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Oracle Sales Automation

Improve sales efficiencies with a complete, scalable, and secure CRM solution. Oracle Sales Automation provides sellers with clean and complete customer data, recommendations to guide their actions, data-driven quotas and territories, and easy-to-use account management features that help sellers sell more. This comprehensive set of tools, with advanced automation and machine learning capabilities, reduces complexity and increases time spent selling.

See how Oracle Sales Automation solutions can help you.

Explore Oracle Sales Automation

AI-driven sales automation and productivity

Close more deals faster with Oracle’s CRM. Increase sales productivity and improve every interaction with AI-driven sales force automation. Have your sellers spend less time managing the CRM and more time engaging with your prospects.

Guided selling

Increase your seller’s speed and efficiency with embedded AI-guidance. Enable strategic recommendations for the next best action for each account and remove guesswork and inefficiencies from the selling process.

Complete customer understanding

Gain a deeper understanding of your prospects across all interactions with your business using clean, complete customer data. Eliminate time spent hunting for information and provide direct access to critical customer insights. Easily enhance those insights with AI-fueled first- and third-party data to better engage with your prospects.

User experience

Make your sales team more productive using an intuitive interface designed to enable them to get things done in fewer clicks. Support the ways they choose to work with prebuilt integrations that utilize the most common email and collaboration tools. And automate CRM updates so your sellers can focus on selling, not on data entry.

Mobile

Have your sellers fully productive in the times and places they prefer. Optimized mobile experiences allow your sellers to leverage the same solution across web and mobile as well as have access to native integrations to their favorite mobile applications to maximize their effectiveness, no matter where they are.


Sales quota, territory, and forecasting insights

Build more accurate forecasts, plan smarter, and perform better with sales planning and performance management tools built on a foundation of connected data and powered by advanced AI.

Sales planning

Optimize your market coverage and intelligently set territories and quotas with AI-driven predictive planning. Better understand your plans and models with multidimensional and drillable what-if scenarios.

Quota management

Improve your pipeline results by calculating quotas using data and intelligence, not intuition. Understand your options and be prepared for change, using best-case, worst-case, and conservative what-if scenario modeling.

Territory management

Improve your territory planning and balance your regions using account scoring to create and modify even the most complex territories that match your current business requirements.

Incentive compensation

Understand and improve your team’s driving motivations with what-if modeling of different scenarios to optimize your compensation plan.

Forecasting

Improve the speed and accuracy of your forecasts with connected and complete data from orders, invoices, and sales pipeline sources.


Complete and accurate customer data records

Set your sellers up for success with customer data management they can trust. Create a single view of your customer enhanced by first-, second-, and third-party data sources and verified for accuracy.

Better quality data

Gain better customer insights with cleaner CRM data and share those insights in a common and trustworthy record across your business.

Data enrichment

Personalize every interaction with real-time account signals and AI-sourced second- and third-party data to fill the gaps in understanding your customers.

Data-powered business

Increase revenue, improve operational efficiencies, and provide uniform customer data across the entire customer lifecycle with the cleanest and most complete data shared across sales, service, and marketing.


DataFox data management

Personalize sales and marketing programs by enriching your account profiles with AI-sourced firmographic data.

Enrich

Enrich customer records with more than 70 firmographic data points and 68 types of real-time signals. Profile and classify your customer base, improve campaigns with niche segmentation, and enhance efficiency with rich data infused into workflows.

Grow

Expand your market and increase revenue by leveraging a larger prospect base. Find new companies that fit your unique criteria by applying more than 70 filters to the Oracle DataFox database of millions of companies.

Prioritize and score

Create a faster path to revenue by focusing on organizations with the highest potential first. Prioritize your universe of target companies with a scoring model that provides a consistent method for ranking prospect companies.

Monitor

Engage in more productive conversations with customers and prospects by monitoring the news and identifying—in real time—when prospects hit key company milestones.


Key benefits

  • Understand customers at a deeper level

    Get a complete view of your customers—past and present—by natively connecting front- and back-office data so you can react to buyer signals quickly and intelligently.

    Sellers focus on responsive selling

  • Improve the efficiency of your sellers

    Use guided selling tools with intelligent recommendations on the devices your sellers choose.

    Blog: What sales reps really want from sales techs

  • Enable more relevant sales conversations

    Drive better sales outcomes through integrated sales and marketing, guiding sellers to the right customer targets, campaign priorities, and outreach activities.

    Research: Get past the breaking point of CRM

October 7, 2020

3 Reasons Salespeople Won’t Use CRM and How to Change Their Minds

Christiane Soto, Senior Marketing Manager

Explore the top reasons why sales team members won’t use your CRM system. When CRM systems are incomplete, your sellers can miss key customer buying signals and your business can miss that potential revenue. Learn how the right sales cloud solution can help change their minds about your CRM and find value in it once again.

Read the complete post

Featured blogs

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Resources

CX Sales Release readiness

CX Sales release readiness

Get up to speed on the latest release of Oracle Sales Force Automation, Sales Planning, Performance Management, DataFox, and Customer Data Management and ensure that your upgrade is successful. Review the latest features including capability overviews, business benefits, setup considerations, and usage tips.

Documentation library

Oracle Sales documentation 20D

Oracle CX Sales delivers fully integrated sales capabilities on a single platform. This site provides documentation and tutorials for your sales force automation, sales planning and performance management, and partner relationship management products.

Cloud Customer Connect

Cloud Customer Connect

Cloud Customer Connect, Oracle's premier online cloud community is specifically designed to promote peer-to-peer collaboration and sharing of best practices, enable members to keep pace with product strategy, and provide a cloud solution feedback channel directly to Oracle development. Members benefit by leveraging the collective knowledge of Oracle Cloud customers and product experts.

Cloud learning

Develop your CX Sales skills

Oracle University provides learning solutions to help build cloud skills, validate expertise, and accelerate adoption. Learn more about training and certification you can rely on to ensure your organization's success.

Cloud Marketplace

Sales Help Center

The Sales Help Center provides you with product documentation, tutorials, and videos to help you with your sales force automation, sales planning and performance management and other products. Learn about what’s new, user basics, and how to get started.

Additional information

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