Erp Software With Salesforce Systems

ERP Software With Salesforce Systems is a cloud-based solution that offers integration between Salesforce and ERP applications. ERP Software With Salesforce Systems enables organizations to create, manage, process and deliver resources using an integrated solution of business tools, software and IT services.

In this guide, we review the aspects of Erp Software With Salesforce Systems, salesforce erp solutions, What are the 3 common types of ERP, and oracle erp vs salesforce.

Erp Software With Salesforce Systems

Salesforce is the most trusted and comprehensive customer relationship management (CRM) platform that brings companies and customers together — in entirely new ways. We offer a full suite of cloud-based solutions for every stage of your business lifecycle, from sales and marketing to service and support. Salesforce complements other ERP systems by providing a 360-degree view of your customers’ needs across all channels.

The relationship between an ERP and CRM system can be complex and confusing.

There are two different systems in play here: enterprise resource planning (ERP) and customer relationship management (CRM). ERP is a back-office system, handling the financials and other internal operations of your business. CRM handles the front-office side of things, including sales and marketing.

So, how do you integrate these two systems? It’s not always easy to do so seamlessly—but when it works, it’s magic!

What is ERP?

An ERP system is an integrated suite of software that helps manage all aspects of a company. It includes financials, supply chain and customer relationship management. ERP systems are used by large corporations like Amazon and Walmart, but smaller businesses can also benefit from this type of software.

ERP stands for enterprise resource planning—a term coined by IBM in 1984 to describe the core components of its business management software that could be integrated into one system. Today, ERP systems are used across industries to manage operations and processes in areas such as finance, manufacturing and human resources.

What are the top ERP systems?

An ERP system is the software that manages your company’s operations and financials. It includes all of the information you need to run a business, from employee data to inventory and purchase histories.

The top ERP systems include Microsoft Dynamics 365, Salesforce, NetSuite, Oracle and Zoho. Other popular choices include SAP Cloud for Customer or Oracle Cloud Applications.

How do I choose an ERP system?

Choosing the right ERP system for your business is imperative. To ensure that you are making an educated decision, it is important to consider several factors:

  • How does the system fit into my business model? Can it be easily integrated with existing systems and processes? How will integrating these things affect my operations?
  • How easy is it to use? What type of training am I likely to need in order for me and my employees to be able to use the software effectively? Does this system have a good reputation among other businesses who have used it before me (e.g., customer testimonials)?
  • Is this ERP system compatible with all of my hardware needs (e.g., computers) as well as any other software that I may already use on a daily basis in my office (e.g., email programs). If there are any compatibility issues, what steps do I need take in order resolve them quickly so that they don’t become major roadblocks down the line when we begin using our new platform more intensively later on down the road because we need access now due legal reasons etcetera…

Is Salesforce an ERP?

Salesforce is a customer relationship management (CRM) system. It’s an application that helps you manage your customers – including their sales, marketing and support information – in one central place.

It doesn’t have all of the functionality of an ERP or back-office system though. For example, it doesn’t help you manage your production line or handle inventory. And unlike SAP and Oracle ERP systems that are designed with industry-specific functionality like manufacturing, Salesforce does not have an ERP solution available for manufacturers either.

Is Salesforce a back-office system?

The Salesforce platform is a customer relationship management (CRM) system. It helps companies to track and manage information about their customers, such as sales transactions, marketing campaigns, and support requests.

The Salesforce system is also a customer data platform (CDP). A CDP stores all of the data that is related to your customers in one place so it can be easily accessed by other systems within the organization. This means that you don’t have to store all this information yourself—you just connect it to your existing ERP system with our integration tools like SyncApps or AppExchange applications.

Salesforce can also be used as an enterprise service bus (ESB). ESB’s allow different applications inside an organization—along with external systems like ERPs and CRMs—to talk to each other over standard interfaces rather than custom ones.

Does Salesforce have an Enterprise Resource Planning (ERP) solution?

Salesforce does not offer an ERP solution. The Sales Cloud, which is one of the core modules of Salesforce, is a subset of Enterprise Resource Planning (ERP). CRM is another term for ERP, as it’s used to manage all customer interactions. However, ERP also refers to other areas within the business including supply chain management and financial planning.

