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  • "Why We Chose Fusion CRM" by Vikas Bhambri, Managing Partner, The Athene Group

    - by Natalia Rachelson
    Normal 0 false false false EN-US X-NONE X-NONE /* 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:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} 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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  • How entity edit URL from within plug-in in MS Dyanmics CRM 4.0

    - by Greg McGuffey
    I would like to have a workflow create a task, then email the assigned user that they have a new task and include a link to the newly created task in the body of the email. I have client side code that will correctly create the edit URL, using the entities GUID and stores it in a custom attribute. However, when the task is created from within a workflow, the client script isn't run. So, I think a plug-in should work, but I can't figure out how to determine the URL of the CRM installation. I'm authoring this in a test environment and definitely don't want to have to change things when I move to production. I'm sure I could use a config file, but seems like the plug-in should be able to figure this out at runtime. Anyone have any ideas how to access the URL of the crm service from within a plug-in? Any other ideas? Thanks!

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  • Dynamics CRM 2013 rich text editor

    - by user2962918
    I am using Dynamics CRM 2013. How does one apply the rich text editor styling seen on the description field on the email form to other multiple line text fields? Viewing the source code it is obvious that the system is treating the rich text field very differently from the normal multiple line text fields in that instead of rendering a textarea it is rendering a table with an embedded iframe. In CRM 2011, I have used extensions that wrap up the TinyMCE editor but they were never very effective. It seems odd that I can't just check a box to do this to any text field in the settings when the behaviour is obviously built in. Thanks in advance. Richard.

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  • Integration of Magento with third party CRM, POS and ERP solutions

    - by SIA
    Hi there, First of all I would like to Thank the Varien Company for providing the best ecommerce solution and free community edition. I am very excited since i started knowing about magento. I am a web developer and very much interested. I have some concerns about the Integration of Magento with other CRM,ERP systems. How is it possible to integrate Magento with any other Industry standard CRM and ERP system? How can i fetch the data from a ERP and update Magento database, like transactiona replication. Is this possible? And Whats the right way to do it? Also, How can i integrate Magento with POS? Is it possible to have bi-directional data update between Magento and Industry Standard POS? I hope I have stated all my doubts and made it clear. I would be thankful if someone guides me to do the integration, the Right way. Thanks and Regards SIA

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  • Suggestions required to build an ECommerce Platform

    - by Haris
    For a prospective client we have to offer a solution to provide following system: CMS Order Management Shopping Cart CRM Helpdesk Accounting & Finance Custom Functions In order to save time and to avoid reinvent the wheel our idea is to integrate different off-the-shelf solutions. Their first requirement is that the system has to be hosted in their country which I think will exclude application like Aplicor, Netsuite & Salesforce. Basically the nucleaus would be the CMS which would integrate all the other apps. PHP or .Net based solutions would be our preferences as have inhouse expertise. So far following are few combinations I have come up with: Joomla (CMS) + Virtuemart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + OTRS Magento (CMS+Cart+Ordering) + Sugar CRM + Open ERP (finance) + Helpdesk Ultimate Drupal (CMS) + Ubercart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + Support Ticketing System Sharepoint (CMS) + OptimusBt (Cart+Ordering) + Dynamics CRM + Great Plains + SharepointHQ Dotnetnuke (CMS) + DNNSpot (Cart+Ordering) + Sigma Pro (CRM+Helpdesk) + Open ERP For Helpdesk I liked Zendesk but the server location was the stopping factor, similar for finance and CRM I liked Aplicor. I would not like to go into detailed requirements as it would make things very complex. Could you please suggest me which options are worth enough to start looking into? What other options we have?

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  • CRM: How to Use iSurvey With iSupplier in R12

    - by LuciaC
    In Oracle Applications it is possible to configure iSupplier to link to an Oracle iSurvey, and for the Oracle iSurvey to be executed for a Supplier. This integration requires: An Oracle Script An Oracle iSurvey linked to the Oracle Script iSupplier Configuration to reference the iSurvey. Once set up, the iSurvey will be available from the supplier tab from the Purchasing Responsibilities and from the iSupplier Portal.  Responses to the survey can be viewed from the Survey Administrator Responsibility. Take a look at Doc ID 1589371.1 for step-by-step details of how to configure and use iSurvey with iSupplier.

