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  • Oracle CRM On Demand Release 24 is Generally Available

    - by Richard Lefebvre
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 We are pleased to announce that Oracle CRM On Demand Release 24 is Generally Available as of October 25, 2013 Get smarter, more productive and the best value with Oracle CRM On Demand Release 24. Oracle CRM On Demand continues to be the most complete Software-as-a-Service (SaaS) CRM solution available. Now, with Release 24, organizations of all types and sizes benefit from actionable insight anywhere, anytime, as well as key enhancements in mobility, embedded social, analytics, integration and extensibility, and ease of use.Next Generation Mobile and Desktop Solutions : Oracle CRM On Demand Release 24 offers a complete set of mobile and desktop solutions that improve productivity by enabling reps to access and update information anywhere, anytime. Capabilities include: Oracle CRM On Demand Disconnected Mobile Sales (DMS) – A disconnected native iPad solution, DMS has been further streamlined mobile sales process by adding Structured Product Messaging to record brand specific call objectives, enhancements in HTML5 eDetailing including message response tracking and improvements in administration and configuration such as more field management options for read only fields, role management and enhanced logging. Oracle CRM On Demand Connected Mobile Sales. This add-on mobile service provides a configurable mobile solution on iOS, BlackBerry and now Android devices. You can access data from CRM On Demand in real time with a rich, native user experience, that is comfortable and familiar to current iOS, BlackBerry and Android users. New features also include Single Sign On to enhance security for mobile users.  Oracle CRM On Demand Desktop: This application centralizes essential CRM information in the familiar Microsoft Outlook environment,increasing user adoption and decreasing training costs. Users can manage CRM data while disconnected, then synchronize bi-directionally when they are back on the network. New in Oracle CRM On Demand Desktop Version 3 is the ability to synchronize by Books of Business, and improved Online Lookup. Mobile Browser Support: The following mobile device browsers are now supported: Apple iPhone, Apple iPad, Windows 8 Tablets, and Google Android. Leverage the Social Enterprise Engaging customers via social channels is rapidly becoming a significant key to enhanced customer experience as it provides proactive customer service, targeted messaging and greater intimacy throughout the entire customer lifecycle. Listening to customers on the social channels can identify a customers’ sphere of influence and the real value they bring to their organization, or the impact they can have on the opportunity. Servicing the customer’s need is the first step towards loyalty to a brand, integrating with social channels allows us to maximize brand affinity and virally expand customer engagements thus increasing revenue. Oracle CRM On Demand is leveraging the Social Enterprise through its integration with Oracle’s Social Relationship Management (SRM) product suite by providing out-of-the-box integration with Social Engagement and Monitoring (SEM), Social Marketing (SM) and Oracle Social Network (OSN). With Oracle CRM On Demand Release 24, users are able to create a service request from a social post via SEM and have leads entered on a SM lead form automatically entered into Oracle CRM On Demand along with the campaign, streamlining the lead qualification process. Get Smarter with Actionable Insight The difference between making good decisions and great decisions depends heavily upon the quality, structure, and availability of information at hand. Oracle CRM On Demand Release 24 expands upon its industry-leading analytics capabilities to provide greater business insight than ever before. New capabilities include flexible permissions on analytics reports folders, allowing for read only access to reports, and additional field and object coverage. Get More Productive with Powerful Tools Oracle CRM On Demand Release 24 introduces a new set of powerful capabilities designed to maximize productivity. A significant new feature for customizing Oracle CRM On Demand is a JavaScript API. The JS API allows customers to add new buttons, suppress existing buttons and even change what happens when a user clicks an existing button. Other usability enhancements, such as personalized related information applets, extended case insensitive search provide users with better, more intuitive, experience. Additional privileges for viewing private activities and notes allow administrators to reassign records as needed, and Custom Object management. Workflow has been added to the Order Item object; and now tasks can be assigned to a relative user, such as an Account Owner, allowing more complex business processes to be automated and adhered to. Get the Best Value Oracle CRM On Demand delivers unprecedented value with the broadest set of capabilities from a single-provider solution, the industry’s lowest total cost of ownership, the most on-demand deployment options, the deepest CRM expertise and experience of any CRM provider, and the most secure CRM in the cloud. With Release 24, Oracle CRM On Demand now includes even more enterprise-grade security, integration, and extensibility features, along with enhanced industry editions to save you time and money. New features include: Business Process Administration: A new privilege has been added that allows administrators to override a Business Process Administration rule.This privilege permits users to edit a locked record, or unlock a record, in the event of a material change that needs to be reflected per corporatepolicy. Additionally, the Products Detailed object has been added to Business Process Administration, enabling record locking and logic to be applied. Expanded Integration: Oracle continues to improve Web Services each release, by adding more object coverage enabling customers and partners to easily integrate with CRM On Demand. Bottom Line Oracle CRM On Demand Release 24 enables organizations to get smarter, get more productive, and get the best value, period. For more information on Oracle CRM On Demand Release 24, please visit oracle.com/crmondemand

