CX Sales and Digital Sales Features in the Sales Solution
Here's an overview of key new features available in Digital Sales only, features that apply to both CX Sales and Digital Sales, and features that are available only in the CX Sales. CX Sales Mobile and the CX Sales Add-in for Microsoft Outlook work with both CX Sales and Digital Sales.
Because Digital Sales features are built on the same sales foundation, you complete most of the setup in CX Sales administration and setup pages. For example, you use sales territories to assign opportunities and leads in both Digital Sales and CX Sales, but you create and manage those territories in CX Sales.
Features Available Only in the Digital Sales UI
| Feature | Description | More Information |
|---|---|---|
| Record overviews | Redesigned pages that eliminate clutter and place key information in panels. You update and add information using natural language commands in the Action Bar. | Anatomy of a Record |
| Action Bar | From the Action Bar on every individual record, you can use natural language commands to add information, update individual fields, take actions, filter activities, and search. | Action Bar at the Top of the Record Overview |
| Activities (Activity Stream) panel and page on each record | Accounts, opportunities, contacts, and leads display relevant activities in each record. From the Activities panel and page, you can review email exchanges, notes, call logs, past and future tasks and appointments, as well as recent updates to the record itself. | Activities |
| Email discussions from each record | You can create and review email conversations with contacts directly in each record. You can send emails using the built-in Oracle Email application or from any email client that's hooked up to Microsoft Exchange. Email conversations are saved in Activities for the accounts, leads, opportunities, and contact involved. | Email Integration Options |
| Web conference integration | Salespeople can start a Zoom or web conference meeting or schedule a zoom meeting from within their sales application. | Overview of Web Conference Integration Setup |
| Computer Telephony Integration (CTI) | Computer telephony integration (CTI) enables integration of third-party media toolbars. You can display a media toolbar by enabling the Partner CTI Service, and by giving you're signed-in users the Access Partner Media Toolbar privilege that allows access to the toolbar. | Overview of Computer Telephony Integration (CTI) in Digital Sales |
| Key Performance Indicators (Sales Performance) | Sales managers are always looking to boost sales by measuring performance and motivating their teams. The Digital Sales performance feature makes it possible for them to do both by setting up goals and contests. | About Key Performance Indicators (KPI) |
| Sales Recommendations | The application analyzes the text of notes and call logs and recommends appropriate follow-up actions. An action can be either a task or appointment, depending on the text that was entered. | Recommended Actions from Text Analysis |
| Sales Dashboard | Salespeople and sales managers can use the Sales Dashboard to review items that need their immediate attention, including upcoming appointments and tasks. The dashboard can also display tables of information and visualizations from OTBI and from shared saved searches. | Overview of the Sales Dashboard |
| Orchestration | Create processes that guide salespeople through best sales practices for different sales situations. In the current release, you can specify recommended sales processes for opportunity sales methods. At each sale stage in the sales method, you specify what information the salesperson needs to provide and what actions they need to take to move the opportunity to the next sales stage and to complete the sale. | Guide Salespeople Through Best Practices Using Orchestration |
| Sales Guides | You can create interactive scripts that salespeople can follow during calls with customers or use for assessing the quality of an opportunity, for example. During calls, the scripts, called sales guides, can update information in opportunities and leads as the call progresses and present different follow-up questions, depending on the previous answers. To create sales guides, you use Oracle Intelligent Advisor, an application that you must license separately. | Create Interactive Scripts (Sales Guides) |
Features Shared by Both Digital Sales and CX Sales
The UIs for Digital Sales are completely redesigned and you must complete any UI-related setup in VB Studio.
