Oracle and Salesforce: CRM Systems Compared
Oddly, both Salesforce and Oracle chose the same name for their core CRM product: Sales Cloud. To avoid any misunderstandings we’ll just refer to them as Oracle and Salesforce. There are many complementary services on both sides such as platforms for one-to-one marketing, customer service, all the way up to Enterprise Resource Planning (ERP), but we’ll focus here on the two Sales Cloud products.
Oracle’s version has all the essential data records of a CRM: activities, leads, opportunities, contacts, accounts, as well as analytics and forecasts. It also has a dashboard for each member of the sales team that shows the top open deals, a summary of current top leads, a graph of the current sales pipeline, and the next 10 activities (tasks) that person needs to do. Oracle allows for customization of this section for companies that need more or less information on their dashboard.
Salesforce offers a similar dashboard on its Home tab in the new Lightning interface (as opposed to Salesforce Classic) that by default shows quarterly performance, open tasks, upcoming calendar events, recent opportunities, and suggestions from Salesforce’s intelligent, automated assistant. Again, the dashboard can be customized for each businesses needs.
Drilling deeper both services make it easy to manage converting leads into opportunities and have that data reflected on reports, dashboards, and summaries. Both have built-in calendars to track key appointments and meetings, as well as social networking-style internal company feeds where sales team members can post information to share with each other.
One nice feature that Oracle has built-in is Lightbox. This feature allows sales team members to access shared presentation files and download them on demand. Salesforce doesn’t offer a feature like this by default, but its vibrant application market, AppExchange, may have some options that would work.
Taking a look at the two interfaces it’s clear that Salesforce has the more modern look with its Lightning interface. Oracle’s look is capable enough but it relies heavily on icons and switching screens. Salesforce also isn’t quite as busy as Oracle’s compact and icon-based interface.
What Is Oracle Sales Cloud?
Oracle Sales Cloud is the company’s basic CRM with all the essential features you need to support a sales team. It actually comes in two versions: Oracle CX Sales Cloud and Oracle CRM On Demand Sales. We’re talking about Oracle CX in this article. One glance at the interface shows that it is very much an enterprise product, with perhaps some appeal to mid-sized businesses. Beyond sales, for example, Sales Cloud can support all kinds of information and incentives for large sales teams such as estimated compensation details, performance metrics, and personal information.
Oracle Sales Cloud is also one part of a much larger whole, similar to Salesforce. Beyond Oracle Sales Cloud, the company has tools for one-to-one marketing, social marketing, customer service, personalized online commerce, and price quote software.