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  • CRM Is A Long Term Strategy

    - by ruth.donohue
    With the array of CRM solutions out there, it's sometimes easy to forget that CRM is more than just technology with fancy bells and whistles -- it's a long-term strategy that involves people and processes as well. The Wise Marketer summarizes a Gartner report outlining three key steps necessary to create and execute a successful CRM stratetegy that is linked with overall corporate strategy.

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  • Will We See More Partisan Splits from the SEC?

    - by Theresa Hickman
    The SEC's lawsuit against Goldman Sachs has made recent headlines. The fact that the SEC seems to be growing more litigious by making examples out of invididuals and companies is not the topic of my blog. The most interesting thing about this case is that the 5 SEC commissioners did not vote unanimously to bring the lawsuit. The commissioners had a 3-2 partisan split. Ms. Shapiro (a registered independent) voted with the 2 Democrats. Split votes rarely happen by the SEC, especially when they are enforcing actions against firms they regulate. I wonder if we will be seeing more of these partisan split votes when it comes to other decisions, say IFRS adoption? I know both the Democrats and Republicans have stated that they support a unified accounting standard. However, will the Republicans want to push back simply because there is a Democrat in office? (Seems childish to me, but I never understood politics). I think Ms. Shapiro will most definitely want a unanimous consensus related to the IFRS topic. There is already talk that we will be seeing more SEC split votes in the future. For example, there will most likely be a split vote regarding Obama's proposed financial-regulatory overhaul. I don't see why IFRS would be exempt. I really hope it doesn't happen because the last thing we need is more road blocks on our IFRS road trip.

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  • How to access CRM 4.0 settings programmatically?

    - by Shaamaan
    Some of the plugins I wrote (re)calculate various prices, and I used Math.Round to keep results accurate with the default 2 digit setting in CRM. But I figured... what if a user decides to set his CRM to use a different precision? So, I need to access the CRM settings programmatically, so that my functions can work with whatever setting the user chooses. How would I go about accessing the General (and, possibly, other) CRM settings from my code?

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  • Business Units vs Teams in CRM 2011

    - by GuruJ
    I've been told a few times that Business Units in CRM 2011 are "tricky" and shouldn't be set up lightly since they have irreversible consequences for a CRM 2011 implementation. On the other hand, teams in CRM 2011 seem much more flexible in managing record security. For what reason would I still choose to set up Business Units in CRM 2011? What can I do with Business Units that I can't with Teams (and vice versa)?

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  • Benchmarking hosting providers IO with Bonnie

