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  • Will we ever lose the human touch?

    - by divya.malik
    I was at a conference two weeks ago, which was targeted to sales and marketing professionals. The discussions around the changing scenario in sales was very interesting. More and more of selling is moving to the internet- sales people are delivering more of their presentations online, or via the phone. Budget constraints and new technologies have dramatically decreased the need for face-to-face interactions. At the same time, customers are also researching for products on their own, taking the advice of peers, making up their mind, and then contacting the vendor. That takes care of more than half of the usual selling process. But humans are social animals, and because of that I believe that despite these changing trends and technologies, the need to maintain the human touch will always be necessary. One of the presenters at the conference shared this video, which stayed in my mind.

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  • Payments - Chase Paymentech PTK Decomissioning FTP After July 2014

    - by LuciaC
    Customers who have integrated Oracle Payments with Chase Paymentech payment system are being contacted by Paymentech informing them about the impending desupport of standard File Transfer Protocol (FTP).  Customers are being advised to look for alternate protocol to connect to Paymentech for credit card and direct debit payment processing.  Oracle Payments product management and development is aware of Paymentech PTK decomissioning FTP after July 2014. They are currently evaluating using SFTP as an alternative.  Please monitor Doc ID 1586425.1 for the latest updates.

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  • Customer Service Experience, Oracle e Cels insieme per innovare le strategie.

    - by Claudia Caramelli-Oracle
    Si è svolto oggi il workshop Oracle "Customer Service Experience. Strategie per progettare un Servizio eccellente e profittevole." che ha visto il contributo del gruppo di ricerca CELS (Research Group on Industrial Engineering, Logistics and Service Operations) e della sezione ASAP SMF dell’Università degli Studi di Bergamo. Giuditta Pezzotta (PhD - Cels) e Roberto Pinto (PhD - Cels) ci hanno presentato la Service Engineering Methodology (SEEM), innovativa piattaforma metodologica che permette di ottimizzare la creazione di valore sia per il cliente finale sia per l’azienda, partendo dalla progettazione del prodotto e arrivando alla progettazione della soluzione prodotto-servizio, e valutando la bontà del prodotto-servizio ipotizzato attraverso strumenti concettuali e di simulazione dei processi. Armando Janigro, CX Strategy Director EMEA - Oracle ha invece parlato di Modern Customer Service, ovvero di come adattarsi in modo agile e veloce alle mutevoli necessità dei clienti, ipotizzando l’adozione in chiave strategica di nuovi strumenti di differenziazione e di leadership come la Customer Experience (CX) e sfruttando le nuove dinamiche di relazione azienda-singolo consumatore per ottimizzare l’esperienza multicanale e per render più efficiente il Customer Service, creando ulteriore valore. A seguire è stata mostrata da PierLuigi Coli, Principal Sales Consultant - Oracle, una demo sui prodotti Service Cloud offerti da Oracle, a supporto di tutti i concetti raccontati nelle sessioni precedenti. Il workshop è stato un’occasione unica per definire i percorsi da intraprendere per sviluppare efficaci strategie di Customer Experience grazie ad approcci e metodologie innovative alla base di uno sviluppo sostenibile del business. Le slide proiettate sono disponibili su richiesta: scrivi a Claudia Caramelli per ogni informazione o chiarimento.

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  • IX eCommerce Forum: Oracle ed Euronics presentano il loro caso di successo

    - by Claudia Caramelli-Oracle
    Promosso da Netcomm, l'evento ha raggiunto la nona edizione. La tematica principale permette di indagare le dinamiche di tutta la filiera del commercio elettronico, offrendo spunti utili grazie al coinvolgimento di ospiti illustri e relatori. L'e-Commerce Forum è il luogo ideale per scoprire le opportunità del mercato italiano.Oracle, insieme a Reply, ha organizzato un workshop lunch rivolto a tutti coloro che sono interessati a sentire storie di successo circa come la piattaforma eCommerce di Oracle è stata implementata con successo. Il testimonial in questa occasione è stato Euronics. Abbiamo avuto in sala quasi 40 persone che hanno trascorso la loro pausa pranzo con noi! La tematica del resto è attuale e in continua evoluzione/espansione: l'interesse è alto e Oracle offre i mezzi più all'avanguardia per costruire la propria storia di successo proiettando le altre realtà sempre più avanti nel commercio elettronico.Per maggiori informazioni scrivi a Silvia Valgoi

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  • What's New in OIC Analytics 11g?