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  • CRM 2011 - Set/Retrieve work hours programmatically

    - by Philip Rich
    I am attempting to retrieve a resources work hours to perform some logic I require. I understand that the CRM scheduling engine is a little clunky around such things, but I assumed that I would be able to find out how the working hours were stored in the DB eventually... So a resource has associated calendars and those calendars have associated calendar rules and inner calendars etc. It is possible to look at the start/end and frequency of aforementioned calendar rules and query their codes to work out whether a resource is 'working' during a given period. However, I have not been able to find the actual working hours, the 9-5 shall we say in any field in the DB. I even tried some SQL profiling while I was creating a new schedule for a resource via the UI, but the results don't show any work hours passing to SQL. For those with the patience the intercepted SQL statement is below:- EXEC Sp_executesql N'update [CalendarRuleBase] set [ModifiedBy]=@ModifiedBy0, [EffectiveIntervalEnd]=@EffectiveIntervalEnd0, [Description]=@Description0, [ModifiedOn]=@ModifiedOn0, [GroupDesignator]=@GroupDesignator0, [IsSelected]=@IsSelected0, [InnerCalendarId]=@InnerCalendarId0, [TimeZoneCode]=@TimeZoneCode0, [CalendarId]=@CalendarId0, [IsVaried]=@IsVaried0, [Rank]=@Rank0, [ModifiedOnBehalfBy]=NULL, [Duration]=@Duration0, [StartTime]=@StartTime0, [Pattern]=@Pattern0 where ([CalendarRuleId] = @CalendarRuleId0)', N'@ModifiedBy0 uniqueidentifier,@EffectiveIntervalEnd0 datetime,@Description0 ntext,@ModifiedOn0 datetime,@GroupDesignator0 ntext,@IsSelected0 bit,@InnerCalendarId0 uniqueidentifier,@TimeZoneCode0 int,@CalendarId0 uniqueidentifier,@IsVaried0 bit,@Rank0 int,@Duration0 int,@StartTime0 datetime,@Pattern0 ntext,@CalendarRuleId0 uniqueidentifier', @ModifiedBy0='EB04662A-5B38-E111-9889-00155D79A113', @EffectiveIntervalEnd0='2012-01-13 00:00:00', @Description0=N'Weekly Single Rule', @ModifiedOn0='2012-03-12 16:02:08', @GroupDesignator0=N'FC5769FC-4DE9-445d-8F4E-6E9869E60857', @IsSelected0=1, @InnerCalendarId0='3C806E79-7A49-4E8D-B97E-5ED26700EB14', @TimeZoneCode0=85, @CalendarId0='E48B1ABF-329F-425F-85DA-3FFCBB77F885', @IsVaried0=0, @Rank0=2, @Duration0=1440, @StartTime0='2000-01-01 00:00:00', @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA', @CalendarRuleId0='0A00DFCF-7D0A-4EE3-91B3-DADFCC33781D' The key parts in the statement are the setting of the pattern:- @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA' However, as mentioned, no indication of the work hours set. Am I thinking about this incorrectly or is CRM doing something interesting around these work hours? Any thoughts greatly appreciated, thanks.

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  • Simple but Customizable CRM?

    - by davemackey
    I'm trying to find a good Church Management System (ChMS). Essentially, a CRM for churches. My budget is about $0...so open source or in-house development is preferred (and by in-house, I mean me). I'm wondering if anyone could make some recommendations as to possibilities? I'm open to SaaS solutions as well. For those interested in more details...: I've looked at Zoho CRM and while I like it, they only offer three licenses free, an insignificant discount for non-profits, etc. I've looked at Salesforce's NPSF which is nice but almost too much for a small church. Additionally, its taking a long time to jump through all the hoops necessary to get the licenses. I'm wondering if some combination of Wufoo and similar SaaS apps. might offer what I'm looking for? I've looked at Google spradsheets...if only they had a db application. :P Its really pretty simple what I need...something to maintain contact info., to remember important dates, to keep dates, to schedule followups, etc.

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  • Microsoft CRM could not log you on to the system. Make sure your user record...

