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  • The Real Reason for CRM implementation Failure

    You can search the Internet and look at technology trade magazines and find list after list of why CRM (Customer Retention Management) implementations fail. To me, most of these "articles" are laundr... [Author: Chuck Lewis - Computers and Internet - September 03, 2009]

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  • Supercharge your CRM solution with Oracle Policy Automation

    Tune into this conversation with Davin Fifield, VP, Product Development for Oracle Policy Automation to learn how to rapidly deliver customer self-service for product selection, significantly lower training costs for rolling out new call center processes, and in general dramatically improve business agility, consistency and transparency of decision making within and beyond your CRM solution of choice.

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  • Two New CRM USER Communities just launched

    - by Divya Malik
    Here comes an announcement from Chris Gallen, from our Support Services team. For those of you who are EBS CRM users, here are two new recently launched communities that are now available to discuss topics that are important to you. These communities are for Sales & Marketing and  Telesales  The Sales & Marketing community is open to discuss a wide range of topics from Oracle Sales, Sales Online, Territory Management, Partner Management, Leads Management, Sales Offline, Sales for Handhelds, Sales Foundation, and Oracle Marketing. Some possible topics include Oracle Sales Implementations, TCA and DQM Integrations, Territory Management Setups and Definitions, Product Catalog Integrations, Sales Forecasting, Lead and Opportunity management, Sales Manager and Sales User responsibilities and Reports, Resource Management including Roles and Groups, Oracle Sales Personalizations, Concurrent Requests for Sales Reps and Sales Manager Dashboards, Integration with Quoting, Proposals, General Ledger, Advanced Product Catalog, CRM Resource Administration, etc. The Telesales community is available to discuss topics such as Customer/Org/Person/Party Relationships, TCA/DQM Integration, Lead and Opportunity Management, Universal Work Queue, Universal Search Features, Purchase Items/Product Integration, eBusiness Center Setup Issues, Interactions, Tasks and Notes Integrations, and Form Personalizations. How Can You Get Started? Here are the two ways to get engaged. A) Click here to access all our communities  OR B) My Oracle Support as follows: Log into My Oracle Support (Flash or Classic).                                                                                                                           Click the "Community" link at the top of the page. Click [Enter Here] on the following page. Select the community from the "My Communities" list on the top-left. Take advantage TODAY!

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  • Creating Filter for my Associated View

    - by Hooman
    Senario: Open an account in CRM 2011 beta and click on activities on the left navigation pane, you will now see activities of the selected account and now have two filter drop down lists on the top which allow you to view activities of the account or sub accounts of this account. Is this filter drop downs something customizable or is it a feature only available for system entities (like acitivity)? Is this functionality provided because Activity entity have N:1 relationship with Type of Behavior = System? can we provide the same or similar functionality by using Type of behavior = Parental!?!? Thx

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  • Microsoft met de la BI dans son ERP, et du Windows 8 dans son CRM Online

    Microsoft met de la BI dans son ERP Et du Windows 8 dans son CRM Online Microsoft met à jour sa gamme Dynamics 2012 avec deux nouveautés. Première annonce, la sortie de la version R2 de Dynamics AX 2012 - un de ses deux ERP maison avec Dynamics NAV (qui vise plus les PME/PMI). Cette version pour les moyennes et grandes entreprises introduit des fonctionnalités de Business Intelligence basées sur Microsoft SQL Server. « Grâce à elles, des informations importantes concernant toutes les activités de l'entreprise, peuvent être exploitées rapidement, de manière intuitive et contextuelle en fonction des requêtes de l'utilisateur », avance Microsoft. Elle proposera é...

