#1 most frequent
United States of America
73.7%14 installations of 19
What is Oracle Sales?
Oracle Sales guides sellers with intelligent recommendations to help them focus on the most valuable prospects at the right time. These machine learning-based CRM selling tools center around clean, complete customer data from internal and external sources.
Categories & Use Cases
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Screenshot of Task Based Home Page
Top Performing Features
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Areas for Improvement
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.3
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.5
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Who Buys & Uses Oracle Sales
#2 most frequent
Cayman Islands
5.3%1 installation of 19
#3 most frequent
Chile
5.3%1 installation of 19
Using Oracle Sales to Track Your Sales as an Individual Contributor
Use Cases and Deployment Scope
My organization uses Oracle Sales to record all sales order data. This include gross sales amounts, any adjustments, order entry details and historical data. This tool allows salespeople to track weekly, monthly, & yearly totals as well as progress on total quota. Being a quota carrier, this system is of daily use to monitor sales progress and ultimately how much much we earn.
Pros
- Weekly/monthly/annual sales tracking
- Commission calculations
- Historical sales orders & data
- Managing liability and deals in implementation
- Sales analysis and trends
Cons
- The platform could be more user friendly and easier for a beginning to use
- Real time updates to data
- Smoother user interface
- Added charts and graphics
Return on Investment
- Source of truth for sales numbers/results vs. quota projections
- Data tracking improves forecasting as well as pulling historical data from years past
- Provides compensation structure to associates
- Managing backlog of business becomes easier to see and minimize liability
Usability
Alternatives Considered
Tableau Cloud and Biztracker Infinity POS
Other Software Used
Gong
Oracle CX sales - a complete sales lifecycle product that puts customer in the focus
Use Cases and Deployment Scope
We wanted a complete sales solution for our team members, clients, vendors, and partners. For our team, we wanted to automate our sales force, ensuring they have the best intelligent solution with AI/ML within the product so that data could be used better and they would get intelligent push notifications. The sales planning and performance management modules helped in planning the entire sales lifecycle. Performance management particularly helped in setting up a benchmark and evaluating the sales team. Customer data management was used where we had an internal business use case where we wanted to understand, store and retrieve customer data to better evolve our relationships by understanding our customers better. Lastly, we wanted to be precise with our quotes. Pricing had to be accurate and customizable for every customer so that customer-centric discounts and offers could be applied. A detailed, searchable database for all quotes helped us in many subsequent deals.
Pros
- Customer data management
- Pricing and quote management
- Sales planning and managing performance
- Automating the sales force
- Making sense of and organizing customer information
- Vendor management
Cons
- Integration with other sales software
- Some features are complex to use for new sales team members and require some user training; hence the product can be more intuitive
- Perhaps the Oracle CX Sales team could learn from modern UI/UX examples to give the overall product a more modern feel and easy to use interface
- Customized developments need customized deployment strategies; these are lacking to some extent; maybe DevOps could help here
Return on Investment
- We were able to make better and informed decisions
- Sales planning and forecasting helped in closing deals
- Excellent pricing suggestions helped us structure the quotes to suit customer requirements
- Ensured deal closure times decreased and new prospects were tracked better
Alternatives Considered
SAP Commissions (formerly Callidus Commissions) and Anaplan
Usability
Other Software Used
Microsoft Access, Microsoft Excel, SAP Commissions (formerly Callidus Commissions)
CX Appspro employee
Use Cases and Deployment Scope
We use it in [the] fitting business of sales cycles from marketing, leads, opportunities until they reach selling product or service. We also help [use] service request module to handle requests from their customers and to solve them as tickets. As well [building] future plans to grow the client business. Build RBAC functionality and security to restrict users. [Also,] we build reports and analytics as BI area which help managers to monitor and take a high view of everything [that] happens in the system. Building custom solutions and integrating with other systems like core banking and many others. We build custom pages using either PaaS solutions or Visual Builder. Integrate with other Oracle products like Finance, CPQ, or Supply Chain.
Pros
- Easy to sell products[.]
- Build customers and make customer hub[.]
- Tracking the sales cycle from marketing to sell the product[.]
- Build Reports and Anayltics related to opportunities, leads, and service requests[.]
- Getting customers issues after and before selling[.]
- High ability to integrate with Oracles other products and 3rd products using Rest and Soap APIs[.]
- Restrict users using RBAC role based access[.]
Cons
- Having table views inside pages[.]
- Make handling fields as hide, update, required in faster way which is slow now[.]
- Miss adding address fields in custom objects[.]
Return on Investment
- I don't have [any] idea.
Usability
This system will save you time
Use Cases and Deployment Scope
This is a system we use on a regular basis. It’s hugely important for my company to understand customer journeys and how our customers are thinking and working. To [do] this effectively we need systems like this to map the journey and capture exactly how we and others are interacting with them. This system, in particular, is crucial in making this happen and is very easy to use and its interfaces are some of the best in the market. They are a market-leading brand and have huge experience in this area. They produce great products that help companies like mine to ease [their] relationships with clients.
Pros
- Great storage capability
- Great interface
- Smooth integration with other systems
- Cost effective
- Great user experience
- Excellent support
Cons
- Needs better visualisation tools
- Needs to be more future facing
- Needs to have more global capability
Return on Investment
- Helped increase revenues by 10%
- Achieved a higher ROI
- Helped attract more talent into the business
Usability
Complex but has the potential to Boost up a business.
Pros
- We can keep an eye on the customer’s view and experience related to the product.
- It is exceptional in contact management. We can get the record of our clients and their contact information via this tool.
- Its mobile support has made things easy for me and my team as we can use it from anywhere effortlessly.
- Order and Lead management are two other important features for us.
Cons
- The dashboard is dull and monotonous.
- In my career, I haven’t taken so much time In understanding any software and This took me a month to get its basic working.
- None.
Return on Investment
- Better sales.
- Better company image.
- Better sales tracking.
