What do you like best?
I like that I have most of the information I need at my fingertips. I also like being able to create numerous types of lists and reports that help me target my prospects. I have a list for my high priority leads that keeps me organized with outreach and provides me a snapshot of my pipeline. Another list is used for the opportunities created which helps us forecast the sales pipeline.
What do you dislike?
I would like the capability of sending marketing related follow up materials directly from the lead/contact record. Like other CRM systems, you can enter information about your call directly into the contact record and then send follow up email directly from that record. Marketing related content is loaded into the system and can be attached to every email sent. Our user rate is incredibly low, and i attribute it partly to poor behaviors but also, having to work with a system that feels like extra work.
Recommendations to others considering the product
Consider whether you solely need to retrieve and update client data and review sales numbers or also use this software as a mean to send marketing materials through their respective records. Think about CRM software from the user experience, as well as, the overall business needs.
What business problems are you solving with the product? What benefits have you realized?
Oracle provides me up-to-the-minute data on sales, and with Eloqua, it allows me to analyze activity on our website and email marketing campaigns. Ultimately, this software should be is used by all who use and need the data to analyze trends and determine an approach to generating more sales leads.