Reliable CRM Solution
Cameron Walker | TrustRadius Reviewer
December 20, 2018

Reliable CRM Solution

Score 6 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Oracle CRM

Oracle provides me up-to-the-minute data on sales. With integrated marketing automation software, it allows me to analyze the effectiveness of email marketing campaigns. Ultimately, this software should be/is used by all who use and need the data to analyze trends and determine an approach to generating more qualified sales leads.
  • Integration with Office365
  • Real time analytics
  • Easily analyze historical trends with historical reporting
  • Storage of client data
  • UI is cluttered and clunky
  • Interface could be improved
  • Not as customizable as other CRM platforms
  • Securely stores all relevant client data
  • Quickly access sales pipeline to develop forecasts
  • Streamlines our workflows making operations more efficient
Oracle CRM is much more robust with more functionality. The UI is visually appealing and it is more user friendly. Siebel is more budget friendly and more of a bare bones CRM.
It is best to have a knowledgeable consulting team if transitioning from another CRM Software or implementing for the first time - Be sure to have your assigned administrators take an Oracle Course for Admin Essentials and Reporting. The tool is best suited for any mature organization needing a tool for their sales team to manage their pipeline.

Oracle CRM Feature Ratings

Customer data management / contact management
7
Workflow management
6
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
7
Interaction tracking
6
Channel / partner relationship management
8
Case management
6
Call center management
7
Help desk management
6
Lead management
9
Email marketing
10
Task management
8
Billing and invoicing management
6
Reporting
8
Forecasting
7
Pipeline visualization
9
Customizable reports
8
Custom fields
6
Custom objects
7
Scripting environment
8
API for custom integration
5
Role-based user permissions
7
Single sign-on capability
10
Social data
4
Social engagement
5
Marketing automation
7