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  • Email Service or CRM

    - by MF1
    I am creating a process for a client who is a chapel. They have people who sign up to receive notifications of a death anniversary. I exported a CSV from the db, imported it into Mailchimp and I was about to launch a Mailchimp automation based on a date. I just realized that there are many instances where the same person singed up for multiple death reminders. Mailchimp doesn't allow for duplicate email addresses in one list. Is there another service or application that I can use for this?

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  • ISVForce Paris : développer ses applications dans le Cloud avec Force.com évènement CRM organisé par Salesforce le 7 juillet à Paris

    ISVForce Paris : développer ses applications dans le Cloud avec Force.com Évènement CRM organisé par Salesforce le 7 juillet au Centre d'Affaires Paris Trocadéro Salesforce.com organise le 7 juillet au Centre d'Affaires Paris Trocadéro, une matinée de présentation de sa plateforme ISVForce, qui met à la disposition des développeurs tous les outils et ressources dont ils ont besoin pour développer leur business sur Force.com. « ISVForce Paris » présentera les retours d'expérience d'éditeurs de logiciels en présence de hauts responsables de Salesforce et d'un intervenant de l'AFDEL (Association Française Des Editeurs de Logiciels). Cet évènement CRM sera aussi un moment d'écha...

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  • Microsoft augmente l'interopérabilité entre ses ERP et son CRM et sort un assistant de migration des données d'Oracle vers SQL Server

    Microsoft augmente l'interopérabilité entre ses ERP et son CRM Et sort un assistant de migration des données d'Oracle vers SQL Server Mercredi dernier, Microsoft Dynamics a annoncé la mise à disposition mondiale de nouvelles ressources à destination des entreprises équipées de son progiciel de gestion intégré Microsoft Dynamics (ERP). Ces nouvelles ressources incluent d'une part un connecteur entre Microsoft Dynamics CRM et Microsoft Dynamics AX, ainsi que d'autre part un assistant de migration de données pour les clients Microsoft Dynamics AX qui souhaitent faire migrer leurs bases de données Oracle vers Microsoft SQL Server. Ce nouveau connecteur facilite l

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  • .htaccess mod_rewrite URL query

    - by 1001001
    I was hoping someone could help me out. I'm building a CRM application and need help modifying the .htaccess file to clean up the URLs. I've read every post regarding .htaccess and mod_rewrite and I've even tried using http://www.generateit.net/mod-rewrite/ to obtain the results with no success. Here is what I am attempting to do. Let's call the base URL www.domain.com We are using php with a mysql back-end and some jQuery and javascript In that "root" folder is my .htaccess file. I'm not sure if I need a .htaccess file in each subdirectory or if one in the root is enough. We have several actual directories of files including "crm", "sales", "finance", etc. First off we want to strip off all the ".php" extensions which I am able to do myself thanks to these posts. However, the querying of the company and contact IDs are where I am stuck. Right now if I load www.domain.com/crm/companies.php it displays all the companies in a list. If I click on one of the companies it uses javascript to call a "goto_company(x)" jQuery script that writes a form and submit that form based on the ID (x) of the company. This works fine and keeps the links clean as all the end user sees is www.domain.com/crm/company.php. However you can't navigate directly to a company. So we added a few lines in PHP to see if the POST is null and try a GET instead allowing us to do www.domain.com/crm/company.php?companyID=40 which displays company #40 out of the database. I need to rewrite this link, and all other associated links to www.domain.com/crm/company/40 I've tried everything and nothing seems to work. Keep in mind that I need to do this for "contacts" and also on the sales portion of the app will need to do something for "deals". To summarize here's what I am looking to do: Change www.domain.com/crm/dash.php to www.domain.com/crm/dash Change www.domain.com/crm/company.php?companyID=40 to www.domain.com/crm/company/40 Change www.domain.com/crm/contact.php?contactID=27 to www.domain.com/crm/contact/27 Change www.domain.com/sales/dash.php to www.domain.com/sales/dash Change www.domain.com/sales/deal.php?dealID=6 to www.domain.com/sales/deal/6 (40, 27, and 6 are just arbitrary numbers as examples) Just for reference, when I used the generateit.net/mod-rewrite site using www.domain.com/crm/company.php?companyID=40 as an example, here is what it told me to put in my .htaccess file: Options +FollowSymLinks RewriteEngine On RewriteRule ^crm/company/([^/]*)$ /crm/company.php?companyID=$1 [L] Needless to say that didn't work.