Salesforce offers the most trusted and comprehensive customer relationship management (CRM) platform that brings companies and customers together — in entirely new ways.

Salesforce is the world’s fastest growing, most profitable customer relationship management (CRM) software. Salesforce is trusted by more than 1,000 organizations and has more than 100,000 customers — including 75 percent of the Fortune 500.

Salesforce was one of the first cloud computing companies in 1999, and it continues to innovate today with a full suite of SaaS solutions that help companies connect with their customers in entirely new ways.

The core of Salesforce is its customer-centric platform that helps enterprises connect with their end users through multiple channels: web, mobile apps and social media. The company also provides additional services such as analytics tools for reporting on business performance and a platform for building new applications through its service in addition to other enterprise-grade offerings like human resources management systems or financial accounting programs.

salesforce erp solutions

Salesforce is no new name to anyone in the industry. A cloud-based Customer Relationship Management (CRM) application, Salesforce has single-handedly dominated the CRM marketplace over the years. Enterprises across the globe generate vast volumes of data regarding their customers, and efficient management and planning of it are at the heart of every corporation. Salesforce CRM helps consolidate all these customer data under a single platform to help companies better understand and deliver to their customers. The CRM application enables support, sales, and marketing teams for companies across the globe to gain deeper insights into their customers through accurate analytics and data to develop more targeted customer experiences. Salesforce also provides a unique suite of cloud services curated towards essential business processes like marketing, sales, and support for B2B & B2C companies. However, an enterprise cannot make meaningful progress by piling all customer data within their CRM solution as isolated databases, no matter how powerful that platform may be. Thus, integrating the CRM platform with other lines of business applications, such as Salesforce ERP integrations, is necessary to maximize its functionality and provide observable sustainable growth.

Why Businesses Need Salesforce ERP Integrations

While Salesforce comes packed with numerous built-in tools and functionalities, organizations require additional functionalities beyond the native features, such as managing and tracking all business processes. On the other hand, an Enterprise Resource Planning (ERP) application, as a database, consolidates business processes under a single application to provide better workflow visibility, simplify operations and increase flexibility. Thus, both platforms offer distinct advantages to a business, but as isolated systems are limited in functionality to only themselves. Through the seamless integration of both applications, effortless automation of business processes can be achieved, which significantly reduces the cost of operation and time to market.

The in-depth integration of Salesforce, which compiles data between the CRM and an ERP platform, provides decision-makers with a complete overview of how the customers are interacting with every other core process within the organization. Synchronization of customer data from the CRM to the ERP allows it to be reflected across departments such as financials, invoicing, and logistics. Organization-wide access to essential client data through the Salesforce ERP integrations allows every customer-facing department to provide a more seamless and comprehensive customer journey experience. The streamlined customer journey provided through synchronous data transfer helps increase Average Customer Life, reduce Customer Retention Costs, and decreases the time for a deal to close.

Hence, for companies using Salesforce, looking to provide a best-in-class customer experience, and cut down their Customer Churn Rate, complete end-to-end integration of it is essential.

If you are a Salesforce user and have multiple systems running your business, connect them seamlessly with Salesforce CRM under one roof with the best-in-class integration platform.

The Benefits of Salesforce ERP Integrations

Salesforce ERP integrations are an absolute necessity for companies looking to optimize all their customer-centric workflows. A Salesforce implementation that has complete sync with all the data generated by the different processes within the company can significantly expand organizational capabilities and efficiency. The following are the benefits of Salesforce ERP integrations.

Improve Productivity for Customer-Facing Teams

Sales representatives often require access to accounts and sales data from the ERP to track customer purchasing behavior and resolve any discrepancies. Data regarding customer payment history is also needed to make informed decisions about providing discounts or collecting dues. Having all the necessary data readily available within the Salesforce system removes the need to toggle between multiple applications and enables the sales team to accomplish tasks faster.