    - by Derek Organ
    Ok, because of a bunch of projects I'm working on I've access to dedicated Servers on a 3 hosting providers. As an experiment and for educational purposes I decided to see if I could benchmark how good the IO is with each. Bit of research lead me to Bonnie++ So I installed it on the server and ran this simple command /usr/sbin/bonnie -d /tmp/foo The 3 machines in different hosting providers are all dedicated machines, one is a VPS, other two are on some cloud platform e.g. VMWare / Xen using some kind of clustered SAN for storage This might be a naive thing to do but here are the results I found. HOST A Version 1.03c ------Sequential Output------ --Sequential Input- --Random- -Per Chr- --Block-- -Rewrite- -Per Chr- --Block-- --Seeks-- Machine Size K/sec %CP K/sec %CP K/sec %CP K/sec %CP K/sec %CP /sec %CP xxxxxxxxxxxxxxxx 1G 45081 88 56244 14 19167 4 20965 40 67110 6 67.2 0 ------Sequential Create------ --------Random Create-------- -Create-- --Read--- -Delete-- -Create-- --Read--- -Delete-- files /sec %CP /sec %CP /sec %CP /sec %CP /sec %CP /sec %CP 16 15264 28 +++++ +++ +++++ +++ +++++ +++ +++++ +++ +++++ +++ xxxxxxxx,1G,45081,88,56244,14,19167,4,20965,40,67110,6,67.2,0,16,15264,28,+++++,+++,+++++,+++,+++++,+++,+++++,+++,+++++,+++ HOST B Version 1.03d ------Sequential Output------ --Sequential Input- --Random- -Per Chr- --Block-- -Rewrite- -Per Chr- --Block-- --Seeks-- Machine Size K/sec %CP K/sec %CP K/sec %CP K/sec %CP K/sec %CP /sec %CP xxxxxxxxxxxx 4G 43070 91 64510 15 19092 0 29276 47 39169 0 448.2 0 ------Sequential Create------ --------Random Create-------- -Create-- --Read--- -Delete-- -Create-- --Read--- -Delete-- files /sec %CP /sec %CP /sec %CP /sec %CP /sec %CP /sec %CP 16 24799 52 +++++ +++ +++++ +++ 25443 54 +++++ +++ +++++ +++ xxxxxxx,4G,43070,91,64510,15,19092,0,29276,47,39169,0,448.2,0,16,24799,52,+++++,+++,+++++,+++,25443,54,+++++,+++,+++++,+++ HOST C Version 1.03c ------Sequential Output------ --Sequential Input- --Random- -Per Chr- --Block-- -Rewrite- -Per Chr- --Block-- --Seeks-- Machine Size K/sec %CP K/sec %CP K/sec %CP K/sec %CP K/sec %CP /sec %CP xxxxxxxxxxxxx 1536M 15598 22 85698 13 258969 20 16194 22 723655 21 +++++ +++ ------Sequential Create------ --------Random Create-------- -Create-- --Read--- -Delete-- -Create-- --Read--- -Delete-- files /sec %CP /sec %CP /sec %CP /sec %CP /sec %CP /sec %CP 16 14142 22 +++++ +++ 18621 22 13544 22 +++++ +++ 17363 21 xxxxxxxx,1536M,15598,22,85698,13,258969,20,16194,22,723655,21,+++++,+++,16,14142,22,+++++,+++,18621,22,13544,22,+++++,+++,17363,21 Ok, so first off what is the best way to read the figures and are there any issues with really comparing these numbers? Is this in any way a true representation of IO Speed? If not is there any way for me to test that? Note: these 3 machines are using either Ubuntu or Debian (I presume that doesn't really matter)

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  • iperf max udp multicast performance peaking at 10Mbit/s?

    - by Tom Frey
    I'm trying to test UDP multicast throughput via iperf but it seems like it's not sending more than 10Mbit/s from my dev machine: C:\> iperf -c 224.0.166.111 -u -T 1 -t 100 -i 1 -b 1000000000 ------------------------------------------------------------ Client connecting to 224.0.166.111, UDP port 5001 Sending 1470 byte datagrams Setting multicast TTL to 1 UDP buffer size: 8.00 KByte (default) ------------------------------------------------------------ [156] local 192.168.1.99 port 49693 connected with 224.0.166.111 port 5001 [ ID] Interval Transfer Bandwidth [156] 0.0- 1.0 sec 1.22 MBytes 10.2 Mbits/sec [156] 1.0- 2.0 sec 1.14 MBytes 9.57 Mbits/sec [156] 2.0- 3.0 sec 1.14 MBytes 9.55 Mbits/sec [156] 3.0- 4.0 sec 1.14 MBytes 9.56 Mbits/sec [156] 4.0- 5.0 sec 1.14 MBytes 9.56 Mbits/sec [156] 5.0- 6.0 sec 1.15 MBytes 9.62 Mbits/sec [156] 6.0- 7.0 sec 1.14 MBytes 9.53 Mbits/sec When I run it on another server, I'm getting ~80Mbit/s which is quite a bit better but still not anywhere near the 1Gbps limits that I should be getting? C:\> iperf -c 224.0.166.111 -u -T 1 -t 100 -i 1 -b 1000000000 ------------------------------------------------------------ Client connecting to 224.0.166.111, UDP port 5001 Sending 1470 byte datagrams Setting multicast TTL to 1 UDP buffer size: 8.00 KByte (default) ------------------------------------------------------------ [180] local 10.0.101.102 port 51559 connected with 224.0.166.111 port 5001 [ ID] Interval Transfer Bandwidth [180] 0.0- 1.0 sec 8.60 MBytes 72.1 Mbits/sec [180] 1.0- 2.0 sec 8.73 MBytes 73.2 Mbits/sec [180] 2.0- 3.0 sec 8.76 MBytes 73.5 Mbits/sec [180] 3.0- 4.0 sec 9.58 MBytes 80.3 Mbits/sec [180] 4.0- 5.0 sec 9.95 MBytes 83.4 Mbits/sec [180] 5.0- 6.0 sec 10.5 MBytes 87.9 Mbits/sec [180] 6.0- 7.0 sec 10.9 MBytes 91.1 Mbits/sec [180] 7.0- 8.0 sec 11.2 MBytes 94.0 Mbits/sec Anybody has any idea why this is not achieving close to link limits (1Gbps)? Thanks, Tom