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  • Dynamics CRM 4.0 Campaign Response Workflow issue

    - by Brett
    Hi I am pretty novice when it comes to CRM so hopefully someone can help me. I am trying to create a workflow that triggers when the campaign response is set to closed and then updates a few fields within the related 'Customers' record. I would have imagined that this would have been straight forward. However, when creating my workflow it appears that the 'Customer' is not in the related entitities list and therefore I cannot set the fields I require updating. I imagine that the issue is to do with the 'Customer' attribute being similar to the 'To'/'From' attributes on an email/phone call activity, whereas I need the attribute to resemble the 'Regarding' attribute. I presume I could create an attribute to replace 'customer' and apply all the appropriate relationships, but I dont really want to do this. Is there a simple way to get around this and/or am I missing something? Cheers

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  • Aptify (.NET CRM Solution) to MailChimp Synchronization

    - by Cord Blomquist
    I'm trying to determine what is involved in synchronizing MailChimp, the popular bulk email service, with Aptify, the .NET-powered CRM my company uses. MailChimp supplies a .NET wrapper DLL which should make this process much easier. They also advertise a 3rd-party solution: Sync Module for .Net systems - MailChimp Sync Module makes it easier for developers to synchronize their lists from any datasource to mailchimp. It has been developed in C# on the mailchimp .NET wrapper. Check it out here. Provided by Wim De Coninck. What steps would have to take to use these tools to get MailChimp and Aptify playing nicely together?

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  • Assigning hotkeys to custom buttons in Sage CRM

    - by CodeGeek
    Hi All, I'm trying to assign a hotkey to a custom buttom in Sage CRM. I'm able to do so for one keypress. However, it doesn't seem to work if I try to use a combination of keys, for example, 'Alt+C' Please refer my code below: document.onkeypress = onKeyPress; var flag = false; function onKeyPress() { if(window.event.keyCode == 18) { flag = true; } if(window.event.keyCode == 67 && flag) { alert("Successful!!!"); } }

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  • BPI On Demand achieves both Oracle Fusion CRM Cloud Service 2013 Specialisation and Reseller status!

    - by Richard Lefebvre
    Oracle is delighted to share with you that BPI OnDemand has achieved the Oracle Fusion CRM Cloud Service 2013 Specialization and is the EMEA first ever Oracle Sales Cloud reseller ! One of Oracle's most active CRM SaaS partners across EMEA, BPI OnDemand operates out of the UK with subsidiaries in Spain and South Africa that will also benefit locally from the specialization and reseller status. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* 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:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} BPI OnDemand distinguishes itself from other Oracle Sales Cloud integrators with 2 unique implementation options: 1) Rapid Advantage Fixed Scope for as low as £20,000 or their famous 2) Zero upfront cost Fully Managed Cloud CRM Service which has no equivalent in Europe. BPI OnDemand has already 2 Oracle Sales Cloud live customers and is engaging in many other opportunities including large corporate accounts. Meet BPI OnDemand here or on LinkedIn or on Twitter

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  • Sugar CRM Soap call not working properly

    - by Jasim
    I have sugar crm instance and i was trying to get some data from it using soap service. Below is the code which i am using for it. When i run the same code , sometimes it is returning correct data, sometimes it not. Can any one tell me what the problem is?? include "nusoap.php"; $client = new soapclient('http://asdf.net/test/urbancrm_2009_06_22/soap.php'); // Login to SugarCRM $auth_array = array( 'user_auth' => array( 'user_name' => '******', 'password' => '*******' ), ); $response = $client->call('login', $auth_array); if (!$response['error']['number']){ // Successfully logged in $session_id = $response['id']; //$response = $client->call('get_entry_list',array('session'=>$session_id , 'module_name'=>'Users', 'query'=>'', 'order_by'=>'','offset'=>'','select_fields'=>array('id','user_name'))); $response = $client->call('get_entry_list',array('session'=>$session_id , 'module_name'=>'itf_Apartments', "query"=>"itf_apartments_cstm.neighborhood_c='Loop'", 'order_by'=>'','offset'=>'','select_fields'=>array('name','studio','convertible','one_bedroom','one_bedroom_plus_den','two_bedroom','two_bedroom_plus_den','penthouse','photo_c','building_type_c','neighborhood_c'))); //$response = $client->call('get_entry_list',array('session'=>$session_id , 'module_name'=>'itf_Apartments', 'query'=>'itf_apartments_cstm.urbanlux_id_c="1"', 'order_by'=>'','offset'=>'','select_fields'=>array('name','studio','convertible','one_bedroom','one_bedroom_plus_den','two_bedroom','two_bedroom_plus_den','penthouse',))); //store id and user name as a key value pair in array //echo "---"; print_r($response); } else { echo "else"; print_r($response); } ?

