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  • Alternative to MS Dynamics CRM 4.0?

    - by Trondh
    hi, A customer of mine have been testing a trial of MS CRM 4.0 that I installed for them, but they concluded that it might be a bit heavy for them. I promised them to look into other CRM applications that use SQL Server as the backend and preferably has an Outlook plugin so you can do "CRM Stuff" directly from Outlook. If anyone knows about alternatives, I would appreciate it if you leave a link here!

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  • Oracle Extends Life Sciences Edition in New Release

    - by charles.knapp
    By Chris Kanaracus, IDG News Service Oracle (ORCL) announced the 17th version of its on-demand CRM (customer relationship management) application Wednesday and made a fresh push into pharmaceutical sales with a Life Sciences edition of the software. New features in CRM on Demand Release 17 include tools for managing sales pipelines and performing forecasts of future business; a redesigned user interface; and added language support. But one CRM industry observer flagged the Life Sciences product as a particular point of interest. Read the full article here.

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  • Complex knowledge management system with CRM..written internally

    - by JonH
    We've all heard of salesforce and sugarcrm and the likes of systems like this. Unfortunately at my workplace we have been asked to write a similiar system (rather then license or purchase). Basically the database is fairly large. Think of modules such as: Corporate groups, customers, programs, projects, sub projects, and issue management. In simple terms a corporate group has one to many customers. A program has one or more projects. A project has one or more sub projects. And an issue can be created on many sub projects. Of course the system is a bit more complex but instead of listing every single module I think its best to keep it simple. In any event, the system in its current state has only two resources to be working on it (basically we have to do it all: CSS, database, jquery, asp.net and C#). We've started off well by defining the UI master and footer pages that way we can reuse those across all of our pages. Now comes the hard part. The system will have about 4k end users with say 5-10% being concurrent users. We are wondering if it makes sense to cache our database data (For say 5-10 minutes) rather then continously hit our database. The reason being is some of these pages may have 5-10 search filters associated with the page. Imagine every time a selection is made from a search box how many database hits. Also some of these search fields cascade so selecting for instance an initial drop down may cascade several drop down boxes under them. Is it wrong to cache because I am not finding too many articles on whether it is a good idea or not. Remember the system is similiar to say a CRM system where we manage our various customers, projects, sub projects, issues, etc.

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  • Anthony Lye Shows New Pharmaceutical Sales Solution: Turn the Screen Around

    - by charles.knapp
    Tomorrow, March 31, watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales solution, powered by Oracle CRM On Demand 17 - Life Sciences Edition. You will see a next generation approach to sell more and report less. Register now for this informative global webcast on March 31, 9 AM PDT/4 PM GMT.

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  • IDC: Oracle Doubles Down on Life Sciences Sales & Marketing

    - by charles.knapp
    "This past week Oracle held its 5th annual Life Sciences Forum in Princeton, NJ. The conference provided a wide range of content focused on their products and partnerships across the life science spectrum. But this year's conference placed strong emphasis on Oracle's new CRM On Demand Life Sciences Edition R17, and deservedly so. R17 is the largest, and most impressive, CRM On Demand release that Oracle has had to date, and it provides many significant upgrades over earlier versions." Read more here.

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  • Anthony Lye: How Pharmaceutical Reps Can Sell More & Report Less

    - by charles.knapp
    On March 31, watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales solution, powered by Oracle CRM On Demand - Life Sciences Edition. You will see a next generation approach to: • Increase sales effectiveness • Equip reps worldwide • Get the best value Register now for this informative GLOBAL webcast on March 31, 9 AM PDT/4 PM GMT.

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  • Global Webcast: Increase Pharmaceutical Sales Effectiveness

    - by charles.knapp
    See a next-generation approach to Pharmaceutical sales challenges! • Increase the quality of sales interactions with enhanced call planning and eDetailing • Improve sample management with electronic signature storage and inventory tracking on the go • Increase marketing effectiveness with closed loop marketing and personalized content delivery Watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales On The Go solution, powered by Oracle CRM On Demand Release 17 -- Life Sciences Edition. Register now for this informative GLOBAL webcast on March 31, 9 AM PDT/4 PM GMT.

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  • Oracle CRM is ready for the Apple iPad!