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  • ??????????? ??????? ?? Oracle CRM On Demand ??? ????????? Oracle

    - by [email protected]
      ?????? ??? ?????????????? ????????? ORACLE! ?????????? ??????????? ??????? ?? ??????? ???????? ?? CRM On Demand ???? ???????? ? ????????? ?? 1-?? ?????????? ? ????? ?????????? 59$ + ???.   ??????????? ????????????? ??? ???????? ?? ???? ?? 12 ??????? ???? ???????? ???????????: ?? ????? ??? 2010 ???? ????????? - ???????????? ??????? ?????? ???????? ??????????? ????????-???????? Oracle ** ??????? ???? ?????????? 70$ + ??? ???????? ????? ?????????????? ?????: Oracle Partner Relationship Management On Demand, Oracle CRM On Demand ??? iPhone ?? ???? ?? $20+??? ? ????? ?? ????????????.

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  • CRM mail merge and Word Macros/FILLINs

    - by xt_20
    Hi all, I'm currently using Microsoft CRM4 Mail merge function, which stores Word files as XML files inside CRM. My client has a requirement to prompt the user for more information (not found in CRM) upon mail merging. Previously, we used the Word 'FILLIN' commands, but it does not work with CRM mail merge as it only prompts the user before printing, not upon opening a Word file. I attempted using Macros, but can't seem to save macros to Microsoft Word 2003 XML file format. My questions: 1. Is there any way to get 'FILLIN' to prompt the user upon opening the mail merged file? 2. Can I store macros in Word 2003 XML file format? 3. Any other way around it, that involves merging CRM records with a Word file, and prompting the user for more information not already found in CRM? Many thanks for your help, AR

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  • What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

    - by Tony Berk
    There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! As I mentioned in my earlier post about some of the keynote sessions, Is There a Cloud Over OpenWorld?, I'm going try to highlight some key sessions to help you find the best sessions for you. Interested to find out where Oracle CRM products are headed, then find your "roadmap" session. Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. Come to this session to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. Additionally, the session covers how Siebel customers can leverage many Oracle assets such as Oracle WebCenter Sites; InQuira, RightNow, and ATG/Endeca applications, and Oracle Policy Automation in conjunction with their current Siebel investments. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. Which session are you most interested in? Make your suggestions! But no voting for Pearl Jam or Kings of Leon. Those are after hours! 

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  • Salon du E-commerce et Social CRM B2B

    - by Valérie De Montvallon
    Nous participions au Salon du E-commerce et Social CRM B2B en septembre dernier et nous vous proposons la vidéo réalisée par Les décideurs de la relation client. Découvrez des avis d'experts de la Relation Client pour en savoir toujours plus sur le Social CRM BtoB. Pour le BtoB, la gestion de la Relation Client semble bien simple quand il s’agit de récolter des informations à partir d’appels téléphoniques, d’entretiens physiques ou d’emails. Toutefois, la tâche s’enhardit sur les réseaux sociaux. Ces plateformes sont-elles réellement adaptées au BtoB ? Comment procéder quand on se lance ? Quels sont les pièges à éviter ? Quels sont les éléments qui laissent à penser que le Social CRM BtoB est une vraie tendance de la Relation Client ? Autant de questions auxquelles les experts rencontrés ont apporté des éléments de réponse. Vous découvrirez l'interview de notre expert, Khalid Madarbokus, qui s'exprime sur la remontée d'informations depuis les médias sociaux au sein des départements d'une entreprise B2B (à 3:20)

