CRM CLOUD DATASHEETS

Sales Cloud Customer Data Management

Clean, consistent customer data is vital to a sales organization. Oracle Sales Cloud Customer Data Management helps organizations consolidate account and contact data from multiple sources, standardize addresses, resolve duplicate record issues, and ensure a best version customer profile that sales reps and sales managers can trust.


Social Network

Oracle Social Network is a secure private network that provides a broad range of social tools designed to capture and preserve information flowing between people, enterprise applications, and business processes. Oracle Social Network provides contextual, real-time communication within and across enterprises. With Oracle Social Network, you and your teams have the tools you need to collaborate quickly and efficiently, while leveraging the organization’s collective expertise to make informed decisions and drive business forward.

Sales Catalog

Sales Catalog enables organizations to create products, group products into a multi-tiered hierarchy, and maintain price lists and product promotions. Used when selecting products for a deal or opportunity, the hierarchical product group is the foundation for the graphical sales catalog.

Sales Cloud on Smartphones and Tablets

Oracle Sales Cloud provides easy-to-use smartphone apps that allow field sales reps to complete common tasks in less than a minute using just one hand and one finger. These intuitive apps help to increase productivity, generate higher sales and enable efficient user adoption. Sales executives and managers can use smartphones or tablet devices to gain insight into team performance, pipeline and opportunity progress with easy-to-use, interactive dashboards.

Sales Cloud Core Sales Force Automation

Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales reps and sales managers. Easy-to-use productivity tools such as sales coach, opportunity assessment, call reports and a centralized team calendar keep sales reps on track with the information and guidance they need to close more deals. Oracle Sales Cloud increases sales teams’ effectiveness and encourages critical communication about each in-flight opportunity.

Sales Cloud Analytics

Oracle Sales Cloud Analytics provides real-time executive dashboards, guided recommendations, prebuilt reports, and the power to build interactive, mobile dashboards that sales reps and sales managers can access anytime, anywhere. With relevant and actionable insights, sales teams can close more deals in less time.

Sales Cloud Sales Predictor

Sales Predictor enables organizations to improve sales performance and maximize the likelihood that a customer will buy. With sophisticated predictive modeling and customizable sales prediction rules, Sales Predictor turns historical customer purchase data into product recommendations that sales reps can use to focus their sales efforts. Using product recommendations from Sales Predictor, Oracle Sales Cloud’s White Space Analysis report helps sales reps easily see cross-sell and up-sell opportunities and focus on the accounts with the highest revenue potential.

Sales Cloud for Outlook

Oracle Sales Cloud for Outlook offers integration between Microsoft Outlook™ and Oracle Sales Cloud. Allowing sales reps to work within their familiar Microsoft Outlook™ application speeds user adoption and increases sales productivity. Sales reps can focus on selling instead of learning a new system.

Sales Cloud for IBM Notes

Oracle Sales Cloud for IBM Notes offers integration between IBM Notes™ and Oracle Sales Cloud. Allowing sales reps to work within their familiar IBM Notes™ application speeds user adoption and increases sales productivity. Sales reps can focus on selling instead of learning a new system.

Sales Cloud Sales Performance Management

Oracle Sales Cloud Sales Performance Management enables companies to be more flexible, accountable, and responsive to improve sales effectiveness and achieve targeted revenue goals. With productivity and training tools for sales reps, on-boarding and ramp-up costs are significantly reduced. Oracle Sales Cloud’s advanced incentive compensation, quota, and territory management tools offer process automation and advanced planning capabilities that help sales managers and sales operations staff efficiently align individual sales rep goals with the overall sales strategy.

Sales Cloud Partner Relationship Management

Oracle Sales Cloud Partner Relationship Management (PRM) enables channel account managers and partners to share leads, register deals, create quotes, collaborate in real time, and deliver results with streamlined channel execution. The custom branded, easy-to-use partner portal offers lead-to-quote management, business planning, a request-to-claim workflow for Marketing Development Funds (MDF), and social collaboration. Oracle Sales Cloud offers the broadest partner relationship portfolio for all channel needs.

