SmartOffice
Oracle CX Sales
Transfer contacts, companies, deals, and more from SmartOffice to Oracle CX Sales. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Oracle CX Sales migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
Make every customer interaction matter
Oracle CX Sales is an enterprise-grade CRM platform offering sales force automation, AI-driven recommendations, forecasting, and comprehensive analytics. It provides intelligent guidance to help sellers focus on the most valuable prospects.
AI-driven intelligent recommendations and next-best-actions
"Make every customer interaction matter"
Oracle CX Sales is an enterprise-grade CRM platform offering sales force automation, AI-driven recommendations, forecasting, and comprehensive analytics. It provides intelligent guidance to help sellers focus on the most valuable prospects.
Ideal for: Enterprise organizations seeking a comprehensive CRM with AI-powered recommendations, advanced forecasting, and deep integration across the Oracle ecosystem.
AI-driven intelligent recommendations and next-best-actions
500+ pre-built reports with embedded business intelligence
Advanced forecasting scoring 100 in analyst rankings
Seamless integration with Oracle ERP and HCM
Learn more at
oracle.com
See exactly which data objects transfer from SmartOffice to Oracle CX Sales
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Oracle CX Sales.
Explore other popular CRM migrations similar to SmartOffice to Oracle CX Sales
Need to go the other way? We support bidirectional migrations.
Oracle CX Sales → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
