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• Las Vegas? Anybody?

  - by divya.malik

  Our next stop on the events calendar is the Mandalay Bay Convention Center in Las Vegas, for Collaborate 2010- April 18th- 22nd, 2010. Oracle Siebel CRM and Oracle CRM On Demand will be represented with two key sessions Monday, April 19th, 2010- 10.45 am-11.45 am, Breakers D, Mark Woollen, CRM Vice President Improving Sales Productivity While Increasing Revenues Monday, April 19th, 2010- 1.15 pm-2.15 pm, Breakers D, Rich Caballero, CRM Vice President Delivering Superior Customer Service with Oracle's Siebel Service Applications We will also be in the demogrounds, so stop by to see the latest CRM innovations from Oracle and talk to our CRM experts.

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• Technical development decision for my newly established software company

  - by test test

  I have a new software company where I am planning to develop CRM system. So I have settled down on the technological approach I am going to use:- I will use an open source Java-based CRM engine. I will use a third party reporting tool named JasperReports for providing reports capabilities for the CRM. I will develop the interface and any customization which the customer might ask for using asp.net mvc framework since my knowledge and experience are based on asp.net. And I will use the CRM API to integrate my asp.net web application with the Java-based CRM. I have developed a simple demo which integrate these three main components (CRM engine, asp.net application and the reporting tool) and they worked well. But I am afraid of the following risk that I might face if I go with the above approach: I should hire developers with different skills and experience: Developers with Java skills to be able to modify the Java-based CRM and writing plug-ins -when needed- to extend the CRM capabilities. Other developers with asp.net skills to be able to build the application such as application forms, the portal from where users will be able to start the CRM processes, searching capabilities, etc. So might the above point raise some risks when I start hiring a new team and start building the CRM application, OR I am on the right track at this early stage?

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• Webinar: Integrated Sales & Marketing - An Impossible Dream?

  - by charles.knapp

  Are you making the most of the latest B2B marketing thinking? Are your marketing tactics, your outbound email campaigns and your SEO generating enough of the prospects and leads that your sales teams need? Are your sales and marketing functions aligned and working together with optimised results? In this Webinar with MarketingWeek Magazine, find out how: - To ensure your marketers create and deliver consistently effective, and targeted campaigns - You can triple the customer intelligence your marketers gather, ensuring your sales teams are better informed and qualified than ever before - Generate up to 200% growth in lead volume and start measuring marketing effectiveness against increase in sales and size of an average deal - And hear how BPI OnDemand has delivered integrated sales & marketing across industries, with results such as 100% ROI on system cost for Heal's after just one campaign

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• La ripresa economica si sta consolidando, siete pronti a cogliere questa opportunità?

  - by antonella.buonagurio(at)oracle.com

  L'esclusiva ricerca IDC indica i percorsi strategici più innovativi a supporto delle Vendite, del Customer Service e del Marketing.        La ricerca basata su più di 300 interviste a executive, CIO e CEO di medie e grandi organizzazioni in tutta Europa, vi guiderà nel comprendere l'evoluzione e l'impatto dei trend più rilevanti sui processi che gestiscono ed indirizzano la relazione tra azienda e clienti.

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• CRM On Demand Disconnected Mobile Sales for Life Sciences (iSales) is available

  - by Richard Lefebvre

  The much awaited CRMOD Disconnected Mobile Sales for Life Sciences (iSales) is now available! Oracle CRM On Demand Disconnected Mobile Sales for Life Sciences provides a flexible CRM solution for the iPad platform. It provides world-class productivity for pharmaceutical sales in disconnected and connected environments. Take a look at the Product Data Sheet and contact your local CRM onDemand sales representative for further information.

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• Sugar CRM search module doesn't search correctly?

  - by MikeN

  We have a locally installed copy of Sugar CRM but the search works horribly! There is an "Account" with the name: "Dr. John Smith", and if you search for "Smith" that account won't show up in the results. How can you improve or "fix" the search field of Sugar CRM?