Sales Cloud Configuration, Customization and Integrations

Oracle’s standards-based, open and flexible platform makes it easy to rapidly build and deploy rich applications or integrate with and extend Oracle Sales Cloud. Oracle’s configuration and customization toolset enables business users to tailor Oracle Sales Cloud to meet the unique needs of each business in an easy-to-maintain Software-as-a-Service (SaaS) environment. Oracle’s Platform-as-a-Service (PaaS) offerings provide development and runtime platforms that enrich and extend Oracle Sales Cloud and enhance sales team productivity and collaboration. Prebuilt cloud and on-premises integrations offer complete solutions for sales teams.

Sales Cloud for Communications

Oracle Sales Cloud for Communications is a comprehensive and integrated industry-specific solution for communications companies. With a simple, easy-to-use interface tailored for sales reps and sales executives, Oracle Sales Cloud for Communications brings customer information together across all channels (websites, storefronts, mobile and social access) to present a single view of the customer. Pre-built integrations with Siebel and Billing Insight offer rich customer information and a streamlined sales process with built-in configure, price, and quote capabilities. Opportunities are associated with quotes and orders to provide easy reporting across the renewal and new order cycles.

Sales Cloud for Consumer Goods

Oracle Sales Cloud for Consumer Goods is a comprehensive industry solution that includes trade promotion management and retail execution. The retail execution solution enables retail sales reps to effectively execute in-store tasks using a tablet device. The trade promotion management solution enables brand marketing managers and key account managers to manage promotion programs and account promotions respectively.

Oracle Sales Cloud for Financial Services

Oracle Sales Cloud for the Financial Services industry enables financial institutions to modernize their branches and take the customer experience to the next level. With a single 360° view of customer information and interactions, banks can build a personalized relationship with each customer and offer financial products and services that best suit a customer’s unique needs. With the addition of the integrated Marketing Cloud solution, banks can automate the process of identifying, nurturing and creating referrals to cross-sell products across any channel, including social, mobile and web.

Oracle Enterprise Contracts

Oracle Enterprise Contracts is a complete solution for managing contracts that helps organizations standardize corporate contract policies, improve internal controls, and comply with all contractual obligations and regulatory requirements.

Sales Cloud for High Tech and Manufacturing

Oracle Sales Cloud for High Tech and Manufacturing handles both the direct and channel sales processes that global manufacturers require to sell effectively, including streamlined lead-to-quote-to-order sales execution for the direct and partner sales forces. A task-based mobile solution enables sales reps to share sales activities and increase productivity. Channel account managers can gain clear visibility into channel sales and partners can qualify leads using a guided assessment questionnaire. Partner reps have integrated access to the manufacturer’s marketing leads, deal registrations, opportunities, quotes and service information. Sales teams can create account plans and monitor sales goals throughout the year.

Sales Cloud Migration Utility for Oracle CRM On Demand

The Oracle Sales Cloud Migration Utility automates much of the migration process by transferring configuration settings and data from Oracle CRM On Demand to Oracle Sales Cloud. The Migration Utility ensures rapid and accurate replication of an environment by creating objects, fields and configuration settings and offering multiple validation checkpoints. Partners can focus on process improvements and value-added services rather than manually creating hundreds of fields.

Oracle Sales Cloud Migration Utility for Salesforce.com®

The Oracle Sales Cloud Migration Utility for Salesforce.com® automates manual processes by transferring configuration settings and data from Salesforce.com to Oracle Sales Cloud. The Migration Utility provides best practice guidance and ensures rapid and accurate replication of an environment by creating an inventory of objects, fields and configuration settings while offering multiple validation checkpoints.

Oracle Incentive Compensation

Oracle Incentive Compensation is part of Oracle Sales Cloud’s comprehensive approach to sales performance management and leverages territory and quota management. Incentive Compensation empowers organizations to streamline the rollout of new plan initiatives, provides productivity tools to reduce administrative costs, and presents relevant business insights to drive sales performance.

Oracle Sales Cloud Territory Management

Oracle Sales Cloud delivers complete territory management capabilities that enable organizations to maximize market and account coverage and improve overall sales performance. With process automation capabilities and powerful, easy-to-use tools for territory planning, modeling, and on-going territory management, sales managers can make more insightful sales planning decisions and align sales execution with the overall sales strategy.