    - by LuciaC
    Oracle Incentive Compensation (OIC) Analytics for Oracle Data Integrator (ODI) breaks down traditional front and back office silos bringing together sales performance data with those responsible for the sale and selling costs. It is a framework for Sales Performance Management  based on a data mart of key performance metrics regardless of whether or not these metrics are incentivized.Commissionable metrics are brought into OIC for commission calculation and brought back to enrich the performance data mart.  Executives and Product Marketing/Product Line Managers are provided with actionable sales performance analytics.  Incentivized salesreps and partners are provided with commission dashboards on a frequent basis to inform them how they are doing and how far they are from their goals.OIC Analytics is now certified with 11g and has additional features.  Oracle continues to invest in OIC Analytics but the baseline for the investments will be the 11gR1 certification version of OIC Analytics.  Read about what's new and the certification details in Doc ID 1590729.1.

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  • Join the Customer Revolution – 25 oct 2012 - Paris

    - by Valérie De Montvallon
    Faites redécouvrir votre marque à vos clients !   Rendez-vous le 25 octobre à 19h pour découvrir comment les outils de nouvelle génération peuvent permettre à vos équipes de proposer une nouvelle expérience client.   Table ronde animée par Arnaud le Gal, rédacteur en chef des Echos Avec les témoignages d’ACCOR et Bouygues Telecom. Informations, inscriptions sur la page Oracle Customer Experience

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  • Webcast: Oracle Service Charges - Introduction/Overview

    - by LuciaC
    December 5, 2012 at 12 pm ET, 11 am CT, 10 am MT, 9 am PT Have you wondered how Service Charges flow through into Order Management?  Do you want to understand more about the functional flows for Service Charges?  If you use Service Charges as part of your service implementation then you won't want to miss this webcast which explains Oracle Service Charges functionality and integration points with other products.   Topics will include: Functional flows involving Service Charges Integration points Data flow Available UI's Available API's. Go to Doc ID 1455786.1 to register. Current Schedule and Archived Downloads can be found on Doc ID 740966.1.

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  • My Doors - Why Standards Matter to Business

    - by [email protected]
    By Brian Dayton on April 8, 2010 9:27 PM "Standards save money." "Standards accelerate projects." "Standards make better solutions." What do these statements mean to you? You buy technology solutions like Oracle Applications but you're a business person--trying to close the quarter, get performance reviews processed, negotiate a new sourcing contract, etc. When "standards" come up in presentations and discussions do you: - Nod your head politely - Tune out and check your smart phone - Turn to your IT counterpart and say "Bob's all over this standards thing, right Bob?" Here's why standards matter. My wife wants new external doors downstairs, ones that would get more light into the rooms. Am I OK with that? "Uhh, sure...it's a little dark in the kitchen." - 24 hours ago - wife calls to tell me that she's going to the hardware store and may look at doors - 20 hours ago - wife pulls into driveway, informs me that two doors are in the back of her station wagon, ready for me to carry - 19 hours ago - I re-discovered the fact that it's not fun to carry a solid wood door by myself - 5 hours ago - Local handyman, who was at our house anyway, tells me that the doors we bought will likely cost 2-3x the material cost in installation time and labor...the doors are standard but our doorways aren't We could have done more research. I could be more handy. Sure. But the fact is, my 1951 house wasn't built with me in mind. They built what worked and called it a day. The same holds true with a lot of business applications. They were designed and architected for one-time use with one use-case in mind. Today's business climate is different. If you're going to use your processes and technology to differentiate your business you should have at least a working knowledge of: - How standards can benefit your business - Your IT organization's philosophy around standards - Your vendor's track-record around standards...and watch for those who pay lip-service to standards but don't follow through The rallying cry in most IT organizations today is "learn more about the business, drop the acronyms." I'm not advocating that you go out and learn how to code in Java. But I do believe it will help your business and your decision-making process if you meet IT ½...even ¼ of the way there. Epilogue: The door project has been put on hold and yours truly has to return the doors to the hardware store tomorrow.