Gain 360-Degree Understanding of Customer Behavior

Customer trends are ever-changing. In this competitive market, where everyone is aiming to provide the best possible service, customer expectations for standards have increased significantly. Enterprises need to have their fingers on the pulse of their customer to impress, influence, and retain them. An integrated Salesforce system that compiles and syncs multiple customer-generated data from the ERP can provide accurate insights into clients’ needs, pain points, and behavior required to deliver a top-of-the-line experience.

Automation of Repetitive Processes

With the distinct functionalities of an ERP and CRM platform, different data parameters for the same customer are stored across the two systems. With multiple databases containing the customer data, the risk of an inconsistent client profile increases significantly. Manually transferring data between the two systems is a repetitive, time-consuming process prone to data redundancies and errors. With the integration of Salesforce with an ERP, the data transfer is automated, which drastically reduces manual work hours and ensures a unified customer view across both platforms.

Generate Actionable Reports through Customer Analytics

The biggest hurdles to the scalability and flexibility of workflows for organizations are data silos. Decision-makers within an institute require accurate contextual information to evaluate the risks and benefits before planning. With the integration of Salesforce with the database of an ERP, data silos can be eliminated and customer analytics on product usage, purchase behavior, and needs can be consolidated from multiple sources to generate actionable reports for data-driven decision making.

Improves Departmental Coordination

Different departments may require access to customer data for strategic planning and evaluation. Constantly jumping between multiple applications or requesting access to the information is wasteful and time-consuming. The Salesforce integration allows every department to have ready accessibility to the relevant customer data and thus, coordinate a unified approach for their clients.

Access Data Remotely from Anywhere

In our current day and age, everyone wants to have access to data within the palms of their hands. Most modern ERPs now offer customized applications for smartphones to allow users to keep up-to-date track of all the processes taking place within their business. Through the Salesforce ERP integrations, the users can gain the flexibility to access data whenever required while operating remotely.

Top 5 Must-Have Salesforce ERP Integrations by APPSeCONNECT

Salesforce ERP integrations is without a doubt an essential need for organizations looking to stay ahead of their competitors. However, fast deployment of the integrations is necessary to reduce time to market and maintain the competitive edge. APPSeCONNECT’s plug-and-use integration templates for Salesforce and other industry-leading ERP platforms allow businesses to get started in no time. Take a look at the top Salesforce ERP integrations by APPSeCONNECT that can provide value for your business!

Salesforce and SAP Business One Integration

SAP Business One is one of the most implemented ERP solutions by small and medium enterprises. The focused approach towards customer management provided by APPSeCONNECT’s bidirectional sync of essential customer data such as accounts, quotes, and invoices between the Salesforce and SAP Business One systems can act as an effective jump pad for smaller businesses to take themselves to the next level.

Visit Salesforce and SAP Business One integration to gain a deep dive to investigate the advantages of integrating them with APPSeCONNECT. Salesforce + SAP Business One Integration Get Started

Salesforce and SAP ERP Integration

SAP ERP, formally known as SAP ECC, is a legacy ERP solution that has acted as the core technological pillar for large-scale enterprises worldwide. The system manages innumerable processes that take place within such a large organization. Manually ensuring consistency of business-critical such as customer information, order details, etc., between the ERP and Salesforce is impossible. Thus, a robust integration solution, like APPSeCONNECT, is needed to automate such bulk processes.

Salesforce and Sage 300 Integration

Sage 300, as an ERP solution, provides a wide range of features for finances, sales orders, inventory, and integrated payments. The synchronous transfer of product, account, contacts, and sales order details between Salesforce and Sage 300 by seamlessly integrating them through APPSeCONNECT, can help optimize the functionalities of those features.

You can learn more about the functionalities offered by the integration through APPSeCONNECT by visiting the Salesforce and Sage 300 integration. Salesforce + Sage 300 cloud Integration Get Started

Salesforce and Microsoft Dynamics NAV Integration

Microsoft Dynamics NAV is one of the go-to ERP applications for small and medium-sized companies and local subsidiaries of large international corporations for managing different lines of organizational workflows. Salesforce and Microsoft Dynamics NAV integration through APPSeCONNECT that synchronizes customer, items, and sales order data helps curate a complete overview of customer behavior for improved strategic planning.