Sales Forecasting

Accurate sales forecasting enables sales leaders to make informed business decisions. Oracle Sales Cloud offers enterprise-level forecasting capabilities that help sales reps accurately estimate sales and give sales managers the information needed to project achievable sales revenue. Sales reps and sales managers can view, manage and submit real-time forecasts using desktop, tablet, or smartphone devices. Embedded analytics and custom reporting capabilities provide intelligence that sales teams can use to improve forecast accuracy.

Sales Campaigns

Oracle Sales Cloud makes it easy to design and manage sales campaigns with simple tools that empower sales reps to target their territory for cross-sales and up-sales or new initiatives. A guided process makes it easy to create sales campaigns, define target contact lists and personalize professional email templates using an intuitive email editor. Campaign responses are easy to track and convert to new leads using Oracle Sales Cloud’s intuitive interface.

Modern Customer Experience: Engaging the Voice of “Smart Things”

The modern customer experience is undergoing a rapid and unprecedented transformation. Human adoption and interaction with smart, connected objects is growing exponentially, fueled by increasing investment in wireless and network bandwidth and compounded by the decreasing cost and size of sensors and processors.

Oracle Field Service Capacity Cloud Service

Does your field service operation have a reliable metric for how much work it can accomplish in a single day? With Oracle Field Service Capacity Cloud Service, you see exactly how much work can be completed each day based on available resources. Get the insight to focus your field resources on the work that’s most critical to your business.

Oracle Field Service Cloud Service

Is delivering efficient field service critical to your business? Are you constantly challenged to reduce costs while increasing efficiency? Do you need to meet service-level agreements (SLAs), service customers waiting at homes and businesses, or respond to machine-generated service alerts? Oracle Field Service Cloud Service is built on time-based, self-learning, and predictive technology, empowering you to solve business problems while evolving your field service organization. This foundational technology empowers users with accuracy, context, and intelligence through seven powerful modules.

Oracle Field Service Cloud Service for Communications

The global communications industry is constantly challenged to improve service and meet customer commitments while increasing efficiency and reducing costs. If you’ve found it difficult to meet these goals, take a closer look at how optimizing your mobile workforce can help you achieve those business objectives.

Oracle Field Service Cloud Service for Home Health Care

The home health care industry is challenged to provide quality care while realizing cost savings and efficiencies. Oracle Field Service Cloud can help achieve this by optimizing field operations and providing the back office and management with visibility over day-to-day activities.

Oracle Field Service Collaboration Cloud Service

When your field workforce is more connected, employees are more empowered to solve problems, self-manage, and work as a team to provide outstanding customer service. With Oracle Field Service Collaboration Cloud Service, you can streamline communication between all members of your field team.

Oracle Field Service Core Manage Cloud Service

At the heart of Oracle Field Service Cloud is Oracle Field Service Cloud Core Manage. This module provides the tools that empower you to manage field operations centrally from a single interface, improving visibility, on-time arrival, and efficiency.

Oracle Field Service Customer Communication Cloud Service

Customers are vital to your business and satisfaction is a critical metric that can make or break your bottom line. Keeping customers informed is simplified when you can automate communication. Oracle Field Service Customer Communication Cloud Service gives customers more choices, more flexibility, and more information.

Oracle Field Service Forecasting Cloud Service

How do you determine future demand for field work? Is your planning based on the capacity you have rather than based on accurate demand predictions? Oracle Field Service Forecasting helps you take planning a step further: understand future demand and make more intelligent staffing decisions to ensure that you’re always prepared to meet the needs of your customers.

Oracle Field Service Mobility Cloud Service

At the core of every field service operation are the mobile employees who must serve customers face-to-face, in the most efficient manner possible. Empower field employees with everything they need to succeed in the field, delivered to their mobile device through a powerful browser-based mobile application. Oracle Field Service Mobility Cloud Service provides instant access to accurate information for outstanding productivity.

Oracle Field Service Routing Cloud Service

Does your field service operation need precise routing to provide outstanding customer satisfaction while reducing costs? Leverage Oracle Field Service Routing Cloud Service—the industry’s only time-based, predictive routing engine—to get the right mobile employee to the right job at the right time, every time.

