Workbooks vs Oracle Sales Cloud

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Our analysts compared Workbooks vs Oracle Sales Cloud based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Workbooks Software Tool

Product Basics

Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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Oracle Sales Cloud is a cloud-based customer relationship management (CRM) platform designed to simplify the sales process for organizations of all sizes. It offers various features, including lead management, opportunity tracking, forecasting and quoting.

It’s great for businesses wanting a complete system that can grow with them. Key benefits include increased sales productivity, improved forecasting accuracy and better customer relationships.

The platform also offers mobile access, social media integration and advanced analytics. While users generally appreciate its robust features, ease of use and scalability, some find it pricey and challenging to learn initially.

Oracle Sales offers various pricing plans to meet the needs of different businesses. The basic plan starts at $75 per user per month, while the enterprise plan can cost several thousand dollars per month. It also provides a free trial that allows users to try the platform before they buy.


Pros
  • Comprehensive features
  • Easy-to-use interface
  • Scalable for large teams
  • Mobile access and collaboration
  • Advanced analytics and reporting
Cons
  • High implementation cost
  • Steep learning curve
  • Limited customization options
  • Integration challenges
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$34/User, Monthly, Plus Implementation
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Tailored to your specific needs
$65/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
  • Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
  • Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
  • Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
  • Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
  • Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
  • Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
  • Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
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  • Easily Manage Partner Relationships: According to our data, Oracle Sales Cloud ranked the best for partner relationship management. It lets you turn your partners into an extension of your sales team. You can manage partnerships more effectively by tracking partner performance, automating lead distribution and aligning your marketing efforts across your entire ecosystem.
  • Access Real-Time Insights: Scoring a 100 in our analyst rankings for forecasting, the platform provides instant access to key metrics, reports and predictions. Comprehensive analytics help you visualize, track and act on trends, all in real time.
  • Target Efficiently With DataFox: Oracle Sales Cloud lets you find and prioritize target companies through automated data collection. This includes over 70 firmographic data points, 68 types of real-time company signals, filters, company scoring models, balanced territories and more.
  • Leverage Adaptive Intelligence: Identify opportunities with high probabilities of conversion by leveraging probability scores, automated recommendations and deal acceleration. AI-derived firmographic data and signals help you with account enrichment, as well as account scoring and prioritization.
  • Discover Insights With Pre-Packaged Reports: Again scoring a 100 for its reporting features, the platform provides actionable business insights with over 500 pre-built reports. These use built-in business intelligence (BI) solutions embedded within Oracle’s CX sales solutions.
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  • Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
  • ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
  • Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
  • Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
  • Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
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  • Sales Force Automation: Oracle lets you automate the sales process using mobile access, artificial intelligence, email integration, sales-focused digital assistants and elastic search. It also provides contextual insights, recommendations and predictive outcomes and effectively manages leads, accounts, contacts, opportunities, assets, activities and assessments.
  • B2B Service Center: You can streamline interactions and enable collaboration between multiple teams with a 360-degree customer view, which provides:
    • Milestones, entitlements and SLA tracking for managing critical dates and contractual obligations.
    • Integrated sales and service capabilities on a single platform.
    • A combination of sales automation, service request management, knowledge management and digital customer service.
  • Sales Planning and Performance Management: The platform hosts advanced incentive compensation, compensation dashboards, and territory and quota management tools with what-if capabilities. Sales reps can access automated sales methodologies using connected data powered by AI.
  • Partner Portal: Available out-of-the-box, it streamlines partner activities from recruitment and lead management to MDF disbursement. It also offers automated lead distribution, sales training materials, qualification and conversion tools, and an integrated configure, price, quote (CPQ) solution.
  • Oracle CPQ: This feature supports sales representatives with tools for subscription orders, multiple price books, discretionary discounting, deal management intelligence, and dynamic workflows. It includes quote management features like a document designer, contract management and electronic signatures. This integrates with CRM and ERP systems, web services, and B2B commerce platforms.
  • Subscription Lifecycle Management: You can integrate front- and back-office processes on one platform. This provides consumption-based billing, fixed and recurring orders, revenue recognition, and a 360-degree view of customer subscriptions. You can also track KPIs, monthly recurring revenue, total contract value, average revenue per user, churn rate and customer lifetime value.
  • B2B Commerce: This omnichannel feature extends self-service and digital experiences with the flexibility to customize to meet the needs of an organization. Features include guided search, merchandising, personalization, promotions, native A/B testing, a single admin interface for managing multiple stores, integrated commerce and CPQ, and more.
  • Customer Data Management: Oracle Sales Cloud offers data cleansing and integrated business intelligence views. These capabilities provide B2B and B2C firms with personalization, cost management, account-based marketing campaigns and campaign segmentation.
  • Dynamic Dashboards: Gain real-time insights into customers, teams and business metrics, such as seasonality, recurring sales and the overlay of sales teams. You can drill down for more granular analysis.
  • Sales Management: Oracle’s mobile app provides a fully customizable experience for sales teams on the go, available for Android and iOS devices. Cached views of customers and accounts are available offline.
  • Sales Strategy Optimization: With intelligent guided selling, you can analyze the probability of lead conversion, get recommendations for next-best actions, determine account prioritization, track market signals and more.
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Product Ranking

