User dashboard and navigation is straightforward and easy to navigate
Customer Service and tech support is responsive
Performance of cloud data is fast

Cons

Pricing was hidden and not transparent
Sales team was not supportive
Cost structure and setting costly features as default rather than turn on

Return on Investment

The Ai Customer Service function for automating lead generation and responses to potential customers has been beneficial in qualifying some leads.
Customer Service ai module for chat and basic responses has been positive for basic customer response and saving time with our sales team.
Having leads automated and centralized has had a good ROI.
Contact management and email management has been very useful.
Some of the automated suggestive tasks and funnels have not worked well.

Usability

Alternatives Considered

monday CRM, Intuit Mailchimp, Constant Contact and Brevo

Other Software Used

Intuit Mailchimp, Adobe Acrobat, Constant Contact, Adobe PhotoShop, Microsoft Excel, QuickBooks Desktop Pro, QuickBooks Online, Adobe Illustrator CC, Adobe Firefly, Adobe Premiere Pro, Ahrefs, Semrush, Wix, WordPress, Elementor, Adobe Dreamweaver, Adobe InDesign

LaResha Gregory

Case Manager in Legal at Reaves Law (11-50 employees employees)

Use Cases and Deployment Scope

With my organization Oracle Sales is used to help manage client relationships, business development, and sales visibility across the workplace. We use it to support our intake and client engagement processes by centralizing the information and to improve the follow up with consistency with clients. Oracle Sales helps us as a firm stay organized and to have a certain approach with managing clients and engagement efforts. This helps with the business problems we need the product to address. Our primary Scope of the use of Oracle Sales is to have contact engagement, lead tracking, workflow management, reporting history, and communication history tracking. By doing so we are then able to build as an organization and in the workplace.

Pros

Shows us how to lead management
Activity tracking
Process Standardization

Cons

Training support
Mobile Experience
User interface and navigation

Return on Investment

better operational visibility
increased efficiency through standardization
reliable reporting and forecasting

Usability

Alternatives Considered

Bluebirds by Salesforce, Clio and Bigin by Zoho CRM

Other Software Used

Clio, Filevine, Bigin by Zoho CRM

Verified User

Account Manager in Sales (10,001+ employees employees)

Use Cases and Deployment Scope

My organization uses Oracle Sales to record all sales order data. This include gross sales amounts, any adjustments, order entry details and historical data. This tool allows salespeople to track weekly, monthly, & yearly totals as well as progress on total quota. Being a quota carrier, this system is of daily use to monitor sales progress and ultimately how much much we earn.

Pros

Weekly/monthly/annual sales tracking
Commission calculations
Historical sales orders & data
Managing liability and deals in implementation
Sales analysis and trends

Cons

The platform could be more user friendly and easier for a beginning to use
Real time updates to data
Smoother user interface
Added charts and graphics

Return on Investment

Source of truth for sales numbers/results vs. quota projections
Data tracking improves forecasting as well as pulling historical data from years past
Provides compensation structure to associates
Managing backlog of business becomes easier to see and minimize liability

Usability

Alternatives Considered

Tableau Cloud and Biztracker Infinity POS

Other Software Used

Gong

Anshu Na

Manager in Sales at Seertree (1001-5000 employees employees)

Use Cases and Deployment Scope

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.

Pros

Customer data management
Pricing and quote management
Sales planning and managing performance
Automating the sales force
Making sense of and organizing customer information
Vendor management

Cons

Integration with other sales software
Some features are complex to use for new sales team members and require some user training; hence the product can be more intuitive
Perhaps the Oracle CX Sales team could learn from modern UI/UX examples to give the overall product a more modern feel and easy to use interface
Customized developments need customized deployment strategies; these are lacking to some extent; maybe DevOps could help here

Return on Investment

We were able to make better and informed decisions
Sales planning and forecasting helped in closing deals
Excellent pricing suggestions helped us structure the quotes to suit customer requirements
Ensured deal closure times decreased and new prospects were tracked better

Alternatives Considered

SAP Commissions (formerly Callidus Commissions) and Anaplan

Usability

Other Software Used

Microsoft Access, Microsoft Excel, SAP Commissions (formerly Callidus Commissions)

Adel Abu Ghazaleh View profile

Oracle CX Cloud Consultant in Information Technology at Appspro (501-1000 employees employees)

Use Cases and Deployment Scope

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.

Pros

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[.]

Cons

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[.]

Return on Investment

I don't have [any] idea.

Usability

Zoho CRM

Microsoft Dynamics 365

Sugar Sell (SugarCRM)

Oracle Sales

What is Oracle Sales?

Categories & Use Cases

Media

Oracle Sales Key Features

Top Performing Features

Social data

Social engagement

Role-based user permissions

Areas for Improvement

Custom objects

Help desk management

API for custom integration

Most Frequent Users

Manufacturing

Educational Services

Information

Oracle Sales Reviews

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Oracle Sales Alternatives