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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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• Customize MS dynamic CRM entity in visua studio 2008

  - by Lalit

  Hi, I have installed the MS dynamic CRM on my windows server 2003. I want to add the javascript to the one of entity that has drop down control. let say Opportunity entity. But I don't know how to open the CRM in visual studio so that i can make changes. I have installed CRM explorer as well as Install the CRM Solution Framework(under folder\CRMSolutionFrameworkTemplate\Setup.cmd) Using command prompt to install: Setup.cmd {InstallDir} {ProjectName} {Project Long Name} {Organization Name} How to make the chanes, how to get the CRM in VS for edit. While opening the soution from "C:\Projects\MyCrmSolution\SourceCode\MyCrmSolution" It giving error as :"Mcrosoft.sourceanalysis.target not found error so it can not open the solution". please guide I am new in this stuff....

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• Oracle’s Visual CRM Solution

  Visual CRM adds the powerful visualization and document centric collaboration capabilities of Oracle’s AutoVue to Oracle’s best-in-class CRM solutions. By introducing a visual aspect to call center, field service, and ordering processes, Visual CRM helps teams provide faster responses to customer issues, optimize field service performance, and shorten ordering cycles while minimizing order errors.With Visual CRM, organizations can achieve improved customer service levels and field service operations which help drive margin, top line revenue, and customer retention.

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• Outlook Plug-In for custom CRM

  - by Optimal Solutions

  I would like to write a plug-in that will allow a custom written CRM to read and write to their local Outlook client. I know that this poses a security concern. But, my clients are asking that their CRM "be connected" to Outlook. They would like to be able to do the following: A) When a contact sends them an email (reply or free standing email), they'd like the details of this email to go INTO the CRM. Yep. They would like me to save the body, time and date it was sent, etc. B) They want to be able to send new emails (or replies to existing emails) from within the CRM itself. Basically, "a form that looks like Outlook's send/reply email form". C) Want the ability to search for contacts and the related emails with a search for tags/keywords facility. (i.e. if a product name or code appears in an email then they want the email returned in the search). D) Having performed a search of many contacts, they will want to prepare a mailer and shoot out some sort of email announcement to their qualified leads. This could be 50, 100, or more persons. So its got to be able to allow bulk mailing. E) Given a list of new prospects, that arent currently contacts in the CRM, they will want to do the same and if they get replies from this mailer to the prospects, the will want the replies to be saved in the DB and contacts be inserted into the DB. F) They would like to be able to utilize the calendar and task list facilities of Outlook from the CRM, as well. More or less, they want this pretty basic (as it is today) CRM that I created to integrate with Outlook and have it do so seamlessly as if it was an add-on to the CRM. A plug-in is what I am thinking... But, I dont know where to begin. My environment is Windows XP/Vista and is going to be ASP.NET and I am going to use the VB.NET language to accomplish this. What do I need? Are there resources out there that can describe how to build a plug-in to Outlook as I have been asked to? This is not Exchange, none of the clients use exchange (not so far). They all run Outlook. Mostly 2003. Most clients are XP right now but some are upgrading to Vista. For some reason I cant seem to wrap my head around this. I think the whole security issue is thwarting my ability to see past what is probably a simple thing. The client doesnt want to be prompted by any security messages asking them if they are sure they want to send 382 emails to their contacts. Not once and certainly not 382 times. Where do I begin? I've searched the internet for similar but mainly what I found are already-written products and I've got to write this from scratch.

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• Apache2, PHP 5.2.8 Working - CRM Install Wizard Doesn't See the PHP Version

  - by nicorellius

  The Apache2 server and PHP version seem to be in order, but when I launch the CRM installer at http://localhost/<CRM dir>/install.php The wizard says I need a minimum of PHP 5.1 and preferably PHP 5.2.x. The thing is, I am running PHP 5.2.8, and I know this from running php --version Plus, I spent a bunch of time learning how and (I thought, successfully) compiling PHP 5.2.8. It is quite likely I screwed up and don't have some libraries I need, but I'm not sure where to look first. Thanks in advance.

