Oracle Sales vs. Scratchpad

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

I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.

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

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

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

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

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

Great functionality and a great intuitive tool

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

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

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

Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.

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

• I credit Scratchpad to saving me on average about 1 - 2 hours a day (what it used to take me) and about 5 - 6 hrs per week.
• Scratchpad makes me feel better about where I stand in regards to my quota cause it gives me easy visualization into my pipeline making forecasting discussions easier with managers.
• Scratchpad enables me to stay organized and helps me feel less overwhelmed with Admin work.

Incentivized