Oracle Field Service Smart Location Cloud Service

Managing an efficient field service operation means knowing where your field resources are located and how efficiently they’re getting to appointments. Oracle Field Service Smart Location Cloud Service provides reliable resource location, allowing you to see the real-time location of all field employees, not just vehicles.

Oracle Service Cloud Analytics

Oracle Service Cloud provides actionable insight, empowering organizations to make better and quicker decisions. Fully integrated across all Oracle Service Cloud products, Oracle Service Cloud Analytics delivers full visibility across all customer touch points, spanning customer service, sales, marketing, and feedback functions.

Oracle Knowledge Management

As customer expectations rise, delivering personalized experiences that improve customer loyalty, increase acquisition and optimize efficiency is increasingly more challenging to achieve. Oracle Knowledge offers organizations a differentiated advantage to deliver seamless customer experiences.

Oracle Service Cloud and Oracle Field Service Cloud Accelerator

If your contact center and field service operations are still functioning as independent entities, you have new opportunities to elevate customer satisfaction and drive greater efficiencies in your service processes.

Oracle Service Cloud Chat

Oracle Service Cloud Chat enables companies to provide a premium web experience that delivers proven results, including higher customer satisfaction, increased conversion, and improved efficiency. It provides a way to engage customers before they abandon their purchases and also assist website visitors who are having problems solving service issues on their own. Sessions can be initiated by customers or triggered proactively, based on company-defined rules. With Oracle Service Cloud Chat, agents can always guide your customers to the best answers and outcomes.

Oracle Service Cloud CoBrowse

The Oracle Service Cloud Co-browse add-on for Chat, Dynamic Agent Desktop, or Enterprise Contact Center provides real-time visual collaboration to improve the quality of Web customer interactions. Oracle Service Cloud Co-browse enables customer service agents to visually guide customers through online environments while they talk or chat.

Oracle Service Cloud Community Self Service

Oracle Service Cloud Community Self Service is community and peer-to-peer knowledge sharing functionality built directly into the Oracle Service Cloud product.

Oracle Service Cloud Cross Channel Contact Center

Oracle Service Cloud Cross Channel Customer Service enables organizations to provide quick and consistent, pro-active and re-active assisted service across multiple channels.

Oracle Service Cloud CTI

Through the use of Computer Telephony Integration (CTI), organizations can provide agents with a communication-enabled dynamic desktop that supports call control, screen pops, and multichannel queuing and routing. Oracle Service Cloud integrates with many industry leading communication vendors, allowing organizations to utilize best of breed functionality and leverage existing infrastructure.

Oracle Service Cloud Dynamic Agent Desktop

Oracle Service Cloud Dynamic Agent Desktop guides your agents with relevant knowledge, dynamically learning from every interaction so every agent can perform like your best agents to quickly address the customer’s immediate issue.

Oracle Service Cloud Dynamic Agent Desktop Contact Center Experience Designer

The Contact Center Experience Designer feature of Oracle Service Cloud Dynamic Agent Desktop gives you control of the customer experience. You decide how agents should handle each situation and then design the experience to match. With Contact Center Experience Designer, it’s easy to design end-to-end experiences for the multichannel Oracle Service Cloud Dynamic Agent Desktop.

Oracle Service Cloud Email Management

Oracle Service Cloud Email Management helps you stay ahead, tracking responses, automating answers from the knowledgebase, and escalating highly emotional e-mails. Oracle Service Cloud Email Management will enable you to better and more quickly response to your customers; your agents and your customers will thank you.

Oracle Service Cloud Experience Routing

When customers today need help, they most often start with a company’s website, often escalating from self-service channels into an assisted channel directly from the Web. This presents both a challenge and an opportunity for companies needing a smart way to route these customers to the right agent at the right time. With Oracle Service Cloud Experience Routing, companies can utilize insights gained from customers’ online interactions to better handle routing and prioritization.

Oracle Service Cloud Feedback

Oracle Service Cloud Feedback is a fully integrated, multichannel enterprise feedback solution that enables you to capture, measure, and act on critical customer insight so that you can continuously improve the customer experience.

Oracle Service Cloud Guided Assistance

Oracle Service Cloud Guided Assistance enables you to build guides that lead agents and customers through a series of questions and answers to direct them to the help and information they desire.

