Manage leads, clients, opportunities and cases from a single application
July 05, 2018

Manage leads, clients, opportunities and cases from a single application

Kelvin Ochieng | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Oracle CRM

Oracle CRM is our preferred software solution for managing our customers, potential customers, leads, and opportunities. We also use it for our marketing and campaigns to ensure the smooth flow of activities with little or no human intervention. It is mainly used in the sales department, marketing department, finance department and also managerial level.

Pros

  • Management of existing customers
  • Management of potential customers
  • Reduction of human intervention in some marketing strategies

Cons

  • Its not very easy to use for non-technical persons
  • Management of customers and their communication with business
  • Attribution of data and clients to user
  • Case management
  • Reporting and forecasting
Oracle CRM is best suited in scenarios where a business needs to adopt a software CRM solution to manage interactions with potential customers as well as existing customers. It is efficient in the management of clients from the initial stages of interaction with a business to their continued interaction with the business.

Oracle CRM On Demand Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
9.3
Case management
10
Call center management
9
Help desk management
9
9.0
Lead management
9
Email marketing
9
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
9.7
Forecasting
9
Pipeline visualization
10
Customizable reports
10
9.7
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
9.5
Social data
9
Social engagement
10
9.5
Marketing automation
9
Compensation management
10
9.0
Mobile access
9

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