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  • Can an arbitrary email adress be used in workflow send email activity

    - by Greg McGuffey
    I'm wondering if there is any way to be able to include an arbitrary email address as the To:, From:, CC: or BCC: fields of a send email activity? It appears that they must be contacts in the CRM. I ask this because I have a requirement to cc a known group email (no actual user associated with the email...something like [email protected] it's not a queue at all). I'm concerned that if I create a CRM user for this email, that when I move to production, I'll have to change all the workflows using this email to point to the CRM entity on the production box (assuming GUID is saved with activity). If an arbitrary email isn't possible, any other suggestions? Thanks!

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  • Non perdere la possibilità di incontrare i membri dell’Oracle Real-Time Decisions Customer Advisory Board!

    - by Silvia Valgoi
    Quest’anno, in via del tutto eccezionale, vengono aperte le porte dell’appuntamento annuale che Oracle dedica ai clienti di alcune specifiche Applicazioni: si incontreranno a Roma il prossimo 20 giugno 2012  i clienti mondiali della soluzione Oracle Real-Time Decisions (RTD). E’ una occasione unica per sentire direttamente da chi ha implementato questa soluzione quali siano stati i reali ritorni sugli investimenti e per parlare direttamente con loro in un contesto internazionale. La testimonianza di  Dell - che presenterà l’utilizzo di RTD  integrato anche a Siebel - la partecipazione di  BT, Deutsch Telecom, United Airlines, Bouygues Telecom, Dell e RoomKe, fanno di questo appuntamento un momento importante per tutti coloro che vedono nel Real-Time Decisions un tassello importante per le loro strategie di Customer Experience Management. Sei interessato? http://www.oracle.com/goto/RealTimeDecisions

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  • Cut Caseload Costs, Speed Service Delivery For Social Services

    - by michael.seback
    Lower Caseload Costs, Speedier Service Delivery with New Oracle Social Services Solution Oracle has just introduced a new solution for social services agencies that's designed to help case workers address the challenges of rising workloads and growing demands by citizens for additional services. In the past, IT departments developed custom software in an effort to meet program outcomes. "Because this capability is out of the box with the Oracle solution, there's less complexity for organizations and an overall lower total cost of ownership," says Kimberly Ellison-Taylor, Oracle's executive director of health and human services. "Self service brings costs down to just pennies per interaction and makes it possible for clients to receive government services more quickly," Ellison-Taylor says. read more

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  • Soluciones Oracle para Servicios Sociales: Demo "El Ciudadano"

    - by alvaro.desantiago(at)oracle.com
    Las Soluciones Oracle mejoran la ejecución de los programas sociales de las Administraciones y el resultado obtenido por los ciudadanos. La Solución Oracle para Servicios Sociales permite a las Administraciones Públicas optimizar los resultados de las políticas sociales y maximizar la tasa de participación, através de la implantación de Siebel Case Management y Oracle Policy Automation.Les facilita, asimismo, compartir una visión única del ciudadano, gestionar los continuos cambios de políticas de mejora de los programas sociales y su prestación directa a los interesados.Oracle proporciona la solución de Servicios Sociales, para una variedad de áreas como son Beneficios Sociales, Empleo, Violencia de Género y Protección al Menor.

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  • Come sfruttare le nuove dinamiche di relazione azienda-consumatore per ottimizzare l’esperienza multicanale e per rendere più efficiente il Customer Service creando e mantenendo la "brand promise"?

    - by Silvia Valgoi
    Scoprilo il prossimo 4 luglio a Milano! Oracle ha organizzato un workshop per condividere esperienze e casi sul tema Service Excellence. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* 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:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; 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;} In un mondo costantemente connesso dove le aspettative dei consumatori aumentano sempre di più un’area in cui le aziende possono veramente differenziarsi, mantenendo leadership e quote di mercato, è la Customer Service Experience che possono fornire. Ma come sfruttare queste nuove dinamiche di relazione azienda-singolo consumatore per ottimizzare l’esperienza multicanale e per render più efficiente il Customer Service creando valore e mantenendo la “brand promise”? Con il contributo di ASAP Service Management Forum, osservatorio privilegiato per le tematiche di Service, e con il contributo di testimonianze andremo a definire i percorsi da intraprendere o già intrapresi per sviluppare efficaci strategie di Customer Experience che tengano conto del ruolo cruciale che il consumatore ricopre quando interagisce con l’azienda. Non perdere questo appuntamento!  

