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  • Alert: It is No Longer 1982, So Why is CRM Still There?

    - by Mike Stiles
    Hot off the heels of Oracle’s recent LinkedIn integration announcement and Oracle Marketing Cloud Interact 2014, the Oracle Social Cloud is preparing for another big event, the CRM Evolution conference and exhibition in NYC. The role of social channels in customer engagement continues to grow, and social customer engagement will be a significant theme at the conference. According to Paul Greenberg, CRM Evolution Conference Chair, author, and Managing Principal at The 56 Group, social channels have become so pervasive that there is no longer a clear reason to make a distinction between “social CRM” and traditional CRM systems. Why not? Because social is a communication hub every bit as vital and used as the phone or email. What makes social different is that if you think of it as a phone, it’s a party line. That means customer interactions are far from secret, and social connections are listening in by the hundreds, hearing whether their friend is having a positive or negative experience with your brand. According to a Mention.com study, 76% of brand mentions are neutral, neither positive nor negative. These mentions fail to get much notice. So think what that means about the remaining 24% of mentions. They’re standing out, because a verdict, about you, is being rendered in them, usually with emotion. Suddenly, where the R of CRM has been lip service and somewhat expendable in the past, “relationship” takes on new meaning, seriousness, and urgency. Remarkably, legions of brands still approach CRM as if it were 1982. Today, brands must provide customer experiences the customer actually likes (how dare they expect such things). They must intimately know not only their customers, but each customer, because technology now makes personalized experiences possible. That’s why the Oracle Social Cloud has been so mission-oriented about seamlessly integrating social with sales, marketing and customer service interactions so the enterprise can have an actionable 360-degree view of the customer. It’s the key to that customer-centricity we hear so much about these days. If you’re attending CRM Evolution, Chris Moody, Director of Product Marketing for the Oracle Marketing Cloud, will show you how unified customer experiences and enhanced customer centricity will help you attract and keep ideal customers and brand advocates (“The Pursuit of Customer-Centricity” Aug 19 at 2:45p ET) And Meg Bear, Group Vice President for the Oracle Social Cloud, will sit on a panel talking about “terms of engagement” and the ways tech can now enhance your interactions with customers (Aug 20 at 10a ET). If you can’t be there, we’ll be doing our live-tweeting thing from the @oraclesocial handle, so make sure you’re a faithful follower. You’ll notice NOBODY is writing about the wisdom of “company-centricity.” Now is the time to bring your customer relationship management into the socially connected age. @mikestilesPhoto: Sue Pizarro, freeimages.com

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  • Siebel Open UI Training for Oracle EMEA CRM Partners - Free - Utrecht NL- January 22/23 2012

    - by Richard Lefebvre
    Have you heard about Siebel Open UI? It is the new, state-of-the-art User Interface for Siebel, offering an amazing User Experience on any browser. Oracle is planning a free of charge 2 days training, delivered by Oracle Product Development specialists, in Utrecht (NL) on January 22&23 2012. Seats are very limited. If you or your colleagues are interested to apply for one, please send an eMail to [email protected] with the contact details of the individuals who you would like to nomminate. If you would like to know more about Siebl Open UI before applying, please send an eMail to [email protected] to receive a short PPT deck featuring a short Siebel Open UI description, its benefits for (System Integrators) partners, and the detailed agenda.  Selected Participants will then be invited to register via the Oracle APEX system.

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  • Email Service or CRM

    - by MG1
    I am creating a process for a client who is a chapel. They have people who sign up to receive notifications of a death anniversary. I exported a CSV from the db, imported it into Mailchimp and I was about to launch a Mailchimp automation based on a date. Not I realized that are many instances where the same person singed up for multiple death reminders. Mailchimp doesn't allow for duplicate email addresses in one list. Is there another service or application that I can use for this?

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  • Web Based CRM For Banks.