    - by divya.malik
    Here is some exciting news to report from the Oracle headquarters today. For all you Apple and Oracle CRM fans, we just announced Oracle CRM support for the Apple iPad. This is great news for anyone seeking richer CRM user experience with the Apple iPad. Oracle’s Siebel CRM can support a rich graphical user interface on Apple’s iPad using the recently released Oracle’s server –based REST ( Representational State Transfer and is a simple way of providing APIs over HTTP) interface and get access to the Siebel metadata. In the words of SVP, Anthony Lye “Siebel CRM support for the Apple iPad is yet another example of Oracle’s dedication to give customers the cutting-edge CRM options on the latest devices so they can grow their business and increase productivity.” For more details on this integration, please read the press release Here is a demo created by Oracle CRM Principal Product Manager, Raj Aggarwal

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  • How Can You Work Smarter In Life Sciences Sales?

    - by charles.knapp
    One major reason why executives keep choosing Oracle CRM On Demand and Siebel CRM is our ongoing investments that deliver comprehensive business process support, tailored "at the factory" for specific industries. For example, life sciences sales in many cases globally follows an indirect, "influence" model, where a medical clinician uses expert working knowledge to prescribe products that are sold by independent pharmacies. Smarter, presentations to clinicians can increase sales. Oracle's life sciences CRM is built for sales reps by sales reps. We worked with representatives at 15 of the top 20 pharmaceutical firms on our latest release. Oracle helps reps work smarter from planning their day to delivering samples and rapidly presenting details to busy clinicians. Watch Piers Evans, Industry Strategy Director, show what this looks like in the day of a typical pharmaceutical sales rep. By use of this code snippet, I agree to the Brightcove Publisher T and C found at https://accounts.brightcove.com/en/terms-and-conditions/. -- This script tag will cause the Brightcove Players defined above it to be created as soon as the line is read by the browser. If you wish to have the player instantiated only after the rest of the HTML is processed and the page load is complete, remove the line. -- brightcove.createExperiences();

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  • Transferring Microsoft CRM data

    - by notCRMguru
    My boss has asked me to transfer data from the current Microsoft CRM 4.0 server to a new one. I myself haven't used CRM at all. I've done some research and come across various ways to import data from different sources. These methods include using CSV files and Data Maps. This seems very cumbersome and unnecessary since the data is already in a CRM. Would someone please direct to some guides for full/partial data transferral from this current CRM to a new one? Thanks

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  • CRM Partner Community Monthly Newsletter

    - by Richard Lefebvre
    Dear CRM Partner, The Oracle EMEA CRM Partner Community Newsletter was broadcasted last Thursday to 2'000 contacts accross EMEA. If you want to be informed about Oracle Programs and Events for CRM partners by receiving this regular newsletter as well as other important communication, please register yourself to the EMEA CRM Community Pages. I look forward to welcome to our Community, Warm regards, Richard Lefebvre - EMEA CRM Partners Program Director

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  • 5 tipologie di consumatori con cui confrontarsi per rendere vincenti le proprie strategie di CRM

    - by antonella.buonagurio(at)oracle.com
    Sono 5 le tipologie di consumatori che  rappresentano 5 differenti modalità di acquisto di cui le aziende devono tenere in considerazione nella pianificazione dei propri piani strategici del 2011. Oltre al "consumatore just-in-time", già citato in un precedente articolo apparso sul Wall Street Journal a Novembre ecco le altre tipologie evidenziate da Lioe Arussy (Strativity Group). Il consumatore alla ricerca degli sconti Il consumatore diffidente Il consumatore timoroso Il consumatore fai-da-te Il consumatore indulgente Per ognuno di queste categorie viene evidenziato il modello di comportamento e il conseguente modello di acquisto. Per saperne di più 

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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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  • Best Practices Generating WebService Proxies for Oracle Sales Cloud (Fusion CRM)