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  • Who Do You Turn To for Your Consumer Goods Sales and Marketing Needs

    - by ruth.donohue
    As a sales or marketing executive, you want the best software for managing your marketing, demand generation, trade promotion, customer/volume planning, and retail execution/monitoring activities and analysis. However, working with niche software vendors can result in a very disjointed user and support experience. It would be ideal to have just one end-to-end solution that could manage and optimize each of these processes...but is that just wishful thinking? Read this Gartner article to find out more!

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  • My Doors - Why Standards Matter to Business

    - by Brian Dayton
    "Standards save money." "Standards accelerate projects." "Standards make better solutions."   What do these statements mean to you? You buy technology solutions like Oracle Applications but you're a business person--trying to close the quarter, get performance reviews processed, negotiate a new sourcing contract, etc.   When "standards" come up in presentations and discussions do you: -          Nod your head politely -          Tune out and check your smart phone -          Turn to your IT counterpart and say "Bob's all over this standards thing, right Bob?"   Here's why standards matter. My wife wants new external doors downstairs, ones that would get more light into the rooms. Am I OK with that? "Uhh, sure...it's a little dark in the kitchen."   -          24 hours ago - wife calls to tell me that she's going to the hardware store and may look at doors -          20 hours ago - wife pulls into driveway, informs me that two doors are in the back of her station wagon, ready for me to carry -          19 hours ago - I re-discovered the fact that it's not fun to carry a solid wood door by myself -          5 hours ago - Local handyman, who was at our house anyway, tells me that the doors we bought will likely cost 2-3x the material cost in installation time and labor...the doors are standard but our doorways aren't   We could have done more research. I could be more handy. Sure. But the fact is, my 1951 house wasn't built with me in mind. They built what worked and called it a day.   The same holds true with a lot of business applications. They were designed and architected for one-time use with one use-case in mind. Today's business climate is different. If you're going to use your processes and technology to differentiate your business you should have at least a working knowledge of: -          How standards can benefit your business -          Your IT organization's philosophy around standards -          Your vendor's track-record around standards...and watch for those who pay lip-service to standards but don't follow through   The rallying cry in most IT organizations today is "learn more about the business, drop the acronyms." I'm not advocating that you go out and learn how to code in Java. But I do believe it will help your business and your decision-making process if you meet IT ½...even ¼ of the way there.   Epilogue: The door project has been put on hold and yours truly has to return the doors to the hardware store tomorrow.

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  • Culture Shmulture?

    - by steve.diamond
    I've been thinking about "Customer Experience Management" lately. Here at Oracle, we arguably have the most complete suite of applications for managing the customer experience across and in the context of multiple channels -- from marketing to loyalty to contact center to self-service to analytics offerings, and more. And stay tuned, because in coming months let's just say we'll have even more to talk about on this front. But that said............ Last weekend my wife and I stayed at one of the premiere hotel chains on the planet. I won't name them, but we all know the short list. It could have been the St. Regis or the Ritz Carlton or Four Seasons or Hyatt Park or....This stay, at this particular hotel, was simply outstanding. Within a chain known for providing "above and beyond" levels of service, this particular hotel, under this particular manager, exceeded expectations on so many fronts. For example, at the Spa we mentioned to the two attendants that my wife is seven months pregnant and that we had previously had a lot of trouble conceiving. We then went to our room. Ten minutes later we heard a knock at the door and received a plate of chocolate covered strawberries with a heartfelt note and an inspiring quote, signed by the two spa attendees. The following day we arranged to have a bellhop drive us to the beach. Although they had a pre-arranged beach shuttle service with time limits, etc., he greeted us by saying, "I'm yours for the day until 4 p.m. Whatever you want to do is fine by me, as long as it's legal!" The morning that we left we arranged to have a taxi drive us to the airport--a nearly 40 mile drive. What showed up was a private coach complete with navy blue suited driver dude. And we were charged the taxi fare price. And there were many other awesome exchanges I won't mention here, although I did email the GM of this hotel two nights ago and expressed our effusive praise and gratitude. I'd submit that this hotel chain would have a definitive advantage using even more Oracle software to manage and optimize its customer interactions (yes, they are a customer). But WITHOUT the culture--that management team--and that instillation of aligned values across all employees of exemplifying 'the golden rule,' I wonder how much technology really matters in providing a distinctively positive and memorable customer experience. Lest you think I'm alone in these pontifications, have you read Paul Greenberg's blog lately? Have you seen one of his most recent posts? Now this SPECIFIC post is NOT about customer service per se. But it is about people. So yes, please think long and hard about the technology you seek to deploy. But never forget who will be interacting with your systems, and your customers.

