Misc

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.

Recap: Northern California CRM On Demand User Group September 9, 2014

Recap: Northern California CRM On Demand User Group September 9, 2014

Roman Cooper, Mike Coluci, Lori Archie, Diana Hancock, and Duane Nelson from Oracle

ActivePrime was pleased to recently attend the Oracle CRM On Demand User Group at the Oracle headquarters in Redwood City, CA. We were excited to meet joint customers, exchange ideas, and participate in the roundtable discussions. Twelve CRM users from six companies in the area came together to chat, share their problems, and learn new solutions. There was a presentation by SGI, who is a user of both Oracle CRM On Demand and ActivePrime. Here is a summary for those who missed it.

Summary of the Case Study:

SGI by Kristine Lovett

SGI, or Silicon Graphics International, is a global leader in high-performance solutions for compute, data analytics, and data management. They have 1,100 employees, distribution in 50 countries, 6500+ customers, and 600+ patents.

IT Strategy: The Cutting Edge of Analytics in Business

IT Strategy: The Cutting Edge of Analytics in Business

Clint Bidlack, President and CTO of ActivePrime, visited Babson University’s MBA students in the IT Strategy class taught by Professor David Charles. They discussed issues and trends in analytics, cloud computing and data quality. By far the most interesting topic for students was analytics. There’s a real thirst for understanding how analytics is being used in industry, what the major pitfalls are, and how to prepare oneself for leading successful analytics projects and analytics driven organizations. You might say that the “Moneyball Effect” is in full swing in MBA programs, where decisions are made based on data, not just instincts. Everyone wants better decisions and better outcomes by using big, real-time data.


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

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.  


Bridging the “Collaboration Gap”

Bridging the “Collaboration Gap”

There must have been many times when you have wanted to collaborate on a project or include others on a conversation to get their input, but ran into roadblocks such as limited email, outside suppliers or unsecured instant messaging. This is the “collaboration gap”, and it has wasted lots of time and money. Here are a few typical scenarios….any look familiar? “I need an approval for this image and then I can send out this email campaign. The Sales Manager is anxious to get this out so that his sales team can start pursuing these leads. Once I get the image approved I need to check with Accounting to make sure we are up to date on our subscription to the image supplier. I wish there was a way to keep all these project centered conversations together and everyone who is interested informed on the progress.”


New Product from ActivePrime Solves All Your Mass Update Needs

New Product from ActivePrime Solves All Your Mass Update Needs

Many of you have asked for the ability to mass update fields within CRM On Demand, above the 50-field limitation. And you'd like to schedule these changes at off-peak hours. Some users have had to export data into a spreadsheet, manually update it, and then re-import it, which is time-consuming and prone to errors. Users need an easy way to switch all the Accounts owned by a sales rep to a new one. Or update the same field for a whole slew of Opportunities, instead of one at a time. Users have also requested the need for picklist options to ensure that data integrity is maintained by forcing a user to select only those options that are valid.


Recap: Chicago CRM On Demand User Group | June 18th, 2014

Recap: Chicago CRM On Demand User Group | June 18th, 2014

Last week, ActivePrime attended the Oracle CRM On Demand User Group in Chicago. We were excited to see our customers, exchange ideas, and participate in the roundtable discussions. CRM users from the area came together to chat, share their problems, and learn new solutions. The general feeling was that it never hurts to get more training on Oracle CRM On Demand, no matter how proficient you are.


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

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

Two weeks ago, some of the folks here at ActivePrime attended the Oracle CRM On Demand User Group in Irvine, CA. 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 struck us as outstanding.

Things That Made Us Do A Happy Dance

Bob from CoreLogic presented their roadmap for the next year. Their goals include setting up analytics and an Oracle MDM solution over the next year or two. But until then, he called ActivePrime their MDM! We're thrilled to be called an MDM solution. We feel being labelled as a curator of customer master data is a great place to be. Thanks, Bob!

Coming Soon: To Make Your Sales Reps Very Happy

During the user group, Bob from CoreLogic also showed us how his sales reps manually go through their Opportunities monthly and update a lot of fields by hand. This takes significant time and, needless to say, the reps don't do it consistently, thus generating problems for creating accurate Opportunity reports. He wanted to know if ActivePrime could help. ActivePrime is releasing a product later this month which will allow users to do mass updates of record owners, opportunity status, and field values. It can mass update fields across a defined list of Opportunities, so it should fit CoreLogic’s needs. Perhaps this is something that your company needs as well... if so, contact greg.sales@activeprime.comto get you started.

Recap: NYC CRM On Demand User Group | June 11th, 2014

Recap: NYC CRM On Demand User Group | June 11th, 2014

Last week, ActivePrime attended the Oracle CRM On Demand User Group in New York City. We were so excited to see our customers, exchange ideas, and participate in the helpful and revealing roundtable discussions. Here are some of our observations, things we learned, and people that we thought were outstanding.

A Good Idea To Think About: Replacement of Low Level Reporting

Oracle is considering an overhaul of their reporting/analytics engine in a future update. This is exciting news, as it should open the door for more complex reports, more captured data, and advanced metrics. We can’t wait to see the updated reporting engine in action!