Oracle Sales vs. PlanPlus Online

In the market for Sales and Service, Oracle CX is the best especially in integrating with other systems. It has a stable and huge database that can handle a bunch of data. It gathers all data of customers, accounts, leads, opportunities, service requests in one place and related in a good way. The tools used for reports and analytics as BI is strong and great to use also it is not hard[.]

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I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

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• The product is good for tracking leads which can help you acquire new customers.
• The product is good for creating opportunities which can help you convert sales.
• The product can easily be integrated with other applications to make the transfer of data seamless.

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• Automating certain tasks like email replies.
• Integrating with our sales forms and Outlook.
• Supreme task management for even complex processes.

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• Oracle CRM is incredibly complex making it fairly difficult to learn from scratch
• The original implementation of Oracle CRM was a lengthy and involved process
• We have had outages where we cannot connect to Oracle CRM which leaves us at a loss. I'm not sure what the solution to this is, but less outages would be ideal.

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• The synching did not always work well, especially for people on the road in remote areas.
• Offline handling needs to be easier and faster.
• Very complex CRM.

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Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.

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It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

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Some of the more complex customer reports we have created are slow to run at times.

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The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.

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There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

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Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.

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If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.

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As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.

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PlanPlus Online is much nicer than Salesforce and also much faster.

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• It allows you to stay on top of reorder points for your existing customers. We call them attrition calls.
• When you orders flowing in, it makes it easier to follow up with buyers for other business units since you already have pre-existing business.
• As a sales organization, everyone in the company has visibility across the board into what is our profit at any given moment for the day, week, month and year. This keeps up on track for each of our goals.

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• Better lead management
• Increased lead efficiencies with drip programs

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