Overview of CX Sales Mobile

The Oracle CX Sales Mobile app helps you to manage your day effectively and develop customer relationships using your phone or tablet.

• Manage Sales Activities:

  • Action driven home page, with a sales briefing to track your pipeline and stay on top of daily activities..

  • Optimized task based flows for key sales functions: Accounts, contacts, leads, opportunities, activities, assets, service requests, partners, and custom objects.

  • View, create and edit tasks, appointments and call reports.

  • Use saved searches that are shared across CX Sales Mobile and Workspace lists, for consistency across applications.

  • View your recently accessed records in the app when using the global search, or when sharing notes from an external app.

  • Add contacts and leads to CX Sales Mobile from the mobile device's address book.

  • Create contacts and leads by using a photo of a business card.

  • Scan an asset's bar code to search for an asset and automatically enter the asset serial number.

  • Share notes, photos, videos, documents, or files from the mobile device to CX Sales accounts, opportunities or other records.

  • Plan your sales activities around your current location by viewing your nearby contacts, accounts, opportunities, and leads plotted on an interactive map. You can also plan future appointments in a city or near an address with an easy location search.

  • View your quotes in the app and stay updated on the quote status. View and send quote proposal documents to customers, or share them with your team for feedback.

  • View reports and analytics with modern visualizations optimized for mobile displays, such as bar graphs, funnels, bubble charts, and more. Role-based layouts allow sales administrators to provide unique experiences to sales representatives, managers, and others.

• Manage Partner Relationship Management Activities:

  • Partners can effectively manage and improve channel sales on the go.

  • Channel Managers can track the overall channel sales and also manage partner, partner contacts, and related information easily.

• Oracle Sales Assistant Chatbot:

  • Use Oracle Sales Assistant to help you perform your daily sales-related tasks. Using your phone, you can type or use your voice to ask questions and sales assistant retrieves the information, or acts on your requests.

  • Sales Assistant reduces manual data entry, and makes it easier to view and update sales records using voice commands or typing.

• Boost Productivity on the Go::

  • Modern and intuitive experience, designed to boost productivity with fast and seamless interactions.

  • At-a-glance record view for quick grasp of summary, key and related information.

  • Access actions relevant to your task for fast and easy record updates..

• Use the Powerful Search Capabilities:

  • Fast and simple search across all objects in one place.

  • Use multi-keyword search across multiple fields for faster and easier access to desired information.

  • Search more easily with recent searches and type ahead results displaying results as soon as you type.

  • Filter results by object types.

• Sign In Quickly and Easily:

  • Scan QR Code to sign in easily using your Single Sign On, or basic authentication.

  • Use face or fingerprint recognition to securely sign in to the app.

• Use Your Phone or Tablet:

  • Use either your phone or tablet to access the app. Using a tablet changes the display to 2x portrait mode.

• Use Offline:

  • View and edit Oracle CX Sales data in areas with no network connection.

  • Sync automatically when a connection is re-established.