What is our primary use case?
My main use case for Oracle CX Sales is for forecasting and AI-driven automation. When I open Oracle CX Sales, the first thing I do is read the dashboard, where I get the data for forecasting and pass that data into our AI-driven automation tool, using that information to determine what other things we can integrate into our system. Those dashboards provide all the forecasting data, and based on that we can make business decisions.
The workflow with Oracle CX Sales is team-wise, and we use it on a daily basis because our company makes business decisions based on that data.
What is most valuable?
During implementation, we are not using other features as a team because we only need the features for dashboard reading and data integration into our AI automation tool.
Oracle CX Sales has significantly impacted my organization by making it easy to interact with the cloud, providing access to data through APIs, allowing us to get all the datasets we require, and integrating with our AI automation tool, making the process very easy.
The best features of Oracle CX Sales include the dashboard UI, which looks very unique. Every day we use the dashboard UI for forecasting data and preparing the data.
What needs improvement?
The biggest friction point with Oracle CX Sales is that sometimes it goes down. When the server gets down, we do not get real-time data, which happens occasionally.
If I could change one thing about Oracle CX Sales, it would be to remove the five-minute data delay so we could get real-time data by the second.
I have not deeply researched features I wish Oracle CX Sales had, but whatever features we require right now are available, so we are satisfied.
For how long have I used the solution?
I have been familiar with Oracle CX Sales for around four years.
What do I think about the stability of the solution?
The biggest friction point with Oracle CX Sales is that sometimes it goes down. When the server gets down, we do not get real-time data, which happens occasionally.
How are customer service and support?
I decided on Oracle CX Sales specifically over other alternatives because it is easy to use, cost-effective, and has great technical support.
Which solution did I use previously and why did I switch?
Before Oracle CX Sales, I worked manually and also used other tools such as Microsoft Dynamics 365 Sales and HubSpot, so I have experienced those kinds of feature tools as well.
How was the initial setup?
When I first implemented Oracle CX Sales, the setup was somewhat complex, taking around one week to get up and running because we have different users in different locations and various terms to consider. Generally, we prefer the cloud to integrate in the cloud, and from the cloud, we access the Oracle CX Sales dashboard.
What about the implementation team?
Our team needed to prepare formal training on Oracle CX Sales. The core team prepared one Confluence document for that purpose. If any new employees or junior staff come on board, they can refer to the document, but senior people do not need it because they already have experience with it.
What was our ROI?
I can quantify that my team is saving time by saying it feels like a ten out of nine because whatever dataset we require, we get from Oracle CX Sales.
In the team, collaboration has improved because everyone is using Oracle CX Sales.
Which other solutions did I evaluate?
The other tools I considered were Microsoft 365 and HubSpot CRM.
What other advice do I have?
On a scale of one to ten, I would rate Oracle CX Sales overall as a nine out of ten because whatever we require and whatever things we are looking for from these tools, it fulfills our requirements. My advice to someone considering Oracle CX Sales with a similar workflow is that if you need good forecasting data, a good dashboard, and low cost, I totally recommend it. The overall review rating is nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.