    Banks have to make several transactions in a day; buyers have to give their email, phone numbers, address, names, social security number and credit card information. Huge amount of information is pro... [Author: James Wong - Computers and Internet - March 29, 2010]

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  • New Exam in Beta Testing: Oracle Fusion CRM - Sales 2014 Implementation Essentials

    - by Richard Lefebvre
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 This new exam is designed for individuals who possess a strong foundation and expertise in implementing Oracle Sales Cloud solutions. Request your free exam voucher now! /* 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:"Times New Roman","serif";}

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  • Learn about CRM and CX at Oracle Days 2012

    - by Richard Lefebvre
    Oracle Day 2012 features learning tracks and sessions tailored for accelerating your business in today’s environment. Oracle simplifies IT by investing in best-of-breed technologies at every layer of the technology stack and engineering them to work together so you can focus on driving your business forward. Throughout its history, Oracle has proved it can address the most complex IT challenges and solve the business problems of our customers. Discover Oracle’s strategy for powering innovation in the areas of Cloud, Social, Mobile, Business Operations, Data Center Optimization, Big Data and Analytics. Oracle Day 2012: Tracks     Engine for Growth: The business for optimized data center Powering innovation for your enterprise applications Architect your cloud: A blueprint for Cloud builders See more, Act faster: powering innovation with analytics Business operations: Powering business innovation Customer Experience: Empowering people, powering brands Check out the agenda at local even for more details

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  • New in Production: Fusion CRM Implementation Specialist Exams!

    - by Richard Lefebvre
    Oracle PartnerNetwork Specialized program is releasing new certifications on our latest products, and partners are invited to be the first candidates. Oracle Fusion Customer Relationship Management 11g Sales Essentials Exam (1Z0-456) – now in Production! ·               All Beta exam participants will receive their exam scores as of September 24, 2012. ·               The successful candidates will receive their certificates starting mid-October, 2012. Contact Us Please direct any inquiries you may have to Oracle Partner Enablement team at [email protected].

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  • Take Complete Image of CRM Server Application

    - by nicorellius
    I have heard of snapshots or ghost images like this. But I have never used this kind of tool to actually clone a piece of hard drive. I think Norton Partition Magic can do something like this as well, but haven't tried it. So my question is this: How can I duplicate a CRM server application exactly so that I can transfer it to another system? I have a CRM server running LAMP (Linux, Apache, MySQL, and PHP) and I urgently need to transfer these data to another system without actually installing, configuring the dependencies and then doing the same for the software itself. Has anyone done this or does anyone know how to do this?

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  • How can I implement a 'select all' check-box on my CRM 4 custom form?

    - by Gryphoenix
    I am working on a custom CRM form with numerous checkboxes, organized by sections. I would like to implement a 'select all' feature to the form and am trying to understand how to format the JavaScript. My research thus far has pointed me to the possibility of using a FOR statement to iterate through all of the elements in the section I want to process, setting their values accordingly, but am unsure of which document.getElements ... method to utilize.

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  • Alaska Airlines Takes Off with Siebel Loyalty and Marketing

    - by tony.berk
    Who likes junk mail? Not me! But I don't mind targeted messages that are relevant to me. Alaska Airlines greatly improved their ability to be more personal with their customers by replacing a legacy mainframe loyalty system with Siebel Loyalty and Siebel Marketing. Which means, as an Alaska Airlines customer, I get less junk mail! With improved access to customer profile information in Siebel, Alaska Airlines presents targeted, relevant offers on their website and via email. At the same time, Alaska Airlines has reduced their speed-to-market with promotions by 150 percent and can now implement new partner marketing programs twice as fast. Finally, as Steve Jarvis, VP of Marketing, Sales and Customer Experience at Alaska Airlines, points out in the video, Alaska Airlines can now reach all 22 million of their annual passengers, not just the 10% who were in the legacy loyalty system. To see other customer success stories, visit Siebel CRM Success. Click here to learn more about Oracle's CRM products.

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  • Learn How to Deliver a Superior Customer Experience

    - by steve.diamond
    That's right. Irene Ng, internationally acclaimed Oracle Web TV superstar, is hitting the Web airwaves again with a highly informative webcast! Tune in to hear Irene interview Steve Fearon, Oracle Vice President of CRM, Europe, Middle East and Africa, and explore how traditional CRM is converging with social networking and mobile technologies to deliver superior customer experiences that drive increased revenue and customer advocacy. And for you folks on the U.S. West Coast who REALLY like to get a jump on your day, we've got even better news. This Web TV event is taking place on June 17th at 2:00 a.m. Pacific time. But remember that for our friends in Central Europe, that is 11:00 a.m. CET. But we'll all be able to view a replay of this Webcast for those of us not awake for the original airing. So sign up now.

