Configure, Price, and Quote Products & Services with Oracle CX Sales
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 …
Oracle SalesFormerly Oracle Engagement Cloud and Oracle Sales Cloud
Starting at $65 Per User Per Month
View PricingOverview
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.
Recent Reviews
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
- Custom fields (15)9.292%
- Customer data management / contact management (15)9.090%
- Custom objects (15)8.989%
- Workflow management (15)8.484%
Pricing
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
Product Demos
Demo - Objects and Fields in Oracle Sales cloud
YouTube
Features
Return to navigation
Product Details
- About
- Competitors
- Tech Details
- FAQs
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.
Oracle 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 Sales Screenshots
Oracle Sales Competitors
Oracle Sales Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Worldwide |
| Supported Languages | Worldwide |
Frequently Asked Questions
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.
Zoho CRM, Microsoft Dynamics 365, and Sugar Sell (SugarCRM) are common alternatives for Oracle Sales.
Reviewers rate Lead management and Task management and Custom fields highest, with a score of 9.2.
The most common users of Oracle Sales are from Enterprises (1,001+ employees).
Comparisons
Compare with
Reviews and Ratings
(162)Attribute Ratings
Reviews
(1-23 of 23)Companies can't remove reviews or game the system. Here's why
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.
- 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
- 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
December 09, 2021
CX Appspro employee
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.
- 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[.]
- 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[.]
November 27, 2021
This system will save you time
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.
- Great storage capability
- Great interface
- Smooth integration with other systems
- Cost effective
- Great user experience
- Excellent support
- Needs better visualisation tools
- Needs to be more future facing
- Needs to have more global capability
October 06, 2021
Easy and smooth with Oracle CX Sales
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.
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.
- Incident management
- Self service
- Search module
- Overview of performance
- Knowledge base
- Amazing consumer portal
- Integration issue with other CRM
- Figure generated are not always correct
- OPA is challenging
- Difficult to navigate accounts
May 26, 2021
Best tool for sales teams
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.
- AI features--we can automate tasks, generate leads, and create invoices and sales inquiries.
- Business intelligence reliability and capabilities are very good
- We can gather sales insight, which will be very useful for forecasting
- We cannot integrate a dialer tool with Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
- Bit of an overly complicated product
- Outlook integration is lacking reliability and user acceptance
April 22, 2021
Delight your customers via Oracle CX sales
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.
- Keeping track of customer interactions across different channels
- Real time sentiment analysis
- Knowledge management using AI to show relevant content to the agent to quickly solve the customer concern
- Custom training of ML algorithms is limited
- User Interface needs to be more intuitive
- Limited options to integrate with existing third-party CRM software
February 12, 2021
Great value added
Ability to produce cims reports for customer billing and maintaining data. We automate and manage transactions related customer service and customer billing
- Centralized crm system
- Analysis for business intelligence
- Customer service, multi channel interaction
- Api stand alone and mobile interfaces
- Crm deployment
- To use the model of explicit and impicit relationships
July 31, 2019
High level of customization but for a huge price
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.
- House all of our data
- Accessible from anywhere
- Extremely difficult to use with little to no training documentation. We had to hire a third party company just to use the software.
- Outlook app causes so many issues that we had to uninstall it on everyone's computers.
- Creating reports is complicated due to the huge number of tables.
- Doesn't work for construction jobs, more made for selling parts.
June 11, 2019
Oracle Works for me - how about you?
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.
- Each time we've had a hurdle, we were given internal assistance to ensure we were not left alone.
- It is easily customizable to add and subtract anything you see fit (we've added additional filters down to the zip code, state, rep's name, etc. to filter through data most effectively.
- There is no lag in the system. If you see it there, it is tracked in real time.
- I would like to see more integration with other CRMs such as Salesforce.
- We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate.
- It be difficult navigating to accounts and drilling down into each specific customer to understand details.
March 21, 2019
Oracle Engagement Cloud (OSC)
Oracle Engagement Cloud is used by our Sales teams and Marketing team. We use this as our CRM and currently have a basic integration into Eloqua.