    - by asantaga
    I've recently been building a REST Service wrapper for Oracle Sales Cloud and initially all was going well, however as soon as I added all of my Web Service proxies I started to get weird errors..  My project structure looks like this What I found out was if I only had the InteractionsService & OpportunityService WebService Proxies then all worked ok, but as soon as I added the LocationsService Proxy, I would start to see strange JAXB errors. Example of the error message Exception in thread "main" javax.xml.ws.WebServiceException: Unable to create JAXBContextat com.sun.xml.ws.model.AbstractSEIModelImpl.createJAXBContext(AbstractSEIModelImpl.java:164)at com.sun.xml.ws.model.AbstractSEIModelImpl.postProcess(AbstractSEIModelImpl.java:94)at com.sun.xml.ws.model.RuntimeModeler.buildRuntimeModel(RuntimeModeler.java:281)at com.sun.xml.ws.client.WSServiceDelegate.buildRuntimeModel(WSServiceDelegate.java:762)at weblogic.wsee.jaxws.spi.WLSProvider$ServiceDelegate.buildRuntimeModel(WLSProvider.java:982)at com.sun.xml.ws.client.WSServiceDelegate.createSEIPortInfo(WSServiceDelegate.java:746)at com.sun.xml.ws.client.WSServiceDelegate.addSEI(WSServiceDelegate.java:737)at com.sun.xml.ws.client.WSServiceDelegate.getPort(WSServiceDelegate.java:361)at weblogic.wsee.jaxws.spi.WLSProvider$ServiceDelegate.internalGetPort(WLSProvider.java:934)at weblogic.wsee.jaxws.spi.WLSProvider$ServiceDelegate$PortClientInstanceFactory.createClientInstance(WLSProvider.java:1039)...... Looking further down I see the error message is related to JAXB not being able to find an objectFactory for one of its types Caused by: java.security.PrivilegedActionException: com.sun.xml.bind.v2.runtime.IllegalAnnotationsException: 6 counts of IllegalAnnotationExceptionsThere's no ObjectFactory with an @XmlElementDecl for the element {http://xmlns.oracle.com/apps/crmCommon/activities/activitiesService/}AssigneeRsrcOrgIdthis problem is related to the following location:at protected javax.xml.bind.JAXBElement com.oracle.xmlns.apps.crmcommon.activities.activitiesservice.ActivityAssignee.assigneeRsrcOrgId at com.oracle.xmlns.apps.crmcommon.activities.activitiesservice.ActivityAssignee This is very strange... My first thoughts are that when I generated the WebService Proxy I entered the package name as "oracle.demo.pts.fusionproxy.servicename" and left the generated types as blank. This way all the generated types get put into the same package hierarchy and when deployed they get merged... Sounds resaonable and appears to work but not in this case..  To resolve this I regenerate the proxy but this time setting : Package name : To the name of my package eg. oracle.demo.pts.fusionproxy.interactionsRoot Package for Generated Types :  Package where the types will be generated to, e.g. oracle.demo.pts.fusionproxy.SalesParty.types When I ran the application now, it all works , awesome eh???? Alas no, there is a serious side effect. The problem now is that to help coding I've created a collection of helper classes , these helper classes take parameters which use some of the "generic" datatypes, like FindCriteria. e.g. This wont work any more public static FindCriteria createCustomFindCriteria(FindCriteria pFc,String pAttributes) Here lies a gremlin of a problem.. I cant use this method anymore, this is because the FindCriteria datatype is now being defined two, or more times, in the generated code for my project. If you leave the Root Package for types blank it will get generated to com.oracle.xmlns, and if you populate it then it gets generated to your custom package.. The two datatypes look the same, sound the same (and if this were a duck would sound the same), but THEY ARE NOT THE SAME... Speaking to development, they recommend you should not be entering anything in the Root Packages section, so the mystery thickens why does it work.. Well after spending sometime with some colleagues of mine in development we've identified the issue.. Alas different parts of Oracle Fusion Development have multiple schemas with the same namespace, when the WebService generator generates its classes its not seeing the other schemas properly and not generating the Object Factories correctly...  Thankfully I've found a workaround Solution Overview When generating the proxies leave the Root Package for Generated Types BLANK When you have finished generating your proxies, use the JAXB tool XJC and generate Java classes for all datatypes  Create a project within your JDeveloper11g workspace and import the java classes into this project Final bit.. within the project dependencies ensure that the JAXB/XJC generated classes are "FIRST" in the classpath Solution Details Generate the WebServices SOAP proxies When generating the proxies your generation dialog should look like this Ensure the "unwrap" parameters is selected, if it isn't then that's ok, it simply means when issuing a "get" you need to extract out the Element Generate the JAXB Classes using XJC XJC provides a command line switch called -wsdl, this (although is experimental/beta) , accepts a HTTP WSDL and will generate the relevant classes. You can put these into a single batch/shell script xjc -wsdl https://fusionservername:443/appCmmnCompInteractions/InteractionService?wsdlxjc -wsdl https://fusionservername443/opptyMgmtOpportunities/OpportunityService?wsdl Create Project in JDeveloper to store the XJC "generated" JAXB classes Within the project folder create a filesystem folder called "src" and copy the generated files into this folder. JDeveloper11g should then see the classes and display them, if it doesnt try clicking the "refresh" button In your main project ensure that the JDeveloper XJC project is selected as a dependancy and IMPORTANT make sure it is at the top of the list. This ensures that the classes are at the front of the classpath And voilà.. Hopefully you wont see any JAXB generation errors and you can use common datatypes interchangeably in your project, (e.g. FindCriteria etc)