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• ADFS 2.0 and CRM 2011 IFD - Error 403 when being redirected

  - by JohnThePro

  I'm not sure what happened here, but let me give you the rundown. I have a CRM 2011 IFD that by all accounts was functioning. Out of nowhere, I find that when being redirected to ADFS 2.0 login page by CRM, instead of seeing the login page, I get the following error: 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied. I'm not sure what is going on here. The certs are good, as best as I can tell, the logins are good. More specifically, nothing has been modified. This all worked just fine, and now it doesn't. I'm really stumped.

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• Big Success for the 2012 edition of the Oracle EMEA Cloud CRM Partner Community Forum!

  - by Richard Lefebvre

  The 2012 edition of the Oracle EMEA Cloud Partner Community Forum took place on march 28&29 in Madrid. 100 participants from all over Europe had a chance to interact with the Oracle Cloud CRM Product Management team about multiple subjects such as Oracle Cloud CRM and Social Network solutions strategy, RightNow acquisition, Fusion CRM Business opportunities for partners, etc. During his opening keynote, Anthony Lye (Oracle Senior Vice-President and head of Oracle CRM) presented the current Fusion CRM business status, disclosed the overall Oracle CRM product strategy and responded to many questions from the audience. Later on that day, 8 Oracle ISV's presented their Oracle Cloud CRM add-on's and highlighted the value that System Integrators can benefit from as part of a Cloud CRM project. After a very friendly networking diner in a Spanish restaurant, the second day was dedicated to Fusion CRM, with a deeper dive into its major components (Sales, Sales Planning, Marketing) including the Fusion Composers. Briefings on Oracle Consulting Services Fusion CRM dedicated offerings and Fusion CRM Partner Programs concluded the day and the event. All participants rated the event as "good" to "Excellent" and mentioned that it was meaningful for them to plan their Oracle Cloud CRM based business in the near future. We look forward to organise a similar event next year and to welcome even more partners! Richard Lefebvre

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• Microsoft offre 30 jours d'essai gratuit à Dynamics CRM Online pour marquer son « retour en force » dans les CRM

  Dynamics CRM Online : le retour en force du CRM de Microsoft Microsoft propose une version d'essai gratuite de 30 jours Les TechDays 2011 ont été l'occasion pour Développez.com de retrouver Sophie Jacquet, Chef de produit Microsoft, pour faire le point sur Dynamics CRM. Microsoft Dynamics CRM s'offre en effet une nouvelle jeunesse avec la sortie de sa version 2011 et surtout une version SaaS, baptisée « Dynamics CRM Online », lancée avant la version sur site. Une chronologie qui confirme le virage stratégique Cloud Computing pris par Microsoft et affiché lors de ces TechDays. Destinée à améliorer la productivité des services commerciaux, la nouvelle versio...

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• April Edition of the Oracle E-Business CRM Support Newsletter Available

  - by Oracle_EBS

  The April Edition of the Oracle E-Business Customer Relationship Management (CRM) Support Newsletter Document ID  1320611.1 is now available on My Oracle Support. Highlights of the April Edition include: Upgrading Customizations within EBS New Format for 12.1.3 Documentation E-Business Suite Recommended Upgrades Communities Update Directed and Useful content targeted by CRM Product Available EBS CRM Webcasts …and More! It is also worth noting that the My Oracle Support Communities, http://communities.oracle.com, are always available for quick answers to your questions.   Also, please always feel free to write us at [email protected] with any feedback on the CRM newsletter, communities or any other feedback you wish to share.

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• Que pensez-vous de Microsoft Dynamics CRM Online ? Testez gratuitement pendant 30 jours la solution CRM de Microsoft et partagez votre opinion

  Que pensez-vous de Microsoft Dynamics CRM Online? Testez gratuitement pendant 30 jours la solution CRM Cloud de Microsoft et partagez votre opinion La CRM (Customer Relationship Management) se situe de nos jours comme un outil indispensable pour capter, traiter, analyser les informations relatives aux clients dans le but de les fidéliser. Parmi les solutions de CRM actuellement disponibles sur le marché, figure en bonne place Microsoft Dynamics CRM. [IMG]http://rdonfack.developpez.com/images/MicrosoftDynamicCRM.jpg[/IMG] Le service bénéficie des fonctionnalités de Cloud Computing, permettant un accès instantané à vos données, où que vous soyez, à partir d'u...