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  • Policy Implementation is Damaging Organizations: Economist Intelligence Unit

    - by michael.seback
    Read new research revealing the hidden risks of inefficient policy implementation The frenetic pace of regulatory and legislative change means public and private sector organizations must continuously update internal policies - in particular, as associated with decision making and disbursements. Yet with policy management efforts alarmingly under-resourced and under-funded, the risk and cost of non-compliance - and their associated implications - are growing daily. To find out how inefficient policy management could be putting your business at risk, read your complimentary copy of the full EIU paper - Enabling Efficient Policy Implementation - today.

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  • HP Improves Visibility, Alignment, and Marketing Effectiveness with Siebel MRM

    - by ruth.donohue
    How does an $80 billion technology company gain complete visibility to marketing spend? Hewlett Packard uses Siebel Marketing Resource Management to ensure marketing dollars are invested wisely and gain transparency and accountability across its marketing function. With Siebel MRM, HP is able to manage over 50,000 campaigns in over 60 countries and leverage marketing best practices around the world. Find out more in this video with Deborah Nelson, SVP of Marketing and Alliances at HP.

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  • Custommer Centric Wealth Management

    - by michael.seback
    While the world continues to search their way out of the recent financial turmoil and recession, it has no doubt churned out the inherent faults in the wealth management industry and the larger financial system. In order to counter these apprehensions, wealth management firms are now actively seeking and evaluating avenues to re-build the lost trust. They are looking at engaging their customers in managing their investments in a more collaborative and transparent manner. At the same time, wealth managers are also seeking to empower themselves with complete and comprehensive customer information in order to provide the best advice and the best solution at the right time. Read your copy of this new global White Paper on Wealth Management.

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  • Tips On Using The Service Contracts Import Program

    - by LuciaC
    Prior to release 12.1 there was no supported way to import contracts into the EBS Service Contracts application - there were no public APIs nor contract load programs provided.  From release 12.1 onwards the 'Service Contracts Import Program' is provided to load service contracts into the application. The Service Contracts Import functionality is explained in How to Use the Service Contracts Import Program - Scope and Limitations (Doc ID 1057242.1).  This note includes an attached document which explains the program architecture, shows the Entity Relationship Diagram and details the interface table definitions. The Import program takes data from the interface tables listed below and populates the contracts schema tables:  OKS_USAGE_COUNTERS_INTERFACE OKS_SALES_CREDITS_INTERFACEOKS_NOTES_INTERFACEOKS_LINES_INTERFACEOKS_HEADERS_INTERFACEOKS_COVERED_LEVELS_INTERFACEThese interface tables must be loaded via a custom load program.The Service Contracts Import concurrent request is then submitted to create contracts from this legacy data. The parameters to run the Import program are:  Parameter Description  Mode Validate only, Import  Batch Number Batch_Id (unique id populated into the OKS_HEADERS_INTERFACE table)  Number of Workers Number of workers required (these are spawned as separate sub-requests)  Commit size Represents number of successfully processed contracts commited to database The program spawns sub-requests for the import worker(s) and the 'Service Contracts Import Report'.  The data is validated prior to import and into the Contracts tables and will report errors in the Service Contracts Import Report program output file (Import Execution Report).  Troubleshooting tips are provided in R12.1 - Common Service Contract Import Errors (Doc ID 762545.1); this document lists some, but not all, import errors.  The document will be updated over time.  Additional help is given in Debugging Tip for Service Contracts Import Errors (Doc ID 971426.1).After you successfully import contracts, you can purge the records from the interface tables by running the Service Contracts Import Purge concurrent program. Note that there is no supported way to mass delete data from the Contracts schema tables once they are populated, so data loaded by the Import program must be fully tested and verified before the program is run to load data into a Production system.A Service Contracts Import Test program has been provided which will take an existing contract in the application and load the interface tables using the data from that contract.  This can be used as an example for guidance on how to load the interface tables.  The Test program functionality is explained in How to Use the Service Contracts Test Import Program Provided in Release 12.1 (Doc ID 761209.1).  Note that the Test program has some limitations which do not apply to the full Import program and is not a supported program, it is simply a testing tool.  

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