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  • Oracle Fusion CRM Implementation Bootcamp for EMEA Systems Integrators - Paris July 24-26th

    - by Richard Lefebvre
    To support partner success and increase win potential with Fusion CRM, we are organizing a unique bootcamp on Fusion CRM intended for Oracle EMEA partners on July 24th to 26th. Join us for this outstanding Bootcamp and learn from Oracle Corporation in-depth know-how on Fusion CRM. The official announcement will be forthcoming, yet we wanted you to determine the appropriate candidate to attend this workshop. Further to this we will send the actual invitation to the selected candidate. Due to the limited number of seats, we will be limiting the number of registrations per SI company and will be selecting the participants. If you are interested to have one or more representatives of your company to attend this bootcamp, please send an email to [email protected] by June 18th indicating the name and email address of the participants you would like to nominate, ranked by priority. What will we cover: This Bootcamp presents the fundamental concepts of the Oracle Fusion CRM applications. It introduces you to each functional area of the product, how it is used, and what you need to consider when implementing it for an organization. While we do examine implementation considerations, we do not address the detailed steps of implementation. Instead, we direct you to the relevant resources to learn more. Topics covered: Fusion CRM Introduction Fusion CRM Security Introduction Fusion Functional Setup Manager Introduction Customer Model Introduction Customer Center Introduction Customer Data Management Introduction Marketing & Campaigns Introduction Lead Management Introduction Territory Management Introduction Territory Modeling Introduction with Exercise Opportunity Management Introduction Forecasting Introduction Analytics Introduction CRM For Microsoft Outlook Introduction Customizing with Composers Introduction Roundtable Discussions, and time for hands-on labs (day 2, 3, 4) Next Steps, available resources, ongoing learning path, partner environments, keeping in touch and feedback Bootcamp Goals: Enable a new Fusion CRM implementation team member to: Describe the scope of Oracle Fusion CRM applications Describe the basic security model Describe the customer model Perform common sales and marketing user transactions Access and navigate the Functional Setup Manager Model territories in Fusion CRM using sample business requirements Do necessary planning before implementing the offerings and options Describe the analytics available with the Fusion CRM product Describe the basic page customizations that can be done to meet business requirements Find documentation and other courses to assist in performing setup tasks Expectations: This Bootcamp program should prime the SI organization implementation consultants to attain the basic skills necessary to support a consulting practice in the delivery, scoping, pricing, and planning of your Fusion CRM Implementations. Oracle University will begin to offer additional deep skill training, starting this summer, designed to follow the Introduction Bootcamp. Participants will be expected to participate in labs, exercises, workshops and roundtable discussions with the Oracle Product Managers. Who should attend: This class is designed for your lead CRM Implementation consultants, those who will support your Fusion CRM consulting practice as it grows. These individuals may be members of a centre of excellence, or skills leadership office. The individual who is attending the bootcamp must have prior experience implementing a CRM solution. Intended Audience: Oracle Diamond, Platinum and Gold Level SIs (Top SIs) with specialization in Oracle Applications CRM implementations, with a commitment to achieving Fusion CRM Implementation Specialization. Commitment expressed through an investment in a Center of Excellence/Innovation Center for Fusion CRM Applications. Individuals who will support the implementation practice as it is forming and will deliver Fusion CRM On Premise and Cloud Services implementations. Functional practice leaders, the future Fusion Application Wizards within the SI's organization. This Bootcamp is designed for people who: Will deliver Fusion CRM implementations Have had little or no exposure to Fusion CRM applications Are familiar with at least one other CRM application Have a business analyst level of technical background Prerequisites: Please note, that participants will be asked to take self-service-trainings (video format) and pass the related assessments prior to joining the Bootcamp. Fees: This event is FREE of charge for Oracle partners. When: 24 July – 26 July, 2012 (8:30 - 18:00 each day, including the last day; with recommended but optional evening events on all three days from 18:00 - 20:00 hrs) Where: Paris, France (Location to be defined) Travel: To make your travel hassel free, we kindly suggest you to plan your arrival to Paris on July 23rd and your departure on the 27th. Agenda: The final agenda and registration details will be issued closer to the event date.  

