cleanup

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.

Oracle CRM On Demand Release 25 Application Customization Enhancements Explained

Oracle CRM On Demand Release 25 Application Customization Enhancements Explained

This is the third of a series of five articles that will explain the enhancements to Oracle CRM On Demand in Release 25 (R25). This article's focus is on the updates to Application Customization.

Please note that this list does not cover all the enhancements by Oracle; if you need further information, please access the online documentation within My Oracle Support/Oracle CRM On Demand Knowledge Center.

Administrators can now move or even remove long text fields from page layouts. The width of the long text field (such as Description) is determined by the presence of another field to the right or left of it on the page layout.

Do You Need Data Cleansing? Take This Quiz to Find Out

Do You Need Data Cleansing? Take This Quiz to Find Out

Do you suspect that your data might be slightly more compromised than you want? Are you uncertain whether your CRM system is running at best capacity? Take this quiz to find out if you are a candidate for a data cleanse. 1. On average, how long does it take you to find a name in your CRM system?

Spring Cleaning

Spring Cleaning

Spring is here. As we open our windows to let the fresh air in, it’s time to start thinking about cleaning. So get under your desk and chase away the dust bunnies that are huddling around your surge protector. While you are down there, let’s also talk about your CRM system. How clean do you think your data is? The answer should be that it’s as squeaky clean as your desk. It’s easy to get complacent about your CRM system. You do a lot of maintenance, we know. You teach your staff how to enter in names properly. You catch duplicate entries and eliminate them. But you may not be aware of all the dirty data that’s sneaking into your system. That’s where we want to help.

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).