    - by Willy
    "Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator." When I RDP into the server and try Microsoft CRM Workflow Manager/Monitor with http or https connectivity, it doesn't work. "The specified Microsoft CRM server is not responding. This might happen if it is currently unavaliable, it is not a Microsoft CRM server, or you are not a valid user. Contact your sys-admin." This is a Microsoft CRM v3.0 / Microsoft SQL server 2005 box, Active directory is on a seperate box.. When I right click Microsoft CRM Worlkflow Service, properties, log on: it shows "crmtestuser" and a password. I did not RDP or try logging in as that crmtestuser, but I am Admin... Could this be a clue? What can I try?

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  • Next Fusion CRM Webinar for Partners (Monday March 19th, 3pm GMT): Fusion CRM User Interface, Activity Streams and Opportunity management

    - by Richard Lefebvre
    The next session of our weekly Fusion CRM webinar for EMEA partners will take place Monday March the 19th at 3pm GMT / 4pm CET and will address the Fusion CRM User Interface, Activity Streams and Opportunity management In order to check the complete agenda and see login-details, please visit our dedicated microsite. How to join the dedicated microsite: Click on http://isdportal.oracle.com/isd_html/sf.htm Enter your Email Address in the corresponding field Enter fusion_crm in the “Access URL/Page Token” field Agenda: The list of sessions is published and will be regularly updated in the microsite. Duration: Each session lasts up to 60 minutes Webex: The respective webinar link and session ID are published in the microsite Audio:  The audio call details (telephone numbers by country, call number and password) is indicated in the microsite Slides: For your convenience, a pdf copy of each presentation will be stored in the microsite’s document section. We hope that this series of webcasts will be instrumental to your way of Fusion CRM business success!  For further information please contact me at [email protected]

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  • Sage lance Sage CRM Express, une solution de gestion des clients spécialement conçue pour les PME

    Sage lance Sage CRM Express Une solution de gestion des clients pour les PME Sage a réalisé une étude auprès de ses clients qui montre que 80% des PME disposent de moins de 4 commerciaux et sont en attente d'un outil pour leur suivi clients qui peut s'interfacer facilement à leur solution de gestion commerciale existante. Pour répondre à cette attente, Sage a donc annoncé la sortie de Sage CRM Express. Intégrée de manière native à Sage 100 ou proposée en mode stand-alone, cette nouvelle offre s'adresse donc aux PME de moins de 4 commerciaux. Sage CRM Express est un outil assez simplequi tente de répondre à l'ensemble du processus client (avant-vente, vente, recouvrement, ...

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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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  • Oracle Fusion CRM and Lotus Notes Integration by iEnterprises

    - by Richard Lefebvre
    Integrate Oracle Fusion CRM and Lotus Notes in one easy step with nothing to install other than a 'plugin' for your Lotus Notes client. The Lotus Notes Connector for Oracle Fusion CRM developed by iEnterprises is an easy to use tool that allows you to instantly synchronize your Lotus Notes email, calendar, ToDos and PAB (Personal Address Book) to and from your Oracle Fusion CRM system. It removes the need for time consuming copy and paste between these two systems. For more information, a solution data-sheet and/or to request a trial please visit .... http://www.ienterprises.com/products/lotus-notes-connector/connector-for-fusion.html or contact Matt Hatherley ([email protected])

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  • CRM Goes to School, Supports Enrollment Growth

    - by Tony Berk
    At Post University in Waterbury, CT, the focus is on the student. Generally, the first interaction from a potential student is a lead, which can come from a variety of sources. Any delay in following up with the interested student (the lead) affects the conversion success rate, i.e., the likelihood of enrollment. By implementing Oracle CRM On Demand, Post University automated the admissions process so the admissions counselors are in direct contact with the students and eliminated many manual steps. The admissions and marketing teams, as well as the students, benefit from the new streamlined process. Up next, Post University, plans to increase the efficiency of the student retention processes with the expansion of Oracle CRM On Demand. Take a look at the video to learn more about Post University's Oracle CRM On Demand implementation: Congrats to Post University, and Apex IT, their implementation partner, on the successful implementation!

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  • CRM Dynamics Search wildCard

    - by Bee gud
    Hi there I'm exploring Dynamics CRM 4 and when I search a record for example, a contact, ex. Abcd, Dynamics is searching by Abcd*, including, by default, the WildCard in the end. Is there any way to also include the Wild Card, by default, in the beggining? Ex. Abcd -- Abcd

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  • Multivariant email in Dynamics CRM

    - by esp
    Does anybody have resources on multivariant email testing in Dynamics CRM? Multivariant email being where an organization wants to segment their contacts and send separant variations of an email campaign to different segments in their organization?