Oracle Service Cloud HIPAA Cloud Platform Service

The HIPAA Cloud Platform Service leverages the Oracle Service Cloud Platform environment to provide enhanced controls designed to assist customers in protecting the confidentiality, integrity, and availability of electronic Protected Health Information (ePHI).

Oracle Service Cloud Mobile Web Customer Service

Today, customers are as likely to visit your website via a mobile device as they are on a PC, which means customer service options must be optimized for smartphones, game consoles, tablets, or GPS systems. Oracle Service Cloud Mobile Web Customer Service helps businesses create an exceptional mobile web experience solution every time, regardless of device or browser.

Oracle Service Cloud Knowledge Advanced

Oracle Service Cloud Knowledge Advanced provides a fully integrated knowledge management solution that delivers a seamless, consistent experience across all channels, from selfservice, contact center to communities and social sites.

Oracle Service Cloud Oracle eBusiness Suite Accelerator

As customers start to transition to the cloud, Oracle has made it easy to bring together the power of Oracle Service Cloud and Oracle e-Business Suite (EBS). EBS Customers will be able to leverage their existing investment while taking advantage of Oracle’s industry leading Customer Experience Software-as-a-Service product.

Oracle Service Cloud and Oracle Siebel Accelerator

As customers start to transition to the cloud, Oracle has made it easy to bring together the power of Oracle Service Cloud and Oracle Siebel. Siebel Customers will be able to leverage their existing investment while taking advantage of Oracle’s industry leading Customer Experience Software-as-a-Service product.

Oracle Service Cloud and Oracle Siebel Accelerator

As customers start to transition to the cloud, Oracle has made it easy to bring together the power of Oracle Service Cloud and Oracle Siebel. Siebel Customers will be able to leverage their existing investment while taking advantage of Oracle’s industry leading Customer Experience Software-as-a-Service product.

Oracle Service Cloud Outreach

Oracle Service Cloud Outreach helps organizations create proactive, relevant communications based on complete knowledge of their customers. Communication activity is automatically added to customer records to give agents a complete and accurate view of outbound customer interactions.

Oracle Service Cloud Platform

In this complex, ever-changing world, every interaction matters. To deliver customer experience excellence, you need to rapidly adapt to evolving business needs; provide consistent and insightful interactions; and deliver proven, reliable service. That’s where Oracle Service Cloud Platform excels.

Oracle Service Cloud Platform PCI Cloud

Oracle Service Cloud offers a PCI-certified cloud service as an extension of its software-as-a-service (SaaS) offering. Safeguarding credit card information and maintaining compliance with the Payment Card Industry (PCI) Data Security Standards (DSS) is a requirement for enterprises and government agencies that accept, process, and/or store credit card information.

Oracle Service Cloud Policy Automation

Policy Automation enables organizations in all industries to achieve greater business agility through the automation of the service policies, processes and regulation to provide superior customer experiences.

Oracle Service Cloud Social Monitor

Oracle Service Cloud Social Monitor enables your organization to follow relevant real-time discussions related to your products and services that are occurring socially on the web. With Social Monitor you’ll never be left out of a critical conversation.

Oracle Service Cloud Standalone Cobrowse

Oracle Standalone Co-browse Dynamic Agent Desktop Cloud Service creates an optimal customer and agent experience by enabling screen sharing during a customer interaction, while remaining simple to launch, allowing all necessary visibility, and maintaining customer privacy and security. Oracle Standalone Co-browse helps companies meet strategic customer service and sales goals.

Oracle Service Cloud Web Customer Service

A reputation for excellent customer service can differentiate your brand and drive revenue. Oracle helps you earn that reputation by transforming your online web service into a highly interactive customer experience. Oracle Service Cloud Web Customer Service pushes relevant knowledge to where your customers need it, harnessing the external Web 2.0 knowledge assets they require to make purchasing decisions.

Service and Repair in the Cloud

The ultimate test of your customer service comes when one of your products breaks. How fast you fix the problem and how you engage the customer determine whether you still have a customer or if your competitor has a new one.

Oracle CPQ Cloud

Oracle Configure, Price, and Quote Cloud (Oracle CPQ Cloud) enables both enterprise and midsize companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows.