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  • What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

    - by Richard Lefebvre
    There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. Come to this session to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. Additionally, the session covers how Siebel customers can leverage many Oracle assets such as Oracle WebCenter Sites; InQuira, RightNow, and ATG/Endeca applications, and Oracle Policy Automation in conjunction with their current Siebel investments. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. 

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  • Selling On Demand

    - by andrea.mulder
    In May 2010, eSilicon management began evaluating providers for a new CRM system - vetting a variety of CRM offerings. Using a rating system that scored vendors according to marketing, sales, services, features, usability, implementation time, and cost, the team chose Oracle CRM On Demand for the project. "Overall, Oracle CRM On Demand was the best system that was able to address all our pain points," says Janet Ang, senior applications developer and project manager of the CRM implementation at eSilicon. Read Selling On Demand, a feature article in the February 2011 issue of Profit Magazine, and find out how eSilicon achieved:Easy Implementation and Adoption Sales and Management Benefits High Productivity for Tech

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  • CEO Is the New CRM

    - by andrea.mulder
    Danny Rippon launched his blogging career last week with The Marketer outlining how CRM has evolved from managing customer data to 'CEM' - Customer Experience Management, and for true market leaders it is moving towards 'CEO' - Customer Experience Optimisation. Or as we like to say here in the states Customer Experience Optimization (with a "z"). Click here to hear Danny's thought on why CEO Is the New CRM.

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  • CUSTOMER INSIGHT, Trend, Modelli e Tecnologie di Successo nel CRM di ultima generazione

    - by antonella.buonagurio(at)oracle.com
    Il CRM è una necessità sia per le grandi realtà aziendali che per le medie imprese, che hanno una crescente necessità di dati, informazioni, intelligence sui loro clienti. Molte realtà hanno sviluppato al loro interno sistemi di CRM ad hoc, ma, non avendo l'informatica nel loro DNA, hanno impiegato molto tempo su aspetti tecnici ed operativi piuttosto che sull'interpretazione, elaborazione e riflessione dei dati raccolti. Per maggiori informazioni e visionare l'agenda dell'evento clicca qui

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  • European Companies Can Now Subscribe to Oracle CRM on Demand Locally

    - by divya.malik
    Here is some important news that was announced by our colleagues in Oracle EMEA last week. Joining our other data centers in Austin, Colorado Springs and Sydney-Australia, Oracle announced a new data center in Europe. Oracle CRM On Demand customers can now have their content securely hosted locally in the region. Here is the press release, and to learn more about Oracle's CRM On Demand offering click here.

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  • They Wrote The Book On It

    - by steve.diamond
    First of all, an apology to you all for my not posting this yesterday, when I should have. For those of you bloggers out there, you know the difference between "Save" and "Preview." But I temporarily forgot it. Nevertheless, while I'm not impressed with this mishap, I'm blown away by the initiative three of my colleagues have taken. Jeff Saenger, Tim Koehler, and Louis Peters, recently wrote a book, "Oracle CRM On Demand Deployment Guide." Not only that, they got this book PUBLISHED. These guys know their stuff. They have worked in the CRM industry for many years. And trust me, they command a lot of respect inside this organization. In the words of Louis Peters (who posted this verbiage yesterday on LinkedIn), "We've assembled all the best practices and lessons learned over the past six years working with CRM On Demand. The book covers a range of topics - working with SaaS-based applications, planning and executing a successful rollout, designing elegant and high-performing applications, and working effectively with Oracle. We even included several sample designs based on successful real-world deployments. Our main target audience is the CRM On Demand project team - sponsors, project managers, administrators, developers - really anyone planning, implementing or maintaining the application." Now these guys don't know it, but I'll be interviewing one of them and including audio excerpts of that conversation right here next Wednesday. In the meantime, if you want to learn more about successful CRM deployments in general, and working with Oracle CRM On Demand in particular, you should check out this book.

