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Oracle Advertising and CX—Best practices and resources

Browse helpful resources from Oracle’s center of excellence to make the most of your Oracle Advertising and Customer Experience (CX) products. Whether you’re a new customer or looking for ways to optimize or expand your implementation, we can help.

CX best practices

Browse resources

Find resources that can help you get started with your Oracle Advertising and CX products, plan your implementation, and optimize your business value and experience.

Get started with Oracle Advertising and CX products

Set yourself up for a successful implementation. These guides include tips to prepare your team for the implementation, including essential resources, ways to connect with experts, and many helpful links to get you started.

Discover implementation resources and best practices

Access best practice resources for nearly every aspect of your implementation project and find out how to configure your services. Use cases and proven solutions help accelerate your work, ensure the best outcomes, and get the most value from your services over time.

Get more out of your Oracle products

Improve productivity, enhance the user experience, and enable high-value business functions. Our feature kits and other resources help you understand and enable features that you most likely have access to, but may not be using.

Marketing

Marketing: Eloqua multistep campaigns

Create integrated multistep marketing campaigns to automate, scale, and personalize your B2B leads, prospects, and customer cross-channel journeys for enhanced customer experiences.

Marketing: Eloqua lead scoring

Leverage the lead scoring technology to systematically score and rank leads based on their interests, buying intentions, and campaign interactions.

Marketing: Responsys multivariate testing

Multivariate testing lets your marketing teams test multiple versions of email campaigns to determine the ones that perform the best.

Sales

Sales: News feed homepage

This layout gives users a fast, easy-to-use home page that streamlines user task flows for common actions and helps sellers focus on the most important information.

Sales: Workspace

Workspace is fast and easy to use, providing rapid access to Sales and B2B service records and common actions.

Sales: CX Sales Mobile

The mobile app gives you fast interactions and optimized workflows while on the go. Its adaptive search capabilities allow you to access saved searches in the mobile app for consistent, effective cross-platform search. Use offline and online modes to instantly access and manage information anytime, anywhere.

Sales: Office 365 add-in for Sales

Access and complete your CX Sales tasks while using Microsoft Outlook in a browser or on the desktop application, automatically synchronizing the information with the Sales application. Updates are automatic and there is no downtime or maintenance effort.

Sales: Access groups

Access groups make it easier to provide user access to segmented business data such as accounts, contacts, opportunities, and custom objects. They are a significant improvement to customizing data security policies and are fully compatible with Workspace search to deliver a faster and more consistent user experience.

Sales: Actionable infolets

Actionable infolets make it quick and easy to perform common actions, resulting in greater productivity and more satisfied users.

Sales: Smart lists

An effective alternative to navigating and searching for Sales records, smart lists use underlying Workspace capabilities to adapt to how you work. They provide you with relevant information in Workspace, actionable infolets, and the CX Sales Mobile app.

Sales: Import and export management

Import and export management helps you move data into and out of the Oracle Sales and B2B Service application. It's easy to use, faster, configurable, and supports high-volume data loads.

Service

Service: B2C Service inlays

With inlays, you can embed B2C Service functionality directly into your web pages. Your customers won’t need to navigate away for help because self-service and chat assistance are right where they need it.

Service: B2C Service agent browser UI

The agent browser UI gives teams access to their B2C Service data on any internet-connected device using just a browser. It is fast, runs in parallel to the agent console UI, and provides all the same functionality.

B2B Service: News feed homepage

This home page layout gives users a fast, easy-to-use homepage. It streamlines user task flows for common actions and helps agents focus on what is most important.

B2B Service: Workspace

Workspace is fast and easy to use, providing rapid access to Sales and B2B service records and common actions.

B2B Service: Smart lists

An effective alternative to navigating and searching for customer service records, these smart lists use underlying Workspace capabilities to adapt to how you work. They provide you with relevant information in Workspace and actionable infolets.

B2B Service: Access groups

Access groups make it easier to provide user access to segmented business data, such as accounts, contacts, and custom objects. They are a significant improvement to the customized data security policies and are fully compatible with Workspace search to deliver a faster and more consistent user experience.

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