Category: Best Practices

It’s been a while since Robert and I got together on the ole’ podcast, so we were both eager to dive into this episode. And today we tackle one of those activities that is part of every implementation. The mid-morning cookie break? No! Data import, of course!

Robert and I discuss the strategies to employ and the pitfalls to avoid when planning your data migration.
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I’m a big fan of Google Alerts and have about a dozen set up, many to search for terms related to CRM On Demand, Oracle, and the like. My monitor for “software as a service” picked up a nice new paper published by Forrester Research which details a lot of the same things we’ve said here on the podcast and in conversation with customers and prospects.

You can find the article here (full paper with free subscription).

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Today we tackle a topic that every company deploying CRM wrestles with – how to get users to actually use the system! In this super-sized episode, I am joined by my long time colleague Tim Koehler to talk about user adoption. Tim is a recognized expert in the topic and, more importantly, co-author of the CRM On Demand Deployment Guide.

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I was recently interviewed by Steve Diamond, Oracle’s Sr. Director of Product Marketing for CRM On Demand. The topic was our new book, the “Oracle CRM On Demand Deployment Guide”. (You can find a link to the book on Amazon in the sidebar!)

Steve is a lot of fun to talk to and I think the interview went pretty well. There is, of course, a lot more to say, so check back here for a longer discussion of the Deployment Guide.

The interview can be found on the Oracle CRM Blog:
http://blogs.oracle.com/crm/2010/06/louis_peters_shares_several_or.html

Enjoy!

So a few weeks ago Robert and I posted an episode called ‘Five Things about Performance’. We went through a number of things – five, to be exact – that can impact performance. We got some great feedback on that episode and also a couple of comments asking us to turn our attention to performance of Analytics and Reports. Why is it any different? Mike Lairson joins me to explore this topic.
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Welcome to another Five Things podcast. Today’s topic is Performance, which is something Robert and I deal with a lot. In fact, I’d say it’s the number one reason we engage with customers.
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In this podcast I am joined by my good friend Mike Lairson to address a topic requested by a listener (see, we care!). Mani wrote in a while back and asked that we talk about data access in Analytics. Well, we’ve covered data access in CRM On Demand from a few angles, why tackle Analytics as it’s own podcast?
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Today we introduce our new “Five Things” format for the podcast. Robert and I will discuss five things you need to know about one of our favorite CRM On Demand features – Books of Business. Look for “Five Things” in the title of future podcasts. When you see it, you’ll know you’re going to get some concrete advice that you can put to work right away. » Read the rest of the entry..

Robert and I depart from our usual dialogue to look at some questions posted on the Oracle Forums. In this follow-up to our last podcast on Data Access, we decided it would be fun to look at what’s heating up the Forums on this topic. Not surprisingly, we found a good number of questions posted by customers and partners.

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CRM On Demand has evolved over the years since Robert and I started working with it to allow many different ways of defining data access. The impact of each, and the combination of them, can be a bit confusing to the uninitiated. In this podcast, we take a tour of the various options available and some things to consider for each.

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