Trust me, you'll be happier with Oracle CRM
Joseph R. Sweeney | TrustRadius Reviewer
February 15, 2018

Trust me, you'll be happier with Oracle CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Oracle CRM

My department dealt primarily with customer acquisition and sales and so we were using Oracle CRM to track opportunities as well as document the sales process along the way. Several higher management individuals would also use it to check on the status of different leads, but it was primarily used by our team. It definitely helped keep interactions in check as well as provided a clear cut arena for communicating with others in our department about the sales process.
  • Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
  • It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
  • Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
  • If you have too large of a file with many tables or data, it will definitely slow things down. To be expected, but this is something that could be worked on.
  • Much easier for us to track sales leads as we have had almost universal adoption and continued user interaction with the program as opposed to our previous tool, Salesforce. CRM has likely cut back on many hours of calls and check-ups with its easy to use system.
  • Customer feedback has been much improved as we are able to track any areas that need additional focus and address them immediately.
Yes - I am a member of the Boston Area Oracle Service Cloud User Group.

As with the other programs that we are familiar with in the Oracle family, having this group has allowed for us to brainstorm different improvement plans as well as troubleshoot any issues we have with either our processes or with the actual program itself. Communication is great and very fast.
Salesforce does not have the same level of user friendliness or organization that Oracle CRM does. Oracle CRM has much more flexibility and allows for more freedom in reporting and displaying sales data.
Oracle CRM is best suited for a company in which there will be a lot of users that need a central location in which to document sales and customer interactions. If your sales agents or customer reps are in one location and there aren't many of them, then you could probably go with a less robust system and still manage just fine. Our company had sales agents around the globe and so we needed a central hub in which to communicate and check on the progress of pending sales.

Oracle CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
9
Case management
9
Call center management
7
Help desk management
7
Lead management
10
Email marketing
6
Task management
9
Billing and invoicing management
7
Reporting
7
Forecasting
6
Pipeline visualization
6
Customizable reports
8
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
7
Role-based user permissions
7
Single sign-on capability
6
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
9
Compensation management
8
Mobile access
Not Rated