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  • New! EBS CRM Service Request Templating Online

    - by Oracle_EBS
    In an effort to improve the user experience changes have been made to Service Request (SR) creation process using My Oracle Support (MOS). This change is now online for several high-use CRM products. We aimed to streamline the process by reducing the number of questions, making subsequent questions conditional on previous responses, reducing lists of problem categories, and recommending key documents/evidence which should be supplied to help the Support engineer progress the issue. The process is now divided into three steps: Problem - prompts for a summary of the issue, and what steps have to be performed to re-produce the issue More Information - users will see the biggest change, as they select the ‘Problem Type’, which then presents a series of suggested attachments to upload Severity/Contact - section records who to contact, by what means, and the degree of urgency for the issue. The products included are: · Incentive Compensation · Trade Management · Site Hub · Incentive Compensation Analytics for Oracle Data Integrator · TeleService · Install Base · Quoting · Sales · Field Service · Service Contracts

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  • Microsoft Dynamics CRM -- Do people build websites with it?

    - by Marcy Sutton
    Forgive my ignorance, but do people build websites with Microsoft Dynamics CRM? I have a potential client who says that is the technology they will use for a new web project, for which I would be doing the HTML templating. I want to learn all I can as I am new to this particular system, but I can't seem to find anything related to web building and CRM. Is it more likely the client is developing another piece of technology to work with the CRM that they are neglecting to tell us about? Any experience or insight about this process is greatly appreciated!

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  • How to access GMAIL for storage in custom CRM SQL Server DB?

    - by Optimal Solutions
    I have a client who wants his custom-written CRM to be able to access his sales people's emails so that, effectively, a history of email conversations between customer and salesperson is stored inside the CRM's database. The CRM is written in VB 2008 and the database is SQL Server 2008. The only email these people use, in the shop and on the road, is GMAIL. Each sales person has their own GMAIL address. Thats how they operate. If they're on the road and respond to a customer's email inquiry about a product, they would like that email conversation to be stored in a table in the database. I think thats the part I cant wrap my head around. How to get access to the email data (knowing the user id and password) and doing so from VB 2008

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  • Sales & Marketing Summit 2012. Lo avete perso? Rimediamo subito.

    - by Silvia Valgoi
    Lo scorso 28 marzo si è svolto l'appuntamento dedicato alle aziende che vogliono  ripensare i processi di Vendita, Marketing e Supporto alla Clientela, facendo leva sui nuovi paradigmi quali Social Networking , Web 2.0, e-commerce, mobilità e multinacanalità, Cloud computing. Dello straordinario intervento del Prof. Enrico Finzi sul valore dell'Innovazione e sui 10 fattori di Leadership indispensabili per mantenere la prioria competività sul mercato, soprattutto nei periodi storici negativi, non abbiamo documentazione (è stato fatto a braccio) ma a presto pubblicheremo una sua intervista. Nella documentazione potete ritrovare i temi trattati durante gli speech in plenaria e le sessioni di approfondimento  Oracle Fusion CRM, la soluzione di nuova generazione per migliorare e incrementare l'efficacia dei processi di Vendita e Marketing. Oracle Sales & Marketing Summit - Fusion CRM View more presentations from Oracle Apps - Italia . I processi più innovativi di Customer Experience. Oracle Sales & Marketign Summit - Customer Experience View more presentations from Oracle Apps - Italia . Ask the Expert: e-commerce, Ask the Expert: knowledge management, Oracle Sales & Marketing Summit - Knowledge Management View more presentations from Oracle Apps - Italia . Ask the Expert:marketing & loyalty, Oracle Sales & Marketing Summit - Marketing & Loyalty View more presentations from Oracle Apps - Italia . Ask the Expert: Policy Automation  Ask the Expert: Fusion CRM Oracle Sales & Marketing Summit: Fusion CRM Demo View more presentations from Oracle Apps - Italia .