| Feature | Explanation | More Information |
|---|---|---|
| Search | All Digital Sales features use Adaptive Search. Adaptive Search, a high-performance search engine that provides keyword searching and enhanced filtering capabilities. In CX Sales, some work areas still use the legacy CRM Search. | Overview of Optional Setup for Adaptive Search |
| Home Page | Both use the same home page. Navigation icons are in the Sales and Digital Sales tabs. | Overview of Navigator and Home Page Configuration |
| Security | Starting with this release (23A) ,both CX Sales and Digital Sales use the same sales roles provided by Oracle, including Sales Representative and Sales Manager. | Overview of Users and Security |
| Sales Resources, Roles, and Sales Organizations | You set up users as resources, as you do in CX Sales. | Overview of Users and Security |
| Accounts work area | Redesigned UI for Digital Sales. The CX Sales version is still available in the Sales tab on the home page. |
Account and Contact Basics |
| Contacts work area | Redesigned UI for Digital Sales. The CX Sales version is still available in the Sales tab on the home page. |
Account and Contact Basics |
| Leads work area | Redesigned UI for Digital Sales. The CX Sales version is still available in the Sales tab on the home page. |
Overview of Leads Setup |
| Opportunities work area | Redesigned UI for Digital Sales. Many features, such as Sales
Methods are shared. However, some features, such as Sales Coach and
Assessment Templates, are only available in CX Sales as they are
being replaced with other features in Digital Sales. The CX Sales version is still available in the Sales tab on the home page. |
Summary of Opportunity Setup |
| Sales Catalog | Redesigned UI for Digital Sales. | Overview of the Sales Catalog |
| Sales Territories and Assignment | Sales territories are managed in CX Sales UIs, but they are used in both Digital Sales and CX Sales. | Overview of Sales Territory and Assignment Setup |
| Tasks and Appointments | Redesigned UI for Digital Sales. Tasks and appointments are tracked in Activities in individual records and using the Activities Work area and Sales Dashboard. | Overview of Appointments and Tasks |
| Task Templates | You can use Task Templates to create tasks for opportunities at different sales stages for both UIs. Digital salespeople can use Task Templates only in CX Sales, however. This technology is slated for replacement by Sales Orchestration. | Add Task Templates to Sales Stages |
| Activities work area |
Redesigned UI for Digital Sales. In Digital Sales, you come here to manage tasks and appointments. CX Sales includes a calendar that isn't available in Digital Sales. In Digital Sales, salespeople use Microsoft 365 instead. |
For Digital Sales, see the topic: Overview of Activities Setup For CX Sales, see the Activities chapter in the Implementation Reference guide starting with the topic: Overview of Activities |
| Notifications (Bell Icon) | You can open the same notifications in both UIs. Clicking on notification links in CX Sales pages opens CX Sales work areas. Clicking on the same link in Digital Sales UIs, opens Digital Sales pages. | Overview of Notifications Setup |
| Competitors | Salespeople may be required to enter competitors when closing opportunities in both Digital Sales and CX Sales. You can create competitors in both in the Setup Assistant and in the CX Sales work area. However, you must enter competitor details and can edit competitors only in CX Sales. | About Sales Competitors |
| Application Composer | You use Application Composer to create custom fields for both
Digital Sales and CX Sales. For CX Sales, you can also use
Application Composer to expose those fields on the CX Sales
UIs. For Digital Sales, you must use a different tool, VB Studio, to expose fields on UI pages. |
About Application Composer |
| Rollups | Rollups summarize data for an attribute of a business object and its related objects. For example, a rollup can calculate the sum of the potential revenue from the opportunities for an account and its hierarchy within the last 120 days. | What are rollups? |
| Enrichment with Data as a Service (DaaS) | You can enrich account and contact information with Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B), a service that provides you with information for millions of companies worldwide. A separate service, Oracle Address, Email, and Phone Verification, ensures that you have the correct postal addresses, that your emails don't bounce, and your calls go through. | See the topic: |
