Oracle CX—Best practices and resources

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Find resources that can help you get started with your Oracle Advertising and CX applications, plan your implementation, and optimize your business value and experience.

Marketing

Marketing: Eloqua Auto Open

Filter out automatically opened email signals attributed to scanning tools and privacy protection-enabled mail applications—such as iOS 15 native mail clients. With this new feature, you can continue using the email open rates to determine your email campaigns' effectiveness.

• Eloqua Auto Open (1:16)
• Benefits of Eloqua Auto Open (PDF)
• Deployment best practices for administrators (PDF)

Marketing: Responsys Auto Opens

Filter out automatically opened email activities caused by privacy protection—enabled mail applications—such as iOS 15 native mail clients. Thanks to Responsys Auto Opens you can continue using email open rates to determine the effectiveness of your email campaigns.

• Responsys Auto Opens (1:16)
• Benefits of Responsys Auto Opens (PDF)
• Deployment best practices for administrators (PDF)

Marketing: Responsys mobile app campaigns

Create email and mobile marketing campaigns with seamless and consistent brand experiences across all channels.

• Responsys mobile app campaigns (1:50)
• Benefits of Responsys mobile app campaigns (PDF)
• Deployment best practices for administrators (PDF)

Marketing: Eloqua multistep campaigns

Create integrated, multistep marketing campaigns to automate, scale, and personalize your B2B leads, prospects, and customer cross-channel journeys for enhanced customer experiences.

• Eloqua Multistep Campaigns (1:56)
• Benefits of Eloqua multistep campaigns (PDF)
• Deployment best practices for administrators (PDF)

Marketing: Eloqua lead scoring

Leverage Oracle’s lead scoring technology to systematically score and rank leads based on their interests, buying intentions, and campaign interactions.

• Eloqua lead scoring (2:02)
• Benefits of Eloqua lead scoring (PDF)
• Deployment Best Practices for Administrators (PDF)

Marketing: Responsys multivariate testing

Multivariate testing lets your marketing teams test multiple versions of email campaigns to determine the ones that perform the best.

• Responsys Multivariate Testing (1:57)
• Benefits of Responsys multivariate testing (PDF)
• Deployment best practices for administrators (PDF)

Sales

Sales: News feed homepage

This layout gives users a fast, easy-to-use homepage that streamlines user task flows for common actions and helps sellers focus on the most important information.

• Oracle Sales news feed homepage (1:30)
• Benefits of Oracle Sales news feed homepage (PDF)
• Deployment best practices for administrators (PDF)

Sales: Workspace

Workspace is fast and easy to use, providing rapid access to Sales and B2B service records and common actions.

• Workspace for Oracle Sales (1:54)
• Benefits of the Oracle Sales workspace (PDF)
• Deployment best practices for administrators (PDF)

Sales: CX Sales Mobile

The mobile app gives you fast interactions and optimized workflows while on the go. Its adaptive search capabilities allow you to access saved searches in the mobile app for consistent, effective cross-platform search. Use offline and online modes to instantly access and manage information anytime, anywhere.

• CX Sales Mobile (1:39)
• Benefits of CX Sales Mobile (PDF)
• Deployment best practices for administrators (PDF)

Sales: Office 365 add-in for Sales

Access and complete your CX Sales tasks while using Microsoft Outlook in a browser or on the desktop application, automatically synchronizing the information with the Sales application. Updates are automatic and there is no downtime or maintenance effort.

• Office 365 add-in for CX Sales (2:30)
• Benefits of the Office 365 add-in for Sales (PDF)
• Deployment best practices for administrators (PDF)

Sales: Access groups

Access groups make it easier to provide user access to segmented business data, such as accounts, contacts, opportunities, and custom objects. They are a significant improvement to customizing data security policies and are fully compatible with Workspace search to deliver a faster and more consistent user experience.

• Access groups for CX Sales (1:52)
• Benefits of access groups (PDF)
• Deployment best practices for administrators (PDF)

Sales: Actionable infolets

Actionable infolets make it quick and easy to perform common actions, resulting in greater productivity and more satisfied users.

• Actionable infolets for CX Sales (2:15)
• Benefits of actionable infolets (PDF)
• Deployment best practices for administrators (PDF)

Sales: Smart lists

An effective alternative to navigating and searching for Sales records, smart lists use underlying Workspace capabilities to adapt to how you work. They provide you with relevant information in Workspace, actionable infolets, and the CX Sales Mobile app.

• Smart lists for a personalized sales experience (1:26)
• Benefits of smart lists (PDF)
• Deployment best practices for administrators (PDF)

Sales: Import and export management

Import and export management helps you move data into and out of the Oracle Sales and B2B Service application. It's easy to use, faster, configurable, and supports high-volume data loads.

• Import and Export Management (1:36)
• Benefits of import and export management (PDF)
• Deployment best practices for administrators (PDF)

Service

Service: B2C Service inlays

With inlays, you can embed B2C Service functionality directly into your web pages. Your customers won’t need to navigate away for help because self-service and chat assistance are right where they need it.

• Oracle B2C Service inlays (1:43)
• Benefits of B2C Service inlays (PDF)
• Deployment best practices for administrators (PDF)

Service: B2C Service agent browser UI

The agent browser UI gives teams access to their B2C Service data through any internet-connected device. It is fast, runs in parallel to the agent console UI, and provides all the same functionality.

• Oracle B2C Service agent browser (2:08)
• Benefits of B2C Service Agent Browser UI (PDF)
• Deployment best practices for administrators (PDF)

B2B Service: News feed homepage

This homepage layout gives users a fast, easy-to-use homepage. It streamlines user task flows for common actions and helps agents focus on what is most important.

• Oracle Service news feed homepage (1:30)
• Benefits of B2B Service news feed homepage (PDF)
• Deployment best practices for administrators (PDF)

B2B Service: Workspace

Workspace is fast and easy to use, providing rapid access to Sales and B2B Service records and common actions.

• Workspace for B2B Service (2:02)
• Benefits of Workspace for B2B Service (PDF)
• Deployment best practices for administrators (PDF)

B2B Service: Smart lists

An effective alternative to navigating and searching for customer service records, these smart lists use underlying Workspace capabilities to adapt to how you work. They provide you with relevant information in Workspace and actionable infolets.

• Smart lists for a personalized experience (1:26)
• Benefits of smart lists for B2B Service (PDF)
• Deployment best practices for administrators (PDF)

B2B Service: Access groups

Access groups make it easier to provide user access to segmented business data, such as accounts, contacts, and custom objects. They are a significant improvement to customized data security policies and are fully compatible with Workspace search to deliver a faster and more consistent user experience.

• Access groups for B2B Service (1:52)
• Benefits of access groups for B2B Service (PDF)
• Deployment best practices for administrators (PDF)