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• Where does one enter the JavaScript code in CRM Dynamics?

  - by Konrad Viltersten

  I've started to play with CRM Dynamics yesterday so this question should be seen as a very basic one. I've been coding for many years but CRM D is news to me. Apparently, one is supposed to be able to enter JavaScript code to customize the behavior of the application. I've understood that there's an API for that and that touching DOM directly or playing with jQuery is a no-no. Question: Where is the JS-code supposed to be entered? I've gone through all the menus but as far I can see, there's no spot where I could plug-in my custom code. E.g.: Where do I get to define a validation for the last name of a contact currently being defined?

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• CRM 2011 XAML Workflows in VS 2012

  - by AlexR

  I'm writing this knowing there's another topic like this to be found here the answer provided however does not make much sense to me and whatever I tried doesn't seem to work so I'm seeking clarification. The situation is as follows: * New CRM 2011 toolkit solution * New project added for Xaml workflow * Adding CRM "Workflow" activity causes error The error: It shows a redbox "Could not generate view for Workflow" The Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. --- System.IO.IOException: Cannot locate resource 'workflowdesigner.xaml' I have VS 2012 SP2 with the latest (June) CRM SDK Toolkit installed. I did a clean install of the toolkit so it's not "upgraded" to prevent any old assemblies being referenced. I tried the things from the referenced question and moved the assemblies over and also re-referenced the latest assemblies to make sure everything works fine. I also tried downloading a workflow XAML created in CRM and opening but it gives the same error. I also opened the "example" workflow XAML solution in the SDK, again same result.

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• Implementing a two-way communication between Microsoft Dynamics CRM and 3rd party app

  - by CxDoo

  I need to implement a bi-directional communication between Microsoft Dynamics CRM and a 3rd party server. The ideal scenario is as follows: User tries to create an entity in CRM In pre-create hook a 3rd party library function is called (or web service or whatever), filled with relevant info, which tries to create the respective entity on the server If the call fails, creation fails in CRM If the call succeeds, the entity is created in the CRM AND additional fields are filled with return values from the call More specifically, I want to do something like this when user tries to create a new entity instance: try { ExternalWebService.CreateTrade(ref TradeInfo info) //this was initialized on the external server myCRM_Trade_Entity.SerialNo = info.SerialNo; CreateNew(myCRM_Trade_Entity); } catch (whatever) { fail; } What would be the suggested way to do this? I am new to Dynamics, have read about Workflows and Plugins but am not sure how should I do this properly.

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• Adjust price to demand: Simplest way

  - by marco92w

  For a game I need to adjust a price to the given demand. There's a shop which sells one item. If lots of people buy the item, the price should increase. If less people buy it, the price should decrease. How could I achieve this? This is just a little part of the game so I don't need a perfect solution. Just a very easy solution which does it so that the price is adjusted. Something like this: For every sold item, increase the price by 1,000 On every day, decrease the price by 1,500 (only one time) Don't let the price become negative Thank you very much in advance!

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• Banco Espírito Santo Increases Sales Campaign Success Rate with Siebel CRM

  - by Tony Berk

  Banco Espírito Santo (BES), founded in 1869, is the second-largest private financial institution in Portugal with a 20.3% domestic market share, 2.1 million customers, and more than 700 in-country branches. It also has a strong international presence with operations in 23 countries and four continents. With strong growth in its major markets, BES needed a modern, cost-effective, scalable, and reliable customer relationship management (CRM) solution for its retail operations. The bank wanted to optimize client relationship management and integrate all customer touch points and service channels to improve the success of its sales and marketing initiatives. BES implemented the same CRM solution as many other leading banks: Oracle's Siebel CRM. With Siebel CRM 8.1 and other Oracle solutions, BES significantly increased sales of its new financial products across all channels by up to 25%, and it expects to increase annual revenue by up US$4 million annually. It also improved the success rate of bank branch sales, marketing, and lead generation campaigns by nearly 10%. “We are very happy with Oracle’s Siebel CRM applications. We already knew that this was the best solution available, but it has surpassed our best expectations,” said João Manaças, Customer Relationship Management Manager, Personal Marketing Department, Banco Espírito Santo. Click here to learn more about BES's use of Siebel CRM.