Head over to Salesforce and Microsoft Dynamics NAV integration to know more about the advantages integrating them through APPSeCONNECT can provide. Salesforce + Dynamics NAV Integration Get Started

Salesforce and Priority ERP Integration

Priority offers a flexible ERP solution for organizations to accelerate their business growth. By prioritizing the integration of Priority with Salesforce through APPSeCONNECT, businesses can enable the instantaneous two-way transfer of valuable information such as account contact details, item descriptions, price books, and sales order data to streamline operation management.

What are the 3 common types of ERP

Is this situation familiar? Your business has started growing, and your multiple software programs have become cumbersome and chaotic to manage. Errors, data duplication, and internal miscommunication occur frequently. Or maybe it’s the other way round: Your business is stagnant and you want to implement changes to stimulate growth.

Many companies put all of their effort and time into the places where they interact with their customers. But although investing in customer touchpoints is vital, you won’t reach your full potential until you properly invest in the main instruments where all of your company’s work gets done — your internal systems.

Every company is digitally transforming. Companies automate their processes, decrease manual work, and change out legacy systems and practices to achieve more efficient workflows and boost their profits. And it works. The enterprise resource planning market has been booming and is projected to reach $78.40 billion by 2026, with a reported 95% of ERP software users seeing improvements in a few or all of their business processes.

Making informed decisions requires getting to know your options. We’ve prepared a guide to various types of ERP systems and what they do. We’ve also listed the best vendors for each type of system to make your research more efficient.

What is an ERP system and why should you use one?

An enterprise resource planning (ERP) system is business process management software that provides a system of integrated centralized applications that help with the automation and management of a broad range of business activities such as HR, sales, customer support, accounting, and inventory control.

An ERP serves as a unified database for the whole company and has a modular structure. The most common ERP modules are:

Each of these modules offers a wide range of tools to automate certain tasks and give a clear, comprehensive visualization of the current state and future outlook of all business units. Depending on the vendor, each module can have various additional capabilities.

The central aim of ERP software is to streamline business processes, increase efficiency, and improve communication among an organization’s departments. An ERP’s top benefits include better reporting and planning, data visibility, efficiency, and automation of manual processes.

Data visibility is often the leading reason why companies choose to implement an ERP solution. By seeing your company’s major business data all in one platform, you can make better-informed decisions, effectively plan out your budget, and create long-term goals. Data visibility is beneficial across all departments, but it is especially effective and helpful in finance.

ERP software provides comprehensive and flexible reporting tools that can be customized to fit your needs. Optimized reporting can make your organization react faster to complex data requests.

To make your operations more efficient, an ERP helps to automate manual processes like generating financial reports, creating invoices, and handling routine communications. Properly set up ERP software can complete these activities automatically.

Aside from offering data visibility, reporting, and process automation, an ERP system is vital for a company’s internal communication, especially if the company consists of many departments that require constant interaction with each other. When each department has its own system that no other department can access, it creates additional steps in the workflow. It decreases efficiency while increasing the time to complete tasks.

A workflow with such a decentralized system often looks like this: One department needs data stored in another department’s system. They send a request to access that data and are asked to provide the manager’s approval. After the manager gives their approval, the second department duplicates the data from their database and shares it with the first department.

When a company uses an ERP system, departments can retrieve necessary information without obstacles, as they have access to various modules. Hence, the workflow with an ERP system will look more like this:

This practical comparison of the two workflows demonstrates one of the core differences between using an ERP system and relying on many separate software systems.

Types of ERP systems

ERP types can be classified according to various characteristics:

There are approximately 250 different types of ERP software solutions currently on the market, making it a time-consuming job to look through all of them to find the one that best fits your company’s needs. Below, we suggest ERP systems to consider according to the types mentioned above to help you in your search.

Custom, ready-made, and hybrid ERPs

Custom ERP software is built by your chosen ERP development company according to your exact requirements and to fit your business processes.

To find your perfect ERP development company, you can consult with platforms like Clutch, where you can find information on development companies including ratings and reviews by clients and average hourly rates.

A ready-made or off-the-shelf ERP is a pre-built ERP software package.