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  • Innovare e creare valore si può ancora fare?

    - by Silvia Valgoi
    In un momento in cui parole come social networking, Web 2.0, e-commerce, mobilità e multicanalità, cloud computing sono sulla bocca di tutti abbiamo deciso di fermare questo turbinio di bla, bla, bla e prenderci del tempo per condividerne con voi significati ed opportunità. Questi sono gli obiettivi del Sales & Marketing Summit che si terrà il prossimo 28 marzo 2012: Conoscere in anteprima Oracle Fusion CRM, la soluzione di nuova generazione per migliorare e incrementare l'efficacia dei processi di Vendita e Marketing. Scoprire come costruire i processi più innovativi di Customer Experience. Incontrare i nostri esperti e sperimentare le nuove soluzioni di Oracle grazie alle Sessioni Interattive dedicate a Fusion CRM e alla Customer Experience. Confrontarti e condividere idee per innovare   Ti aspettiamo!

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  • A "First" at Oracle OpenWorld

    - by Kathryn Perry
    A guest post by Adam May, Director, Fusion CRM, Oracle Applications Development There are always firsts at OpenWorld. These firsts keep the conference fresh and are the reason people come back year after year. An important first this year is our Fusion CRM customers who are using the product and deriving real benefit from Fusion CRM. Everyone can learn from and interact with them -- including us!  We love talking to customers, especially those who are using our solutions in unexpected ways because they challenge us! At previous OpenWorlds, we presented our overall Fusion vision and our plans for Fusion CRM. Those presentations helped customers plan their strategies and map out their new release uptakes. Fast forward to March of this year when the first Fusion CRM customer went live. Since then we've watched the pace of go-lives accelerate every single month. Now we're at the threshold of another OpenWorld -- with over 45,000 attendees, 2,500 sessions and LOTS of other activities. To avoid having our customers curl into a ball with sensory overload, we designed a Focus On Document to outline the most important Fusion CRM activities. Here are some of the highlights: Anthony Lye's "Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap" on Monday at 3:15 p.m. The CRM Pavilion, open in Moscone West from Monday through Wednesday; features our strategic Fusion CRM partners and provides live demonstrations of their capabilities General Session: "Oracle Fusion CRM--Improving Sales Effectiveness, Efficiency, and Ease of Use" on Tuesday at 11:45 a.m.; features Anthony Lye and Deloitte "Meet the Fusion CRM Experts" on Tuesday at 5:00 p.m.; this session gives customers the opportunity to interact one-on-one with Fusion experts divided into eight categories of expertise CRM Social Reception on Tuesday from 6-8 p.m.; there's no better way to spend the early evening than discussing Fusion CRM with Oracle experts and strategic partners over appetizers and drinks Wednesday night is Oracle's Customer Appreciation event; enjoy Pearl Jam, Kings of Leon, etc. beginning at 7:30 p.m. at Treasure Island Be sure to drink plenty of water before sleeping Wednesday night and don't stay out too late because we have lots of great content on Thursday; at the top of the list is "Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement" at 11:15 a.m. We hope you have a fantastic experience at OpenWorld 2012! And here's a little video treat to whet your appetite: http://www.youtube.com/user/FusionAppsAtOracle

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  • Is it safe to Update and/or Insert records into an accounting software's database? (Pastel Evolution)

    - by user1020317
    Our CRM system can post transactions to our accounts software (Pastel Evolution), but it doesn't perform the required currency conversion. Both systems have different "base" currencies (because of our location), so the figure thats sent to Pastel evolution is right, but it is reflected in the wrong currency. The CRM uses an ODBC connection to post figures to Evolution. I can make a tool which sits between the two systems which can update and/or insert the transactions into Pastel, by mimicking what the CRM would have done if it was doing the POST. Is it safe for me to mimic and/or update these transactions directly in the Pastel database? Is it common for important validation to be performed in the ODBC layer, and if so, can I tap into an applications ODBC, or is there a custom driver built by the CRM to communicate with the DB?

