Recap: Dallas CRM On Demand User Group August 13, 2014


ActivePrime was pleased to recently attend the Oracle CRM On Demand User Group in Dallas.  We were excited to see our customers, exchange ideas, and participate in the roundtable discussions. Twenty-one CRM users from thirteen companies in the area came together to chat, share their problems, and learn new solutions. There was a lot of focus on mobility access, the new modern UI and also challenges around user adoption.  

User Adoption:

Suggestions and Ideas

User adoption has been a hot topic at all of the User Groups we attended. One idea to increase user adoption is to create financial incentives for higher use of the CRM system. Metrics can also help with user adoption. ActivePrime is releasing new metric dashboards this year that will be perfect for analyzing aggregated usage of the CRM system. These metrics will save administrative time and troubleshooting. They not only provide quick analysis for individuals or teams, but also are excellent tools for making executive decisions.

For more suggestions, check out our list of Top 5 Tips to Improve User Adoption, featured in our quarterly newsletter.

Summary of the Case Study:


We’d like to give a shout out to Hope AuBuchon, who is the CRM Business Analyst at McNichols, Co. She presented a case study on their implementation of Oracle CRM On Demand. Founded in 1952, McNichols Co. is the leading North American supplier and fabricator of Perforated and Expanded Metal, Wire Mesh, Designer Metal, Grating and Flooring products.

In July of 2013, they replaced their 25 year old AS400 legacy system with Oracle CRM On Demand. Using a rolling implementation, they now have a total of 17 integrated systems, in 5 regions, 18 branches, with 250+ associates and 150+ users.

McNichols began using two ActivePrime products to manage their 238,000 customers (that’s over 450,000 contacts!): CleanEnter, and CleanCRM. The primary use of the products is to prevent bad data entry, improve adoption rates, and have great data integrity. Implementing ActivePrime products simply made data easier to find. CleanEnter first finds and ranks possible matches on a customizable results screen, so that duplicates aren’t entered inadvertently. If a match isn’t found, creating a new record is easy, with the key fields automatically populated. CleanCRM aided in the deduping process, as its rules and filters for search algorithms were customized so that searching and results were perfect.

We love hearing success stories like this one. Our mission is to help everyone achieve cleaner data and an easy-to-use CRM system. We appreciate McNichols’ support and thank Hope for sharing their inspirational story at the User Group!

Don’t forget to subscribe to our quarterly update and get valuable information on CRM Best Practices, User Adoption, CRM On Demand Tips & Techniques, and our upcoming R26 series.