The Top 10 “Can’t Miss” Oracle Sales features from the first half of 2021

August 20, 2021 | 5 minute read
Michelle Brusyo
Director, Product Management, Oracle Sales
Text Size 100%:

We’re more than halfway through 2021, and we’ve already seen our fair share of popular news stories. Tom Brady led the Tampa Bay Buccaneers to a Super Bowl victory and his seventh Lombardi trophy. Prince Harry and Meghan Markle welcomed their second child, Kim and Kanye called it quits, and the Tokyo games celebrated athletes from around the world. We even watched as the world’s billionaires raced their way into outer space.

But 2021 has also been a lively year for Oracle Sales and the entire Oracle Advertising and Customer Experience portfolio of solutions.

And as always, we put out two jam-packed quarterly releases in the first half the year, 21A and 21B, to support sellers with the right tools to help them focus on the most valuable prospects at the right time—and ultimately sell more.

Here are a few of the highlights we want to be sure you don’t miss!

1. Smart Lists for everyone.

We’ve been talking about Smart Lists since long before 2021, but as of the 21A release, Smart Lists are now automatically activated for every user—no setup required.

2. Mark your Favorite records.

A good deal of a salesperson's work revolves around a core group of records in Oracle Sales, so we introduced a way to help make them even easier to find: Mark them as Favorites. Reps can “favorite” records from their Workspace, the record detail, Oracle Sales Mobile, or from Office 365. They can also filter by Favorite records in Workspace and create saved searches for them.  

3. Make mass updates in Workspace.

Reps can now update multiple fields on multiple records all at once. Want to update the stage and close date on a group of opportunities or change the rank and status of a large group of leads? It’s easy to do with just a few clicks!

4. Get Oracle DataFox signals and scores on your mobile device.

With an Oracle DataFox Data Management subscription, you can now get signals and scores directly in the Oracle Sales Mobile app. Sales reps receive timely news about an account so they can stay on top of anything relevant to a deal or any activity that might signal new interest in a product or service.   

5. Manage service requests in mobile.

It’s critical for sellers and account managers to closely track the progress of any issues their customers are having—especially on the go. Reps can now manage service requests from the Oracle Sales Mobile app, allowing them to get a quick update while on the way to visit a customer or even check live updates during a meeting.  

6. Surface Sales Insights for accounts, opportunities, and leads.

At our quarterly update in May, we announced our latest Sales Insights features created to help sales managers and reps keep leads and opportunities moving ahead. Our solution uses artificial intelligence (AI) to analyze historical sales data about the types and timing of activity that lead to closed-won business at your company. It then identifies the opportunities and leads that need attention so they don’t stall and labels them with an effectiveness score so reps can optimize the time they spend on opportunity management and lead nurturing. Plus, these insights provide granular details on exactly what’s off, so reps can troubleshoot and get things back on track.

7. Now included: Email and phone verification.

21B added email and phone verification capabilities to Oracle Address Verification service at no additional cost. As a rep enters a contact or account, the system now verifies the validity of the phone number and email address in real time.

8. Get organized with Group By in Workspace.

In 21B, we introduced the ability to group records in Workspace by a chosen attribute to create an actionable, dashboard-like view. At any time, any user from any Workspace view can click to group that information by any field, making this a super powerful and flexible experience. For example, you might group all opportunities on the “My Smart List for Opportunities” view by Sales Stage so you can work through the records stage by stage. This feature also aggregates your choice of numerical field, so you could also have it aggregate the opportunity amount associated with each stage. Looking at a Lead view? Group the leads by hot, cold, and warm and do a count of how many leads are in each category.

9. Enjoy a whole new mobile experience for channel and partner sales.  

We’ve completely revamped the partner experience for the Oracle Sales Mobile app. As we continue to move back toward hybrid sales models, partner sellers need more of this kind of flexibility. The mobile experience now also supports the ever-changing needs of the channel manager who need to manage partners and partner activity from within their mobile app.

10. Oracle Sales Assistant is now available in the mobile app.

Oracle Sales Assistant saw significant updates in both 21A and 21B. We embedded the Sales Assistant into the Oracle Sales Mobile experience, where users can engage with the app conversationally using voice or text. They can ask the assistant to make updates, surface data, or take actions like making a call or logging a note. The assistant can even retrieve saved searches and Smart Lists. Request access to Oracle Sales Assistant through Cloud Customer Connect.

 

Be sure to bookmark our Release Readiness website for all the details on our newest releases, and don’t miss the next Quarterly Update on Innovations for Advertising and CX on September 20.

And if you haven’t already done so, register for Cloud Customer Connect, Oracle’s premier online cloud community designed to facilitate peer-to-peer collaboration, enable members to keep pace with product strategy, and provide a feedback channel to Oracle development. Sign up today to start leveraging the collective knowledge of Oracle customers and product experts!

The Oracle Sales team was excited to be recognized as a Customers’ Choice in the 2020 Gartner Peer Insights ‘Voice of the Customer’: Sales Force Automation! Have an Oracle Sales story to tell? Join the Gartner Peer Insights crowd and share your experience.

Michelle Brusyo

Director, Product Management, Oracle Sales

As GTM Strategist for the Oracle Sales portfolio, Michelle Brusyo leads a team focused on the trends, challenges, opportunities, and innovations that drive one of the most crucial roles in business – sales.


Previous Post

Why Should You Care About Oracle Infinity?

Rick O'Herron | 3 min read

Next Post


Five success factors for smart cities

Margaret Lindquist | 5 min read