The leading off-the-shelf ERP software products are Microsoft Dynamics, SAP Business One, Acumatica ERP, and Oracle EBS.

A hybrid model is an option for when you already have an existing ERP solution but wish to develop new modules or integrate custom features.

We’ve described these types of ERP systems, their benefits and risks in-depth in a previous article.

Cloud-based and on-premises ERPs

When thinking about implementing enterprise resource planning software, it’s crucial to discuss whether you want on-premises ERP or a cloud deployment. Cloud ERP systems are becoming progressively more popular. Almost every ERP vendor offers a cloud-based solution. However, there are still a couple of valid reasons why businesses might pick an on-premises solution.

Cloud-based ERPs

A cloud-based ERP is an enterprise resource planning system hosted on a vendor’s servers and that can be accessed over the internet.

A cloud-based ERP is cheaper compared to an on-premises system, and the long-term cost is easier to calculate in advance. Usually, cloud software is available for a monthly or annual subscription, along with fees for training, support, and updates. This is usually a good solution for small businesses due to the affordable upfront price. In addition, implementing a cloud ERP system usually takes less time than implementing an on-premises ERP.

Another benefit is that you won’t need to hire IT specialists to maintain the system, since the ERP is handled by the vendor. On the other hand, it also means your control over the system is restricted and customization options are limited too.

Many people are cautious about cloud-based ERPs for security reasons, since data security is the vendor’s responsibility. To make sure your data is safe, choose a reputable and well-known vendor that has strict data security standards, or undertake a third-party security audit if you decide to try a less popular ERP vendor.

The most well-known examples of ERP systems include Oracle Netsuite, Microsoft Azure, Infor CloudSuite, and Acumatica Cloud ERP.

On-premises ERPs

On-premise ERP software is installed on an organization’s own computers and servers.

An on-premises ERP system’s price is determined based on the size of the company and the number of users. It’s considered an investment, as the company pays the whole cost of the one-time perpetual license upfront. However, you will still need to pay for periodical training, support, and updates.

The company buying an on-premises ERP has full control over the system and can customize every module and aspect of it. However, to do this, you will need to hire IT specialists to maintain your software and make sure it’s regularly updated.

The most reputable types of enterprise resource planning software in the on-premises category are SAP ERP, SYSPRO ERP, and Microsoft Dynamics GP.

Hybrid ERP

Certain vendors offer a hybrid ERP option, which is a combination of on-premises software with a private or public cloud for storage, services, or computing.

Generic and industry-specific ERPs

Should you choose a generic or industry-specific ERP? This is another crucial thing to consider before implementing your ERP. Although a generic ERP system is usually more affordable upfront, an industry-specific ERP can be a beneficial contribution to your business’s future, as such a solution offers many features that can meet your company’s needs.

Generic ERPs

Generic enterprise resource planning software provides a wide range of functionality for organizations across multiple industries. Generic systems tend to offer good financial management and accounting tools, but they don’t tend to offer a lot for operations.

A generic ERP works great as the first system for niche businesses as well as businesses that have typical processes or work effectively with a generalized approach. In addition, they tend to cost less than industry-specific ERP systems.

However, generic systems vary. Some may have modules that others don’t offer. The most common modules seen in such ERP systems are:

Good representatives of such ERP packages include Epicor ERP, Infor ERP, and SAP Business One, though all three also offer some industry-specific features you can add to your system.

Industry-specific ERPs

Industry-specific ERPs, also known as vertical ERPs, are tailored to a niche industry, like professional services or distribution. They provide basic modules and tools with the addition of features necessary for their industry that a generic ERP cannot provide.

Industry-specific ERP systems have features and tools to complete tasks unique to certain industries. To perform the same tasks with a generic solution, you might have to integrate a third-party product or develop one from scratch.

Midsize and large corporations often develop custom software that’s tailored around all of their business processes and requirements. Some smaller companies also invest in custom ERP systems if their processes are unique or unusual.

The best ERP solutions for manufacturing are Microsoft Dynamics, Infor CloudSuite, and QAD.

Businesses in the professional services sector go for Oracle NetSuite or Microsoft Dynamics.