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• Webcast: Get More Sales Ready Leads for Less Cost with Oracle CRM On Demand Marketing

  - by ruth.donohue

  Successful marketing starts with knowing your audience: who they are, what they're buying, and how they like to be contacted. With customer data scattered across multiple systems, getting the answers to these questions can be difficult. Join our live Webcast to see a demonstration of how Oracle CRM On Demand Marketing increases marketing ROI by delivering the right messages to the right targets for the greatest response. Tuesday, March 15, 2011 11:00 a.m. PT / 2:00 p.m. ET Register Now! Technorati Tags: oracle crm,oracle crm on demand,integrated sales and marketing,cloud,saas

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• Why The Athene Group Chose Fusion CRM

  - by Tony Berk

  A guest post by Vikas Bhambri, Managing Partner, The Athene Group This year, The Athene Group (www.theathenegroup.com) celebrated our tenth anniversary. The company has accomplished a lot in ten years overcoming a number of hurdles and challenges to have grown organically to a 150+ person global company with offices in the US, UK, and India and customers in the US, Canada, and Europe. Now more than ever with the current global landscape from an economic and competitive standpoint it was vital that we make some changes to remain successful for the next ten years. There were two key initiatives that we discussed internally that would enable us to successfully accomplish this – collaboration and the concept of “insight to action”. With our existing Oracle CRM On Demand platform we had components of this but not the full depth and breadth that we were looking for. When we started to discuss Fusion CRM we immediately saw several next generation tools that would embrace these two objectives. For a consulting and development organization the collaboration required between business development and consulting delivery is as important as the collaboration required during the projects between the project delivery and account management teams. The Activity Streams functionality in Fusion CRM immediately addressed the communication of key discussion topics and exchanges around our clients. Of course when we saw the Oracle Social Network (which is part of our Fusion CRM roadmap) we were blown away. The combination OSN and our CRM is going to make us more effective as we discuss and work cohesively on client engagements – ensuring mutual success for both Athene and our clients. When we looked at “insight to action” we saw that we had a great platform when folks were at their desks, unfortunately a lot of our business development and consulting folks are on the road. The Fusion Mobile Sales and Fusion Outlook Desktop provide information to our teams when they are on the go. So that they can provide real-time information and react to real-time information provided by their peers. We are in the early stages of our transformative experience with Fusion CRM but we believe the platform along with our people and processes are going to help us achieve our goals in the future.

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• Successful Fusion CRM Bootcamp in Paris - July 24-24th

  - by Richard Lefebvre

  The first Fusion CRM Bootcamp for EMEA partners successfully took place in the Paris Pullmann Bercy hotel on July 24-26th. The agenda covered 14 Fusion CRM topics in depth, including detailed presentations and hands-on exercises, delivered by a team of Fusion CRM experts from Oracle Product Development. 89 participants represented 55 companies from 14 different countries, attended this event which was also a great opportunity to network with Oracle Product Development and Alliances & Channels executives during the breaks and the "Fusion Lounge" session each day after the training. As expressed by the participants in the event survey, the overall satisfaction reached to an impressive percentage of 85+ with the response of “met or exceeded the expectations” and with individual comments such as: On top of the presentation of Fusion CRM as a product, this event allowed to better understand Oracle's product and rollout strategy. The ability to meet the development team was really a bonus. Extremely valuable information given that enables integrators to go on the road of Fusion CRM Excellent organization, good product information coverage and demonstration Additional Fusion CRM bootcamps are planed across EMEA in the next quarters, although they will probably be under a different format which is still to be defined.

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• MS Dynamics CRM Integration within MS Dynamics NAV

  - by Roger F

  How does a MS Dynamics CRM Integration to MS Dynamics NAV (ERP) look like? Does a standard integration/connection exist???

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