Ease of viewing/searching opportunities and quotes. Ability to create reports tailored to my needs.

Oracle CRMoD is a critical tool in our global enterprise. It not only tracks and manages opportunities very well but we have it integrated to our quotes to save duplicate data entry, etc.

Easily reviewing pricing and profitability. Clear view of open/closed opportunities.

Great way to find answers quickly (time is money). It's very easy to maneuver, and visibly clean.

This great CRM has all the tools that you need to successfully keep up the relationship that you have with your customer.

Very intuitive - love the workspace where I can easily look up accounts and see everything I need, set up filters, set up appearance and display the columns most relevant to my work.

Oracle CRM has everything from a great Lead Management tool to Analytics and Reporting... and oh yeah, it's intuitive and not difficult to train new users.

The best feature that we used was being able to send prospects presentation slides straight from the crm. This allowed us to track when they opened it and how much times spent on each slide.

Oracle is a standard in business software and provides generally user friendly formats and interfaces.

Great software, very efficient and have a very intricate UI.

That it so easy to use and the functions and updates are awesome.

Is totally intuitive and promotes collaboration and teamwork, superior generation of reports and reports (customization), agility in the search for information (Opportunities and budgets).

It's very easy to maneuver, and visibly clean. Very intuitive, and covers most of what I need to access from this vendor in one location.

It is difficult because there are so many different things to do with the tools.

These tools are highly effective for managing leads, opportunities, and customer interactions, streamlining sales processes and improving efficiency.

It's no secret that Oracle has been the major player in the software space for decades at this point. Probably older than me haha.

Oracle CRM is a game-changer for the business. We now have our data in one system used by multiple departments to allow us to make strategic business decisions like never before.

Mobile App is very cool too - however with limited traveling due to COVID, most team members haven't leveraged the app's capabilities.

Great system to help organize your footprint with clients. Helps to keep everyone organized and on the same page.

I love the ability to find notes from any point in time.

The user interface was not very easy to understand at first. There should be no reason to enter things multiple times.

We like how this solution can even be integrated with an optional virtual call center to ensure complete quality control across customers' experience.

That the crash reports are not followed up with the team members who are reporting this.

There's a bit of a lag which can be a bit of a pitfall when you're trying to get people to purchase something else but you don't have the right data points to back up the big purchase.

Great for data-scraping; Fast and quality Support.

We connect it to a custom-built solution that provides context regarding where we are spending our time and the effectiveness. For that, SalesDirector makes it extremely easy.

Super simple to set up - just connect Outlook and Salesforce accounts and it will automatically write back activities into Salesforce.

Linking of accounts seems hit or miss overall.

Implementation of the product was very easy and we were able to realize the benefits within a few weeks of use.

Very helpful in monitoring our customer engagement, evaluate accounts and opportunities that are healthy or may need attention.

We were stood up in days; ease of deployment is high. Their team is excellent.

I find Salesdirector easier to navigate than Salesforce, and I love being able to see my target vs my opportunities and shortfall.

Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it to anyone immediately without knowing their situation, but i would most likely recommend it.

It's an effective coaching tool (you can flag reps who are forecasting deals that haven't engaged with you for weeks) and provides a stronger and more intuitive way to run forecast reviews.

I love how easy it is to categorize my meetings.

I like the ease of use, it's pretty functional and for the most part is accurate.

The font weight needs to be heavier. Also, i am not sure why, but sometimes the data is incorrect.

Writing contacts back to Salesforce can sometimes be problematic.

The technical support has been great. They've really customized the tool to help fit our needs.

It does the daily scraping of our email to port it over ot CRM. I dont really interact with it other than that, but its a helpful tool that it does that.

US Dollar

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solution designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance. It helps streamline business processes and allows key divisions to draw references from the same source of data.


Sales applications include sales force automation, sales order management and channel management. Marketing applications include marketing automation, marketing resource management and tradeshow management. Service applications include customer service, field service, call center and self-service.


Oracle CRM On Demand also consists of applications for managing operations related to services, finance, human capital, project portfolio and supply chain.


Support is available through an online knowledge base and via phone.



LongDescription

Real-Time Analytics

Forecasting

Access Controls/Permissions

Sentiment Analysis

Multi-Campaign

Pipeline Management

Audience Targeting

Calendar Management

Customizable Fields

Customer Support

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Email Marketing

Social Media Monitoring

Real-Time Data

Territory Management

Multi-Channel Social Integration

Marketing Automation

Social Media Integration

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Data Visualization

Reminders

Customer Social Profiles

Lead Nurturing

Real-Time Reporting

Customer Engagement

Customizable Branding

Reporting/Analytics

Contact Database

Monitoring

Campaign Analytics

Pipeline Reports

Live Chat

Campaign Management

Sales Forecasting

Search/Filter

Sales Pipeline Management

For Insurance Industry

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Contact Oracle for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

2-10

11-50

51-200

201-500

501-1000

1000+

Oracle CRM On Demand

SalesDirector.ai is a data capture solution designed to help sales, marketing and customer success teams within businesses access email or calendar interactions, optimize contact information, manage accounts and automate data entry processes from within a unified platform. Administrators can create customizable dashboards and gain insights into revenue data based on sales representatives, territories, customers and new account growth.

Key features of SalesDirector.ai include account-based marketing (ABM), leaderboards, data visualization and sentiment analysis. Businesses can identify risks within each territory, identify account upsell or expansion opportunities and target disengaged stakeholders. Additionally, the signature capture technology helps teams fill in titles, phone numbers and other information about contacts.

SalesDirector.ai facilitates integration witj Microsoft Office 365, Salesforce, Microsoft Dynamics, Tableau and more. The product is available on monthly subscriptions and support is extended via documentation and other online measures.

Oracle CRM On Demand vs SalesDirector.ai

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