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  • Neuberger Berman Defines CRM Strategy In Asset Management

    - by michael.seback
    Neuberger Berman Defines Front Office Strategy for the New Firm Neuberger Berman is a majority employee-owned independent asset management firm with a heritage dating back to 1939. It provides a range of investment options, wealth planning services, and advice to meet individual needs. It also offers a broad range of financial capabilities and specializes in developing innovative and customized investment solutions for institutions. ... "The Insight team's analysis was critical to helping us assess the strengths and weaknesses of our Siebel implementation. It helped us to come up with our strategic plan for using customer relationship management and business intelligence capabilities." - Roxana Feldmann, Senior Vice President Technology ...Read more.

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

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

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  • Unable to add CRM 2011's Organization service as Service Reference to VS project

    - by Scorpion
    I have problem accessing Organization Service when I try to add it as a Service Reference in Visual Studio. However, I can Access the Service in browser. I have tried to add OrganizationData service and there is no issue with that. An Error occurred while attempting to find service at 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc'. Error Details There was an error downloading 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc/_vti_bin/ListData.svc/$metadata'. The request failed with HTTP status 400: Bad Request. Metadata contains a reference that cannot be resolved: 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc'. Metadata contains a reference that cannot be resolved: 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc'. If the service is defined in the current solution, try building the solution and adding the service reference again.

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  • Performing complex query with Dynamics CRM 4.0

    - by dub
    Hi, I have two custom entites, Product and ProductType, linked together in many-to-one relationship. Product has a lookup field to ProductType. I'm trying to write a query to fetch Type1 products with a price over 100, and Type2 products with a price lower than 100. Here's how I would do it in SQL : select * from Product P inner join ProductType T on T.Id = P.TypeId where (T.Code = 'Type1' and P.Price >= 100) or (T.Code = 'Type2' and P.Price < 100) I can't figure out a way to build a QueryExpression to do exactly that. I know I could do it with two queries, but I'd like to minimize roundtrips to the server. Is there a way to perform that query in only one operation ? Thanks!

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  • SaaS?CRM?????????????????????

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

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  • ???????????CRM???????????????????

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

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  • The Inside View on InsideView

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

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  • Oracle Makes Social Services More Effective

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

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

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

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

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

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  • What Gets Measured Gets Managed

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

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

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

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  • Sorry. Not Much Happened Today!

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

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

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

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  • Free Webinar on Improving Your Customer Experience with Integrated Channels

    - by divya.malik
    Join Oracle's Regional VP of CRM On Demand- Justin Shriber, Selling Power Magazine's CEO, Gerhard Gschwandtner and IDC Research's Gerrard Murray in an interesting discussion on how to "Integrate Sales Channels to Maximize Revenue & Improve the Customer Experience". You will learn how to: - Build a unified revenue pipeline to shorten sales cycles - Deliver a personalized customer experience and maximize up-sell opportunities - Align sales across all interaction, including online, in person, and via mobile devices - Improve the quality of each and every customer interaction Don't miss the opportunity and register now

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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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  • Think It's Hard to Integrate the Front and Back Office? Think Again...

    - by ruth.donohue
    There's no doubt about it, fragmented customer information across application silos exist because integration isn't easy. It can be expensive. And it can be further complicated by proprietary architectures and vendors. But by leveraging Oracle Application Integration Architecure, Pillar Data Systems was able to integrate Oracle CRM On Demand with Oracle E-Business Suite in six weeks, reducing the time required to complete the integration by 50% and the maintenance by 20% to 25% to free IT resources to focus on strategic initiatives. Learn more...

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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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  • Consumer Electronics Show (CES) Summit:Best Practices in Transforming Channels and Partnerships

    - by charles.knapp
    Expanding consumer demand is driving the entire high technology industry, accompanied by product lifecycles as short as a few months, continued pricing and promotion pressures, and increased globalization. Unifying global channel management, operations, and execution flow will increase efficiency and growth. IT can help, but one must think beyond generic ERP and CRM. Please join Oracle and IBM at the Bellagio Hotel in Las Vegas, Wednesday January 5, 1-7 pm. Learn from IBM, VTech, Plantronics, Cisco, Symantec and Oracle High Tech Product Strategy how to improve:Channel sales, marketing, and operations management - enhance NPI, sales, forecasts, training, promotion planning, execution and settlement Winning the deal - determining the right price for the right deal for the "perfect quote", capturing the order and order management Collaborative and rapid supply chain planning - improve agility, inventory turns, and profits Register now for this FREE event. We hope you'll join us for our Oracle High Technology CES Summit and networking reception with your peers.

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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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  • Pricing: Meet or Beat?

    - by charles.knapp
    My home dishwasher started making some really interesting noises. It was time to shop. I heard radio advertisements from two retailers who promised to meet any competitor's price. Then, another retailer promised that their everyday prices beat their competitors. That got me to thinking about the power of pricing and promotions in the marketing mix (product, price, placement, promotions, and people). What is more powerful to say in a competitive market: your company will meet a similar offer, or your company will beat the others? Will you sell more if you meet or if you beat? I found that the retailer who promised to beat the others really had the best everyday pricing. I was close to making a purchase. Then, another retailer had an exclusive promotional sale for long-term customers. Their loyalty promotion beat the best everyday discounter. So, I got the quality and performance I wanted at a tremendous price. So, I have two challenges for marketers. First, where you really have to compete on price as a dominant factor, give people strong reasons to do business with you. If you try to meet other's prices, make the leap to actually beat and not merely meet competitor prices. Second, upgrade your firm's capabilities where needed. Oracle offers a complete range of great CRM capabilities for loyalty management, marketing promotions, and pricing management that will help you to grow your business.

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