Oracle CPQ Cloud Reporting

Oracle BigMachines CPQ Reporting Cloud Service provides a powerful reporting engine to streamline your data analysis, all within the familiar Oracle CPQ Cloud selling platform interface. Oracle BigMachines CPQ Reporting Cloud Service provides full visibility into your sales processes and channels.

Oracle CPQ Cloud Integration to Salesforce.com

Oracle Configure, Price, and Quote (CPQ) Cloud provides on-demand configuration, pricing, and quoting capabilities that can easily integrate with Salesforce.com’s customer relationship management (CRM) solution. With Oracle CPQ Cloud, you can streamline the entire opportunity-to-quote-to-order process within your familiar Salesforce.com CRM interface, and seamlessly integrate with all major enterprise resource planning (ERP) systems.

Oracle CPQ Cloud Service for Salesforce.com

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com is an easy and intuitive configure, price, quote, and renew solution designed for growing midsize businesses. It is ideal for organizations that need an intelligent way to select the right products and price them accurately, create proposals immediately, and streamline renewals.

Oracle CPQ Cloud Contract Management

The contract management capabilities in Oracle Configure, Price, and Quote (CPQ) Cloud provide an integrated solution to automate the generation of dynamic contracts, route contracts for approvals and signatures, store contracts with accounts or opportunities, and analyze contract trends.

Oracle CPQ Cloud for Channel Sales

Oracle Configure, Price, and Quote (CPQ) Cloud helps companies standardize the sales process for resellers and distributors.

Oracle CPQ Cloud Renewals

The renewals management capabilities in Oracle Configure, Price, and Quote (CPQ) Cloud can speed the renewal of service and support contracts, ensuring that sales teams do not miss these low-hanging but valuable revenue opportunities.

Oracle CPQ Cloud Document Designer

Using the Document Designer, your organization can create, edit, and produce templates for all of the documents needed throughout the sales process. When used in conjunction with the Configuration and Commerce modules, document templates will automatically be populated with current and accurate product, pricing, customer, and sales rep data. With the Document Designer, professional, custom-branded proposals, quotes, contracts, statements of work, data sheets, letters, and other business documents are just a few clicks away.

Oracle CPQ eCommerce Transactions Cloud Service

Oracle BigMachines Configure, Price, and Quote (CPQ) eCommerce Transactions Cloud Service enables you to build a self-service, online business-to-business (B2B) guided selling and configuration platform for your customers to shop on. With it, your customers can access the same tools used by your sales channels for internal quoting and proposal development. Streamline your sales process while enabling direct selling to business customers on your website.

Sales Cloud Core Sales Force Automations

Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales reps and sales managers. Easy-to-use productivity tools such as sales coach, opportunity assessment, call reports and a centralized team calendar keep sales reps on track with the information and guidance they need to close more deals. Oracle Sales Cloud increases sales teams’ effectiveness and encourages critical communication about each in-flight opportunity.

Oracle Customer Data Management Cloud

Oracle Customer Data Management Cloud (CDM) offers exceptional customer data management capabilities on a subscription-based SaaS platform. CDM Cloud is a simple, quick, and scalable solution that any company can use to consolidate account and contact data originating from multiple sources, verify addresses, resolve duplicate record issues, and ensure a “best version” customer profile that can be trusted by the entire organization.

Oracle Sales Performance Management Cloud

Oracle Sales Cloud Sales Performance Management enables companies to be more flexible, accountable, and responsive to improve sales effectiveness and achieve targeted revenue goals.

Oracle Territory Management

Oracle delivers complete territory management capabilities that enable organizations to maximize market and account coverage and improve overall sales performance. With process automation capabilities and powerful, easy-to-use tools for territory planning, modeling, and on-going territory management, sales managers can make more insightful sales planning decisions and align sales execution with the overall sales strategy.

Oracle Configure, Price, and Quote (CPQ)

Oracle Configure, Price, and Quote Cloud (Oracle CPQ Cloud) enables both enterprise and midsize companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows.

Oracle Eloqua Marketing Basic Cloud Service

Oracle Eloqua Marketing Basic Cloud Service is the most complete out-of-the-box marketing automation solution for creating campaigns, generating leads, and measuring success.