Oracle CX Sales vs InsightsCRM Comparison

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Oracle CX Sales

CRM Software

3.7 673 user ratings

Get Free Advice

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

InsightsCRM

CRM Software

Get Free Advice

Overview

Description	Oracle CX Sales guides sellers with the most intelligent and relevant recommendations for sales. The set of tools provided by Oracle CX Sales is all powered by machine learning that mostly focuses on clean and reliable customer data for clients to trust on. The platform further enables clients to automate every task related to product and work management, allowing sales representatives to access critical records easily. So that client organisations can focus their real concern towards information and more time selling. The featured functions thus include sales force automation, sales planning, customer data management, data fox data management, sales performance management and virtual sales capabilities. Further, it enables clients to unify instant customer intelligence with data sourced from ERP and HR systems for generating ideal quotas, aligning sales compensation and managing territories to meet and, of course, exceed immediate business goals. Some of the notable tools include digital sales assistants, adaptive search and a lot more of them that provide a seamless B2B or B2C experience. Read more	Introducing InsightsCRM, the quintessential toolkit for Research, Sales & Trading enterprises aiming to cement lasting relationships with institutional money managers and boost assets under management. This innovative solution places users at the vanguard of the financial service sector by enhancing engagement strategies and driving substantial growth. Uniquely crafted to foster greater transparency and accountability throughout the service value chain, InsightsCRM offers an unrivaled suite of features designed for the demanding needs of finance professionals. Its robust platform streamlines interactions with clients, ensuring that every touchpoint is impactful and efficiently managed, resulting in a superior service experience. With InsightsCRM, organizations are equipped to navigate the complexities of client management, deploying targeted communications and leveraging transformative analytics to anticipate needs and customize services. The emphasis on maintaining and growing assets under management positions businesses using InsightsCRM at a competitive advantage, as they can easily demonstrate their value proposition and commit to the highest standards of client satisfaction. InsightsCRM stands out as a beacon of innovation for the Research, Sales & Trading spheres, promising not only to keep businesses ahead of the curve but to revolutionize the way they connect with and serve institutional investors. Embrace InsightsCRM for a future where client engagement and asset growth walk hand-in-hand. Read more
Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 80% Momentum 67% Popularity 70%	80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 87% Reviews 60% Momentum 62% Popularity 62%
SaaSworthy Awards	# 13 Highly Rated # 13 Highly Rated	Not Available

Features

Total Features	26 Features	17 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 10 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	3.7/5 673 user ratings	Not Available
Rating Distribution	Excellent 14.6% Very Good 56.5% Average 18% Poor 4.8% Terrible 6.2%	Not Available
	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Oracle CX Sales Custom	InsightsCRM Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	Salesforce Sales Cloud 4.6 281 ratings Oracle CX Sales Vs Salesforce Sales Cloud Salesforce 4.5 30 ratings Oracle CX Sales Vs Salesforce SalesCRM Oracle CX Sales Vs SalesCRM Microsoft Dynamics 365 for Sales 3.6 1,387 ratings Oracle CX Sales Vs Microsoft Dynamics 365 for Sales Salesforce Partner Relationship Management	Applicative CRM InsightsCRM Vs Applicative CRM Claritysoft 4.4 259 ratings InsightsCRM Vs Claritysoft webCRM 4.6 36 ratings InsightsCRM Vs webCRM The Real Estate CRM InsightsCRM Vs The Real Estate CRM CRM.io by 500apps 5 2 ratings InsightsCRM Vs CRM.io by 500apps
	View All Oracle CX Sales Alternatives	View All InsightsCRM Alternatives