Oracle CX Sales

CX Sales Products

Sales Force Automation

Oracle Sales Force Automation (SFA) is a sales automation application that collects and connects customer and operational data in a CRM to help sales professionals understand their customers and automate tasks throughout the sales process.

• Guided selling. Help sellers sell more with strategically deployed, personalized guidance and holistic sales intelligence. Embedded AI increases CRM adoption, improves data integrity, and helps reps sell faster, smarter, and with the right focus.
• Complete customer data. Use clean, complete customer data to gain a deeper understanding of your prospects and customers across all interactions. Eliminate the time wasted hunting for information and provide sales teams direct access to critical customer insights. Easily enhance those insights with AI-fuelled, first- and third-party data to better engage with your prospects.
• User experience: Configurable User Dashboard, administrative tasks automation that enables Sales people to focus on their key tasks.
• Sales productivity: mobile app, digital sales assistant, integration into your usual collaboration and email tools.
• Sales Performance Management: Help your teams perform better with sales performance management tools built on a foundation of connected data and powered by advanced AI. Calculate sales quotas using data and intelligence—not intuition—to improve pipeline results. Understand and improve your team’s driving motivations with what-if modelling of different scenarios to optimize your compensation plan. Improve your territory planning and balance your sales regions. Use AI-enabled lead scoring to create and modify even the most complex sales territories to match your current business needs.
• Sales Planning: Set, analyse, and adjust individual and team quotas to motivate sellers and increase their agility. Use predictive analytics to improve modelling and identify optimal territory assignments.
• Use predictive analytics to improve modelling and identify optimal territory assignments.

Configure, Price, Quote (CPQ)

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

• Configure. Make sure every offer is accurate and validated. Provide sales teams with effective, easy-to-follow steps that identify customer needs and recommend relevant product offers. Provide customers with self-service capabilities and use the same tools to guide them through a wide spectrum of configurable ordering and purchasing processes. Collaboratively sell and interact with customers—no matter where they are—from any device. Reduce the number of back-and-forth iterations by letting your customer help configure products or services in real time.
• Price: Be fully prepared for every customer interaction with automated, real-time pricing decisions. Provide intelligently designed pricing and discount information, such as optimal price determination, average selling price (ASP), price comparison scatterplots, last price paid, and other relevant deal comparison analytics. Support multiple price books, discretionary discounting, localization, seasonality, promotions, channel pricing, multi-tier pricing, and much more. By streamlining pricing variability, your sales team can focus on need identification and building stronger relationships with each customer. Automate the validation and approval process and limit access to designated approvers at each point in the sales process. Notify the correct approvers and encourage rapid response via smartphone approval capabilities.
• Quote: Create professional quotes and proposals in a single click. Oracle CPQ dynamically generates proposals with current and accurate data across multiple languages. Generate dynamic contracts, including approvals and signatures routing. Compare and merge contracts, highlight differences across contract versions, accept or reject specific changes made by the customer or your legal department, and store contracts with accounts or opportunities. Use contract analysis capabilities to identify trends.
• Integrate with your CRM, ERP, digital commerce/e-commerce and web services including inventory availability, manufacturing materials, pricing fluctuations, currency exchanges, provisioning status, and shipping calculations.
• Modern quote-to-cash: Take advantage of the only CPQ solution available today that’s designed to connect financial and billing data with customer and sales data, to guide the end-to-end order-to-cash process, shortening sales cycles with greater accuracy and leaving more revenue in your pockets.

Subscription Management

Manage new subscriptions, renewals, and upgrades by connecting your CRM and back-office and providing a complete view of customers’ purchasing behaviour. Built on machine learning (ML), Oracle Subscription Management is the only fully integrated, cloud-based subscription management system for product- and service-based companies that simplifies the management of contracts, billing, and revenue.

• Sales, CPQ, service, and ecommerce: Support thousands of engagement points across pricing, delivery, support, and billing models. Provide your sales and customer service teams the tools needed to easily modify, manage, and renew deployment options. Field service teams have real-time visibility into which entitlements—services, rates, and discounts—are covered as part of a subscription package.
• Customer self-service: Let customers control their subscription orders and accounts, without the help of a sales rep or customer service agent. Self-service functionality lets customers easily purchase or change subscriptions.
• Renewals and insights: Improve your renewal management by ensuring that renewals are easy and accessible. Minimize customer churn with intelligent insights that help your team identify at-risk customers early to improve renewal rates. Intelligently determine cross- and up-sell opportunities for customers with additional needs so you can continue to expand your relationship and customer lifetime value.
• 360-degree account view: Access customer data in one, comprehensive view to better understand user subscription activity across the customer and subscription lifecycles. Prebuilt reports within the 360-degree view dashboard help you evaluate important KPIs.
• Warranties and coverage services: Improve the management of your no-charge coverage services such as warranties.
• Regulatory compliance: Ensure your business maintains regulatory compliance by having all the details to help you stay compliant with ASC 606 and IFRS 15.

Partner Relationship Management

Support your complete partner channel lifecycle—including recruiting, co-planning and selling, campaign-to-deal flow, quote-to-order, incentives, and knowledge-centred support.

• Partner portal: Develop custom portals where channel managers and partners can collaborate on lead-to-quote management, business planning, request-to-claim workflows, and more.
• Partner recruiting and onboarding: recruit, score, assess, and onboard new partners easily. Once onboarded, deliver approved cobranded marketing material to partners to drive better results. Because time to result is critical for brands and partners alike.
• Joint go-to-market tools and cobranding tools: Collaborate on plans, provide market development funds (MDF), and approve MDF requests. Identify top performers with connected business intelligence tools, evaluate MDF spend versus return, and assess and revamp compensation plans.
• Lead and order management: Improve the entire lead-to-order management process for partners. Provide the tools for them to claim, qualify, and convert leads, create quotes, and capture orders more efficiently.
• Integrated customer support: knowledge management, service request insights, customer and partner support.
• Connected business intelligence: Optimize your partner program and overall ROI by identifying your top performing partners with connected business intelligence tools, evaluating MDF spend versus return, and assessing and revamping compensation plans.

Commerce

Oracle Commerce is a comprehensive platform that empowers both B2C and B2B businesses by seamlessly connecting customer, sales, and back-office data with financial and operational data. Through a unified digital buying channel, businesses can offer personalized, flexible, and collaborative buying experiences that make it easier to do business with the brand.

• B2B Commerce: Accelerate your B2B growth by leveraging Oracle’s unified digital buying channel. Streamline the buying process by providing your customers with self-service access to quotes, orders, and account details from a single platform. Simplify deal management and enhance buyer satisfaction with a seamless, end-to-end buying experience. Boost your sales efficiency with the generative AI capabilities embedded in the Oracle Commerce suite. Automate routine tasks, draft key communications, and generate insights to optimize your sales strategies while maintaining a cohesive digital buying experience that aligns with your growth objectives.
• B2C Commerce: Oracle Commerce offers a cloud native solution, engineered as an API-first service with full REST support. Whether you want to leverage the provided storefront, go fully headless, or take a hybrid approach, you can choose the deployment option that’s right for your business. Simplified integrations: The API and webhooks framework allow for faster, cheaper, less-complex integrations to Oracle, third-party, and homegrown solutions.