Microsoft Dynamics and Oracle NetSuite are also considered excellent, reputable ERP systems in the distribution industry, along with Sage Intacct.

Top ERP systems by company size

Small business ERPs

Small businesses have fewer operations than multinational enterprises, and hence they generally don’t need a robust system with a full suite of functionality. Moreover, small businesses usually can’t afford to invest a lot in an internal system.

Small businesses usually opt for a lightweight ERP that, although it might lack some features or modules, is much more affordable.

A cloud-based ERP is a great solution for small companies. It can provide the base level of tools and features with an upfront cost that’s much less compared to an on-premises ERP. There’s also no need to hire a designated IT team to maintain it, as everything is done by the vendor. Moreover, cloud-based ERP systems do not obstruct your growth and allow you to expand in the future as well as add new features and tools when the time comes.

The best ERP systems for small businesses are Oracle Netsuite, Sage, and Acumatica.

Oracle Netsuite is a great scalable solution that can be easily customized as a company grows. It was developed for small and midsize businesses across multiple industries. Netsuite provides real-time insights and promises to decrease supply chain expenses by integrating and automating vital financial and operational functions.

Acumatica offers a number of cloud ERP options in its General Business Edition and in other more industry-specific solutions like:

The General Business Edition of Acumatica lets you manage your company from anywhere and provides all of the essential tools for financial management, reporting, and customer relationship management.

Sage Business Cloud is specifically designed to serve small businesses. The system provides insights into how a business is performing and can be configured to the unique needs of your industry. This ERP can adapt to your team and workflows, streamlines management, and offers secure cloud and mobile access to business data.

Midsize business ERPs

Midsize companies usually seek new ERP systems when they’ve grown out of their disparate programs and desire to implement a connected system that can automate some processes and provide visibility into all major business data.

oracle erp vs salesforce

CRM software (customer relationship management) can make a huge difference in your organization’s relationship with its customers. Salesforce and Oracle are some of the most powerful solutions on the market, so it’s no wonder they’re common choices for cloud-based CRM. But which is better for your business? The Oracle vs Salesforce debate is as old and heated as Iron Man vs Captain America.

If you’re looking for the “endgame” to the question, you’re in the right place! While both are considered industry titans and top-notch CRM options, Salesforce has the upper hand. Its out-of-the-box support for several modules and flexible data source connectivity are a few reasons it came out on top in our analysis. Read on for a feature-by-feature breakdown.

Product Overviews

Salesforce Sales Cloud

Salesforce is one of the top name brands for sales-based CRM. It occupied a staggering 19.5 percent of the CRM market share in 2020. There are plenty of reasons beyond its leviathan size to employ Salesforce for customer relationship management. It offers SaaS deployment that allows users to access the system any time, anywhere.

As one of Salesforce’s core products, Sales Cloud delivers a 360-degree view of customer information and interactions for optimized engagement. Its notable functionalities include lead management, opportunity management, team collaboration, and dashboard and reporting modules. Salesforce also has a host of product-specific integrations and extensions, like Service Cloud, Marketing Cloud, etc., that make it easy to expand your business software usage into other interoperable platforms.

That being said, it’s not all roses in the world of Salesforce. According to our survey of CRM buyers, four percent of the 500 companies interviewed were downsizing their CRM – most of them from Salesforce to something less over-featured and over-priced. We wrote a comparison of many alternatives to Salesforce to help those users move on to a new solution.

Oracle CX Sales Cloud

Oracle markets its Experience Cloud of sales and marketing solutions (Oracle CX Sales Cloud) as an all-in-one experience that combines social media, call center, mobile and in-store contact points. Its focus on customer satisfaction and social relationship management features emphasize improving customers’ relationships with your organization through a variety of channels.

Oracle CX Cloud Suite enables leading organizations to deliver great customer experiences throughout their customers’ journey. Organizations seeking a competitive advantage are looking to Oracle to help them effectively engage their customers across physical and digital channels to dramatically improve customer retention, up-sell, and brand advocacy. Beyond generic CRM capabilities, the solution helps users streamline and sustain customer relationships.