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  • Siebel Webinar Series for customers and partners

    - by Richard Lefebvre
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 Have you got questions about the Siebel product roadmap?  Or what we are delivering in the areas of Social/Mobile/Big Data/Cloud in a Siebel project context? If yes, then you are welcome to attend the Siebel Webinar Series.  These are monthly webcasts on a variety of topics related to Siebel that are geared towards business users.  The next webinar is November 21st at 8:30 AM PST entitled “Get Social with Siebel”.  You can register here. Once registered, you can also view replays of previous webinars: · Siebel: Solving the Next Generation of Business Challenges · Expand User Experiences with Siebel Open UI · Delight Customers with Siebel Service Applications · Get Mobile with Siebel /* 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:"Calibri","sans-serif"; mso-bidi-font-family:"Times New Roman";}

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  • Upgrading Oracle Siebel CRM Application Without Downtime

    - by Doug Reid
    Oracle’s Siebel Customer Relationship Management (CRM) software helps organizations differentiate their businesses to achieve top- and bottom-line growth. Siebel CRM delivers comprehensive solutions that are tailored to more than 20 different industries. As Siebel CRM implementations have evolved into mission critical, operational business processes that must operate 24/7, companies are finding it increasingly difficult to afford the downtime typically required to perform an in-place upgrade. Without these upgrades, businesses loose out on critical new features and functionality. With Oracle GoldenGate, customers don’t have to choose between upgrades and outages. Oracle GoldenGate allows Siebel CRM customers to perform upgrades with zero downtime. Now Siebel customers can always take advantages of the latest innovations in customer relationship management without having to worry about potential lost revenue due to downtime. Oracle GoldenGate provides three different deployment models for Siebel CRM zero downtime upgrades that are designed to meet differing customer requirements. These range from a basic unidirectional model, which is designed to work out-of-the-box, to the most sophisticated active-active model for phased migrations. If you have mission-critical Siebel CRM implementations I recommend that you watch the screencast below to learn how you can begin taking advantage of all the latest Siebel enhancements without having any downtime. This screencast is also available on Oracle Media Network and Oracle's YouTube channel. For even more details I recommend reading the whitepaper Upgrading Siebel CRM with Zero Downtime .

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  • Siebel 2012-IP Release is now GA

    - by Richard Lefebvre
    The Siebel development team is pleased to announce the general availability of the highly anticipated 2012 Siebel Innovation Pack on 12/12/2012. The journey began last year as a concept at Open World that invigorated the Siebel customer base and partners across the globe, culminating in this 2012-IP release that delivers much valued usability enhancements on an existing release. Open UI and Siebel Mobile are the key innovations that are released as part of the 2012-IP on both 8.1.1.9 and the 8.2.2.2 releases. These innovations are a giant leap forward in facilitating Siebel usability while supporting multiple browsers and devices. Siebel Mobile released as part of the IP provide connected Mobile solutions that support key Horizontal Sales, Field Service, Life Sciences and Consumer Goods flows. See the Siebel Open UI Dada Sheet here.

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  • Microsoft CRM Dynamics Install

