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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.

4 Simple Keys to Archive your CRM Data

4 Simple Keys to Archive your CRM Data

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.

Are You Prepared for 2017 Open Enrollment?

Are You Prepared for 2017 Open Enrollment?

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.

Tips for working with the CRM On Demand JavaScript API

Tips for working with the CRM On Demand JavaScript API

Are you ready to add some slick functionality to your Oracle CRM on Demand with JavaScript API’s? You’ve already mastered CRUD; creating, reading, updating and deleting records in your CRM and making changes to the CRM UI, like adding buttons and getting field values.

But you’re just getting started and there’s so much more you can do. How about bringing up a dialog box in JavaScript that has fields your users can input? Or what about building in an iframe with your own custom content? You can show product videos, demos, user interviews, images or come up some nifty functionality that will satisfy a specialized need.  These are great ways to take CRM on Demand and truly make it your own.

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!

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.


CRM On Demand Technical Tips and Tricks: Javascript API - Classes, Context, The Screen, Chaining Plus the Titlebar

CRM On Demand Technical Tips and Tricks: Javascript API - Classes, Context, The Screen, Chaining Plus the Titlebar

In this blog article we’ll discuss working with the JavaScript API more, including working with classes, context, the screen, chaining plus the titlebar.

Classes

Javascript doesn’t have classes!

Ok. So why discuss classes here?

Even though Javascript doesn’t have classes, there are ways to effectively simulate classes. The Oracle CRM On Demand JavaScript API does something like this class simulation, and classes “look” as you’d expect them too. They have properties and methods, just like other languages such as C++, Java, and Python.

CRM On Demand Technical Tips and Tricks: Javascript API - Storing Code

CRM On Demand Technical Tips and Tricks: Javascript API - Storing Code

In our first blog article in this series, you learned how to create a custom button with a canonical “hello world” program. In this article, we discuss options for storing your Javascript code.

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.

CRM On Demand Technical Tips and Tricks: Javascript API - Introduction and Buttons

CRM On Demand Technical Tips and Tricks: Javascript API - Introduction and Buttons

This post is part of a series of technical articles we are writing on the Javascript API. In this series, we will cover:

  1. Custom buttons.

  2. Storing your code, context, and the screen.

  3. Classes and chaining plus the titlebar.

  4. CRUD. Create, Read, Update and Delete records.

Modern CRM user interfaces, like Oracle CRM On Demand, are built on standards-based web technologies of HTML, CSS, Javascript, and JSON. This article outlines how to create a custom button in CRM On Demand which will launch will launch a canonical “Hello World” program. Let’s jump right into code and make it happen!

CRM On Demand Technical Tips and Tricks: Allotments

CRM On Demand Technical Tips and Tricks: Allotments

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:

ActivePrime is Pleased to Announce the Newest Release of CleanCRM

ActivePrime is Pleased to Announce the Newest Release of CleanCRM

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.

ActivePrime Announces 2 New Products

  ActivePrime Announces 2 New Products

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.