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  • Service Territories White Paper - Setup and Configuration

    - by LuciaC
    If you use Oracle Teleservice then you are probably using Service Territories to route service requests to the right resources such as Call Center Agents, Field Service Technicians, Technical Support Groups etc.  Getting those routings to happen correctly and efficiently is key to delivering high-quality service, so having the correct territory setup is essential.  The Service development team have published a new White Paper to help you do just that!  The White Paper includes information to help with understanding the required setups: Service Territories - Locating and Sorting matching Territories, and Picking winning Territories How to use Rank and Number of Winners The different Access Types that can be setup Operating Unit and how to use it effectively How to setup and use Service Qualifiers The limitation of some Geographic Qualifiers and how to overcome the limitations How to use Web ADI to maintain Territories. Read Doc ID 1234593.1 to access the white paper.  There was also a recent webcast on Territory Setup and Matching Attributes, you can access the recording via Doc ID 1455786.1.

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  • Web Applications Desktop Integrator (WebADI) Feature for Install Base Mass Update in 12.1.3

    - by LuciaC
    Purpose The integration of WebADI technology with the Install Base Mass Update function is designed to make creation and update of bulk item instances much easier than in the past. What is it? WebADI is an Excel-based desktop application where users can download an Excel template with item instances pre-populated based on search criteria.  Users can create and update item instances in the Excel sheet and finally upload the Excel data using an "upload" option available in the Excel menu. On upload, the modified data will bulk upload to interface tables which are processed by an asynchronous concurrent program that users can monitor for the uploaded results. Advantage: This allows users to work in a disconnected Environment: session time outs can be avoided, as once a template is downloaded the user can work in a disconnected environment and once all updates are done the new input can be uploaded. Also the data can be saved for later update and upload. For more details review the following: R12.1.3 Install Base WebADI Mass Update Feature (Doc ID 1535936.1) How To Use Install Base WebADI Mass Update Feature In Release 12.1.3 (Doc ID 1536498.1).

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  • E-Mail Center: How to Debug Auto-Processing Issues

    - by LuciaC
    Do you use E-mail Center Auto-Processing functionality?  Auto-processing rules can be defined which will process an email and initiate actions such as sending an auto-reply, auto-acknowledgement or service request update or creation.  If you're using auto-processing in your environment, then you will have noticed that, when things go wrong, often the only indication that there is an issue is if the email goes to the Supervisor Queue for manual processing instead of being sent.  Oracle Development has developed a script to help you debug when an email is meant to be auto-processed but is failing. There are scripts for R12.0.6 through to R12.1.3. See Doc ID 1427925.1 for details of the script and how to use it.

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  • Open Source ASP.NET Contact Management Application?

    - by davemackey
    I'm considering building a Church Management System (ChMS), essentially a CRM, but specifically tailored for churches. I've looked at several existing CRM and open source ChMS solutions but have not been satisfied with any of them. Before I start writing something from the ground up - I was wondering if anyone was aware of an open source asp.net application that might be a good fit for this project? Particularly, the application needs to perform CRUD and optimally allow for dynamic user-based creation/editing of fields associated with contacts etc.

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  • Le Cloud d'Amazon certifié pour les ERP et CRM d'Oracle, qui deviennent disponibles à la demande, sur-le-champs et avec un support

    Le Cloud d'Amazon certifié pour les ERP et CRM d'Oracle Qui deviennent disponible à la demande, sur-le-champs et avec un support d'Oracle Le service Elastic Cloud d'Amazon permet depuis hier de faire tourner PeopleSoft et JD Edward Enterprise One, les CRM (solution de gestion de relation clients) et ERP (progiciel de gestion d'entreprise) d'Oracle. Amazon EC2 permettait déjà de le faire. Mais à condition de les installer soi-même sur des machines virtuelles tournant sous Windows Server (Amazon annonce le support d'autres OS à venir). A partir d'aujourd'hui, les utilisateurs de PeopleSoft et JD Edward Enterprise One hébergés sur une instance EC2 n'auront plus à « met...

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  • What is the best way to determine the path to the ISV directory?

    - by Luke Baulch
    MSCRM 4.0 Problem: I'm currently storing xml files in the ISV directory along with my web applications. From a plugin (or potentially a seperate app), I need to find an easy way to navigate to the ISV directory to read these xml files. This routine will be called extremely often, so processing minimization should be a strong consideration. Potential solutions: Registry: There is a registry key called 'WebSitePath' with the data 'C:\Inetpub\wwwroot\CRM'. Could potentially use this to build the path. (Will this be the same on all systems/installations?) IIS directory data: Looping through the DirectoryEntries of path '"IIS://localhost/W3SVC"' I could obtain the the web application where description is equal to "Microsoft Dynamics CRM". (Will this be the same on all systems/installations?) Webservice: Create one to read and return the data contained in these xml files The webservice would have easy access to its executing directory. Database: Store the data of these files in the database. Help: Can anyone suggest a simpler solution to obtaining and reading a file from the ISV directory? If not, which of the above solutions would be the quickest to process? Thanks for any and all contributions.

