Oracle Sales Force Automation

Smart user experience

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

Complete customer 360

Easily enable a deeper understanding of your customers and prospects. Spend less time hunting for information and instead have easy access to critical customer information, enriched with first- and third-party data.

Task-based home page

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

Searchable workspace

Find what you need faster with a single, customizable view of accounts, opportunities, leads, and contacts—all aided by a high-performance search. Give yourself and your team the tools to act quickly and decisively.

Record management

Create efficiency in your workforce. Easily update appointments and tasks, complete call logs, assign follow-ups, and add contacts through a system that’s fully integrated with popular email and collaboration suites.

Collaborative campaigning

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

Visual builder

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

AI-guided selling

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

Performance dashboard

Ensure forecast accuracy by surfacing AI-driven win probability scores for sales opportunities based on customer attributes, pipeline stage, and sales history.

Guided next-best actions

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

Real-time account signals

Stay on top of what’s happening with your accounts. Understand real-time data signals from an account, and ensure that you and your sales team can have more engaging and relevant business conversations.

Deal acceleration

Pull in the right deals to fill revenue shortfalls. 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 focusing on the best target accounts and opportunities with a transparent and easy-to-understand account scoring model.

Total addressable market (TAM) expansion

Expand your addressable target market and increase your revenue potential with tools to identify new 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.

CX Sales Mobile app

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

Oracle Sales Assistant

Reduce the barriers to accessing critical records. Enable your sales team to create updates to opportunities, pipeline, appointments, and daily sales tasks with ease—even while on the go. It works like your own personal assistant.

Integrated email

Eliminate the time you spend switching between applications. You can respond to email and make quick edits for opportunities and record it all without leaving their CRM system.

Integrated collaboration

View and update CX Sales data directly in the familiar team collaboration tools you already rely on.

Intuitive mobile experience

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

Quick and easy access

Avoid wasting time getting into the system. Scan a QR code, enter SSO, or use basic authentication to set up your mobile app and log in with face- or touch-ID thereafter. It’s an easy option to remove friction and get to selling 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 solution that works the way you need it to. Upload documents, scan QR codes, add contacts directly from your phone contact list, and import notes with the click of a button.

Advanced search

Nothing is more frustrating than failing to find what you need for your customer or the opportunity at hand. Now you can quickly search across all objects and leverage type-ahead results to answer questions before they are asked.

Offline mode

Win in today’s competitive world with flexibility and agility. Even when no network connection exists, you can view and edit data and have that data sync automatically once a connection is re-established.