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  • Oracle Delivers Oracle Social Services Suite

    - by michael.seback
    Oracle Delivers Oracle Social Services Suite with New Releases of Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10 Continuing its leadership and commitment to provide key innovations specifically created for social services agencies, Oracle today released the new Oracle Social Services Suite that includes updated versions of Oracle's Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10. "Oracle's commitment to our social services customers is indisputable with the introduction of Oracle Social Services Suite and the latest innovations from Oracle's Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10," said Anthony Lye, Senior Vice President of CRM, Oracle. "Social service agencies have not only many of the most complex jobs to perform with limited time and funding, but also some of the most important for our society, especially when children are involved. The technology advances Oracle provides will help these agencies increase their own efficiency and save costs, while helping to improve the outcome for their clients." read more

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  • EBS Customer Relationship Manager (CRM) Product Family Webcasts

    - by user793044
    Oracle's Advisor Webcasts are live presentations given by subject matter experts who deliver knowledge and information about services, products, technologies, best practices and more. Delivered through WebEx the Oracle Advisor Webcast Program brings interactive expertise straight to your desktop, at no cost. Each session is usually followed by a live Q&A where you can have your questions answered. If you miss any of the live webcasts then you can replay the recording or download the PDF of the presentation. Doc Id 740966.1 gives you access to all the scheduled webcasts as well as the archived recordings and presentations. Just select the product family you are interested in to access the latest webcasts in that area. Below is a listing of the currently scheduled archived webcasts for the EBS CRM and Industries product family. Webcast Topic and Description Webcast Link Date and Time Upcoming: Oracle E-Business Suite - Service Oracle Service Charges - Introduction/Overview Register Dec 6, 2012 EBS CRM - Service R12: How to debug Email Center Auto Service Request Creation Failures Recording | .pdf Archived XCALC: Failed Calculations when Using OIC Recording | .pdf Archived XPOP: Failed Population When Using Oracle Incentive August 30, 2012 Recording | .pdf Archived XROLL: Failed Roll Up When Using Oracle Incentive Compensation August 16, 2012 Recording | .pdf Archived Common Problems Associated with Product Catalog in Sales Recording | .pdf Archived Oracle Incentive Compensation - Troubleshooting Payment Issues Recording | .pdf Archived R12 Renewing Service Contracts - Overview Recording | .pdf Archived 11i and R12 Oracle CRM Service Basics and Troubleshooting - an Overview Recording | .pdf Archived 11i and R12 Transaction Error Troubleshooting Overview Recording | .pdf Archived

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  • Failure Sucks, But Does It Have To?

    - by steve.diamond
    Hey Folks--It's "elephant in the room" time. Imagine a representative from a CRM VENDOR discussing CRM FAILURES. Well. I recently saw this blog post from Michael Krigsman on "six ways CRM projects go wrong." Now, I know this may come off defensive, but my comments apply to ALL CRM vendors, not just Oracle. As I perused the list, I couldn't find any failures related to technology. They all seemed related to people or process. Now, this isn't about finger pointing, or impugning customers. I love customers! And when they fail, WE fail. Although I sit in the cheap seats, i.e., I haven't funded any multi-million dollar CRM initiatives lately, I kept wondering how to convert the perception of failure as something that ends and is never to be mentioned again (see Michael's reason #4), to something that one learns from and builds upon. So to continue my tradition of speaking in platitudes, let me propose the following three tenets: 1) Try and get ahead of your failures while they're very very small. 2) Immediately assess what you can learn from those failures. 3) With more than 15 years of CRM deployments, seek out those vendors that have a track record both in learning from "misses" and in supporting MANY THOUSANDS of CRM successes at companies of all types and sizes. Now let me digress briefly with an unpleasant (for me, anyway) analogy. I really don't like flying. Call it 'fear of dying' or 'fear of no control.' Whatever! I've spoken with quite a few commercial pilots over the years, and they reassure me that there are multiple failures on most every flight. We as passengers just don't know about them. Most of them are too miniscule to make a difference, and most of them are "caught" before they become LARGER failures. It's typically the mid-sized to colossal failures we hear about, and a significant percentage of those are due to human error. What's the point? I'd propose that organizations consider the topic of FAILURE in five grades. On one end, FAILURE Grade 1 is a minor/miniscule failure. On the other end, FAILURE Grade 5 is a colossal failure A Grade 1 CRM FAILURE could be that a particular interim milestone was missed. Why? What can we learn from that? How can we prevent that from happening as we proceed through the project? Individual organizations will need to define their own Grade 2 and Grade 3 failures. The opportunity is to keep those Grade 3 failures from escalating any further. Because honestly, a GRADE 5 failure may not be recoverable. It could result in a project being pulled, countless amounts of hours and dollars lost, and jobs lost. We don't want to go there. In closing, I want to thank Michael for opening my eyes up to the world of "color," versus thinking of failure as both "black and white" and a dead end road that organizations can't learn from and avoid discussing like the plague.

