Insightly vs Oracle Sales Cloud

Last Updated:

Our analysts compared Insightly vs Oracle Sales Cloud based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Insightly Software Tool

Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
read more...

Oracle Sales Cloud is a cloud-based customer relationship management (CRM) platform designed to simplify the sales process for organizations of all sizes. It offers various features, including lead management, opportunity tracking, forecasting and quoting.

It’s great for businesses wanting a complete system that can grow with them. Key benefits include increased sales productivity, improved forecasting accuracy and better customer relationships.

The platform also offers mobile access, social media integration and advanced analytics. While users generally appreciate its robust features, ease of use and scalability, some find it pricey and challenging to learn initially.

Oracle Sales offers various pricing plans to meet the needs of different businesses. The basic plan starts at $75 per user per month, while the enterprise plan can cost several thousand dollars per month. It also provides a free trial that allows users to try the platform before they buy.


Pros
  • Comprehensive features
  • Easy-to-use interface
  • Scalable for large teams
  • Mobile access and collaboration
  • Advanced analytics and reporting
Cons
  • High implementation cost
  • Steep learning curve
  • Limited customization options
  • Integration challenges
read more...
$29/User, Monthly
Get a free price quote
Tailored to your specific needs
$65/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
read more...
  • Easily Manage Partner Relationships: According to our data, Oracle Sales Cloud ranked the best for partner relationship management. It lets you turn your partners into an extension of your sales team. You can manage partnerships more effectively by tracking partner performance, automating lead distribution and aligning your marketing efforts across your entire ecosystem.
  • Access Real-Time Insights: Scoring a 100 in our analyst rankings for forecasting, the platform provides instant access to key metrics, reports and predictions. Comprehensive analytics help you visualize, track and act on trends, all in real time.
  • Target Efficiently With DataFox: Oracle Sales Cloud lets you find and prioritize target companies through automated data collection. This includes over 70 firmographic data points, 68 types of real-time company signals, filters, company scoring models, balanced territories and more.
  • Leverage Adaptive Intelligence: Identify opportunities with high probabilities of conversion by leveraging probability scores, automated recommendations and deal acceleration. AI-derived firmographic data and signals help you with account enrichment, as well as account scoring and prioritization.
  • Discover Insights With Pre-Packaged Reports: Again scoring a 100 for its reporting features, the platform provides actionable business insights with over 500 pre-built reports. These use built-in business intelligence (BI) solutions embedded within Oracle’s CX sales solutions.
read more...
  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
read more...
  • Sales Force Automation: Oracle lets you automate the sales process using mobile access, artificial intelligence, email integration, sales-focused digital assistants and elastic search. It also provides contextual insights, recommendations and predictive outcomes and effectively manages leads, accounts, contacts, opportunities, assets, activities and assessments.
  • B2B Service Center: You can streamline interactions and enable collaboration between multiple teams with a 360-degree customer view, which provides:
    • Milestones, entitlements and SLA tracking for managing critical dates and contractual obligations.
    • Integrated sales and service capabilities on a single platform.
    • A combination of sales automation, service request management, knowledge management and digital customer service.
  • Sales Planning and Performance Management: The platform hosts advanced incentive compensation, compensation dashboards, and territory and quota management tools with what-if capabilities. Sales reps can access automated sales methodologies using connected data powered by AI.
  • Partner Portal: Available out-of-the-box, it streamlines partner activities from recruitment and lead management to MDF disbursement. It also offers automated lead distribution, sales training materials, qualification and conversion tools, and an integrated configure, price, quote (CPQ) solution.
  • Oracle CPQ: This feature supports sales representatives with tools for subscription orders, multiple price books, discretionary discounting, deal management intelligence, and dynamic workflows. It includes quote management features like a document designer, contract management and electronic signatures. This integrates with CRM and ERP systems, web services, and B2B commerce platforms.
  • Subscription Lifecycle Management: You can integrate front- and back-office processes on one platform. This provides consumption-based billing, fixed and recurring orders, revenue recognition, and a 360-degree view of customer subscriptions. You can also track KPIs, monthly recurring revenue, total contract value, average revenue per user, churn rate and customer lifetime value.
  • B2B Commerce: This omnichannel feature extends self-service and digital experiences with the flexibility to customize to meet the needs of an organization. Features include guided search, merchandising, personalization, promotions, native A/B testing, a single admin interface for managing multiple stores, integrated commerce and CPQ, and more.
  • Customer Data Management: Oracle Sales Cloud offers data cleansing and integrated business intelligence views. These capabilities provide B2B and B2C firms with personalization, cost management, account-based marketing campaigns and campaign segmentation.
  • Dynamic Dashboards: Gain real-time insights into customers, teams and business metrics, such as seasonality, recurring sales and the overlay of sales teams. You can drill down for more granular analysis.
  • Sales Management: Oracle’s mobile app provides a fully customizable experience for sales teams on the go, available for Android and iOS devices. Cached views of customers and accounts are available offline.
  • Sales Strategy Optimization: With intelligent guided selling, you can analyze the probability of lead conversion, get recommendations for next-best actions, determine account prioritization, track market signals and more.
read more...