- As long as you don't personalize it is fairly intuitive
- The objects were a little hard to get used to, but now we have established processes for Leads and Opportunities
- Rely on how the tool was designed and it will be more successful
- There are so many clicks to get through the objects and create the activities.
- The monthly and quarterly updates have created substantially more mait. from our TECH team than what was expected
- With our company we have many service offerings, we expect to be able to market at a personalized level. How we can easily see in the tool what service offerings are applicable to an Account/Contact should be easier.
March 21, 2019
OSC Review
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.
- They fully customized multiple layouts that can show under certain conditions or security roles.
- They have fantastic customization features that allow clients to tailor the look to their business.
- It gives the user the ability to code a lot of additional configurations.
- Create an easier user interface for security jobs/roles in terms of assigning capabilities and visibility.
- Allow for more distinction between customized fields when adding them to layouts.
- Provide quicker export/import functionality.
March 20, 2019
Engagement Cloud 2019
We are currently in the programming stage, this will be used by all customer service and support dept. We hope that this will allow for greater visibility in all depts and personalize the customer experience
- unsure, haven's started using it
- Based on recent meetings it appears there are some issues with unneeded clicks
March 20, 2019
A good solution with room for improvement.
We use OEC to manage our Sales Force as our CRM. It is being used across various departments, both in sales & service.
- Contact/Account creation and management.
- Working the sales pipeline
- Using activities to track prospect movement.
- Scrubbing is weak.
- Integration with other tools & platforms is weak
- Whenever new releases take place, they often break other plugins or company-generated fields.
December 20, 2018
Oracle Sales Cloud - Mixed Review
Oracle Sales Cloud is used by both our Inside and Outside Sales teams. We use it for tracking leads and opportunities, and also for monitoring how many of those leads and opportunities are converted to sales. In addition, we use it as best we can for managing and keeping track of our demo units.
- The product is good for tracking leads which can help you acquire new customers.
- The product is good for creating opportunities which can help you convert sales.
- The product can easily be integrated with other applications to make the transfer of data seamless.
- Although not necessarily designed for it, our sales team finds it difficult to use the product for tracking demo units.
- The mobile version of the application falls very short. Our IT department fields a lot of complaints regarding its functionality.
- Following application upgrades - which are frequent - we often have to rebuild some of the custom screens we created.
September 20, 2018
Oracle Sales Cloud
Oracle Sales Cloud is being used by our remote sales people handling our larger client sized population. It enabled them access to critical information about their clients, partners and prospects in a mobile, modern and intuitive format.
- The mobile version is very user-friendly
- The user interface of the browser version is very modern
- Both user interfaces are very intuitive
- There could be more features focused on automation
- There could be more embedded analytics out of the box - though Oracle is starting a new program to help with that
- The territory management module could be more robust
June 20, 2018
Business Consultant
We implement Oracle Sales Cloud for clients who desire to increase the visibility and manageability of their sales pipeline. With a robust offering of pre-built reports and the ability to create powerful custom reports, our clients have been able to identify soft areas and put practices into place to reduce the sales process time, leverage best practices, and scale more efficiently. Oracle Sales Cloud also brings teams together and allows better collaboration and communication with a single cloud platform.
One word of advice, make sure to work with Oracle to fine-tune your environment usage needs so that they can ensure your environment runs as quickly as possible. Accepted page load times are at least 3 seconds. While pages usually load more quickly than that, a lot of traffic can slow the system. Oracle Support will work with you to make sure your page load time is optimal.
One word of advice, make sure to work with Oracle to fine-tune your environment usage needs so that they can ensure your environment runs as quickly as possible. Accepted page load times are at least 3 seconds. While pages usually load more quickly than that, a lot of traffic can slow the system. Oracle Support will work with you to make sure your page load time is optimal.
- Enables customers to customize their sales process(es) and provides Sales Coach functionality to assist the Sales Stage completion requirements and spread of best practices.