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  • How do you read system jobs in Dynamics CRM?

    - by Dan Crowther
    The CRM SDK says this is possible but the following code fails. Does anyone know why? var request = new RetrieveMultipleRequest(); var query = new QueryExpression(EntityName.asyncoperation.ToString()); query.ColumnSet = new AllColumns(); request.Query = query; var response = _connection.Execute(request); The error is: <error>\n <code>0x80040216</code> <description>An unexpected error occurred.</description> <type>Platform</type> </error> If I change the entity name to account, it works fine.

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  • how to do gedcom import with minimal database roundtrip. what is best practice for this kind of dev

    - by Radhi
    In My current application, I need to import users from gedcom file. these users may exist in my registered users or i need to create one registered user for the same. now gedcom file contain s many information e.g. PersonalDetails,Addresses, Education Details, ProfessionalDetails this is one sample of xml file we are storing to store user's profile. <UserProfile xmlns=""> <BasicInfo> <Title value="Basic Details" /> <Fields> <UserId title="UserId" right="Public" value="151" /> <EmailAddress title="Email Address" right="CUG" value="[email protected]" /> <FirstName title="First Name" right="Public" value="Anju" /> <LastName title="Last Name" right="Public" value="Trivedi" /> <DisplayName title="Display Name" right="Private" value="Anju" /> <RegistrationStatusId title="RegistrationStatusId" right="Public" value="10" /> <RegistrationStatus title="Registration Status" right="Private" value="Registered" /> <CityId title="CityId" right="Private" value="19" /> <CityName title="City" right="Public" value="Delhi" /> <StateId title="StateId" right="Private" value="69" /> <StateName title="State" right="Public" value="Delhi" /> <CountryId title="CountryId" right="Private" value="109" /> <CountryName title="Country" right="Public" value="India" /> <Gender title="Gender" right="Private" value="Male" /> <CreatedBy title="CreatedBy" right="Public" value="0" /> <CreatedOn title="CreatedOn" right="Public" value="Nov 27 2009 3:08PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Mar 3 2010 6:56PM " /> <LogInStatusId title="LogInStatusId" right="Public" value="1" /> <LogInStatus title="LogIn Status" right="Private" value="Free" /> <ProfileImagePath title="Profile Pic" right="Public" value="~/Images/13_HolidayBarbie07CL2010427143129.jpg" /> <ProfileThumbnailPath title="Profile Thumbnail" right="Public" value="~/Images/Thumb13_HolidayBarbie07CL2010427143129.jpg" /> </Fields> </BasicInfo> <PersonalInfo> <Title value="Personal Details" /> <Fields> <Nickname title="Nick Name" right="Public" value="Anju" /> <NativeLocation title="Native" right="Public" value="Mehsana" /> <DateofAnniversary title="Anniversary Dt." right="Private" value="4/1/2010" /> <BloodGroupId title="BloodGroupId" right="Public" value="24" /> <BloodGroupName title="Blood Group" right="Public" value="A+" /> <MaritalStatusId title="MaritalStatusId" right="Private" value="35" /> <MaritalStatusName title="Marital status" right="Private" value="UnMarried" /> <DateofDeath title="Death dt" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="4/27/2010 2:32:07 PM" /> <DateOfBirth title="Birth Date" value="" right="CUG" /> <BirthPlace title="Birth Place" value="Jaipur" right="Private" /> </Fields> </PersonalInfo> <FamilyInfo> <Title value="Family Details" /> <Fields> <GallantryHistory title="Gallantry History" right="Public" value="Anjli History" /> <Ethinicity title="Ethinicity" right="Public" value="Indian" /> <KulDev title="KulDev" right="Public" value="Krishna" /> <KulDevi title="KulDevi" right="Public" value="Lakhsmi" /> <Caste title="Caste" right="Private" value="Vaishnav" /> <SunSignId title="SunSignId" right="Public" value="15" /> <SunSignName title="SunSignName" right="Public" value="Gemini" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Dec 11 2009 12:00AM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Dec 11 2009 12:00AM " /> </Fields> </FamilyInfo> <HobbyInfo> <Title value="Hobbies/Interests" /> <Fields> <AbountMe title="Abount Me" right="Public" value="" /> <Hobbies title="Hobbies" right="Public" value="" /> <Food title="Food" right="Public" value="" /> <Movies title="Movies" right="Public" value="" /> <Music title="Music" right="Public" value="" /> <TVShows title="TV Shows" right="Public" value="" /> <Books title="Books" right="Public" value="" /> <Sports title="Sports" right="Public" value="" /> <Will title="Will" right="Public" value="" /> <FavouriteQuotes title="Favourite Quotes" right="Public" value="" /> <CremationPrefernces title="Cremation Prefernces" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </HobbyInfo> <PermenantAddr> <Title value="Permenant Address" /> <Fields> <Address title="Address" right="Public" value="Select" /> <CityId title="CityId" right="Public" value="116" /> <CityName title="City" right="Public" value="Iran" /> <StateId title="StateId" right="Public" value="95" /> <StateName title="State" right="Public" value="Iran" /> <CountryId title="CountryId" right="Public" value="7" /> <CountryName title="Country" right="Public" value="Afghanistan" /> <ZipCode