With a slightly lower price tag than Salesforce, Oracle could be a perfect fit for your business (and your budget!) but it is less comprehensive than the industry giant.

For more CRM comparisons, check out the in-depth reports in our CRM resource repository.

Below, we get into how Oracle vs Salesforce match up when we compare their key features. For a more detailed analysis, you can check out our Jumpstart Platform to compare and score products against your requirements list.

Head-to-Head Comparison

Use the links below to jump to the features we compared in this study:

Account and Contact Management

Sales Cloud offers a comprehensive view of clients, including key contacts, activity history and internal account discussions. It pulls in social data from Facebook, Twitter, LinkedIn and other sites to provide customer insights. Sales reps can add account hierarchies, schedule meetings, invite leads and track customer profiles.

A look of the Salesforce Sales Cloud contact management capability.

With Oracle CX, salespeople can create accounts directly in the cloud or through web services and file-based import. They can quickly access contact details and associated contacts through the overview page. The page provides a general view of contacts, active contracts, open opportunities, quotes and leads. The module also comes with mapping services, hierarchical account view and interactive charts.

Winner: Our analysts rated Salesforce as the winner in this category thanks to its social media insights.

Dashboards and Reports

Standard activity reports in Salesforce Sales Cloud provide a rundown of tasks and appointments according to selected data range and activity status. Detailed reports on opportunities, leads, campaigns, products and assets help analyze critical sales and performance metrics. It lets teams perform drill-down actions at multiple sales stages and deals. Users can customize reports and build dashboards through the drag-and-drop interface.

A glance into the Oracle CX Sales Cloud dashboard.

Oracle CX offers pre-built reports to measure activity metrics. Integration with Oracle BI allows sales reps to create interactive dashboards. Like its counterpart, it also provides drag-and-drop functionality to build customizable reports and dashboards. You can generate role-based reports for sales managers and executives.

Winner: With built-in customizations, Salesforce takes the cake in this round.

Contract Management

Using Salesforce’s in-built quoting features, sales reps can generate quotes by automatically populating product and customer details from opportunities. The contracts module allows users to create contract records and upload them into the CRM directory.

Oracle CX enables quote and contract creation through integration with Oracle CPQ. It helps manage sales, procurement and other contracts. Sales reps can duplicate and update existing contracts.

Winner: With out-of-the-box features that support quote and contract management, Salesforce wins for this module.

Lead Management

With Sales Cloud, users can automatically route leads to relevant sales reps. Its AI-based tool, Einstein, provides sophisticated lead scoring capabilities. It lets you score incoming leads based on variables, such as company size, industry, demographics or client actions.

A view of Leads tab in Salesforce Sales Cloud.

Oracle Sales Cloud allows sales reps to capture leads from website visits, social media comments, customer activities, subscriptions and campaigns. Its marketing platform, Eloqua, lets users configure automated lead scoring and ranking.

Winner: Both Salesforce and Oracle tie for this category.

Document Management

With Einstein Search, Salesforce users can enter common words to access relevant information. You can create, upload and manage document records and file types. A version history list lets you see current and past versions of all uploaded files. You can also convert Microsoft PowerPoint and Word files into web-based versions for online viewing. Sales Cloud is among the highest-ranked software for document conversion, according to our Jumpstart Platform data.

Oracle CX provides advanced global search and work area search capabilities. Integration with Oracle Documents Cloud Service enables users to access content from any location with role-based access. However, it doesn’t support document conversion.

Winner: With its document repository and sharing capabilities, Salesforce wins this round.

Opportunity Management

Salesforce Sales Cloud lets teams create new opportunities and track sales stages, CRM leads and other associated activities. It provides real-time updates to monitor open opportunities that need action. Users can view opportunities by toggling between a tabular form or a Kanban board.

Using Oracle CX, users can create and sort opportunities. Sales reps can generate task templates, action items, relevant documents and fields for every sales stage. While Kanban view isn’t available out of the box, you can install the module in a sandbox environment.

Winner: Once again, our analysts rated Sales Cloud higher.

