Oracle Sales
As a sales rep, your day begins with a daily mobile sales brief via conversational digital assistant, reviewing tasks to prepare for your day. You can even ask questions with your voice.
Why Oracle?
Conversational text and voice activated digital assistant.
How would you like to continue this tour?
Click through
VideoAt your desk, the personalized CRM workspace surfaces a highly qualified, high-priority lead as today’s priority. Armed with an accurate and complete view of the customer with an AI and machine learning (ML) recommendation engine, this lead reveals a 90% win probability.
Click to dive in
Why Oracle?
Generate more revenue by quickly identifying and prioritizing opportunities with highest win probabilities.
And because this high-priority lead is already a customer, you can see her account record and past purchase history.
Click “Service requests” for more
Why Oracle?
Oracle CX offers trusted, verified customer data—for a single, 360-degree customer view across your business so every customer interaction matters.
You can also see other real-time and lifetime customer intelligence, such as service requests.
Click to save
Here, you see all of the marketing interactions your customer has had with your company. Looks like she has been browsing your website and looking at emails.
It’s time for you to engage.
Click “Engage” tab
Quickly and easily engage the customer with approved content and templates.
Click template
Then, set a time to talk with the customer.
Click “Send”
To prepare for the sales call, you discover your customer’s company updates via real-time signals sourced from validated first-, second-, and third-party sources.
Click to close
Why Oracle?
Enrich your conversations with customers using AI and market-verified data, offering you more intelligence when you need it most.
Customer decides to buy
As a result of your efforts, the customer decides to buy our HVAC system.
You can even configure specific customer requirements to get the optimal price for the quote using Oracle Configure, Price, Quote (CPQ).
Select HVAC system type
Why Oracle?
Easily integrate CPQ with your CRM solution to quickly generate quotes and orders anytime, anywhere, on any device.
Select air filter configuration
Click “Update” to complete configuration
And in deal management, you can view win probability for your product pricing.
Before finalizing the quote, you suggest a subscription option to facilitate future product orders and generate savings over time. Your customer likes that suggestion.
Click to add a subscription plan to the order
You then verify the customer’s location in the CRM account profile.
Click correct address
Click to save
The customer’s record is then automatically updated across all office systems and identified, matched, and merged across all applications.
Why Oracle?
Sales, service, and marketing teams get a single view of each customer verified for accuracy and timeliness.
Your deal is won and you get paid
Nice work! Now that you’re an Oracle Sales expert, discover what else it can do for your business.
