Oracle SalesFormerly Oracle Engagement Cloud and Oracle Sales Cloud
Overview
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.
Oracle CX sales - a complete sales lifecycle product that puts customer in the focus
CX Appspro employee
Supplier platform review
This system will save you time
Complex but has the potential to Boost up a business.
Easy and smooth with Oracle CX Sales
Great for following up on the whole sales process, from beginning to end
Best tool for sales teams
Delight your customers via Oracle CX sales
Great value added
Good backend cleanup of customer data. Just ok for front end sales.
Worth Considering, But Be Sure That It Will Adequately Meet Your Needs
Oracle Engagement Cloud Review
High level of customization but for a huge price
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Custom fields (15)9.292%
- Customer data management / contact management (15)9.090%
- Custom objects (15)8.989%
- Workflow management (15)8.484%
Pricing
Professional
$65.00
Standard
$100.00
Enterprise
$200.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Demo - Objects and Fields in Oracle Sales cloud
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9Customer data management / contact management(15) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.4Workflow management(15) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.6Territory management(14) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 9.1Opportunity management(13) Ratings
Users can track deals and create quotes.
- 8.4Integration with email client (e.g., Outlook or Gmail)(13) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.7Contract management(12) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.1Quote & order management(14) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.2Interaction tracking(14) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 8.2Channel / partner relationship management(12) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 8.6Case management(13) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.5Call center management(11) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.8Help desk management(11) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 9.2Lead management(12) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.7Email marketing(10) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 9.2Task management(12) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8Billing and invoicing management(2) Ratings
This includes automated invoice creation and billing.
- 9.2Reporting(12) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.6Forecasting(13) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.6Pipeline visualization(13) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 9Customizable reports(14) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9.2Custom fields(15) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.9Custom objects(15) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 9.1Scripting environment(13) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.4API for custom integration(14) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 7.7Single sign-on capability(15) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.9Role-based user permissions(15) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.4Social data(11) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8Social engagement(11) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8.3Marketing automation(12) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 8.9Compensation management(10) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.4Mobile access(13) Ratings
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.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Oracle Sales?
Oracle Sales Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Call Reports
- Supported: Asset Management
- Supported: Predictive Analytics
- Supported: Contact Relationships and Hierarchy
- Supported: Assessments for lead, opportunity, account, contact
- Supported: Mobile Offline Mode
- Supported: Mobile Voice Commands
Oracle Sales Screenshots
Oracle Sales Competitors
Oracle Sales Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | Worldwide |
Supported Languages | Worldwide |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(162)Attribute Ratings
- 8Performance1 rating
- 7.6Usability11 ratings
- 7.8Support Rating11 ratings
- 8Online Training1 rating
- 7Implementation Rating1 rating
- 5Ease of integration16 ratings
- 8Vendor pre-sale1 rating
- 8Vendor post-sale1 rating
- 6Oracle Implementation Satisfaction2 ratings
- 10Professional Services1 rating
- 7Contract Terms and Pricing Model1 rating
Reviews
(1-25 of 38)- Help develop dynamic and accurate quotes and proposals.
- Guide customers throughout the entire buying process.
- Guide sellers which help close many deals within a short period.
- Configuring products and improving collaboration with customers.
- Unavailability of free trial and "freemium" version.
- Lack of enough tutorials.
- 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
- 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
CX Appspro employee
- 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[.]
- 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[.]
Supplier platform review
- Order tracking.
- Order processing by the supplier.
- Sending order updates & confirmation to the customer.
- Needs more flexible communication between supplier and customer seems to be quite a delay to send messages and communications back and forth when confirming orders.
This system will save you time
- Great storage capability
- Great interface
- Smooth integration with other systems
- Cost effective
- Great user experience
- Excellent support
- Needs better visualisation tools
- Needs to be more future facing
- Needs to have more global capability
Complex but has the potential to Boost up a business.
- 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.
- 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.
Easy and smooth with Oracle CX Sales
Self Service: With the knowledge base available, Clients do not need any support from salespeople. They can easily do it through the knowledge base available.
Incident Management: Anyone putting any incident on any social media platform, phone, chat, or SMS informs and manages quickly.
Companies search: The search module for companies gets very easy to search data.
- Incident management
- Self service
- Search module
- Overview of performance
- Knowledge base
- Amazing consumer portal
- Integration issue with other CRM
- Figure generated are not always correct
- OPA is challenging
- Difficult to navigate accounts
- Dashboards for data visualization
- Clear tracking of the sales funnel
- Thorough information about everything related to prospects
- Workflows
- Convert prospects to account
- Lead nurturing
When it comes to workflows, there are some improvements that can be done to automate certain dull tasks.
Best tool for sales teams
- AI features--we can automate tasks, generate leads, and create invoices and sales inquiries.
- Business intelligence reliability and capabilities are very good
- We can gather sales insight, which will be very useful for forecasting
- We cannot integrate a dialer tool with Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
- Bit of an overly complicated product
- Outlook integration is lacking reliability and user acceptance
Delight your customers via Oracle CX sales
- Keeping track of customer interactions across different channels
- Real time sentiment analysis
- Knowledge management using AI to show relevant content to the agent to quickly solve the customer concern
- Custom training of ML algorithms is limited
- User Interface needs to be more intuitive
- Limited options to integrate with existing third-party CRM software
Great value added
- Centralized crm system
- Analysis for business intelligence
- Customer service, multi channel interaction
- Api stand alone and mobile interfaces
- Crm deployment
- To use the model of explicit and impicit relationships
- Organization of customer data.