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  • Building a QueryExpression where name field is either A or B

    - by Mike
    I'm trying to build a Dynamics CRM 4 query so that I can get calendar events that are named either "Event A" or "Event B". A QueryByAttribute doesn't seem to do the job as I cannot specify a condition where the field called "event_name" = "Event A" of "event_name" = "Event B". When using the QueryExpression, I've found the FilterExpression applies to the Referencing Entity. I don't know if the FilterExpression can be used on the Referenced Entity at all. The example below is something like what I want to achieve, though this would return an empty result set as it will go looking in the entity called "my_event_response" for a "name" attribute. It's starting to look like I will need to run several queries to get this but this is less efficient than if I can submit it all at once. ColumnSet columns = new ColumnSet(); columns.Attributes = new string[]{ "event_name", "eventid", "startdate", "city" }; ConditionExpression eventname1 = new ConditionExpression(); eventname1.AttributeName = "event_name"; eventname1.Operator = ConditionOperator.Equal; eventname1.Values = new string[] { "Event A" }; ConditionExpression eventname2 = new ConditionExpression(); eventname2.AttributeName = "event_name"; eventname2.Operator = ConditionOperator.Equal; eventname2.Values = new string[] { "Event B" }; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.Or; filter.Conditions = new ConditionExpression[] { eventname1, eventname2 }; LinkEntity link = new LinkEntity(); link.LinkCriteria = filter; link.LinkFromEntityName = "my_event"; link.LinkFromAttributeName = "eventid"; link.LinkToEntityName = "my_event_response"; link.LinkToAttributeName = "eventid"; QueryExpression query = new QueryExpression(); query.ColumnSet = columns; query.EntityName = EntityName.mbs_event.ToString(); query.LinkEntities = new LinkEntity[] { link }; RetrieveMultipleRequest request = new RetrieveMultipleRequest(); request.Query = query; return (RetrieveMultipleResponse)crmService.Execute(request); I'd appreciate some advice on how to get the data I need.

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  • Partner Webcast – Oracle CRM: The Age of the Customer - 18 July 2013

    - by Thanos
    High-touch solutions for the complete customer experience How does Customer Relationship Management change in "the age of the customer", or does it at all? Customer relationship management has changed over the past years from a pure "inside out" point of view, where the customer is the center of attention to an "outside in" discipline where the customer has become the driving force. Away from the 360° view, through data to a holistic view of the customer’s journey and experience, through behavioral analysis and interaction across all touch points along a lifecycle of a customer relationship. Learn how this approach, integrating sales, service and marketing channels into one cohesive customer experience can drive customer experience and support acquisition, retention and efficiency in your customer relationship. With Oracle's Sales, Service and Marketing cloud offerings, you can be ahead of the game and provide a consistent and personalized voice to your customers, regardless of which channels you favor and your customers prefer. Integrated, cross-channel campaign automation and service delivery, as well as feedback-loops to sales automation, will provide you with tools to achieve top-of-the-line customer experience. Agenda · Oracle Customer Experience - Introduction into a new take on CRM · Oracle Sales Cloud - Integrated Salesforce Automation · Oracle Marketing Cloud - Cross-Channel Campaign Management · Oracle Service Cloud - Channel-blending in service delivery Delivery Format This FREE online LIVE eSeminar will be delivered over the Web. Registrations received less than 24 hours prior to start time may not receive confirmation to attend. Duration: 1 hour REGISTER NOW For any questions please contact us at partner.imc-AT-beehiveonline.oracle-DOT-com.

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  • error at calling custom web service from plugin

