1. Implementation Reference
  2. Overview of CX Sales Mobile

Overview of CX Sales Mobile

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

Read the following sections to learn more.

To begin implementing Mobile, start with Overview of CX Sales Mobile Setup.

Manage Sales Activities

Sales teams can manage Sales activities. Here are the highlights:

  • Use the action-driven, configurable home page that contains a sales briefing, letting salespeople track the sales pipeline and stay on top of daily activities.
  • Leverage 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.
  • 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 mobile to 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 let sales administrators provide unique experiences to salespeople, managers, and others.

Manage Partner Relationship Management Activities

Partners can manage Oracle Partner Relationship Management activities:

  • Partner users can effectively manage and improve channel sales on-the-go.
  • Channel Managers can track overall channel sales and also easily manage partners, partner contacts, and related information.
  • Partner role-based restriction features let you configure the app according to your business requirements.

Oracle Sales Assistant Chatbot

Integrate with the Oracle Sales Assistant chatbot to get these features:

  • Oracle Sales Assistant helps salespeople perform their daily sales-related tasks. Using their phones, they can type or use your voice to ask questions, and the sales assistant retrieves the information or acts on the requests.
  • Sales Assistant reduces manual data entry and makes it easier to view and update sales records using voice commands or typing.
    Note: If you need help enabling the Sales Assistant, send us a message on the Sales Assistant forum on Oracle Cloud Customer Connect.

New Design for Efficiency on the Go

Take advantage of these new design for efficiencies on-the-go:

  • Modern and intuitive user experience, designed to boost productivity with fast and seamless interactions.
  • At-a-glance record views for a quick grasp of summary, key, and related information.
  • Access contextual actions everywhere for fast and easy record updates.
  • Improved picker experience powered by Adaptive Search.

Global Search

These global search features make finding records efficient:

  • Fast and simple search across all objects in one place.
  • Use the multi-keyword search across multiple fields for faster and easier access to information.
  • Search more easily with recent searches and type ahead results that display results as you type.
  • Filter search results by object types.

New and Improved Sign-In Experience

This version of the mobile app has a new and improved sign-in experience:

  • Scan a QR code to sign in easily using your single sign-on credentials or using basic authentication.
  • Use face or fingerprint recognition to securely sign in to the app.
  • View new configurations with fast download and instant activation of your configurations.
  • Enable OAuth authentication token support to let users stay signed in to the app for longer.

Use a Phone or Tablet

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

Easy Configuration

Implement Mobile using these easy configuration aspects:

  • Configure the app using the new interface designer.
  • Create criteria for page layouts for both standard and custom objects.
  • Download your configurations to the app quickly and easily. Mobile automatically signs you in to the correct sandbox without restarting the app.
  • Create custom scripts that enforce custom validations and business logic for both top-level parent and child objects.

Use Offline

Salespeople can use Mobile in offline mode when they're not able to be online:

  • View and edit Sales data in areas with no network connection.
  • Sync automatically when a connection is re-established.