Oracle Sales Cloud 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.


Valuable Features

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

Improvements to 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.

Room for 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.

Use of Solution

I've used it for Four years.

Deployment Issues

No issues encountered.

Stability Issues

No issues encountered.

Scalability Issues

No issues encountered.

Customer Service and Technical Support

Customer Service:

9/10

Technical Support:

9/10

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


Implementation Team

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

Pricing, Setup Cost and Licensing

The price is lower when compared to other cloud products.

Other Solutions Considered

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.

Other Advice

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 work for the vendor.

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1 Comment

Prashant DumbreConsultantTOP 10LEADERBOARD

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

Like (0)16 May 16
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