Recap: Boston CRM On Demand User Group | June 5th, 2014

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Two weeks ago, some of the folks here at ActivePrime attended the Oracle CRM On Demand User Group in Boston. We were excited to be there, to catch up with everyone, and to participate in the very helpful and revealing roundtable discussions. Here are some of our observations, tips we learned, and people who had outstanding insights.

The Best Idea To Implement Right Now: “If you aren’t going to report on it (a field in CRM), it doesn’t belong in the CRM.”

Consider the “Middle Name” field. What value does this information carry in a report? It may depend on your business. If you sell monogrammed keychains, maybe this level of detail is important. You may want to pull a report to show how many records are missing the middle name. But if your business is to sell gas pumps, you need to ask yourself if knowing and tracking the middle name will be of any value to the sales and marketing channel. If you determine that you have fields that are not providing value, you can easily remove them from the detail view of a page. If storage is a problem, consider archiving the data and deleting the field from the CRM to free up space.

The “Ah-HA” Moment - Things I Wish I Knew: How to Update a Picklist with a Long List of Values.

Let’s imagine you were asked to create a picklist with hundreds of values. As an example, you need each airport in California to be displayed on the Account Detail. When setting up this picklist in Oracle CRM On Demand, you need to type in an order number, tab, tab, tab, enter in the name, press Save & New, and then repeat for all 300 airports. This series of steps has the potential to be time-consuming and prone to errors. During the user group, Jay Corhina at Fidelity shared a great workaround.

Here are steps to update a picklist with a long list of values.

  1. Create the picklist field.
  2. Add the picklist to a layout.
  3. Create a fake record (ex. Airport Picklist Test Account).
  4. Grab the Row ID of fake record.
  5. Create a CSV of all the values to be added to picklist.
  6. Add ID to each row of the CSV along with name.
  7. Use import/export tool for record type to import the CSV file.
  8. Check off the option for “Add New Value to Picklist” when you are prompted with: “The import process may encounter field values that do not match the picklist values for fields in Oracle CRM On Demand. Please decide how to resolve these conflicts.”
  9. Finish the import process and confirm values were added to picklist.
  10. Delete the fake record.

Something We Think Everyone Should Know: Sub-Opportunities

The Question: A user asked a great question that prompted an engaging roundtable discussion. He had one Lead, which was pursued for a particular Opportunity. The team lost the Opportunity, but needed to recontact the Lead for a subsequent product. The CRM user needed to create multiple Opportunities for that one Lead, but he couldn’t figure out how to make it work.

Another user had a similar dilemma. A contract was sent out to a number of Leads for bids. Each Opportunity was for $10K but when you added in all the bids (each at $10K), then the roll up was multiplied, and this wasn’t accurate for forecasting. His workaround was to mark one at $10K and the others at $1, but then someone would have to update all this after the bid was won.

The Solution: The Lead to Opportunity relationship is one-to-one, but Oracle does support a one-to-many relationship between different Opportunities. This is done by enabling the Sub-Opportunity relationship on the Opportunity object. This option allows you to have one Lead related to the main Opportunity while also saving the relationship between that Lead and any new Opportunities that may come into the system.

Shout Out: Jay Corhina at Fidelity

Jay Corhina from Fidelity was one of the speakers at the User Group, and he has been a dedicated ActivePrime customer for many years. We appreciate his support during the CRM On Demand user group and thank him for the picklist workaround which will save other users lots of time. Thanks Jay!

Biggest Takeaway: Roadmap for Oracle CRM On Demand

The biggest takeaway from the meeting is that Oracle CRM On Demand has a detailed roadmap which should give customers assurance that it is well supported. Oracle has always offered multiple CRM solutions and a diverse range of offerings to meet the unique needs of their clients.

Release 26 and Other Musings

Oracle CRM On Demand customers truly wanted this forum. There were back-and-forth discussions with an exchange of suggestions. There was genuine interest in what others do to solve CRM headaches. We believe these groups will continue, but a customer needs to step up and create an official user group and run it independently of Oracle. We hope that will be the case… perhaps you are the one?

One of the items mentioned in the user group was the upcoming Oracle On Demand Release 26. ActivePrime has already done a series of easy to read articles that explain the enhancements of Release 25. Look for more informative articles on Release 26 in our blog posts shortly after the release is generally available.

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