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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.

Recap: Atlanta CRM On Demand User Group September 10, 2014

Recap: Atlanta CRM On Demand User Group September 10, 2014

ActivePrime was pleased to recently attend the Oracle CRM On Demand User Group in Atlanta, GA. We were excited to see our customers, exchange ideas, and participate in the roundtable discussions.  

Tapping into Vertical Industry Specific CRM On Demand

Oracle offers CRM On Demand tailored for specific verticals, such as life sciences and automotive. The features related to specific verticals can be requested for your own system by logging a support request with Oracle Support. Some of the features that could be helpful include the ability to account for timezone and travel impacts when scheduling, or the addition of longitude and latitude on the Address Object for more granular mapping integration.

More information about vertical features can be found on the Oracle website.

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.

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.


CRM On Demand Technical Tips and Tricks: Javascript API - CRUD. Create, Read, Update and Delete records

CRM On Demand Technical Tips and Tricks: Javascript API - CRUD. Create, Read, Update and Delete records

In our first three blog articles in this series you learned the canonical “hello world” program, options for storing your code, and reviewed the API classes including Context, Screen, TitleBar and the concept of chaining.

In this blog article we’ll discuss CRUD; creating, reading, updating and deleting records. Our last article included a review of making changes to on-screen values, meaning there is programmatic access to object fields values that are being shown on the CRM On Demand UI (User Interface). However, what about when a field is not being displayed on the UI? For instance, if on Account objects the District Office is not displayed on the UI, and you want to work with the data in that field, this is where CRUD operations come in handy.

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!

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.