    - by Volodymyr Vykhrushch
    hi guys, I try to call my custom web service which deployed as part of CRM4 and receive the following error: Client found response content type of 'text/html; charset=utf-8', but expected 'text/xml'. The request failed with the error message: -- <html> <head> <title>No Microsoft Dynamics CRM user exists with the specified domain name and user ID</title> <style> ... </style> </head> <body bgcolor="white"> <span><H1>Server Error in '/RecurrenceService' Application.<hr width=100% size=1 color=silver></H1> <h2> <i>No Microsoft Dynamics CRM user exists with the specified domain name and user ID</i> </h2></span> ... <table width=100% bgcolor="#ffffcc"> <tr> <td> <code><pre> [CrmException: No Microsoft Dynamics CRM user exists with the specified domain name and user ID] Microsoft.Crm.Authentication.WindowsAuthenticationProvider.Authenticate(HttpApplication application) +895 Microsoft.Crm.Authentication.AuthenticationStep.Authenticate(HttpApplication application) +125 Microsoft.Crm.Authentication.AuthenticationPipeline.Authenticate(HttpApplication application) +66 Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e) +513 System.Web.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() +92 System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +64 </pre></code> </td> </tr> </table> <br> <hr width=100% size=1 color=silver> <b>Version Information:</b> Microsoft .NET Framework Version:2.0.50727.1433; ASP.NET Version:2.0.50727.1433 </font> </body> </html> <!-- [CrmException]: No Microsoft Dynamics CRM user exists with the specified domain name and user ID at Microsoft.Crm.Authentication.WindowsAuthenticationProvider.Authenticate(HttpApplication application) at Microsoft.Crm.Authentication.AuthenticationStep.Authenticate(HttpApplication application) at Microsoft.Crm.Authentication.AuthenticationPipeline.Authenticate(HttpApplication application) at Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e) at System.Web.HttpApplication.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) --> --. There are some additional data: code for calling my web service: RecurrenceService serv = new RecurrenceService(); serv.Credentials = System.Net.CredentialCache.DefaultCredentials; string result = serv.UpdateSeries(); CRM4 url: "http://cw-dev-5/loader.aspx" custom service url: "http://cw-dev-5/RecurrenceService/RecurrenceService.asmx" the following code snippet System.Security.Principal.WindowsIdentity.GetCurrent().Name return: NT AUTHORITY\NETWORK SERVICE (I suppose it's a cause of error) Could someone suggest me any solution to resolve my issue?

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  • Beyond Chatting: What ‘Social’ Means for CRM

    - by Divya Malik
    A guest post by Steve Diamond, Senior Director, Outbound Product Management, Oracle In a recent post on the Oracle Applications blog, my colleague Steve Boese asked three questions related to the widespread popularity and incredibly rapid growth of Facebook, Pinterest, and LinkedIn. Steve then addressed the many applications for collaborative solutions in the area of Human Capital Management. So, in turning to a conversation about Customer Relationship Management (CRM) and Sales Force Automation (SFA), let me ask you one simple question. How many sales people, particularly at business-to-business companies, consistently meet or beat their quotas in their roles by working alone, with no collaboration among fellow sales people, sales executives, employees in product groups, in service, in Legal, third-party partners, etc.? Hello? Is anybody out there? What’s that cricket noise I hear? That’s correct. Nobody! When it comes to Sales, introverts arguably have a distinct disadvantage. While it’s certainly a truism that “success” in most professional endeavors requires working with people, it’s a mandatory success factor in Sales. This fact became abundantly clear to me one early morning in the late 1990s when I joined the former Hyperion Solutions (now part of Oracle) and attended a Sales Award Ceremony. The Head of Sales at that time gave out dozens of awards – none of them to individuals and all of them to TEAMS of individuals. That’s how it works in Sales. Your colleagues help provide you with product intelligence and competitive intelligence. They help you build the best presentations, pitches, and proposals. They help you develop the most killer RFPs. They align you with the best product people to ensure you’re matching the best products for the opportunity and join you in critical meetings. They help knock the socks of your prospects in “bake off” demo’s. They bring in the best partners to either add complementary products to your opportunity or help you implement a solution. They work with you as a collective team. And so how is all this collaboration STILL typically done today? Through email. And yet we all silently or not so silently grimace about email. It’s relatively siloed. It’s painful to search. It’s difficult to align by topic. And it’s nearly impossible to re-trace meaningful and helpful conversations that occurred among a group or a team at some point in history. This is where social networking for Sales comes into play. It’s about PURPOSEFUL social networking versus chattering. What is purposeful social networking? It’s collaboration that’s built around opportunities, accounts, and contacts. It’s collaboration that delivers valuable context – on the target company, and on key competitors – just to name two examples. It’s collaboration that can scale to provide coaching for larger numbers of sales representatives, both for general purposes, and as we’ve largely discussed here, for specific ‘deals.’ And it’s collaboration that allows a team of people to collectively edit and iterate on a document like an RFP or a soon-to-be killer presentation that is maintained in a central repository, with no time wasted searching for it or worrying about version control. But lest we get carried away, let’s remember that collaboration “happens” among sales people whether there is specialized software to support it or not. The human practice of sales has not changed much in the last 80 to 90 years. Collaboration has been a mainstay during this entire time. But what social networking in general, and Oracle Social Networking in particular delivers, is the opportunity for sales teams to dramatically increase their effectiveness and efficiency – to identify and close more high quality and lucrative opportunities more quickly. For most sales organizations, this is how the game is won. To learn more please visit Oracle Social Network and Oracle Fusion Customer Relationship Management on oracle.com

