Oracle Sales Planning
Intelligent Sales Planning.
Overview
Oracle Sales Planning, a component of the Oracle CX Sales suite, offers capabilities for sales leaders to optimize territory coverage, set effective quotas, and improve forecast accuracy. It leverages data and AI to help businesses model different territory scenarios, balance workloads, and align sales resources with strategic objectives. The solution is designed for enterprise use and integrates tightly with other Oracle cloud applications.
✨ Key Features
- Territory Modeling and Optimization
- Sales Quota Management
- Advanced Sales Forecasting
- What-if Scenario Planning
- AI-powered Recommendations
- Integration with Oracle CX and ERP
🎯 Key Differentiators
- Seamless integration with the Oracle Fusion Cloud suite (CX, ERP, HCM)
- Embedded AI and machine learning for predictive insights
- Unified data model across sales, service, finance, and HR
Unique Value: Enables intelligent and connected sales planning by unifying territory, quota, and forecasting processes with core CRM and ERP data within the Oracle ecosystem.
🎯 Use Cases (4)
✅ Best For
- An enterprise technology company using AI to optimize its global sales territories.
- A financial services firm balancing territories based on customer potential and rep workload.
- A B2B company aligning its sales quotas with the corporate revenue plan in Oracle ERP.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- SMBs with simple territory needs
- Companies not using the Oracle ecosystem
- Teams needing a lightweight, mobile-first route planner
🏆 Alternatives
Provides a deeply integrated, single-vendor solution for Oracle customers, eliminating data silos and integration challenges associated with third-party planning tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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