    - by Pino
    Trying to install CRM4.0 on Windows Small Business Server. We get through the isntall process (Setting up database, website, AD etc) when we clikc install though the following error is dumped to the log file, anyone point us in the right directon? 13:49:07| Info| Win32Exception: 1635 13:49:07| Error| Failed to revoke temporary database access.System.Data.SqlClient.SqlException: Cannot open database "MSCRM_CONFIG" requested by the login. The login failed. Login failed for user 'SCHIP\administrator'. at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlInternalConnectionTds.CompleteLogin(Boolean enlistOK) at System.Data.SqlClient.SqlInternalConnectionTds.AttemptOneLogin(ServerInfo serverInfo, String newPassword, Boolean ignoreSniOpenTimeout, Int64 timerExpire, SqlConnection owningObject) at System.Data.SqlClient.SqlInternalConnectionTds.LoginNoFailover(String host, String newPassword, Boolean redirectedUserInstance, SqlConnection owningObject, SqlConnectionString connectionOptions, Int64 timerStart) at System.Data.SqlClient.SqlInternalConnectionTds.OpenLoginEnlist(SqlConnection owningObject, SqlConnectionString connectionOptions, String newPassword, Boolean redirectedUserInstance) at System.Data.SqlClient.SqlInternalConnectionTds..ctor(DbConnectionPoolIdentity identity, SqlConnectionString connectionOptions, Object providerInfo, String newPassword, SqlConnection owningObject, Boolean redirectedUserInstance) at System.Data.SqlClient.SqlConnectionFactory.CreateConnection(DbConnectionOptions options, Object poolGroupProviderInfo, DbConnectionPool pool, DbConnection owningConnection) at System.Data.ProviderBase.DbConnectionFactory.CreateNonPooledConnection(DbConnection owningConnection, DbConnectionPoolGroup poolGroup) at System.Data.ProviderBase.DbConnectionFactory.GetConnection(DbConnection owningConnection) at System.Data.ProviderBase.DbConnectionClosed.OpenConnection(DbConnection outerConnection, DbConnectionFactory connectionFactory) at System.Data.SqlClient.SqlConnection.Open() at Microsoft.Crm.CrmDbConnection.Open() at Microsoft.Crm.Setup.Database.SharedDatabaseUtility.DeleteDBUser(String sqlServerName, String databaseName, String user, CrmDBConnectionType connectionType) at Microsoft.Crm.Setup.Server.RevokeConfigDBDatabaseAccessAction.Do(IDictionary parameters) 13:49:07| Error| HResult=80004005 Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.MsiInstallServerAction failed. --- System.ComponentModel.Win32Exception: This update package could not be opened. Verify that the update package exists and that you can access it, or contact the application vendor to verify that this is a valid Windows Installer update package at Microsoft.Crm.Setup.Common.Utility.MsiUtility.InstallProduct(String packagePath, String commandLine) at Microsoft.Crm.Setup.Server.MsiInstallServerAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.ServerSetup.Install(IDictionary data) at Microsoft.Crm.Setup.Server.ServerSetup.Run() 13:49:07| Info| Microsoft Dynamics CRM Server install Failed. 13:49:07| Info| Microsoft Dynamics CRM Server Setup did not complete successfully. Action Microsoft.Crm.Setup.Server.MsiInstallServerAction failed. This update package could not be opened. Verify that the update package exists and that you can access it, or contact the application vendor to verify that this is a valid Windows Installer update package

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  • Oracle CRM in the UK- Gartner CRM Summit 2010

    - by divya.malik
    We are now headed to the UK to co-sponsor and participate in the Gartner Customer Relationship Management Summit 2010 on the 16th and 17th of March in London. Oracle CRM Vice President Mark Woollen will be presenting on Tuesday, 16 March 2010 from 15:20-15:50 on                                                                                                                                          CRM is dead, long live CRM?  Everyone is saying the world has changed and with it a new set of acronyms/buzzwords/vendors etc have appeared. What does this really mean for CRM software? Is it Dead or Alive? Listen to Mark’s view from Oracle and its customers.                  Location- Westbourne 2, Level –1. Also stop by the Oracle booth at the demogrounds.  The event looks promising with some great content from the Gartner analysts and from what the Gartner folks just told me, the event is oversold. And the weather in London town? As expected…slight showers on Monday with a high of 49 degrees F and partly cloudy on Tuesday, with a high of 50 degrees F.

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  • MS CRM - getting the field that caused a form save

    - by CraigF
    I have a MS CRM 4 form where when certain fields are changed, I need those fields to be written to an excel sheet. So, I edited the form field onchange event to call crmform.save() which triggers a plugin to run that writes the field value to a named range (1 cell) of an excel sheet. However, I don't know which field caused the save. Is there a way to get that information? (Not all fields on the form need to go to the excel sheet) If I use this: DynamicEntity target = (DynamicEntity)Context.InputParameters[ParameterName.Target]; I can look at specific fields, but I have no way of knowing which ones changed. Any suggestions?

