#1 most frequent
United States of America
73.7%14 installations of 19
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
Top Performing Features
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
Areas for Improvement
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
Who Buys & Uses Oracle Sales
#2 most frequent
Cayman Islands
5.3%1 installation of 19
#3 most frequent
Chile
5.3%1 installation of 19
Oracle Sales is worth deploying
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
Oracle Sales Review
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
Using Oracle Sales to Track Your Sales as an Individual Contributor
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
Oracle CX sales - a complete sales lifecycle product that puts customer in the focus
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)
CX Appspro employee
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.