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  • Latest News on Service, Field Service and Depot Repair Products

    - by LuciaC
    Service and Depot Repair Customer Advisory Boards (CAB) In November 2012 the Service and Depot Repair CAB joined together for a combined meeting at Oracle HQ in Redwood Shores, California to discuss all the latest news in the Oracle Service, Field Service and Depot Repair products.  Over four days attendees shared their experiences with implementing and using these EBS CRM products and heard details of recent enhancements and future product plans direct from Development. You can access all the Oracle presentations via Doc ID 1511768.1.  Here are just some of the highlights: Field Service: Next Generation Dispatch Center Endeca Integration Case Study: Oracle Sun Field Service implementation. Mobile Field Service: New capabilities for technician-facing applications Service: Integration with Oracle Projects New Teleservice enhancements Spares Management: Supplier Warranty External Repair Execution Oracle Knowledge (Inquira) Introduction for Service Organizations If you weren't at the CAB, take a look at these presentations for great information about what's new and what's coming up in these products. 12.1.3++ Features for Field Service, Mobile Field Service, Spares Management, FSTP & Advanced Scheduler In June 2012 the R12.1.3++ patches were released for Field Service, Mobile Field Service, FSTP and Advanced Scheduler.  These patches contain new and updated functionality for these CRM Service suite modules.  New functionality includes: Field Service/FSTP/MFS: Support for Transfer Parts across subinventories in different organizations Validation to ensure Installed Item matches Returned Item MFS Wireless - Support fro Special Address Creation MFS Wireless - Enhanced Debrief Flow Advanced Scheduler Scheduler UI - Display of Spares Sourcing Information Auto Commit (Release) Tasks by Territory Dispatch Center UI - Display Spare Parts Arrival Information Spares Management Enhancements to the Task Reassignment Process Enhancements to the Parts Requirements UI Supply Chain Enhancements to allow filtering of ship methods from source location by distance. Check the following notes for more details and relevant patch numbers:Doc ID 1463333.1 - Oracle Field Service Release Notes, Release 12.1.3++Doc ID 1452470.1 - Field Service Technician Portal 12.1.3++ New FeaturesDoc ID 1463066.1 - Oracle Advanced Scheduler Release Notes, Release 12.1.3++ Doc ID 1463335.1 - Oracle Spares Management Release Notes, Release 12.1.3++ Doc ID 1463243.1 - Oracle Mobile Field Service Release Notes, Release 12.1.3++

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  • Dynamics CRM 4.0 Access Audit?

    - by Dan
    In Microsoft Dynamics CRM 4.0, is there any way to audit what records were viewed by a particular individual at what time without any special plugins? If you need a plugin, can you install the plugin and then look at past data?

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  • Dynamics CRM 2011 report view can't be changed?

    - by CokaKola99
    I am trying to create a report for our CRM system but I am finding that I cannot change the page settings for it. If I export it to Excel I can tinker around with the results but I would rather that I change the actual report than have users manually change it. While I want this changed I don't want to have to add some third-party software to do this. That said does anyone have any suggestions on how to accomplish this?

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  • magento integration with erp and crm

    - by anwar
    hi everyone iam having a question on magento and want the information on how to integrate Magento with ERP and CRM and which are erp's and crm's which is best integrated with Magento and how easy it is to do this integration. thankyou for your help in advance

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  • Looking ahead at 2011-with Gartner

    - by andrea.mulder
    Speaking of forecasting the future. Gartner highlighted the top 10 technologies and trends that will be strategic for most organizations in 2011. While Gartner's predictions are not specific to CRM, you just cannot help but notice some of the common themes in store for 2011. The top 10 strategic technologies for 2011 include: Cloud Computing Mobile Applications and Media Tablets Social Communications and Collaborations Video Next Generation Analytics Social Analytics Context-Aware Computing Storage Class Memory Ubiquitous Computing Fabric-Based Infrastructure and Computers

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