Growing Solution with a Robust End-User Experience
April 06, 2018

Growing Solution with a Robust End-User Experience

Bryant Rude | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

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

We use Oracle Sales cloud to track progress of a deal coming together, project milestones, as well as the source of our customer data for e-mail campaigns. It has greatly improved our billing and sales support processes. Our Account Managers are easily able to pull out historical sales data to identify future opportunities using the native reporting tool.
  • Territory Management, it is relatively flexible but very powerful. It can be used as a security measure and is a foundation for more complex pillars of the application.
  • Customizations - spinning up a custom object or creating a custom field could not be easier.
  • Reporting - the reporting tool is great, the custom subject areas and joins are easy to build, and it is an end user-friendly tool.
  • Security - depending on the use case, it can be complex to make sweeping changes to the security model.
  • Workflows - the trigger points and the construction have some limitations that require some scripting to overcome.
  • Organizing setup tasks - Natively, there's access to many different setup parts of the application, and due to the fusion model, a lot of these are unused pillars of the application and can cause confusion. Oracle is making strides in this area very recently.
  • Increased visibility into the sales cycle for our delivery team
  • More accurate historical milestone dates and payments
  • Unlimited benefit of being able to consolidate and drive e-mail campaigns of our customer list
From a user perspective, Oracle Sales Cloud stacks up very well to Salesforce. The amount of native pre-built connectors for the different pillars is attractive from a setup perspective as well as a pricing perspective. The mobility of Oracle Sales Cloud trumps the SFDC solutions. Where it doesn't stack up so well is behind the curtain, the workflow creation and flexibility is not there quite yet, and some of the better administrator functions have not yet been added to OSC.
The tool meets the generic CRM use case really well, customers with longer sales cycles or large customer bases see the greatest benefit. With the applications native mobility, it makes it suitable for any type of customer. Perhaps, some of the more complex sales models, namely dealer related use cases where the end customer isn't clear, it is harder to derive value.

Integrating Oracle Engagement Cloud (formerly Oracle Sales Cloud)

Some of the different requests in the WSDLs can be tricky, and some of the parts of the APIs are rigid, but in general a relative integration rookie can connect to the system using a testing tool and integrate with it if they have the knowledge of the data model and what is required for the different objects.