Organizations need to protect their customer data, especially if planning to migrate to a new CRM or consolidate multiple systems into a single CRM. All customer data is extremely important to a company as it is used by sales, marketing, and customer service teams alike. The historical significance, security, and compliance of this data helps these teams within an organization to strengthen customer relationships and develop insightful selling strategies. Understanding and using collected customer data information is key to building value and developing loyalty with customers and prospects. Archive your data.
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.
IS YOUR CRM SYSTEM PREPARED FOR 2017 OPEN ENROLLMENT?
Healthcare has become one of the most dynamic areas in Customer Relationship Management (CRM) Systems in the last few years. But why has there been a recent surge of influence in CRM systems? Organizations, Doctors, Hospitals, Prescription Fulfilment Companies, Medical Devices, and other related companies have been heavily impacted by the Affordable Care Act (2010) also known as ObamaCare.
If you’ve never done this before (and even if you have) your first thought might be what technologies should you consider to make the job - and your life - easier? It’s a great question!
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.
Ok. So why discuss classes here?
Two Options for Storing Code
The first option is to store the code as a client side extension in CRM On Demand, as discussed in our first blog article. The main benefit of using client side extensions is that Oracle handles everything about the storage. There is no need to worry about having a separate web server with proper configuration of HTTPS; there are no SSL certificates to purchase and configure. The disadvantage is that any changes you make to your code must be loaded separately into each CRM On Demand system that you have. For Oracle partners with many customers, this can be cumbersome.
Storing your code, context, and the screen.
Classes and chaining plus the titlebar.
CRUD. Create, Read, Update and Delete records.
In this article, our technical expert outlines allotment behavior in Oracle CRM On Demand. We cover all types of allotments present in CRM On Demand and give you advice on what to do if you hit your limit. This post is the first of a series of technical articles we are writing specifically for Oracle's User Groups. There are six types of allotments in CRM On Demand:
MOUNTAIN VIEW, CA - May 29, 2014 -- We are excited to announce two new features in CleanCRM that are designed to ease administrative tasks:
1. The ability to use an external CSV list of record IDs to dedupe your CRM. 2. The ability to concatenate the data in specific fields for duplicate sets.
External Record IDs The ability to use an external list of record IDs as the list to dedupe is our first new feature. You can create lists or reports based on sophisticated filters and export them as a CSV. Then, simply point CleanCRM to the file. The benefits to this approach include the flexibility to work outside of your CRM for list modification, improved list access, and the circumvention of public list creation to keep your lists private.
We have been very busy, and we have a lot to tell you in this week’s blog post. ActivePrime is excited to announce the launch of two new products:
CleanImport imports files into your CRM without creating duplicates.
CleanCSV cleans up and deduplicates external CSV files using our fuzzy logic.
CleanImport CleanImport is a great way to import CSV files into your CRM without creating duplicates. It is perfect for dealing with trade show lists or registration files, and it is available for both salesforce.com and Oracle CRM On Demand platforms. To identify duplicates, CleanImport uses the same powerful, fuzzy logic you’ve come to rely on.