#55

among all
CRM Software

#338

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Workbooks
Oracle Sales Cloud
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 98 66 100 74 88 86 100 100 91 83 97 85 67 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 258 reviews
Great User Sentiment 263 reviews
85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

81%
of users recommend this product

Oracle Sales Cloud has a 'great' User Satisfaction Rating of 81% when considering 263 user reviews from 4 recognized software review sites.

5.0 (12)
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3.7 (57)
4.34 (108)
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4.5 (1)
4.3 (109)
4.5 (61)
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4.0 (144)
3.3 (29)
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Awards

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SelectHub research analysts have evaluated Oracle Sales Cloud and concluded it earns best-in-class honors for Opportunity Management, Partner Relationship Management and Platform Security.

Opportunity Management Award
Partner Relationship Management Award
Platform Security Award

Synopsis of User Ratings and Reviews

Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Streamlined Sales Process: Users state that Oracle Sales helps them automate their sales process, from lead generation to opportunity management and closing deals.
Better Sales Visibility: Oracle Sales provides a comprehensive view of your sales pipeline, allowing you to track your progress and identify areas for improvement.
Improved Customer Relationships: Users often mention the platform helps them build stronger relationships with their customers by providing them with a personalized experience.
Scalability: Oracle Sales is a scalable and flexible solution that can grow with your business.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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Cost and Complexity: The platform can be expensive to implement and maintain, especially for small businesses. The initial cost of the software can be high, and there are ongoing maintenance costs. Additionally, Oracle Sales can be complex to implement and use, which can require significant training for your sales team.
Steep Learning Curve: It has a steep learning curve, which can be challenging for new users. The interface is not as intuitive as some other solutions.
Limited Customization: Oracle Sales is not as customizable as some other CRMs. You may not be able to configure the software to meet your specific needs.
Integrations: It does not integrate with many third-party applications, making it difficult to integrate with other tools that you use.
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Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

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While getting hands-on with Oracle Sales Cloud, I was very impressed by its complete feature set. The automation tools were particularly helpful, simplifying workflow from lead management to opportunity tracking. Users also agree they find themselves spending less time on administrative tasks and more time engaging with potential clients.The B2B Service Center turned out to be essential for cross-team collaboration. Having a 360-degree customer view makes it easy to address client needs promptly. I also appreciate the milestone and SLA tracking features, which help to stay on top of critical deadlines without breaking a sweat.Even though the platform's comprehensive nature initially felt overwhelming, I soon learned the capacity of its AI capabilities. The adaptive intelligence feature can become a go-to for identifying high-potential opportunities, and predictive analytics helps tailor your approach to each client's unique needs.In a time where subscription-based models are becoming increasingly prevalent, having built-in tools like Oracle’s subscription management can be a significant advantage. While I didn't have the chance to explore all of them, Oracle's industry-specific solutions and their tailored approach for different sectors like healthcare and financial services showed me how versatile the platform could be.Yet, I did encounter a few hurdles. The learning curve was steeper than I anticipated. Also, its high cost and complexity may be a barrier for some users. Despite these challenges, the benefits of Oracle Sales Cloud far outweigh its drawbacks. The platform's scalability and integration with other Oracle products make it a solid choice for businesses looking to future-proof their CRM solution.

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