Product Tips

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.

Featured Feature - Update CRM Fields

Featured Feature - Update CRM Fields

No more support tickets! Our featured feature this week is in CleanCRM. Update CRM Fields is found in the Options menu of CleanCRM, and it is a brand new feature that will provides instant results when you customize your CRM.

When you customize or rename fields and record types, you used to have to submit a support ticket in order to see the changes reflected in CleanCRM. Now, you just have to click one link!

Featured Feature - Scheduler

Featured Feature - Scheduler

Tired of waiting for CleanCRM to read your records?Want a “set it and forget it” way to merge your processed duplicates? Would you like to schedule an automatic scan for duplicates every week?

You asked for it - You got it! Clean CRM’s New Feature - The Scheduler

Scheduler is a great tool for Admins who don’t want to use up web service requests during peak hours. Scheduler allows you to schedule a scan at a time of your choosing - overnight, weekends, early morning. Once the process is run, you’ll get an email notification, and the list of duplicates will be waiting for your review. Once you’ve processed them, you can schedule the merge process as well.

Featured Feature - Statistics

Featured Feature - Statistics

Our featured feature this week is Statistics in CleanCRM. Statistics is found in the CleanCRM menu between Settings and Dedupe. The Statistics feature is more than just an overview of your merge results - it can paint a very compelling picture for management.

Dirty Data Impacts Customer Retention

Dirty Data Impacts Customer Retention

Dirty data has an obvious impact on your customers. Say you have a VIP client, Ed Jones, whom your marketing and sales team has been nurturing for over a year. You’ve sent emails. You’ve had several face to face meetings. But somehow a duplicate record was created, and unbeknownst to you, Ed is getting two emails instead of one. To compound the error, you called Ed the other day to see if he got the proposal, but because you logged the call on the duplicate record, you made a second call later in the week. I know you are a good salesperson, but you rely on your CRM system, not your memory. Now Ed is laughing, but at you, not with you. Yikes.


Mass Deleting Records in CRM On Demand

Mass Deleting Records in CRM On Demand

Sometimes you’re cleaning out your old records, and need to mass delete your records. Or you botched an import, and need to get rid of the erroneous new records before starting fresh. It’s simple enough to delete records one by one, but that’s time consuming and cumbersome if you need to get rid of more than 5 records. I’ll admit, the way to mass delete records in CRM On Demand is not quite intuitive, but certainly doable!


Mass Cleanup of Opportunities in CRM On Demand

Mass Cleanup of Opportunities in CRM On Demand

Sometimes you need to clean out your old Opportunities. These can be opportunities that are Closed (Won or Lost), or simply have had no activity in months (or years!).

You can use the Batch Delete tool to delete lists of Opportunities, but Oracle does not allow you to delete opportunities with ‘Closed/Won’ Sales Stage (either individually or in bulk).

Unicode & Foreign Character Handling

Unicode & Foreign Character Handling

Pesky unicode characters. Let’s say you have a Françoise Allègre in your system. Now let’s say you need to call her, so you type “Francoise” into the Action Bar search. Because of the tiny accent at the bottom of the “c”, your CRM On Demand may not find your record. Unfortunately, you’ll end up creating a duplicate.

CRM On Demand’s handling of unicode characters has improved significantly over the past few releases. For instance, you can at least save records with unicode characters in them, and even import and export them while holding on to your special characters. But the exact-matching only feature of the search algorithm leaves no way to find records without using the special characters in the search fields. That’s a waste of time.

Non-standardized Address Data

Non-standardized Address Data

Non-standardized address data is the bane of the marketer’s existence. Address errors, though seemingly minor, can reek of unprofessionalism in the eyes of your clients, and can often lead to your materials being slowed down by the post office, or even sent astray. How do you send mail promos to an address that might not exist? Worse off, isn’t it terrible when your sales rep sends a contract to a potential buyer, only to have it redlined with corrections to their billing address?


Inaccurate Contact Information in your CRM

Inaccurate Contact Information in your CRM

Inaccurate contact information is a crippling problem for data stored in your CRM. No matter how the wrong info makes its way into the CRM, it tends to just stay there. Say you call a new lead and figure it it's a wrong number when you can't connect, or someone else answers the phone. Not only have you wasted your time, but you also have a dead lead in your hands. You could try to look up the right phone number (but where would you get that data?), delete the record, or leave it alone.


Duplicate Data

Duplicate Data

You have 7 John Smith’s in your CRM – which one were you suppose to call again?

This is one of my biggest headaches. Let's say the sales team passed along a support request that Mr. Smith had. ‘It seems like a pretty easy fix.’ my sales rep says, ‘Give him a call. He’s free between 2-3pm next Monday. All his info is logged in CRM On Demand.’ Indeed, it's a simple fix -- I can call him and be done in under 15 min. So, 2:30 pm rolls around on Monday, and I go to look up his phone number in CRM On Demand. But there’s 7 John Smith’s. I interrupt my sales rep’s demo to ask, ‘Um, which John Smith?’ The one from AT&T, we're planning to close a deal with them next week. But there are four John Smith's from AT&T. And they all have different phone numbers. I can't bug my sales rep again. What would you do?