Oracle Sales Cloud is easy to implement, offers a variety of platforms (Main UI, Simplified UI and Mobile interface) to allow users to choose the platform they like best, and is very simple for new users to quickly learn to use. Critical metrics are presented intuitively allowing users to analyze customer needs by territory, industry or location, recognize patterns, and nurture up-sell and cross-sell collaboration opportunities.
The data import process has grown a lot 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 (Rel. 8 and above), this process has greatly improved. Now the error messages have become easy to understand and resolve. Overtime, I believe this process will continue to mature.
Make sure to consider all aspects of the implementation, most importantly planning and design prior to beginning the implementation as well as long term support. Oracle Support is an invaluable resource many competitors do not offer.
Rapid growth organically and due to a variety of global acquisitions resulted in multiple CRM systems (5), each with a unique sales process. The effort required to maintain multiple CRM systems around the globe, no single view of the firm’s sales pipeline, and the complexities of partnering on multi-national accounts without line of cite to a centralized account history was making global collaboration challenging. There was a lack of robust built in analytics, reports and dashboards. BI teams would have to manually merge data from each CRM system to produce global pipeline reports. This was inefficient, time consuming, and costly.
Our firm was looking for a top-performing CRM solution to consolidate all of CRM Systems together. We successfully implemented Oracle Sales Cloud to be our standardized, global CRM system. Oracle Sales Cloud allowed us to:
*Standardize and implement a global opportunity management process
*Create 100+ reports and dashboards, including Executive Dashboards with global pipeline and practice visibility
to gauge the pulse of the business
*Develop master data management templates, best practices, and techniques for combining data from multiple sources into Oracle Sales Cloud to maintain one source of truth
*Configure the Mobile application, the Simplified User Interface (UI), and integrate to Microsoft Outlook allowing key pipeline information to be managed in real-time