Sales Performance Management

Sales Cloud lets you define, track and measure work. It allows you to set up sales target quotes and add them to individual user records. Real-time leaderboards help set customizable goals and track performance. It supports gamification tools like recognition badges with add-ons.

Key performance metrics at a glance.

Oracle CX Sales provides compensation dashboards that let sales managers monitor performance at individual and team levels. Users can define sales goals and quotas and track performance against set objectives.

Winner: While the race was close, Salesforce ended up edging ahead with a higher analyst score.


Salesforce facilitates internal collaboration through private and group chats. Chatter helps mention groups and people in posts and comments. It also lets users share files and post content with options to like and comment. Salesforce Classic users can use the tag feature to add personal or public tags.

Oracle CX provides a social dashboard that facilitates communication with teammates, peers and managers via private or collaborative group messages. It helps share files, comment and post announcements with real-time notifications. It also lets users @mention other members in notes and timelines.

Winner: Our analysts rated Oracle as the winner in this category for its GeoTagging support.

Product Management

Salesforce Sales Cloud offers a base catalog of all goods and services. Users can customize products and add prices and discounts to opportunities. Use a price book to create product families with associated price lists.

On the Oracle Sales Cloud side, integration with Oracle Commerce helps create customized stores. Users can make a product catalog with descriptions and add one image per product.

Winner: In the Oracle vs Salesforce debate, the latter wins this round due to its ability to generate custom product lists.

Customer Communication

Salesforce Sales Cloud provides call reminders, scheduling and tagging features. It integrates with popular email clients like Gmail and Outlook 365. It also offers email templates and mass email capabilities. The Lightning Dialer add-on supports automated voicemails with a built-in dialer and call monitoring features.

Salesforce Digital Customer Service.

While it doesn’t offer automated voicemails and a built-in caller, Oracle CX integrates with third-party apps to deliver call recording and email scheduling functionalities.

Winner: With robust and flexible communication modules, Salesforce earned the higher rating here.

Configuration Deployment

With Salesforce, companies can work in a sandbox environment with creating, cloning and refresh support. It also provides tools to customize and change codes.

Oracle CX offers sandbox management capabilities to administrators. Users can create, activate, exit and publish sandboxes.

Winner: With no significant differences, Salesforce and Oracle tie.

Workflow Automation

Salesforce allows users to automate standard internal processes and set validation rules. With add-ons like Process and Flow Builder, users can set up automated approval procedures.

Users can configure approval rules in Oracle CX. It also supports object workflow setup with automated triggers based on predefined conditions.

Winner: Oracle wins for its out-of-the-box workflow functionalities.


Using Salesforce, users can create and customize apps for specific departments and teams. You can customize the navigation bar’s color and add a brand-centric logo. It also supports custom fields, filters and layouts.

With Oracle Enterprise Performance Reporting Cloud, users can create custom apps. Like its counterpart, it also lets you customize layouts, views and fields.

Winner: With out-of-the-box capabilities, Salesforce wins this duel by a large margin.

Social Engagement

Salesforce’s digital marketing automation tool, Salesforce Marketing Cloud, provides keyword monitoring and conversation spikes to gauge trends, reviews or any impending crisis. It picks up chatter about the competition or the brand to facilitate a quick follow-up by sales reps. Integration with social networking sites like Facebook, Twitter and Instagram helps connect with customers, analyze performance and collect market intelligence.

Oracle’s Social Engagement and Monitoring Cloud Service lets you interact with customers. Through Oracle Eloqua, you can integrate with Facebook, Twitter and LinkedIn. It also offers a platform-specific widget for customer interactions.

Oracle’s Social Engage Tool.

Winner: Salesforce ranks ahead of Oracle with automated marketing capabilities.

Sales Forecasting

Salesforce derives forecasts from existing opportunities at different stages of the pipeline. Collaborative forecasts let you predict sales revenue based on sales reps, territories and projections.

Oracle CX automatically generates forecasts for specific periods. It allows you to forecast sales based on territory and view current, future and past predictions. Sales managers can view real-time forecasting data and compare it with crucial business metrics.

Winner: The Oracle vs Salesforce tussle for sales forecasting capabilities ends up in a tie.

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