Great for following up on the whole sales process, from beginning to end
August 04, 2021

Great for following up on the whole sales process, from beginning to end

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Modules Used

  • Sales Planning and Performance Management
  • Oracle DataFox

Overall Satisfaction with Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

It's used for customer relationship management--mainly to store all the information related to leads, customers, sales pipeline, opportunities, and meetings, among other relevant aspects of the sales process. We also track sales vs budget by account executive, product, channel, and country. After the sales process is over, our client's team takes over and starts the implementation process in Oracle.
  • Dashboards for data visualization
  • Clear tracking of the sales funnel
  • Thorough information about everything related to prospects
  • Workflows
  • Convert prospects to account
  • Lead nurturing
  • Show data by country, allowing us to track performance indicators by territory
  • It's helped track sales vs budget
  • Identify missing potential costs
I've used Salesforce and Hubspot. Every customer relationship management software has its pros and cons, but Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) stacks up really well against the competition. Its data visualization tools are way superior, and the fact that the sales funnel is very clear and easy to follow, showing prices, stages, and percentages, makes the difference for me.

Do you think Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) delivers good value for the price?

Yes

Are you happy with Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)'s feature set?

Yes

Did Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) live up to sales and marketing promises?

Yes

Did implementation of Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) go as expected?

Yes

Would you buy Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) again?

Yes

Its overall usability is great. The implementation process started smoothly and set the tone for how we'd be using the software. Trainings during onboarding for new users are always easy to follow, and account executives have felt confident using Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) since the beginning. I would definitely recommend it to a colleague or friend!
I have mixed reviews when it comes to this. Their chat support has been helpful countless times, providing prompt responses to my many questions in the past. Still, their customer support service over the phone hasn't always been helpful. That's why I'm giving their overall support a good rate, but not the best.
It's great for following up on the whole sales process, from beginning to end. It also works great for tracking sales and quotas by using their data visualization options, which range from overall great dashboards to very detailed graphs.

When it comes to workflows, there are some improvements that can be done to automate certain dull tasks.

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) Feature Ratings

Customer data management / contact management
8
Workflow management
2
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
10
Case management
8
Call center management
8
Help desk management
5
Lead management
9
Email marketing
7
Task management
8
Reporting
9
Forecasting
9
Pipeline visualization
10
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
10
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
10
Mobile access
7