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CRM /CX Business Analyst, Solutions Consultant & PM
Real User
Straightforward to set up and reliable but needs more enhancements related to the account portfolio
Pros and Cons
  • "It covers sales very well."
  • "You can get disconnected if you do not have a strong, reliable internet connection."

What is our primary use case?

We primarily use the solution for e-business and business requirements from the customer go to test, deploy, and customize. It's flexible. They give you more capabilities as a functional consultant who uses this customization. So you get it all. If there is some past customization we wanted from the past consultant, we could get the developer to deploy it, also. We come with the final product and present it to the customer with forecasting and for training or any gap analysis necessary. The client would then finalize what they required. 

What is most valuable?

It covers sales very well. It covers 90% of the customer's needs. 

They offer SMS and they already are now integrating social media with, it with marketing. It offers good WhatsApp and SMS integration.

It's pretty straightforward to set up.

The solution is stable and reliable. 

What needs improvement?

The solution can scale, however, it is an area that is improving and needs improving. 

You can get disconnected if you do not have a strong, reliable internet connection. 

We'd like more enhancements related to the account portfolio, something called the account plan. More integrations would be ideal. They need to include non-revenue items in the sales goals in the quarterly plans. 

It's very difficult to find a consultant already scalable enough for all these languages. Even though we have a lot of technical guys, technical and very clever technical guys or consultants all over the world, we don't have someone who has all these languages at the same time for Oracle.

For how long have I used the solution?

I've been using the solution for the last six years. 

Buyer's Guide
Oracle CX Sales
October 2024
Learn what your peers think about Oracle CX Sales. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
814,649 professionals have used our research since 2012.

What do I think about the stability of the solution?

The solution is stable, depending on your connection. Even for e-business, you must have an intranet network speed to ensure your access to the server. If you don't have an internet connection, it's not that good. You will continuously get disconnected from the server.

What do I think about the scalability of the solution?

In terms of scalability, it already covers a lot now in the different three areas of CX or CRM, marketing and sales and service. In marketing and sales, it already covers more than e-business. That said, the service is still improving.

How are customer service and support?

Technical support is standard. It's the same support you can expect from Oracle e-business. It's fine in general. 

However, when they say there are enhancements or future updates, it means that it will be in the very near future. They have about four release updates each year. Depending on when the enhancement is requested, it will happen quickly, however, if the enhancement comes far away from the release date, you have to wait for the release date to arrive before you can receive any enhancement.  

How was the initial setup?

The initial setup is easy. It's 80% straightforward with maybe 20% complexity involved in certain areas. 

It takes less time to set up than e-business. If e-business takes four months, this may take two and a half or something around there.

What's my experience with pricing, setup cost, and licensing?

I don't handle the licensing and can't speak to the costs. 

What other advice do I have?

While we're using version 21, we're moving towards version 22. 

I'd rate the solution five out of ten. We do find the amount of languages a distraction. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
PeerSpot user
Principal Oracle CX Cloud Consultant at Rapidflow Inc - Supply Chain, Logistics, PLM, Cloud
Consultant
Our client is using the application composers to deliver an inbuilt quoting metric, but a multiple BU Setup feature is missing and Leads and Opportunities Forms should be versatile.

What is most valuable?

  • Analytics & Forecasting
  • Offline Mobile Capability
  • Customer Data Management
  • Social Collaboration
  • Sales Dashboards
  • Outlook Integration
  • Application Composer

How has it helped my organization?

My client needed a solution that would enable their business to grow at the rate they required, mainly around the sales cycle. Their business involves quoting and estimating effort, with regular change to scope and ultimately cost, sometimes on a daily basis throughout the sales cycle. Previously, their sales process was resource and time intensive. We've implemented Oracle Sales Cloud there and now they are using the application composers and groovy scripting within the tool’s capability to deliver an inbuilt quoting metric, which allows their sales team to alter estimates, update sales cycles, delivery costs, and monitor margin through a system.

What needs improvement?

The data import process has grown a little since earlier releases. In the past, when data import would fail, it would rarely provide any indication of where the problem exists. In the recent releases (8 and above), this process has improved but not much. Overtime, I believe this process will continue to mature.

Multiple BU Setup feature is missing, and Leads and Opportunities Forms should be versatile as per the various Sales Processes.

For how long have I used the solution?

I've used it for Four years.

What was my experience with deployment of the solution?

No issues encountered.

What do I think about the stability of the solution?

No issues encountered.

What do I think about the scalability of the solution?

No issues encountered.

How is customer service and technical support?

Customer Service:

9/10

Technical Support:

9/10

How was the initial setup?

Initial setup is very easy and clearly demonstrated in Oracle Sales Cloud users guide/document, which includes following setups;

A. Provisioned Setups:

- Manage Enterprise HCM Information

- Manage Legal Address

- Manage Legislative Data Group

- Manage Legal Entity

- Manage Legal Entity HCM Information

- Manage Business Unit

- Manage Admin User

- Manage Admin Profile Values

B. Initial Setups:

- Accounting Calendar

- Currencies

- Geographies

- Sales Catalog

- Customer Center

- Sales Dashboards


What about the implementation team?

I work for a vendor and I'm the Project Manager.

What's my experience with pricing, setup cost, and licensing?

The price is lower when compared to other cloud products.

Which other solutions did I evaluate?