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  • Beyond Chatting: What ‘Social’ Means for CRM

    - by Divya Malik
    A guest post by Steve Diamond, Senior Director, Outbound Product Management, Oracle In a recent post on the Oracle Applications blog, my colleague Steve Boese asked three questions related to the widespread popularity and incredibly rapid growth of Facebook, Pinterest, and LinkedIn. Steve then addressed the many applications for collaborative solutions in the area of Human Capital Management. So, in turning to a conversation about Customer Relationship Management (CRM) and Sales Force Automation (SFA), let me ask you one simple question. How many sales people, particularly at business-to-business companies, consistently meet or beat their quotas in their roles by working alone, with no collaboration among fellow sales people, sales executives, employees in product groups, in service, in Legal, third-party partners, etc.? Hello? Is anybody out there? What’s that cricket noise I hear? That’s correct. Nobody! When it comes to Sales, introverts arguably have a distinct disadvantage. While it’s certainly a truism that “success” in most professional endeavors requires working with people, it’s a mandatory success factor in Sales. This fact became abundantly clear to me one early morning in the late 1990s when I joined the former Hyperion Solutions (now part of Oracle) and attended a Sales Award Ceremony. The Head of Sales at that time gave out dozens of awards – none of them to individuals and all of them to TEAMS of individuals. That’s how it works in Sales. Your colleagues help provide you with product intelligence and competitive intelligence. They help you build the best presentations, pitches, and proposals. They help you develop the most killer RFPs. They align you with the best product people to ensure you’re matching the best products for the opportunity and join you in critical meetings. They help knock the socks of your prospects in “bake off” demo’s. They bring in the best partners to either add complementary products to your opportunity or help you implement a solution. They work with you as a collective team. And so how is all this collaboration STILL typically done today? Through email. And yet we all silently or not so silently grimace about email. It’s relatively siloed. It’s painful to search. It’s difficult to align by topic. And it’s nearly impossible to re-trace meaningful and helpful conversations that occurred among a group or a team at some point in history. This is where social networking for Sales comes into play. It’s about PURPOSEFUL social networking versus chattering. What is purposeful social networking? It’s collaboration that’s built around opportunities, accounts, and contacts. It’s collaboration that delivers valuable context – on the target company, and on key competitors – just to name two examples. It’s collaboration that can scale to provide coaching for larger numbers of sales representatives, both for general purposes, and as we’ve largely discussed here, for specific ‘deals.’ And it’s collaboration that allows a team of people to collectively edit and iterate on a document like an RFP or a soon-to-be killer presentation that is maintained in a central repository, with no time wasted searching for it or worrying about version control. But lest we get carried away, let’s remember that collaboration “happens” among sales people whether there is specialized software to support it or not. The human practice of sales has not changed much in the last 80 to 90 years. Collaboration has been a mainstay during this entire time. But what social networking in general, and Oracle Social Networking in particular delivers, is the opportunity for sales teams to dramatically increase their effectiveness and efficiency – to identify and close more high quality and lucrative opportunities more quickly. For most sales organizations, this is how the game is won. To learn more please visit Oracle Social Network and Oracle Fusion Customer Relationship Management on oracle.com

