1. How do I implement and configure Oracle CX Sales Mobile?
  2. Get Started with CX Sales Mobile

Get Started with CX Sales Mobile

The Oracle CX Sales Mobile app helps you manage your day effectively and develop customer relationships using your phone or tablet. An action-driven home page helps you prepare for meetings with the clients, stay on top of key activities for your accounts, and track your pipeline anytime or anywhere.

Install and Sign In to the App

First of all, you need to install the app and sign in. Here's how:

  1. Open the App Store, or Google Play, and search for Oracle CX Sales Mobile application, and then tap Install.

  2. Open the app and accept the legal terms.

  3. If you have a QR code, tap the QR Code button and scan the QR code using your mobile device's camera. Then go to step 5.

  4. If you don't have a QR code, tap either Single Sign On (if you have SSO access), or tap Basic Authentication. Enter the host name your administrator has given you and then tap Next.

    Note: If you have problems entering the host name, make sure that the auto-correct isn't changing the values you're entering.

  5. Enter either your SSO details, or your CX Sales user name and password. Tap Next.

Once you have signed in, you will be given the option of setting up fingerprint recognition, or face recognition, to sign in to the app in the future. If you would like to enable this at another time, tap the menu icon on the bottom left-hand side of the app and then tap Settings.

Navigate Around the App

Use the home page to manage your pipeline and tasks. To show the list of sales objects, such as Opportunities, Accounts, and Contacts, tap the menu icon on the bottom left-hand side of the app. Then tap the feature to retrieve a list of items - for example, tap Opportunities to get a list of your open opportunities. To view the item details, tap any item in the list view. In the list view, tap the more icon on an item to access frequent actions, such as adding a note.

When you're viewing a sales object's details, not only can you view and edit the details - such as updating the account address, or opportunity win probability - you can also quickly access other actions for the sales object, such as logging a call or creating a task, by just tapping the more icon in the details page.

You can also use Oracle Sales Assistant to help you perform your daily sales-related tasks. Sales Assistant is a chatbot that you can send questions or commands to and it retrieves the information, or acts on your requests. Tap the chat icon on the bottom right hand side of the app and in the chat screen just type your request, or use the microphone to say your request.

Add Contacts

You can sync individual contacts from your mobile device's address book to the app by tapping the plus icon in the Contacts list page and then tapping From Address Book.

You can also add contacts by using a photo of a business card. Just take a photo of a business card using your mobile device's camera, or use an existing photo, and a new contact is created in the app using the information on the business card. Here are the exact steps::

  1. Tap the plus icon in the Contacts list page.

  2. Tap From Business Card.

  3. Tap either From Photo Gallery to use an existing photo, or tap Take Photo to take a photo of the card using your mobile device.

  4. Check and, if required, edit the contact details, and then tap Save.

Note: Here are some points to note about the business card feature:

  • Only business cards in English are supported at this time.

  • Only US address formats are supported at this time.

  • The business card needs to contain an email address. The domain name (@example.com) is used to search for an existing account. If a single account is found, then the account details are populated automatically in the new record. If more than one is account found, then the account field is left empty, and you will need to select an account.

  • The app has a list of job titles that are used to match the job title on the business card. If a match can't be made, then you can add it to the record, and the job title is added to the job title list so that it can be used in the future. Also, if you edit a job title then this is added to the job title list as a new job title, so that you can use it again.

  • For best results, you should use a photo of the actual business card. Don't use a photo which is a picture of a business card on a monitor, for example, as the image quality won't be good enough.

  • Ensure that there is a good color contrast between the business card background and the text on the card, as this enables a better scan.