Close CRM vs. Oracle Sales

Close is my #1 choice for sales teams, both inbound and outbound. The telephony features in Close are exceptional and they lead the Industry in features and innovation. The power dialer increases productivity by cutting down the manual time of physically dialing calls. All calls and interactions including SMS messages are automatically logged to the client's account within the CRM.

Incentivized

In the market for Sales and Service, Oracle CX is the best especially in integrating with other systems. It has a stable and huge database that can handle a bunch of data. It gathers all data of customers, accounts, leads, opportunities, service requests in one place and related in a good way. The tools used for reports and analytics as BI is strong and great to use also it is not hard[.]

Incentivized

• You can search for prospects by your activity & notes.
• It helps automate the follow up process.
• It ties cold emailing into a powerful CRM all in one portal.

Incentivized

• The product is good for tracking leads which can help you acquire new customers.
• The product is good for creating opportunities which can help you convert sales.
• The product can easily be integrated with other applications to make the transfer of data seamless.

Incentivized

• Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!

Incentivized

• Oracle CRM is incredibly complex making it fairly difficult to learn from scratch
• The original implementation of Oracle CRM was a lengthy and involved process
• We have had outages where we cannot connect to Oracle CRM which leaves us at a loss. I'm not sure what the solution to this is, but less outages would be ideal.

Incentivized

Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.

Incentivized

Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.

Incentivized

Some of the more complex customer reports we have created are slow to run at times.

Incentivized

Close's support team offers a really good service, they are always willing to help with whatever is needed or arises, they investigate everything they need to find a solution and give an answer as quickly as possible, their attitude is better and their optimism really helps in times of stress, they do a great job in record time.

Incentivized

The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.

Incentivized

Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.

Incentivized

If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.

Incentivized

For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of each agent and obtain better results. For all other campaigns we use the predictive dialers mentioned above, Close is better for tracking current customers and for warm leads.

Incentivized

As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.

Incentivized

• Has allowed us to have full visibility into our pipeline
• Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature

Incentivized

• It allows you to stay on top of reorder points for your existing customers. We call them attrition calls.
• When you orders flowing in, it makes it easier to follow up with buyers for other business units since you already have pre-existing business.
• As a sales organization, everyone in the company has visibility across the board into what is our profit at any given moment for the day, week, month and year. This keeps up on track for each of our goals.

Incentivized