title="ZipCode" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="4/6/2010 10:48:39 AM" /> </Fields> </PermenantAddr> <PresentAddr> <Title value="Present Address" /> <Fields> <Address title="Address" right="Public" value="Select" /> <CityId title="CityId" right="Public" value="1" /> <CityName title="City" right="Public" value="Select" /> <StateId title="StateId" right="Public" value="1" /> <StateName title="State" right="Public" value="Select" /> <CountryId title="CountryId" right="Public" value="1" /> <CountryName title="Country" right="Public" value="Select" /> <ZipCode title="ZipCode" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </PresentAddr> <ContactInfo> <Title value="Contact Details" /> <Fields> <DayPhoneNo title="Day Phone" right="Public" value="" /> <NightPhoneNo title="Night Phone" right="Public" value="" /> <MobileNo title="Mobile No" right="Private" value="" /> <FaxNo title="Fax No" right="CUG" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </ContactInfo> <EmailInfo> <Title value="Alternate Email Addresses" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="3" /> <Provider title="Provider" right="Public" value="google" /> <EmailAddress title="Email Address" right="Public" value="[email protected]" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Mar 3 2010 10:17AM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value=" " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="4" /> <Provider title="Provider" right="Public" value="Yahoo" /> <EmailAddress title="Email Address" right="Public" value="[email protected]" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Mar 3 2010 6:53PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value=" " /> </Record> <Record right="Private"> <Provider value="111" right="Private" /> <EmailAddress value="[email protected]" right="Private" /> <Id value="5" /> <IsActive value="true" right="Private" /> <ModifiedBy value="13" right="Private" /> <ModifiedOn value="Tuesday, March 16, 2010" right="Private" /> </Record> </Fields> </EmailInfo> <AcademicInfo> <Title value="Education Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="0" /> <Education title="Education" right="Public" value="" /> <Institute title="Institute" right="Public" value="" /> <PassingYear title="Passing Year" right="Public" value="" /> <IsActive title="IsActive" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Record> </Fields> </AcademicInfo> <AchievementInfo> <Title value="Achievement Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="0" /> <Awards title="Award" right="Public" value="" /> <FieldOfAward title="Field Of Award" right="Public" value="" /> <Tournament title="Tournament" right="Public" value="" /> <AwardDescription title="Description" right="Public" value="" /> <AwardYear title="Award Year" right="Public" value="" /> <IsActive title="IsActive" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Record> </Fields> </AchievementInfo> <ProfessionalInfo> <Title value="Professional Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="4" /> <Occupation title="Occupation" right="Public" value="a" /> <Organization title="Organization" right="Public" value="a" /> <ProjectsDescription title="Description" right="Public" value="a" /> <Duration title="Duration" right="Public" value="2" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Jan 7 2010 1:14PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 7 2010 1:14PM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="5" /> <Occupation title="Occupation" right="Public" value="ab" /> <Organization title="Organization" right="Public" value="zsd" /> <ProjectsDescription title="Description" right="Public" value="sd" /> <Duration title="Duration" right="Public" value="5" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Jan 7 2010 1:15PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 7 2010 1:15PM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="8" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:07PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="9" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:11PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="10" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:13PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> </Fields> </ProfessionalInfo> <SecuritySettings> <AlbumRights> <Create value="Private" /> <View value="CUG" /> <Edit value="CUG" /> <Delete value="CUG" /> <PostComments value="CUG" /> <AddToAlbum value="CUG" /> </AlbumRights> <ImageRights> <Create value="Private" /> <View value="CUG" /> <Edit value="CUG" /> <Delete value="CUG" /> <PostComments value="Private" /> </ImageRights> </SecuritySettings> </UserProfile> now when i am importing data from gedcom, i am creating one person object which contains all this info. but before i insert it itodatabase have to check if userid exist for the emailaddress dont update data else create a user and update its profilexml from data fecthed from gedcom. for this i think i need some soln by which i can do only one roundtrip to database and can update all user's xml. or i can execute one sp to get userid from all users where i'll check if user exist then return userid else insert basic data and return inserted userid then for every user make xml from data and update it. please provide be suggestion what is best practice to do this kind of development. if need any more details please write me