My client evaluated MS Dynamics CRM and Salesforce Sales Cloud. We chose Oracle because of the price, integration with other ERPs, e.g. EBS, JDE etc, and BI reporting.

What other advice do I have?

Take the time to look at your business processes, goals, and the key drivers you want the business benefits are that you want to achieve. Then work with an implementation partner who can help you map these processes and make the best suggestions for your business. Involve the key people to ensure you have business buy-in and backing.

As well as the final system itself legacy data is of course equally as important to consider as is thinking about key integration points to ensure all the information required is present and available. From a methodology point of view, it’s very important to go through a sanctioned project approach starting from requirements definition and design, moving into build and test, and the running through into train and deploy. Even though this is cloud-based software, it is still important to get the basics right in order to ensure implementation success.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user356787 - PeerSpot reviewer
it_user356787Principal Oracle CX Cloud Consultant at Rapidflow Inc - Supply Chain, Logistics, PLM, Cloud
Consultant

Oracle Sales Cloud for Integrating Acquisitions with New Deployment and to Achieve Significant Sales Efficiency

Buyer's Guide
Oracle CX Sales
October 2024
Learn what your peers think about Oracle CX Sales. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
814,649 professionals have used our research since 2012.
Knowledge and associate at a consultancy with 1,001-5,000 employees
Real User
Integrates well, good technical support, and scalable
Pros and Cons
  • "The solution integrates well."
  • "The interface of Oracle CX Sales could be more user-friendly."

What is our primary use case?

Oracle CX Sales can be used for customer orders and the entire customer journey.

What is most valuable?

The solution integrates well.

What needs improvement?

The interface of Oracle CX Sales could be more user-friendly.

For how long have I used the solution?

I have been using Oracle CX Sales for a few years.

What do I think about the stability of the solution?

The solution is stable.

What do I think about the scalability of the solution?

Oracle CX Sales is scalable.

How are customer service and support?

The technical support is good.

How was the initial setup?

The installation is easy.

What's my experience with pricing, setup cost, and licensing?

The price is reasonable.

What other advice do I have?

I would recommend this solution to others.

I rate Oracle CX Sales an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Account Manager at a computer software company with 501-1,000 employees
Real User
Great for reporting and forecasting but lacking reliability
Pros and Cons
  • "CX Sales is very intuitive - you just have to click a few buttons, and you see everything."
  • "CX Sales' stability isn't the best - it has a tendency to crap out and need refreshing, especially when creating quotes."

What is our primary use case?

I mainly use CX Sales to create sales opportunities and keep track of my pipeline.

What is most valuable?

CX Sales is very intuitive - you just have to click a few buttons, and you see everything. It's also very good at creating opportunities.

What needs improvement?

Quote creation could be improved.

What do I think about the stability of the solution?

CX Sales' stability isn't the best - it has a tendency to crap out and need refreshing, especially when creating quotes.

What do I think about the scalability of the solution?

CX Sales is scalable.

How was the initial setup?

There's a learning curve with CX Sales - it requires a good month of playing around with the CRMs to be fairly proficient.

What other advice do I have?

If you're primarily focused on forecasting and creating opportunities, I recommend giving CX Sales a shot. I'd give CX Sales a rating of seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user332886 - PeerSpot reviewer
Manager at a energy/utilities company with 1,001-5,000 employees
Real User
It's customer specific, so you can add necessary fields that might otherwise be missing. However, a lot of fields seem redundant or you have to re-enter information that you previously entered.

What is most valuable?

  • It was fairly simple to use
  • Self-explanatory to fill in fields

How has it helped my organization?

Simplicity is key, and that's improved our organization.

Remember it is customer specific, so you can add necessary fields that might otherwise be missing.

What needs improvement?

A lot of fields seem redundant or you have to re-enter information that you previously entered elsewhere.

For how long have I used the solution?

I've used it for two years.

What was my experience with deployment of the solution?

No issues encountered.

What do I think about the stability of the solution?

No issues encountered.

What do I think about the scalability of the solution?

No issues encountered.

Which solution did I use previously and why did I switch?

The company is Oracle based, so this was the direction to go in.

What about the implementation team?

It was done in-house. I was not a part of the set up, only testing once it was in place.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user288363 - PeerSpot reviewer
EVP Sales with 501-1,000 employees
Vendor
Our employees are able to cooperate better, and its ease-of-use helps us increase profits.

What is most valuable?

The activities/opportunities and search functions are valuable features.

How has it helped my organization?

It's enabled better cooperation between our employees. The best practice business processes of PROMATIS helped us to implement an integrated process orientiented system.

What needs improvement?

It would be good if it could have better performance.

For how long have I used the solution?

I've used it for about one year.

What was my experience with deployment of the solution?

No issues encountered.

What do I think about the stability of the solution?

The performance is bad.

What do I think about the scalability of the solution?

No issues encountered.

Which solution did I use previously and why did I switch?

We switched from Oracle CRM On Demand to stay ahead of the technological development and to profit from an improved usability.

How was the initial setup?

It's an OK setup.

What about the implementation team?

We did it in-house.

What was our ROI?

We expect to get an ROI after two years.

Which other solutions did I evaluate?

No other options were evaluated.

What other advice do I have?

Implementation procedure should consider business process needs.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free Oracle CX Sales Report and get advice and tips from experienced pros sharing their opinions.
Updated: October 2024
Buyer's Guide
Download our free Oracle CX Sales Report and get advice and tips from experienced pros sharing their opinions.