- Affords great visibility for management of the sales process with Infolets and robust BI Analytics tools. Data can be accessed and analyzed from the online Dashboard, object tabs, and on mobile devices.
- Territory Management makes it easy for organizations with a large sales team to define, assign, manage, and report.
- The NEW Enterprise Mobile application makes working away from the desk easier than ever. With voice-activated functionality and off-line accessibility, sales reps can spend more time in the field with clients and less in the office.
- Set-up, configuring and onboarding can be overwhelming. Unless you've had experience setting up a CRM solution, you'll most likely need to invest in a partner helping set up and maximize the system.
- While Oracle has been focused on infiltrating the SMB market, the cost and complication of just going live in the system can be daunting for small and emerging businesses.
- The speed of the system can be slow. Oracle has acknowledged this and has made strides in improving it. They will work with clients to speed up the system, but this is a cumbersome and frustrating exercise.
April 06, 2018
Growing Solution with a Robust End-User Experience
Score 8 out of 10
Vetted Review
Verified User
We use Oracle Sales cloud to track progress of a deal coming together, project milestones, as well as the source of our customer data for e-mail campaigns. It has greatly improved our billing and sales support processes. Our Account Managers are easily able to pull out historical sales data to identify future opportunities using the native reporting tool.
- Territory Management, it is relatively flexible but very powerful. It can be used as a security measure and is a foundation for more complex pillars of the application.
- Customizations - spinning up a custom object or creating a custom field could not be easier.
- Reporting - the reporting tool is great, the custom subject areas and joins are easy to build, and it is an end user-friendly tool.
- Security - depending on the use case, it can be complex to make sweeping changes to the security model.
- Workflows - the trigger points and the construction have some limitations that require some scripting to overcome.
- Organizing setup tasks - Natively, there's access to many different setup parts of the application, and due to the fusion model, a lot of these are unused pillars of the application and can cause confusion. Oracle is making strides in this area very recently.
April 06, 2018
Cautiously Optimistic
Score 6 out of 10
Vetted Review
Verified User
We're in the process of replacing Oracle CRM OnDemand with Oracle Sales Cloud OSC). The newer platform seems to be a step in the right direction. We're using it for general salesforce automation, forecasting, and revenue attribution, as well as contact and account management. I'm in Marketing Ops, so my perspective is probably skewed more heavily towards lead management, conversion, and pipeline measurement/management.
- Comparatively speaking, OSC's interface does a good job in organizing objects. The home page layout is logical and intuitive, making it easy for even new users to navigate where they want to go.
- Mobile Interface - we're coming over from Oracle CRM On Demand, so the very fact that our users can leverage a mobile app is a huge plus.
- Object layouts are another plus - rather than cramming too much information on any one screen, having the ability to group like data sets in tabs is helpful, ensuring users can get to the info they need without having to sift through troves of data they don't care about.
- The lack of native campaigns is concerning. We marketers live and die by out campaigns (it's our view of the world), so not having a native campaign object to sync to from our marketing automation platform has caused some issues. Our integrator is helping us work through them, but the lack of a campaign object seems like a big miss to me.
- Speed (load times) seem slower than other CRMs, but as we are still testing, this may be a temporary issue. I'd consult others to confirm or refute this.
March 23, 2018
Sail into Sales Cloud
Score 10 out of 10
Vetted Review
Verified User
It is being used for prospects, leads and opportunity tracking. Our sales team uses it heavily. We also implement it for our customers.
- Browser based.
- Easy to configure, no need to be a developer.
- Frequent upgrades available.
- They have added a service piece that is still maturing for B2B or blended sales/service organizations.
- They have incorporated the best of breed knowledge from their service cloud, but there are some features that are not available yet (but they are on the roadmap).
January 31, 2018
Oracle Sales Cloud -- An Integrator's View
We are an Oracle Partner who provides implementation information for our customers on best practices to use when setting up a CRM, and the CRM we choose is Oracle Sales Cloud. These best practices not only come from working with our customers using Oracle Sales Cloud, rather we also use it ourselves.
What do you like best?
