Increasing your sales productivity
December 06, 2018

Increasing your sales productivity

Cristian Bodnarasec | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Oracle CRM On Demand

Oracle CRM On Demand is used by our organization in sales, marketing and finance for tracking sales, opportunities and customer contacts. The sales people own the data and they have to make sure everything is up to date as the data drives the marketing campaigns, business plan/forecasts and even their pay.

When choosing this, our intention was to have one single source of truth for customer prospects, contacts and opportunities.
  • Especially built for sales tracking: prospects, contacts, opportunities etc. It is a reliable system to manage the sales business.
  • Ease of use for relatively simple searches and medium complex reports.
  • It is on cloud. The very first we started using, many years ago. This means it is available at any time and from anywhere.
  • User management and access roles: permissions customization at user level.
  • A scripting mechanism is needed to customize the data entry forms. As any data driven system, Oracle CRM on demand is as reliable as its data is. Having sales people entering and maintaining the data you have to make sure they are doing that and not cutting corners. One way to do that is to enforce the business requirements in the entry forms.
  • User interface / user experience definitely can and should be improved.
  • It needs a way to send automatic reports on a schedule via email.
  • Support: as usual the Oracle support tends to be tedious and lengthy.
  • Plus: increased the productivity for sales.
  • Plus: we achieved a better management of the customer prospects, contacts and opportunities.
  • Minus: we had to built a custom application to add the missing features, like advanced customization in forms and automatic reporting.
Suits well for tracking customer prospects, opportunities and contacts. It is a reliable data entry and data storage, has ways to integrate with other systems for mass uploads.

When it comes to model specific business requirements around sales data, it is limited. We had to build a custom application that gets all data from On Demand and develop custom reporting, automatic sending of reports, reminders etc.

Oracle CRM On Demand Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
6
Quote & order management
6
Interaction tracking
5
Channel / partner relationship management
5
Case management
6
Call center management
6
Help desk management
6
Lead management
8
Email marketing
8
Task management
6
Billing and invoicing management
Not Rated
Reporting
5
Forecasting
6
Pipeline visualization
6
Customizable reports
4
Custom fields
7
Custom objects
6
Scripting environment
4
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
6
Not Rated