CRM On Demand

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

Buying Lists? 6 Rules to Help Protect Your Business

Buying Lists? 6 Rules to Help Protect Your Business

With so much emphasis placed on the different opt-in techniques companies use to build lists, it seems counter to the trend to be talking about purchased or rented lists.

But as anyone who works in marketing can tell you, the list business is alive and well, because it needs to be.

Integrate Oracle CRM On Demand with Dun & Bradstreet: Part 1

Integrate Oracle CRM On Demand with Dun & Bradstreet: Part 1

So you have Oracle COD (CRM On Demand) and you’d like to create an integration to allow your end users to import D&B data into your CRM system. How can you do this?

There are many variables to be considered with this integration. How do we get data out of D&B? How do we get data into COD? What transformation is needed between the D&B data and how it gets into COD? How do we enable the end user to start and finish the process? What technologies should we use?

ActivePrime Applet Visibility in CRM On Demand

ActivePrime Applet Visibility in CRM On Demand

Problem

Your team uses Applets in Oracle COD (CRM On Demand) to provide some awesome new functionality for your CRM. For instance, the ActivePrime applet to enable CleanEnter 

Ok. That’s great, but you now need more control over who sees the Applet. Sure you can have individual users enable the applet, or assign to all users based on Role. However, say you have this scenario. You have 50 users in the Custom Power User Role in COD, but only 42 of those 50 should see the ActivePrime Applet that’s configured to show CleanEnter. What do you do?

Save Time- Update CRM Teams In Batch

Save Time- Update CRM Teams In Batch

The team function is a major CRM selling feature, allowing organizations to group users in changeable ways to best manage various customer relationship requirements. But the fluid nature of teams carries a heavy price. Staff turnover, replacements, additions and reassigned roles mean team structures need frequent updates. With each change to every team requiring individual attention, the inevitable updates take up an enormous amount of time and the unfortunate reality is that because of this, many organizations' team structures are out of date. Just like every other aspect of CRM management, bad data wreaks havoc.