I work from an Integration perspective. Using the API's thru web services is pretty easy, especially the merge function. Also, the Source System ID for Account and Contacts makes loading seamless without having to get the corresponding OSC Party ID.
What do you dislike?
Also, the Source System ID for Account and Contacts makes loading seamless without having to get the corresponding OSC Party ID. They should offer this to the other entities
Recommendations to others considering the product
This is a high-quality solution for your CRM and Cloud Enterprise products
What business problems are you solving with the product? What benefits have you realized?
CRM and Sales Management forecasting
- Seamless Account and Contact integrations in web services using SourceSystemReference Values.
- Building out Custom Objects
- Kinking Custom Objects back to Native Objects
- Multiple Contact point thru the Mobile App
November 13, 2017
Oracle Sales Cloud - For your sales need and beyond
We have implemented Oracle Sales Cloud Release 10 to 12 for a healthcare client on east coast. Sales Cloud is used by roughly 50+ employees across the team. It's worth mentioning that they already used the whole host of other Oracle Fusion apps such as Finances, HCM and Sales cloud with the web as well as mobile apps. The Sales cloud is used from the VP to the sales reps and it allows them to keep track of all sales activities and have great analytics at the same time.
- As it is for any Fusion apps, Sales Cloud comes bundled with Social which is great to have for sales teams who communicate a lot internally.
- Fantastic analytics capabilities. Not only in terms of reports but also in terms of very interactive charts and visual components like Infolets.
- Customizable. For three different roles, we have three different dashboards which are completely custom made to ensure that each user sees the data relevant to them.
- A very solid solution with a lot of advanced features.
- Sales Cloud seamlessly integrates with other Fusion apps such as finance, PBCS, HCM.
- It's extremely complicated to implement yourself. From a client's perspective, this could mean additional budget to hire a big team to successfully implement the product.
- Sales Cloud has an awful amount of bugs.
- Oracle Support which won't help you even if there is a critical production issue.
- Difficulty in importing the data. This is especially a challenge if you have it in a huge amount.
November 23, 2016
Oracle Sales Cloud - CRM with Great Capabilities
We use Oracle Sales Cloud mainly for its CRM capabilities. It is used by several departments throughout the organization such as Sales, Marketing, Customer Service, etc. The main business problem it addresses is helping us identify leads, track their behavior and engagement with the company across multiple channels, and manage the sales cycle.
- Provides leads for Oracle Eloqua.
- Tracks a lead's engagement with the company across multiple channels.
- Helps us identify the best time to engage with a lead.
- Glitches and bugs.
- The integrated Oracle Social Network sometimes doesn't work on certain browsers.
August 19, 2015
Comprehensive CRM with simple usability
Oracle CRM is being used by our Sales team and a small group of Executives to manage our customers. We also use it to create metrics reports for the sales team to hold them accountable and track sales commission. We have also integrated customer sales data from our JDE system to allow for a one stop data warehouse for our customer information. This allows the sales team to have all the information they need at their fingertips, and it also allows them to enter and track their sales pipeline though the opportunity process. Our marketing team uses CRM to log interactions they have had with the customer, which allows the sales manager to know of any issues related to the account.
- I feel like CRM is pretty intuitive for the user as it is a point and click product. It also gives the user some flexibility in customizing the layouts of their pages so that the information is in the order they need it.
- From an Admin perspective, it is pretty easy to customize as far as the field types, field names, color scheme, page layouts, etc. I did not have an IT background when I started with Oracle CRM, and I was able to learn pretty quickly.
- If you are proficient in Java and HTML, you can pretty much customize the CRM product as much as you want with applets, buttons, integration with other internal websites, such as SharePoint.
- The reporting area is pretty robust since it allows you to combine subject areas into one report, and offers many different layout options such as pivot tables, charts, graphs, narrative views (for documents), and dynamic dashboards.
- Reports that are complex with custom tables, large amounts of information, and multiple filters can take a long time to run for the users.
- Would like to see easier ways to customize without using Java and HTML.