At El Sewedy Electric, we have a company subsidiary called PSP, which specializes in building power plants. The business development team uses Oracle CX Sales to automate the sales process, including leads, qualification, and go or no-go decisions, all implemented through Oracle CX Sales.
Before implementing Oracle CX Sales, our process was entirely manual, involving contracts, approvals, emails, client proposals, and opportunities all managed through Excel sheets or paper approvals. This marked a substantial upgrade from our manual processes since 2015.
Our team needs formal training to get started with Oracle CX Sales. We provide test cases and user acceptance testing for end-users, including all scenarios and flows. Although the implementation was initially a vanilla-like approach with minimal customization, training remains important for understanding the system even if it is intuitive.
Oracle CX Sales features robust analytics and dashboards, which are essential for management as they provide intuitive interfaces for data visualization. The customization of apps allows for quick enhancements to sales processes in just a few minutes or hours.
Oracle CX Sales significantly impacts the organization by improving approval workflows, reducing manual work, providing visibility of opportunities to management, streamlining sales processes, and enhancing quota forecasting.
Oracle CX Sales changes how teams collaborate through its chat-like embedded feature, allowing them to communicate efficiently regarding specific deals or accounts. We can even use the sleek mobile app for updates and approvals.
As someone who implemented Oracle CX Sales, one of my biggest friction points is the lack of customization features prior to the introduction of Redwood, which was less advanced compared to competitors such as Salesforce.
The lack of comprehensive documentation was frustrating during my time with Oracle CX Sales, as it was not similar to the Trailhead platform and posed a steep learning curve for beginners.
I have been using Oracle CX Sales for about four years.
The implementation of Oracle CX Sales at El Sewedy Electric takes around seven to eight months in total to get everything fully up and running.
While supporting a large proposal team and the business development team, I handle the implementation of Oracle CX Sales solo, although we do use an implementation partner for some specific customizations. This makes the initiative large in scope because automating a process might take up to six months, including all approvals, such as CEO approvals for go or no-go decisions.
Alongside Oracle CX Sales, we consider other tools and CRMs because our corporate team proposes it as a pilot solution for PSP. We later decide to keep it while rolling out Salesforce due to my experience with Oracle CX Sales, which leads to my transition to the corporate team as CRM Application Section Head. I am now a 17-time certified Salesforce expert in just four years.
After the implementation of Oracle CX Sales was carried out and we went live, the first thing I did was enhance the process in terms of reporting, as well as utilizing it for sales plans, target versus achievement, and commitment.
Given it was a vanilla implementation, we actually utilized all the configured features and ensured that the platform was used optimally.
I provided a review rating of 7 for Oracle CX Sales.