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  • Sorgenia rende più rapido ed efficace l'intero processo di gestione dei clienti

    - by antonella.buonagurio(at)oracle.com
    Sorgenia SpA, uno dei maggiori protagonisti del mercato libero italiano dell'energia elettrica e del gas naturale, grazie a Oracle Siebel CRM ha reso più fluido ed efficace il processo di gestione clienti. La riduzione dei tempi di chiamata, possibile grazie a Oracle Siebel CRM, ha permesso a Sorgenia SpA di gestire con puntualità ed efficacia un numero di richieste sempre maggiore mantenedo elevato il livello di servizio offerto. Leggi qui l'intero caso di successo  

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  • Beyond Chatting: What ‘Social’ Means for CRM

    - by Natalia Rachelson
    Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} A guest post by Steve Diamond, Senior Director, Outbound Product Management, Oracle In a recent post on this blog, my colleague Steve Boese asked three questions related to the widespread popularity and incredibly rapid growth of Facebook, Pinterest, and LinkedIn. Steve then addressed the many applications for collaborative solutions in the area of Human Capital Management. So, in turning to a conversation about Customer Relationship Management (CRM) and Sales Force Automation (SFA), let me ask you one simple question. How many sales people, particularly at business-to-business companies, consistently meet or beat their quotas in their roles by working alone, with no collaboration among fellow sales people, sales executives, employees in product groups, in service, in Legal, third-party partners, etc.? Hello? Is anybody out there? What’s that cricket noise I hear? That’s correct. Nobody! When it comes to Sales, introverts arguably have a distinct disadvantage. While it’s certainly a truism that “success” in most professional endeavors requires working with people, it’s a mandatory success factor in Sales. This fact became abundantly clear to me one early morning in the late 1990s when I joined the former Hyperion Solutions (now part of Oracle) and attended a Sales Award Ceremony. The Head of Sales at that time gave out dozens of awards – none of them to individuals and all of them to TEAMS of individuals. That’s how it works in Sales. Your colleagues help provide you with product intelligence and competitive intelligence. They help you build the best presentations, pitches, and proposals. They help you develop the most killer RFPs. They align you with the best product people to ensure you’re matching the best products for the opportunity and join you in critical meetings. They help knock the socks of your prospects in “bake off” demo’s. They bring in the best partners to either add complementary products to your opportunity or help you implement a solution. They work with you as a collective team. And so how is all this collaboration STILL typically done today? Through email. And yet we all silently or not so silently grimace about email. It’s relatively siloed. It’s painful to search. It’s difficult to align by topic. And it’s nearly impossible to re-trace meaningful and helpful conversations that occurred among a group or a team at some point in history. This is where social networking for Sales comes into play. It’s about PURPOSEFUL social networking versus chattering. What is purposeful social networking? It’s collaboration that’s built around opportunities, accounts, and contacts. It’s collaboration that delivers valuable context – on the target company, and on key competitors – just to name two examples. It’s collaboration that can scale to provide coaching for larger numbers of sales representatives, both for general purposes, and as we’ve largely discussed here, for specific ‘deals.’ And it’s collaboration that allows a team of people to collectively edit and iterate on a document like an RFP or a soon-to-be killer presentation that is maintained in a central repository, with no time wasted searching for it or worrying about version control. But lest we get carried away, let’s remember that collaboration “happens” among sales people whether there is specialized software to support it or not. The human practice of sales has not changed much in the last 80 to 90 years. Collaboration has been a mainstay during this entire time. But what social networking in general, and Oracle Social Networking in particular delivers, is the opportunity for sales teams to dramatically increase their effectiveness and efficiency – to identify and close more high quality and lucrative opportunities more quickly. For most sales organizations, this is how the game is won. To learn more please visit Oracle Social Network and Oracle Fusion Customer Relationship Management on oracle.com Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