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  • SaaS?CRM?????????????????????

    - by junko.ishikawa
    ????SaaS?CRM????????????Oracle CRM On Demand R17???????????????????????????????SaaS??????????????? CRM?????????SaaS??????????????????????????????????CRM???????????????????????????????????????????? ??????????????????????????????·???????????? CRM??????????????????????????????????

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  • ???????????CRM???????????????????

    - by junko.ishikawa
    ??????????????????·??????????TRILLIUM????????????????????????????SaaS?CRM?Oracle CRM On Demand?????????????????????????????????? CRM??????????????????????????????????????????????????????????????????????????????????????????????????????????????? ???????CRM?????????????????????????CRM??????????????????????????????????????????????????????????

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  • The Inside View on InsideView

    - by steve.diamond
    Call me a mooch. One of my favorite things about the Sales 2.0 conference held in San Francisco a couple of weeks ago was the venue (Four Seasons Hotel) and the food. But higher on the list was the quality of companies and people who attended. Our peer and 2.0 impresario Ken Pulverman used his trusty new Kodak Zi8 to capture a medley of elevator pitches from vendors who exhibited at the conference. We had many "FOOCROD" in attendance (Friends of Oracle CRM On Demand). And we love our friends. But we particularly liked this pitch from Tom Gwynn of InsideView, showcasing the value proposition of SalesView combined with Oracle CRM On Demand.

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  • Oracle Makes Social Services More Effective

    - by michael.seback
    By Brendan B. Read, TMCnet.com, April 5, 2010 Oracle Makes Social Services More Effective with New Oracle Social Services Suite Overworked, with too frequently heart-wrenching cases yet cash-strapped, social service agencies now have a new solution that has been expressly designed to help them accomplish more for their clients with the same resources. Oracle's Oracle Social Services Suite provides them with a complete, open and integrated platform for eligibility and case management to simplify eligibility determination increase caseworker efficiency and improve program effectiveness. The Social Services Suite also includes updated versions of Oracle's Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10. Here are the Oracle Social Services Suite and Siebel CRM Public Sector 8.2 features and benefits: read the article here.

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  • Customer Centricity: It's Not Easy, But Worth It

    - by tony.berk
    Defining customer centricity is relatively easy: focusing on the customer and their experiences and interactions with your company. Implementing a customer centric strategy is not so easy. We've highlighted customers who have focused on their customers and experienced great success including SJ, the Swedish rail operator, and Vopak, the world's largest provider of conditioned storage facilities for bulk liquids. In this interview with Stuart Lennie, President, Volvo IT, North America and VP, Volvo's Global Sales to Order Solutions Unit, we get the opportunity to learn from another company that is not just talking about the customer, but actually implementing the significant strategic shifts required to become customer centric. Volvo has developed a vision, a strategy and a methodology to keep existing customers by understanding what is important to them. To see other customer success stories, visit Siebel CRM Success. Click here, to learn more about Oracle's CRM products.