- Minimizing business disruption by allowing existing CRM solutions to run.
- On the same Fusion cloud platform as other Oracle solutions for future expansion.
- Interface is inconsistent between certain areas of sales cloud and customer data management cloud.
- Limitations in how we can configure certain customer areas.
- Minimal Enterprise Data Quality rules which may require additional PaaS licensing.
Not ideal for front end sales team entering as the interface is slightly clunky and it would take a decent amount of change management to make sure it is accepted in the organization.
- Customization is flexible and easy, allowing you to do things such as added new fields for tracking additional data.
- Navigation is simple.
- The tool is generally intuitive to use and helps with organization.
- Performance often is slow.
- I would like to see additional built-in reports to choose from.
- Import/Export of data is not as simple as it should be.
Oracle Engagement Cloud Review
- Easy to use.
- Very little training required for new hires.
- Intuitive interface.
- Not many new hires have ever used it in the past.
High level of customization but for a huge price
- House all of our data
- Accessible from anywhere
- Extremely difficult to use with little to no training documentation. We had to hire a third party company just to use the software.
- Outlook app causes so many issues that we had to uninstall it on everyone's computers.
- Creating reports is complicated due to the huge number of tables.
- Doesn't work for construction jobs, more made for selling parts.
- This product may work well for selling parts
- This product does not work well for construction and I would never recomend it for that.
- Our business is too small to use Oracle because you have to customize it so heavily to work for your organization. That can be good if you know exactly how you want it to work. We needed an out of the box solution.
Oracle Works for me - how about you?
- Each time we've had a hurdle, we were given internal assistance to ensure we were not left alone.
- It is easily customizable to add and subtract anything you see fit (we've added additional filters down to the zip code, state, rep's name, etc. to filter through data most effectively.
- There is no lag in the system. If you see it there, it is tracked in real time.
- I would like to see more integration with other CRMs such as Salesforce.
- We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate.
- It be difficult navigating to accounts and drilling down into each specific customer to understand details.
Oracle Engagement Cloud (OSC)
- As long as you don't personalize it is fairly intuitive
- The objects were a little hard to get used to, but now we have established processes for Leads and Opportunities
- Rely on how the tool was designed and it will be more successful
- There are so many clicks to get through the objects and create the activities.
- The monthly and quarterly updates have created substantially more mait. from our TECH team than what was expected
- With our company we have many service offerings, we expect to be able to market at a personalized level. How we can easily see in the tool what service offerings are applicable to an Account/Contact should be easier.
OSC Review
- They fully customized multiple layouts that can show under certain conditions or security roles.
- They have fantastic customization features that allow clients to tailor the look to their business.
- It gives the user the ability to code a lot of additional configurations.
- Create an easier user interface for security jobs/roles in terms of assigning capabilities and visibility.
- Allow for more distinction between customized fields when adding them to layouts.
- Provide quicker export/import functionality.
Still floating.
- Allow Sales and CS work closely together.
- 360 view of the customer. The goal is so that if a customer calls our call center, I can tell when a sales person last talked with them. Or if they have a damage claim open, the sales rep will know before they try to sell them something else. I think this will be great (once we're fully implemented).
- So far, it's not very flexible.
- Extra steps to get information.
Engagement Cloud 2019
- unsure, haven's started using it
- Based on recent meetings it appears there are some issues with unneeded clicks
A good solution with room for improvement.
- Contact/Account creation and management.
- Working the sales pipeline
- Using activities to track prospect movement.
- Scrubbing is weak.
- Integration with other tools & platforms is weak
- Whenever new releases take place, they often break other plugins or company-generated fields.
1/ Our sales folks usage of the system and data scrubbing, and
2/ When Oracle pushes an update it seems to break either plug-ins or customizations (fields, etc).
...and they don't seem to notify us adequately that these breaking changes are coming.
Oracle Engagement Cloud Review
We now have a Sales Team across ANZ who can report on a single opportunity process across the region which is reported up the board.
- Master data management - Helps create a single customer record across Sales and Finance.
- Reporting - Engagement Cloud leverages the Oracle OBIEE reporting engine which alone is a market leader.
- AI - Embedded next best actions.
- Data as a service - Call upon millions of records of data with a simple click of a button.
- Clear product direction - Road map is sometimes hard to find and can only be 3 months ahead.
- UI - Reduced number of clicks to perform an action.
Oracle Engagement Cloud fits all our sales needs
- Excellent task management.
- Specific funnel tracking.
- Very detailed organization with areas for notes, contacts, and stages of the sale.
- I would like to see easier to customize dashboards.
- More thorough reporting.
- Larger knowledge base.
Oracle Sales Cloud - Mixed Review
- 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.
- Although not necessarily designed for it, our sales team finds it difficult to use the product for tracking demo units.
- The mobile version of the application falls very short. Our IT department fields a lot of complaints regarding its functionality.
- Following application upgrades - which are frequent - we often have to rebuild some of the custom screens we created.
Oracle CRM is your one stop shop for order management
- Oracle CRM scales very well with the growth and needs of our business
- Managing our customer database
- Oracle support is incredibly helpful when we have needed to contact them
- 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.