CX Cloud
Oracle CX Sales
Pipeline, forecasts and accounts in one place, configured to your sales process and connected to the ERP behind the order.
One Pipeline, One Forecast.
Implementation, integration and adoption for Oracle CX Sales.
CX Sales gives sales leaders one view of leads, opportunities and accounts, with forecasting that reflects how your teams actually sell. MGrid configures it to your process, connects it to ERP and marketing, and stays on so adoption sticks.
From Pipeline to Order
Set Up the Sales Process
- Lead-to-opportunity process and stages
- Accounts, contacts and activities
- Forecasting, territories and quotas
- Redwood UX and mobile for the field
Connect to ERP and Marketing
- Fusion ERP or JD Edwards for customers and orders
- Marketing automation and lead sources
- CPQ for quoting from the opportunity
- Email, calendar and telephony
Drive Adoption by Sales Teams
- Sales playbooks and guided selling
- Pipeline and performance dashboards
- Quarterly release testing and adoption
- Support with a named contact
Tell Us How Your Team Sells Today
Stages, territories and the systems around the pipeline. We will come back with a phased plan and an estimate.