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Average Ratings 0 Ratings

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Description

Oracle's comprehensive CRM solutions present the most extensive and profound functionalities that assist organizations in enhancing their sales, marketing, customer loyalty, and service efficiency. When paired with Oracle's Commerce solutions, they create a seamless, integrated experience across various channels for customers. What sets Oracle CRM On Demand Industry Editions apart is their provision of specialized CRM solutions that are customized for distinct industries. In contrast to other cloud-based CRM offerings, Oracle CRM On Demand Industry Editions leverage Oracle's profound industry knowledge, delivering immediate business advantages to organizations in sectors such as automotive, high technology, insurance, life sciences, and wealth management from the outset of implementation. These editions come equipped with pre-configured business processes, data models, object models, and business logic that are specifically crafted to cater to the unique needs of each industry. This tailored approach ensures that clients can maximize their operational efficiency and achieve their business goals effectively.

Description

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Apty Yes 
AssurX Yes 
Case IQ Yes 
Competera Yes 
ComplianceQuest Yes 
ConnectAndSell Yes 
DataMatch Yes 
Domo Yes 
Firstup Yes 
Gainsight Yes 
GamEffective Yes 
Intellect Yes 
Lead411 Yes 
MHC Software Yes 
Oracle Service Yes 
SSIS Integration Toolkit Yes 
WEBTEXT Yes 
Yellowfin Yes 
goDeskless Yes 

Integrations

Adobe Acrobat Sign No 
Apty No 
AssurX No 
Case IQ No 
Competera No 
ComplianceQuest No 
ConnectAndSell No 
DataMatch No 
Domo No 
Firstup No 
Gainsight No 
GamEffective No 
Intellect No 
Lead411 No 
MHC Software No 
Oracle Service No 
SSIS Integration Toolkit No 
WEBTEXT No 
Yellowfin No 
goDeskless No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/crmondemand/

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

Product Features

Campaign Management

Channel Management No 
Contact Database No 
Email Marketing Yes 
Event Triggered Actions No 
Lead Management Yes 
Multi-Campaign Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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