Product Ranking

#12

among all
CRM Software

#338

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

70
81
74
98
81
66
100
100
Show More Show More
Dashboards and Reports
Product Management
Integrations and Extensibility
Platform Security
Dashboards and Reports
Opportunity Management
Partner Relationship Management
Platform Security
Account and Contact Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
Oracle Sales Cloud
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 98 66 100 74 88 86 100 100 91 83 97 85 67 0 25 50 75 100
71%
0%
29%
100%
0%
0%
69%
8%
23%
31%
31%
38%
100%
0%
0%
100%
0%
0%
40%
40%
20%
60%
20%
20%
57%
0%
43%
71%
29%
0%
43%
0%
57%
86%
0%
14%
63%
13%
24%
100%
0%
0%
0%
0%
100%
100%
0%
0%
67%
10%
23%
86%
10%
4%
100%
0%
0%
83%
0%
17%
33%
11%
56%
89%
11%
0%
38%
0%
62%
63%
25%
12%
50%
0%
50%
67%
0%
33%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
0%
12%
65%
0%
35%
86%
0%
14%
100%
0%
0%

User Sentiment Summary

Great User Sentiment 1732 reviews
Great User Sentiment 263 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

81%
of users recommend this product

Oracle Sales Cloud has a 'great' User Satisfaction Rating of 81% when considering 263 user reviews from 4 recognized software review sites.

4.6 (14)
n/a
4.1 (550)
3.7 (57)
4.0 (481)
n/a
n/a
4.5 (1)
n/a
4.5 (61)
4.6 (73)
4.0 (144)
4.0 (614)
n/a

Awards

we're gathering data

SelectHub research analysts have evaluated Oracle Sales Cloud and concluded it earns best-in-class honors for Opportunity Management, Partner Relationship Management and Platform Security.

Opportunity Management Award
Partner Relationship Management Award
Platform Security Award

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
Show more
Streamlined Sales Process: Users state that Oracle Sales helps them automate their sales process, from lead generation to opportunity management and closing deals.
Better Sales Visibility: Oracle Sales provides a comprehensive view of your sales pipeline, allowing you to track your progress and identify areas for improvement.
Improved Customer Relationships: Users often mention the platform helps them build stronger relationships with their customers by providing them with a personalized experience.
Scalability: Oracle Sales is a scalable and flexible solution that can grow with your business.
Show more
Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
Show more
Cost and Complexity: The platform can be expensive to implement and maintain, especially for small businesses. The initial cost of the software can be high, and there are ongoing maintenance costs. Additionally, Oracle Sales can be complex to implement and use, which can require significant training for your sales team.
Steep Learning Curve: It has a steep learning curve, which can be challenging for new users. The interface is not as intuitive as some other solutions.
Limited Customization: Oracle Sales is not as customizable as some other CRMs. You may not be able to configure the software to meet your specific needs.
Integrations: It does not integrate with many third-party applications, making it difficult to integrate with other tools that you use.
Show more

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Show more

While getting hands-on with Oracle Sales Cloud, I was very impressed by its complete feature set. The automation tools were particularly helpful, simplifying workflow from lead management to opportunity tracking. Users also agree they find themselves spending less time on administrative tasks and more time engaging with potential clients.The B2B Service Center turned out to be essential for cross-team collaboration. Having a 360-degree customer view makes it easy to address client needs promptly. I also appreciate the milestone and SLA tracking features, which help to stay on top of critical deadlines without breaking a sweat.Even though the platform's comprehensive nature initially felt overwhelming, I soon learned the capacity of its AI capabilities. The adaptive intelligence feature can become a go-to for identifying high-potential opportunities, and predictive analytics helps tailor your approach to each client's unique needs.In a time where subscription-based models are becoming increasingly prevalent, having built-in tools like Oracle’s subscription management can be a significant advantage. While I didn't have the chance to explore all of them, Oracle's industry-specific solutions and their tailored approach for different sectors like healthcare and financial services showed me how versatile the platform could be.Yet, I did encounter a few hurdles. The learning curve was steeper than I anticipated. Also, its high cost and complexity may be a barrier for some users. Despite these challenges, the benefits of Oracle Sales Cloud far outweigh its drawbacks. The platform's scalability and integration with other Oracle products make it a solid choice for businesses looking to future-proof their CRM solution.

Show more

Screenshots

Top Alternatives in CRM Software


Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

monday sales CRM

Nimble CRM

Oracle Sales Cloud

Pipedrive

Pipeliner CRM

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings