Oracle CX Sales Reviews

We use Oracle CX Sales for our sales functions, including generating leads, managing campaigns, creating opportunities, and creating quotes. We also use the document management system to upload contracts, which forms part of our sales process.

Oracle CX Sales is workflow-driven, aligning with best practices in our sales process. The efficient workflow eliminates the need for multiple entries; data flows seamlessly from sales accounts to projects to quotes. The solution also offers robust analytical capabilities, enabling us to analyze reasons for wins or losses and strategically adjust our approach.

The main use case is to enable customer self-support and simplify processes. We use Oracle CX Sales to make it very easy for customers to perform their actions while tracking their data. It also allows sales reps to track the data easily.

Basically, we streamline the data flow for sales reps, making things easier for them. We also make the application user-friendly. We gather requirements from customers and design solutions within the application to improve the flow between user applications and benefit the sales reps tracking those customers.

The best thing is we can customize it. For example, there are some standard procedures in CRM, the opportunity that is standard. Other than that, we can create customized software on a business-to-business basis. So, if I don't want to follow any standard upgrade of CRM, I can customize it the way I want, create my own CRM, and create a new closed integration with everything. I can make my own CRM.

The analytics in Oracle CX Sales are good. We can use ODA (Oracle Digital Assistant) to track data. There are some out-of-the-box reports for things like currency exchange data or product lists. These features are there by default.  If you need to create new custom reports, it's possible to do so.

They've been lagging behind the visual builder recently, but the product has improved.

Sales teams use the product. The sales teams use it for leads and opportunities.

The lead and opportunity management features are valuable.

Our order processing and the entire sales process is on Oracle Sales Cloud. For example, the data for getting inquiries, giving quotations, and getting orders are entered into Sales Cloud.

Account management is a very good feature. It is conceptualized very well, and we can look at all the projects under one account. The data for those accounts remain there throughout.

We use it to track our opportunities. We use it for sales calls, customer meetings, and proposals by the sales team. We also use CPQ.

It is on a private cloud, and its version should be the latest one.

In terms of features, it is pretty much like other cloud solutions for sales force management, and it has definitely improved the way our organization functions. It is stable and scalable, and their support has been very responsive.

In my experience, the most valuable feature of Oracle CX Sales varies depending on the vertical of the business you're in. Oracle offers industry-specific products tailored to different sectors. However, the sales cycles and methods remain largely consistent across the board.

The tool extends across various user roles within the sales hierarchy, including sales reps and managers. The application doesn't just focus on sales; it initiates a journey that begins with marketing, connects to lead generation, progresses to opportunity management, and finally integrates with post-sales processes such as incentive management. The tool, including Incentive Compensation Management, forms a complete cycle encompassing marketing, sales, service, and incentives. Thus, users perceive it as a package.

Improvements for Oracle CX Sales include enhancing the user interface (UI) to meet modern standards. Many clients prefer a more optimized UI over the classic one. The market is moving towards better UI and UX design coupled with functionalities. Oracle has a tool called VBCS that can help improve the UI. With VBCS, the look and feel of the application can be completely transformed. For example, Oracle CX Sales has been implemented for Ferrari, a top automotive industry player. 

One of the solution's most beneficial features is its mobile-enabled functionality. This allows users to access the system seamlessly on various mobile devices, such as phones, tablets, and computers.

They could provide more integrated AI features as part of the platform rather than as a separate offering.

We use the tool mainly for customer data management. We create accounts and contacts.

The solution has a lot of features. The solution provides a lot of REST APIs to handle the data. The integration with other systems is easy. The tool provides approval workflows for each opportunity. We can also generate leads through the product. We can configure a lot of approvals at different stages. The approval workflows are very good. I like them the most. It is a developer-friendly application. We can learn it quickly.