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  • .NET OpenSource or cheap CRM

    - by Dkong
    Hi, I'm looking for a decent Open Source or cheap .NET CRM. Does anybody know of any good ones (aside from whatever there is on the front page of Google which I've checked and wasn't that impressed with)

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  • CRMIT’s HIGH VALUE CRM++ PLUGINS FOR CRM On DEMAND

    - by Soumo Das
    Customer satisfaction and experience being the two most considerable factors, these days businesses are on the lookout for automation tools that are world class, agile and keep quality at its core. CRMIT has developed such tools using cutting edge technologies and abstracting industry best practices and R&D.  Self Service Portal  With customers being so meticulous about regular updates and reliable access to their data, administrators just cannot think of walking a thin line. Surviving without a resource that provides a track of customer requirements for services available 24 x 7 can severely affect the productivity. In such a scenario, CRMIT’s Self Service Portal (SSP) is the best solution. This not only tracks the required customer data, but also allows companies to stay in tune with their employees, vendors and stakeholders.   One can directly sign up to become a CRMOD contact and SSP user. One need not use the database, as operations and interactions are d at run time. This is a fully configurable solution that tracks results periodically, thus making it easy for end users. It also offers better security and data visibility that enables users to progress smoothly. Quote and Order Management   When dealing with quotes, contracts and orders becomes complicated, only Quote & Order Management can work as a one-stop solution. CRMIT offers this great tool for managing all this information and for taking care of customer orders and service requirements.  This CRM On Demand plug-in allows one to create a new quote or copy the existing one. Products can be directly added from the product list of CRMOD and the pricing is calculated automatically. Quote can be generated and mailed to the external users in PDF, HTML and XLS formats. This not only allows management of quotes in an enhanced manner, but also supports various billing and tax calculation features that make work effortless.    Report Scheduler  When it comes to analyzing and providing statistics of various business processes currently running in an organization, one cannot depend on manual updates, which sometimes may be inaccurate or even delayed. CRMIT provides a SaaS based powerful solution - Report Scheduler - that allows CRM users to schedule reports as per the frequencies and then receive them as email attachments at the scheduled time.   With this powerful tool, administrators can control the report scheduler for assigning specific reports to specific users. After that, users can login and schedule any assigned report for viewing at particular intervals on monthly, weekly or daily basis. Additionally, users can also copy the mail to external users and can choose the preferred format. The best part is that sharing business data with third party become easy with this and for viewing reports, users need not log into their CRMOD account.  CRM On Demand Offline Solution CRM On-Demand Offline is another great CRM++ extension that allows one to work in both online and offline modes. Synchronizing both the modes is absolutely easy and offers ease while working. CRM OD offline works as an automation tool that not only improves efficiency, but also works as a backup in most cases. It is readily available as a windows application installer and requires users to be online only while validating and synchronizing. The best part is that working in the offline mode also works as a backup. 

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  • MS CRM Register a plugin

    - by mwright
    I am trying to register a plugin for MS CRM, the situation is as follows. It's an IFD deployment and everytime that I connect using the Microsoft provided plugin registration tool I get the following error message. Unhandled Exception: System.Net.WebException: The request failed with the error message: -- <html><head><title>Object moved</title></head><body> <h2>Object moved to <a href="https://URL/signin.aspx?targeturl=https%3a%2f%2fURL%2fMSCrmServices%2f2007%2fIFD%2fcrmdiscoveryservice.asmx%2fmscrmservices%2f2007%2fad%2fcrmdiscoveryservice.asmx">here</a>.</h2> </body></html> The link that I'm using to connect looks like this: https://URL/MSCrmServices/2007/IFD/crmdiscoveryservice.asmx Can anyone give me some direction?

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  • MS Dynamic CRM 4.0 serviceappointment closed state javascript event

    - by Jeroen
    Hi, I need to do the following: In Crm, you have serviceappointments (serviceactivities). 1 appointment can have a state, ( like arrived, pending, closed, ... ). When i save the form (onsave event), It should catch if the form is putted closed state and then it should do something. I can get the state easily: alert(crmForm.all.statuscode.DataValue) I hanged this onto an onsave event. But when i put a serviceappointment into closed state, it first calls the onsave event with previous state and then puts it in closed state. Is it possible to catch if it's putted in closed state?

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