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  • Welcome Relief

    - by michael.seback
    Government organizations are experiencing unprecedented demand for social services. The current economy continues to put immense stress on social service organizations. Increased need for food assistance, employment security, housing aid and other critical services is keeping agencies busier than ever. ... The Kansas Department of Labor (KDOL) uses Oracle's social services solution in its employment security program. KDOL has used Siebel Customer Relationship Management (CRM) for nearly a decade, and recently purchased Oracle Policy Automation to improve its services even further. KDOL implemented Siebel CRM in 2002, and has expanded its use of it over the years. The agency started with Siebel CRM in the call center and later moved it into case management. Siebel CRM has been a strong foundation for KDOL in the face of rising demand for unemployment benefits, numerous labor-related law changes, and an evolving IT environment. ... The result has been better service for constituents. "It's really enabled our staff to be more effective in serving clients," said Hubka. That's a trend the department plans to continue. "We're 100 percent down the path of Siebel, in terms of what we're doing in the future," Hubka added. "Their vision is very much in line with what we're planning on doing ourselves." ... Community Services is the leading agency responsible for the safety and well-being of children and young people within Australia's New South Wales (NSW) Government. Already a longtime Oracle Case Management user, Community Services recently implemented Oracle Policy Automation to ensure accurate, consistent decisions in the management of child safety. "Oracle Policy Automation has helped to provide a vehicle for the consistent application of the Government's 'Keep Them Safe' child protection action plan," said Kerry Holling, CIO for Community Services. "We believe this approach is a world-first in the structured decisionmaking space for child protection and we believe our department is setting an example that other child protection agencies will replicate." ... Read the full case study here.

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  • What Can You Do When You Need More Than Just CRM?

    - by charles.knapp
    Sometimes a company needs more than just CRM to grow profitably. What if you also need ERP for streamlining the rest of your operations? Unlike CRM-only companies, Oracle can help you - today. For example, Myriad Genetics was an early pioneer and is currently a global life sciences leader in the exciting field of molecular diagnostic products. To keep pace with company growth, Myriad needed to integrate disparate systems and automate paper-based processes. Furthermore, Myriad needed to increase sales pipeline visibility to maximize customer service. Myriad selected Oracle CRM On Demand and E-Business Suite ERP applications. As a result, Myriad standardized sales processes, ensured greater visibility into the pipeline, and improved customer service. Read more here about Myriad and their business results.

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  • MS Dynamics CRM users disappear

    - by Max Kosyakov
    Recently we came across quite a weird issue. The administrators say that once in a while they notice that user accounts in MS Dynamics CRM are lost . When a new user is added to the system, the administrators add him/her to the Active Directory first. Then, they go to Dynamics CRM interface, then to system configuration -> administration -> users and add the new user to the CRM, add roles to this user, grant them relevant permissions. Then the user is able to use a custom application, which connects to the Dynamics CRM via WCF. After a while (few weeks or months) the user is unable to use the custom application because Dynamics CRM cannot authorise this user. When administrators open the Dynamics CRM user management interface (configuration -> administration -> users ) and browse through the list of CRM users they cannot find the user in the list. When they try to add the user to Dynamics CRM back, the CRM fails with the error message "User already exists". Moreover, the user still exists in the Active Directory. The admins are very sure the user had been added to the CRM before he/she started to work. The only fact the the user was able to use the custom application normally says that the user had been indeed registered in the CRM. How come the user is not listed in the CRM user management interface at all? Have anyone faced any issues like that? Seen or heard of disappearing CRM users somewhere? Any help is appreciated. Where can one start digging?

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  • Easy Listening = CRM On Demand Podcasts

    - by Anne
    OK, here's my NEW favorite resource for CRM On Demand info -- podcasts! Specifically, the CRM On Demand Podcast site -- signed, sealed, and delivered with humor and know-how. Yes, I admit, I know the cast of characters. But let's face it, sometimes dealing with software is just soooo dry! Not so when discussed by the two main commentators, Louis Peters and Robert Davidson, whom someone once referred to as CRM On Demand's "Click and Clack." (Thought that was too good not to pass along!) Anyhow, another huge plus about the site is the option to listen OR to read. Out walking my dog or doing the dishes? Just turn up the podcast. Listening to music or watching TV? I'll read Louis's entertaining write-ups to glean great info about CRM On Demand in a very short period of time. So that you get a better understanding of why I like this site so much, here's a sampling of what's discussed: Five Things about Books of Business As Louis Peters put it in his entry, when you see "Five Things" in the title, "you'll know you're going to get some concrete advice that you can put to work right away." Well, Louis and Robert do just that, pointing you in the right direction when using Books of Business to segment data. Moving to Indexed Fields - A Rough Guide (only an article, not a podcast) I've read all about performance and even helped develop material around it. But nowhere have I heard indexed custom fields referred to as "super heroes." Louis and Robert use imaginative language to describe the process for moving your data to indexed fields for optimal performance. Data Access QA from the Forums I think that everyone would admit that data access and visibility is the most difficult topic to understand in CRM On Demand. Following up on their previous podcast on the same topic, Louis and Robert answer a few key questions from the many postings on the Oracle CRM On Demand forums. And I bet that the scenarios match many companies' business requirements...maybe even yours! We Need to Talk About Adoption Another expert, Tim Koehler, joins Louis to talk about how to drive user adoption: aligning product usage with business results, communicating why and how to use the product, getting feedback on usability, and so on. Hope I've made my point -- turn to these podcasts to hear knowledgeable folks discuss CRM On Demand tips and tricks in entertaining ways. One podcast is even called "SaaS Talk"!