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  • How can I set a field to null in a Pre-Update Plugin

    - by Juergen
    I developed a Pre-Update Plugin for the Case entity. In this plugin I want to set a string field to a new value. It works smoothly if the new value is not null. But if the new value si null, it is just ignored. This works: Incident caseTarget = ((Entity) localContext.PluginExecutionContext.InputParameters["Target"]).ToEntity<Incident>(); caseTarget.ProductSerialNumber = "new value"; After the execution of the plugin, the ProductSerialNumber field has value "new value". This doesn't work: Incident caseTarget = ((Entity) localContext.PluginExecutionContext.InputParameters["Target"]).ToEntity<Incident>(); caseTarget.ProductSerialNumber = null; After the execution of the plugin, the ProductSerialNumber field has still its old value. How can I set the target's field to null?

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  • is there some PHP social crm, plugins, or frameworks?

    - by garcon1986
    Hello, What i need to do: I'm trying to realize social networking graph for companies, employees in CRM. They could have many complex relationships. A company can have its network like inverstors, partners, competitors and customers etc. I want to realize a dynamic social networking graph for it. And it has to be implemented by php. Right now, i know SugarCRM and vTigerCRM are php open source CRMs. And SugarCRM provides some social functions. And there are a lot of other CRMs, while i'm not sure if they are realized by php, such as: ACT!, Microsoft Dynamics, Oracle Siebel Social CRM, Salesforce, BatchBlue, Buzzient etc. Do you know any other php CRMs, especially php social CRMs? Thanks

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  • ITT Corporation Goes Live on Oracle Sales and Marketing Cloud Service (Fusion CRM)!

    - by Richard Lefebvre
    Back in Q2 of FY12, a division of ITT invited Oracle to demo our CRM On Demand product while the group was considering Salesforce.com. Chris Porter, our Oracle Direct sales representative learned the players and their needs and began to develop relationships. We lost that deal, but not Chris's persistence. A few months passed and Chris called on the ITT Shape Cutting Division's Director of Sales to see how things were going. Chris was told that the plan was for the division to buy more Salesforce.com. In fact, he informed Chris that he had just sent his team to Salesforce.com training. During the conversation, Chris mentioned that our new Oracle Sales Cloud Service could run with Outlook. This caused the ITT Sales Director to reconsider the plan to move forward with our competition. Oracle was invited back to demo the Oracle Sales and Marketing Cloud Service (Fusion CRM) and after it concluded, the Director stated, "That just blew your competition away." The deal closed on June 5th , 2012 Our Oracle Platinum Partner, Intelenex, began the implementation with ITT on July 30th. We are happy to report that on September 18th, the ITT Shape Cutting Division successfully went live on Oracle Sales and Marketing Cloud Service (Fusion CRM). About: ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for growing industrial end-markets in energy infrastructure, electronics, aerospace and transportation. Building on its heritage of innovation, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life. Founded in 1920, ITT is headquartered in White Plains, NY, with 8,500 employees in more than 30 countries and sales in more than 125 countries. The ITT Shape Cutting Division provides plasma lasers and controls with the Burny, Kaliburn, and AMC brands. Oracle Fusion Products: Oracle Sales and Marketing Cloud Service (Fusion CRM) including: • Fusion CRM Base • Fusion Sales Cloud • Fusion Mobile and Desktop Integration • Automated Forecasting Adoption Model: SaaS Partner: Intelenex Business Drivers: The ITT Shape Cutting Division wanted to: better enable its Sales Force with email and mobile CRM capabilities simplify and automate its complex sales processes centrally manage and maintain customer contact information Why We Won: ITT was impressed with the feature-rich capabilities of Oracle Sales and Marketing Cloud Service (Fusion CRM), including sales performance management and integration. The company also liked the product's flexibility and scalability for future growth. Expected Benefits: Streamlined accurate forecasting Increased customer manageability Improved sales performance Better visibility to customer information

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