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  • Oracle CRM Day Barcelona

    - by Oracle Aplicaciones
    Normal 0 21 false false false ES 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-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; 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;} Normal 0 21 false false false ES 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-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; 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-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;} El pasado 25 de Noviembre, con la colaboración de Abast, Birchman y Omega CRM, Oracle celebró en Barcelona la 2ª edición del CRM Day, donde presentaron las últimas tendencias europeas de CRM a través del Estudio realizado por IDC. Con su formato de conferencias + coloquios + asesorías individuales, todos los asistentes dispusieron de la posibilidad de compartir experiencias y mejores prácticas con los expertos de oracle así como con el resto de asistentes.

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  • Is Master Data Management CRM's Secret Sauce?

    - by divya.malik
    This was the title of a recent blog entry by our colleagues in EMEA. Having a good master data management system enables organizations to get a unified, accurate and complete understanding of their customers. Gartner Group's John Radcliffe explains why MDM is destined to be at the heart of future CRM and social CRM projects. Experts are predicting big things for master data management (MDM) in the immediate future. While far from being a new kid on the block, its potential benefits at a time when organisations are drowning in data mean that it is in the right place at the right time. "MDM is not 'nice to have'," explains John Radcliffe, research vice president at Gartner. "If tackled in the right way it can provide near term business value that plays into an organisation's new focus on cost efficiencies, risk management and regulatory compliance, while supporting growth and future transformative strategies." The complete article can be found here.

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