Oracle CRM Makes Everyone's Life Easier
Simon Vargas | TrustRadius Reviewer
October 27, 2017

Oracle CRM Makes Everyone's Life Easier

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Oracle CRM

The Oracle CRM is the basis of how we do business. We use this because it has been the most effective way to integrate our existing platforms (i.e. Salesforce). We use Salesforce throughout the entire organization. Sales is not the only function of business that uses Oracle. We also have our Product Managers use it to monitor inflow/outflow of inventory, orders shipped, cost analysis, price comparison, etc.
  • Oracle CRM is not just for a Sales department. It is best used throughout a multitude of different departments to survey performance, customers, and opportunities.
  • It provides you with a database of your entire business, analytical ratios of performance, overall financial analysis too. Sales reps spend the bulk of their time in this program reviewing revenue for orders from customers, adjusting costs to obtain the most updated cost of each product, and sending packages in/out of our warehouses.
  • The functionality used to be very slow when updating the calendar to adjust for weeks, months, years, etc. Data is pulled in from everything (i.e. all of your customers). Therefore, it takes a lot of time to gather everything. This is most likely why the program would freeze. However, it has been improved more and more each time.
  • The downfall could be if this program shuts down, we cannot service our customers. It puts a lot of strain on the company if there are any maintenance requests that are done during the work hours (this is very uncommon).
  • This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.
It is easily integrated. Because of this we are able to adapt to this program quickly since it is connected to our other CRM. Ultimately, it is about having a proper way to track our customers to service all of their needs. This creates an organized approach and can be custom to each sales reps needs.
If a new customer has interest in trialing a product that we have available but have not released to our warehouse, we can go into Oracle CRM and find the suitable contacts to call and discuss. We then can reach into our inventory and survey a shipment that has left our manufacturer's hands and track the shipment instantly. We can then process the sample order to adjust for a no-risk purchase order directly to the customer.

Oracle CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Case management
9
Call center management
9
Help desk management
9
Lead management
8
Email marketing
8
Task management
10
Billing and invoicing management
10
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Role-based user permissions
8
Single sign-on capability
8
Social data
8
Social engagement
9
Marketing automation
10
Compensation management
10