Oracle CX Sales Review

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:


Technical Support:


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.

Which version of this solution are you currently using?

Release 11
**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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author avatarit_user356787 (Principal Oracle CX Cloud Consultant at Rapidflow Inc - Supply Chain, Logistics, PLM, Cloud)

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