| Integration with LinkedIn | Digital Sales integrates with LinkedIn Sales Navigator and maps LinkedIn profiles with sales contacts. Salespeople can view a LinkedIn profile, find an icebreaker to connect with the contact, and get introduced to the contact. They can send in-mails or messages from LinkedIn to stay connected - all with the goal of improving sale prospects. | Overview of LinkedIn Sales Navigator |
| Sales Machine Learning | Use the Sales Machine Learning model in the sales application as a platform to build machine learning models that identify and fetch similar accounts from a data pool. | Overview of Sales Machine Learning |
| Phone number and email address verification | When your sales organization subscribes to the Oracle Address, Email, and Phone Verification service, you know right away if you entered an invalid phone number or email address. | Enable the Verification of Addresses, Emails, and Phone Numbers |
| Routines |
Automate routine tasks and enforce sales process compliance. For example, to reduce risk and enforce data integrity, you can create routines to update fields, send email notifications, and create tasks based on rules. Routines can help salespeople be more efficient and productive. |
Automate Repeated Tasks with Routines |
| Mass Update | Enables the update of multiple fields in multiple records listed on the page. | Enable Mass Update |
CX Sales-Only Features
Many features not included in Digital Sales are being completely reengineered. For example, in CX Sales, you can provide salespeople with different tasks, suggestions, and documents at each opportunity sales stage using Sales Coach and task templates. Digital Sales is transitioning to a completely different technology, called Sales Orchestration, to do the same thing and more. In the near future, you will be able to use Sales Orchestration to create sales processes with many type of actions and branches. Using a process, you will be able to create tasks, schedule appointments and calls, and send emails, depending on the information salespeople provide.
| Functionality or Feature | Description | More Information |
|---|---|---|
| Business Plans | Use business plans to plan account activities. | Overview of Business Plans |
| Products work area | Enables you to create and view products in CX Sales. Products are used in Digital Sales, but you must either import them or create them in the CX Sales work area. | Overview of Working with Sales Products |
| Forecasting | Lets your sales organization submit sales forecasts that salespeople and their managers can adjust and pass up the management hierarchy. | How Forecasting Works and How You Can Change It |
| Quotas | Lets you set up and manage sales quotas for salespeople. | Overview of Sales Quotas |
| Resource Directory | Lets users view and manage the resource directory. | How do I enable desktop pages for Resource Directory? |
| Promotions | Manage promotions and offer discounts. | Overview of Sales Promotions |
| Assets | Assets track what products and product groups the customer purchased from the sales catalog. | Overview of Setting Up Sales Assets |
| Price Books | Lists of products with prices that can be used with sales and contracts applications. | Overview of Price Books |
| Click to Edit | The click-to-edit feature lets salespeople edit records directly from landing pages of CX Sales work areas. | About Click to Edit |
| Favorites | Feature you can use in CX Sales to bookmark your favorite records. In Digital Sales, you use the browser instead. | Mark Favorite Records To create a list of favorite setup tasks, you must follow this procedure step by step: Speed up Access to Setup Tasks by Marking Them as Favorites |
| Assessment Templates | Questionnaires that let you score leads and opportunities to recommend actions. This feature is being replaced by the Orchestration Framework. | Overview of Assessments |
| Global Search | Enables keyword search across objects in CX Sales UIs. | Global Search UI |
| Search and Saved Searches in legacy work areas | Search in legacy work areas. Those work areas that don't yet use Adaptive Search use CRM search. | Overview of Work Area Search SetupConfigure Default Search in Subtabs |
| Workspace | Work area where salespeople can manage all of their sales information in one place. In Digital Sales, you use the work areas for the different objects. | Workspace and Work Areas Powered by Adaptive Search |
| Infolets powered by Adaptive Search (Workspace Infolets) | Home page information portlets that let salespeople review key sales information. Infolets are replaced by the Sales Dashboard in Digital Sales. | About Workspace Infolets |
| Analytics work area and page | The Analytics page shows up to five of a salesperson's favorite analyses for easy access. | Overview of Sales Analytics Pages |
| Lightbox | Allows the sales organization to share presentations and other documents and comment on them. | Overview of Sales Lightbox |