Oracle CRM, keep track of leads, opportunities and clients
June 19, 2018

Oracle CRM, keep track of leads, opportunities and clients

Wiliam Kipngetish | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Oracle CRM

We have assisted several companies to set up Oracle CRM across several departments to manage leads, opportunities, clients, and sales. Oracle CRM automates various business processes and improves sharing of information regarding leads and clients. It is also important in the generation of quotes and orders as well as campaigns. Oracle CRM also supports integration with other software that is used daily in business for other purposes such as accounting.
  • Oracle CRM is stable and reliable
  • A dynamic and flexible reporting engine
  • Easy customization
  • Quality support
  • Requires extensive staff training
  • Some customizations are expensive
  • Require expert support during deployment
  • Increase in sales
  • Increase in the number of high-quality leads
  • Business processes automation
Oracle CRM is suitable for organizations/companies that require to manage and keep track of their leads, opportunities, sales, and clients from a central role based CRM.

Oracle CRM On Demand Feature Ratings

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