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  • problem with creating a new module using vtlib 2.1 for vtiger CRM 5.0.4

    - by gsk
    I have created a new module in vtigerCRM using the vtlib 2.1 api doc as provided in the following link. http://wiki.vtiger.com/index.php/Vtiger_CRM_5_Developer_Guide/VTLIB Though the module appears to have been created successfully I am getting the following error when I try to add a new record. ( ! ) WebServiceException: Permission to perform the operation is denied in C:\xampp\htdocs\dnbcrm\include\Webservices\Retrieve.php on line 30 Call Stack # Time Memory Function Location 1 0.0037 338824 {main}( ) ..\index.php:0 2 0.8090 21393040 include( 'C:\xampp\htdocs\dnbcrm\modules\TargetModule\Save.php' ) ..\index.php:693 3 0.8209 21498512 CRMEntity->save( ) ..\Save.php:21 4 0.9772 23107304 VTEventsManager->triggerEvent( ) ..\CRMEntity.php:859 5 0.9773 23107304 VTEventTrigger->trigger( ) ..\VTEventsManager.inc:118 6 1.0133 23415848 VTWorkflowEventHandler->handleEvent( ) ..\VTEventTrigger.inc:119 7 1.0218 23433280 VTEntityCache->forId( ) ..\VTEventHandler.inc:51 8 1.0218 23433600 VTWorkflowEntity->__construct( ) ..\VTEntityCache.inc:83 9 1.0218 23433992 vtws_retrieve( ) ..\VTEntityCache.inc:16

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  • Searching for online database software/cms

    - by ButterdBread
    I am searching for a software or CMS that manages and displays large online databases, as some kind of frontend to MySQL or any other database. It should be accessible through the browser, be as secure as possible (offering login). The data I'd like to store would be personal information such as name, adress and birthday - also I'd need to be able to add custom fields as well. Also forms and the possibility to download the data in an excel? table would be great. PHPmyadmin is not an option, it should be similar to a CRM but more closely adapted to managing database tables, searching for entries and filtering data. It should be possible to have many user accounts with different rights, with each of them being able to acces certain parts of the data and entering own data. Is there something out there, that might get close to what I imagine? I appreciate any help!

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  • Can't get UpdateAttributeRequest to work

    - by dsabater
    I am trying to use the Metadata Web Service of Dynamics CRM to update the order of some picklist options using the UpdateAttributeRequest message. Though I get to change the attribute's DisplayName using the MergeLabels = false option, the picklist option values themselves seem immutable.

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  • Powder Physics Games

    - by frinkz
    Does anyone have any experience with this sort of thing? I'm talking about applets like this http://dan-ball.jp/en/javagame/dust/ I'm really interested in how they work, it seems more like fluid-dynamics than regular game physics. Does anyone know any open source variations, or any hints on how they might work? I think it would be really fun and challenging to work on something like this, but I'm not sure where to start researching... Thanks :)

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  • How to auto-generate early bound properties for Entity specific (ie Local) Option Set text values?

    - by Daryl
    After spending a year working with the Microsoft.Xrm.Sdk namespace, I just discovered yesterday the Entity.FormattedValues property contains the text value for Entity specific (ie Local) Option Set texts. The reason I didn't discover it before, is there is no early bound method of getting the value. i.e. entity.new_myOptionSet is of type OptionSetValue which only contains the int value. You have to call entity.FormattedValues["new_myoptionset"] to get the string text value of the OptionSetValue. Therefore, I'd like to get the crmsrvcutil to auto-generate a text property for local option sets. i.e. Along with Entity.new_myOptionSet being generated as it currently does, Entity.new_myOptionSetText would be generated as well. I've looked into the Microsoft.Crm.Services.Utility.ICodeGenerationService, but that looks like it is mostly for specifying what CodeGenerationType something should be... Is there a way supported way using CrmServiceUtil to add these properties, or am I better off writing a custom app that I can run that can generate these properties as a partial class to the auto-generated ones? Edit - Example of the code that I would like to be generated Currently, whenever I need to access the text value of a OptionSetValue, I use this code: var textValue = OptionSetCache.GetText(service, entity, e => e.New_MyOptionSet); The option set cache will use the entity.LogicalName, and the property expression to determine the name of the option set that I'm asking for. It will then query the SDK using the RetrieveAttriubteRequest, to get a list of the option set int and text values, which it then caches so it doesn't have to hit CRM again. It then looks up the int value of the New_MyOptionSet of the entity and cross references it with the cached list, to get the text value of the OptionSet. Instead of doing all of that, I can just do this (assuming that the entity has been retrieved from the server, and not just populated client side): var textValue = entity.FormattedValues["new_myoptionset"]; but the "new_myoptionset" is no longer early bound. I would like the early bound entity classes that gets generated to also generate an extra "Text" property for OptionSetValue properties that calls the above line, so my entity would have this added to it: public string New_MyOptionSetText { return this.GetFormattedAttributeValue("new_myoptionset"); // this is a protected method on the Entity class itself... }

