Oracle Sales Force Automation

Smart user experience

Eliminate mind-numbing data entry and endless clicks with CRM sales tools that automate administrative tasks so you can focus more time on your customers and closing business.

360-degree customer view

Provide the tools your sales reps need so they can spend more time selling and less time hunting for customer/prospect information. Provide your sales team the complete picture. Augment your customer records with CRM and back-office systems data collected and enriched with verified third-party customer and company data.

Task-based user interface

Make every moment count. Enable your sales teams to take quick actions—complete daily tasks, see upcoming closing opportunities, and immediately accept hot leads.

Searchable workspace

Find actionable intelligence faster through a single, customizable view of accounts, opportunities, leads, and contacts—all aided by high-performance search.

Efficient records management

Easily update appointments and tasks, complete call logs, assign follow-ups, and add contacts through a system that’s fully integrated with popular email solutions (Outlook, Notes, Gmail) and collaboration suites.

Sales/marketing collaboration

Benefit from a holistic view of sales and marketing engagements. View the complete marketing engagement history, add contacts and leads directly to marketing campaigns, and provide feedback on effectiveness and interest.

Visual builder

Leverage Oracle’s visual development environment to rapidly create and deliver custom web and mobile applications that further boost sales productivity and complement Oracle’s core sales cloud solution.

AI-enhanced guided selling and recommendations

Don’t miss out by guessing what actions to take or where to focus. Embedded AI offers strategic recommendations and removes any guesswork to help increase speed and efficiency.

Performance dashboard

Leverage enhanced forecasting accuracy through AI-driven win probability scores—based on customer attributes, pipeline stage, and sales history—for all sales opportunities.

Guided next-best actions

Optimize team efficiency and execution with automated next-step recommendations.

Real-time account signals

Know what’s happening with your accounts. Access and understand real-time data signals from your accounts, ensuring more relevant and engaging business conversations.

Deal acceleration

Fill revenue shortfalls by focusing on the right deals. Easily recalculate your sales pipeline based on the impact that an early close will have on each opportunity.

Account prioritization

Create a faster path to revenue by targeting the best accounts and opportunities using a transparent and easy-to-understand account scoring model.

Total addressable market (TAM) expansion

Expand your total addressable target market and increase your revenue potential with sales force automation tools designed to identify new, best-fit accounts to sell into.

Sales productivity tools

Leverage the tools, systems, and devices that you already use and easily access and update CRM data from these channels:

Oracle Sales Mobile app

Boost productivity while on the go with an actionable home page and a new search experience, plus a biometric login and native device integrations to simplify your daily sales tasks.

Oracle Sales Assistant

Reduce the barriers your sales team faces when accessing critical records. Provide them with a digital assistant to update opportunities, pipeline, appointments, and daily sales tasks with ease—even while on the go.

Integrated email

Eliminate the time needed to switch between CRM and other applications. Without leaving their email application, your sales reps can use their CRM to make quick edits to opportunities, schedule meetings, log notes, and more.

Integrated collaboration

View and update Oracle Sales data in the familiar collaboration tools you already rely on.

Intuitive mobile experience

Use a mobile application that works for you—even when you’re offline—keeping you connected to all the tools and information you need at every stage of the sales process.

Conversational UI

Talk to your CRM to easily complete tasks. With a mobile digital assistant that responds to your voice or text, you can enter CRM data and get work done quickly and efficiently.

Quick and easy access

Stop wasting valuable time accessing your CRM. Scan a QR code, use SSO, or use basic authentication to set up your mobile sales app and log in with face- or touch-ID thereafter. Remove friction and sell faster.

Action-driven home page

Remove any guesswork of what comes next. Access a daily sales briefing to track your pipeline and stay on top of assigned tasks using one, easy-to-navigate tool.

Native integrations

Maximize productivity with a mobile solution that works the way you need it to. Upload documents, scan QR codes, add contacts directly from your phone’s contact list, and import notes with a single touch.

Advanced search

Quickly find what you need for the customer or opportunity at hand. Search across all objects and leverage type-ahead results to answer questions before they are asked.

Offline mode

Gain much needed flexibility and agility in today’s competitive world. View and edit data when no network connection exists and have that data sync automatically once a connection is re-established.