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  • Découvrir la nouvelle génération CRM ? Connectez-vous au Customer Concepts TV le 24 april 2012

    - by Kinoa
    Accélérer votre stratégie commerciale  Les entreprises doivent repenser leurs processus de vente, optimiser leur performance, augmenter la productivité des équipes et se concentrer sur les opportunités à plus fort potentiel. Danny Rippon, Oracle CRM Solutions Sales Development Director, souhaite partager avec vous la stratégie gagnante dans cette video : la nouvelle génération de CRM. Vous y trouverez des conseils avisés pour tirer au maximum profit de votre CRM. Rejoignez-nous sur Customer Concepts TV ! Pour en savoir plus, visionnez cette video :

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  • What Gets Measured Gets Managed

    - by steve.diamond
    OK, so if I were to claim credit for inventing that expression, I guess I could share the mantle with Al Gore, creator of the Internet. But here's the point: How many of us acquire CRM systems without specifically benchmarking several key performance indicators across sales, marketing and service BEFORE and AFTER deployment of said system? Yes, this may sound obvious and it might provoke the, "Well of course, Diamond!" response, but is YOUR company doing this? Can you define in quantitative terms the delta across multiple parameters? I just trolled the Web site of one of my favorite sales consultancy firms, The Alexander Group. Right on their home page is a brief appeal citing the importance of benchmarking. The corresponding landing page states, "The fact that hundreds of sales executives now track how their sales forces spend time means they attach great value to understanding how much time sellers actually devote to selling." The opportunity is to extend this conversation to benchmarking the success that companies derive from the investment they make in CRM systems, i.e., to the automation side of the equation. To a certain extent, the 'game' is analogous to achieving optimal physical fitness. One may never quite get there, but beyond the 95% threshold of "excellence," she/he may be entering the realm of splitting infinitives. But at the very start, and to quote verbiage from the aforementioned Alexander Group Web page, what gets measured gets managed. And getting to that 95% level along several key indicators would be a high quality problem indeed, don't you think? Yes, this could be a "That's so 90's" conversation, but is it really?

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  • How Can You Get More Productive In Life Sciences Sales?

    - by charles.knapp
    Only half of all doctors will meet with pharmaceutical sales reps, and that percentage continues to decrease. Furthermore, when reps are granted an opportunity to share information, the average interaction is only about a minute and a half. Concurrently, call quotas continue to increase. What does this matter? Sales reps need to spend less time on traditional planning and after-call reporting, more time making calls, and make more productive use of short presentation times. Fortunately for sales reps, Oracle offers the first life sciences CRM that is designed to double sales time and halve reporting time. In particular, our new Life Sciences Edition Offline Client is designed so that you can actually turn the screen around, so that your CRM is useful for presentations and not just reporting, whether you are connected to cloud or working offline such as in restricted clinical environments. Watch Piers Evans, Industry Strategy Director, show what this looks like in the day of a typical pharmaceutical sales representative. By use of this code snippet, I agree to the Brightcove Publisher T and C found at https://accounts.brightcove.com/en/terms-and-conditions/. -- This script tag will cause the Brightcove Players defined above it to be created as soon as the line is read by the browser. If you wish to have the player instantiated only after the rest of the HTML is processed and the page load is complete, remove the line. -- brightcove.createExperiences();

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  • Sorry. Not Much Happened Today!

    - by steve.diamond
    And THAT blog headline is dedicated to Seth Godin, who recently wrote that unlike its print brethren, digital media outlets aren't burdened with having to make their articles long enough to match the number of surrounding ad pages. He states that just because you CAN write more doesn't mean you SHOULD. Well, you don't have to tell me that twice. So to continue my rambling entry today, I'd suggest you read this post by Donal Daly on 10 steps to intelligent Social CRM for Sales. No seriously, read it. It's almost like a Groundswell Cliff Notes for sales people. I particularly love his third point. Of course I haven't "gotten" it yet, but I've got a whole life time, for crying out loud. Seriously, this is a great read and a fast one. And finally, in the department of longer reads, a thanks and shout out to Paul Greenberg for mentioning Oracle's new iPad app for Siebel CRM in his ZDNet blog. Hey, I warned you...not much happened today. Per se!

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  • Oracle CRM On Demand : Oracle héberge les données de ses clients en Europe, son CRM Cloud connaît une très forte croissance

    Oracle héberge son CRM on-line et ses données clients en Europe Oracle CRM On Demand est son application qui connaît la plus forte croissance Oracle annonce que les entreprises européennes ont désormais la possibilité de bénéficier d'Oracle CRM On Demand, son application CRM en SaaS, avec un hébergement sécurisé situé en Europe. Oracle CRM On Demand est une application mise à disposition sous forme de service accessible par Internet, conçue pour améliorer la productivité et l'efficacité des équipes de vente, de service et de marketing pour les organismes du secteur public ou entreprises privées. Les clients qui choisissent Oracle CRM On Demand peuvent maintenant opt...

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