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  • How to get notification of workflow errors?

    - by Greg McGuffey
    I am having issues were a workflow is stalled because there is an issue with sending an email (send email activity). Typically, this is simply solved by resuming the workflow. I'm wondering if there any way to react to a workflow error, so the user knows they need to go in and resume the workflow. I'm also wondering about this relative to a workflow that is attempting to assign a task to a user who no longer exists in the CRM or one that has an invalid email address, which I'm assuming would cause errors in workflows as well. Any other suggestions related to this sort if issue would be welcome. Thanks!

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  • How do I download an attachment from an annotation using client-side JScript?

    - by VVander
    I'm trying to provide a link to the attachment of a note through the client-side JScript. The standard MS-made Notes component does this through the following url: [serverurl]/[appname]/Activities/Attachment/download.aspx?AttachmentType=5&AttachmentId={blahblahblah}&IsNotesTabAttachment=1&CRMWRPCToken=blahblahblah&CRMWRPCTokenTimeStamp=blahblahblah The problem is that I don't know how to get the Token or TokenTimeStamp, so I'm receiving an Access Denied error ("form is no longer available, security precaution, etc"). The only other way I can think of doing this is through the OData endpoint, but that would at best get me a base64 string that I still would have translate into a filestream to give to the browser (all of which seems like it would take forever to implement/figure out). I've found a few other posts that describe the same thing, but no one has answered them: http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/6eb9e0d4-0c0c-4769-ab36-345fbfc9754f/ http://social.microsoft.com/Forums/is/crm/thread/45dabb6e-1c6c-4cb4-85a4-261fa58c04da

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  • Google Apps Marketplace, les applications les plus téléchargées sont de plus en plus complexes : gestion de projet, CRM, ERP, finances

    Google Apps Marketplace, les applications les plus téléchargées Elles sont de plus en plus complexes : gestion de projet, CRM, ERP, finances Le dernier Marketplace en date de Google, la galerie d'applications professionnelles complémentaires des Google Apps (Google Docs, Google Site, Blogger, Gmail, Agenda, etc), est un succès. C'est en tout cas l'avis de Google qui communique aujourd'hui les premiers résultats significatifs depuis le lancement officiel de cette galerie. ...

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  • Looking ahead at 2011-with Paul Greenberg

    - by divya.malik
    It is almost the end of 2010, rather unbelievable how fast this year has gone by. It is always interesting to read what our CRM gurus have to say about the coming year. So here is CRM luminary, Paul Greenberg’s  forecast for 2011. Mobile CRM growth accelerates. CRM and “Social” companies continue to integrate their capabilities as a few suites begin to emerge. Social “rankings”, as a measure of customer engagement, will become a standard public measure. Analytics exhibits the most significant growth of any area with Customer Insight apps leading the way. Marketing apps mature with social marketing becoming an integral part of the application offering. Customer service begins to redefine itself with greater emphasis on service communities, web self-service and customer knowledge capture. Knowledge management replaces enterprise content management as a core requirement for large businesses. Customer experience reasserts itself loudly as the core of CRM and SCRM - This one is kind of a no-brainer in a way. Co-creation and customer driven product innovation becomes more than just an advanced idea. Microsoft Azure emerges as a true cloud provider at the level of Amazon as cloud computing considers its rise to becoming a primary technology infrastructure. Application marketplaces will become commonplace as companies look to platform providers to fill ecosystem needs, not just CRM. I do encourage you to read the details of his forecasts, that are split into two blog posts. For Part I click here and for Part II, click here. Technorati Tags: oracle,siebel CRM,scrm,paul greenberg

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