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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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  • 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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  • ??????????? ??????? ?? 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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  • Estrategias de monitorización y supervisión de entornos

    - by [email protected]
    El bajo rendimiento de un entorno de aplicación Oracle E-Business Suite, Siebel, Peoplesoft o Hyperion puede tener un impacto directo en puntos fundamentales de su negocio. Para sacar el mayor valor a la inversión realizada en Oracle, es crítico asegurar que sus aplicaciones funcionan óptimamente. Supervisando preventivamente la salud de su instalación a través de nuestros servicios de revisión de entornos productivos y monitorización de problemas de rendimiento usted puede identificar rápidamente y resolver cualquier problema potencial, reduciendo considerablemente cualquier impacto en su negocio. Brochure: Performance & Health Check

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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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  • Neuberger Berman Defines CRM Strategy In Asset Management

    - by michael.seback
    Neuberger Berman Defines Front Office Strategy for the New Firm Neuberger Berman is a majority employee-owned independent asset management firm with a heritage dating back to 1939. It provides a range of investment options, wealth planning services, and advice to meet individual needs. It also offers a broad range of financial capabilities and specializes in developing innovative and customized investment solutions for institutions. ... "The Insight team's analysis was critical to helping us assess the strengths and weaknesses of our Siebel implementation. It helped us to come up with our strategic plan for using customer relationship management and business intelligence capabilities." - Roxana Feldmann, Senior Vice President Technology ...Read more.

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  • The Other "C" in CRM

    - by [email protected]
    By Brian Dayton on April 5, 2010 7:04 PM Folks who know me know that I rarely, if ever, talk politics. And I never talk politicians. Having grown up in a household with one parent leaning left and the other leaning to the right it was the best way to keep the peace. This isn't about politics. It's about "constituents" and the need to improve the services and service levels for people--at the city, county, state/province, etc. level all the way up to national governments. As a citizen and tax payer it's also important to me that these services be provided at a reasonable cost. If there's a better and more efficient way to do something then it's my hope that a public sector organization takes advantage of technology the same way private sector companies do. Social services organizations have a complex job. They provide the services that people need, from healthcare and children's assistance to helping people find jobs. But many of these organizations are still managing these processes manually or outdated, home-grown applications that could have been written up to 30 years ago. A lot has changed in technology. On the (this is as political as I'm going to get) political front, stakeholders like you and me are expecting greater transparency on where and how funds are spent. I'll admit that most of the time, when I think about CRM systems, I think about my experience as a customer of my bank, utilities company or cable operator. But now that I'm older, have children and a house--I find myself interacting more and more with agencies and services organizations. My experiences are sometimes good and sometimes not so good. Along those lines, last week's announcement of Siebel CRM 8.2 for Public Sector caught my eye. You may not work in the public sector, but you are a constituent of some--actually a lot--of public sector organizations. I don't know which CRM systems city and county utilize but I'm going to start paying closer attention.

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  • Simulación de carga productiva para anticipar errores

    - by [email protected]
    La presión por la agilidad en el día a día del negocio y por obtener siempre altos niveles de servicio hacen del manejo de la calidad un imperativo básico. Relacionado con ello, Oracle propone a través de su solución ATS (Application Testing Suite) servicios para cumplir con los objetivos de calidad. Oracle Functional Testing permitirá automatizar tediosas tareas de prueba reduciendo el nivel de esfuerzo dentro de los equipos de pruebas y garantizando calidad en cada cambio en los sistemas productivos. Oracle Load Testing permitirá simular carga productiva en los entornos y anticipar errores derivados de la concurrencia, congestión, rendimiento y falta de capacidad sin afectar a los usuarios finales. La suite de Oracle está probada y certificada sobre las siguientes plataformas: Siebel 7.x y 8.x, e-Business Suite 11i10 y superiores, Hyperion, Peoplesoft, JD Edwards, Aplicaciones Web, Web Services y sobre Base de Datos. Brochure: Oracle Load Testing

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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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