In this follow-up to our discussion of good Governance, Robert and Louis expound upon the topic of Lifecycle Management, with a focus on the environments Oracle CRM On Demand makes available for development, testing and training. There is a lot to talk about, so we’ve split this into two exciting podcasts.

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Today we’re going to dig into one of the fundamentals of CRM On Demand system design – really one of the first things you are going to be thinking about (or should be) when kicking off a project.

And no, we’re not talking about where to hold the launch party or who will cater it.  We’re talking about the data model – the real meat and potatoes of your CRM application. It’s deciding what goes where and how it all gets tied together. » Read the rest of the entry..

In today’s episode, we celebrate another CRM On Demand milestone – our 18th release! Yes, our little software as a service application is finally legal. Robert and I memorialize this event by chatting about some of our favorite new features and enhancements.

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Today I welcome back Mike Lairson to the podcast. You all know Mike as the author of “CRM On Demand Reporting” – well now he’s adding to the series with his recently released title “CRM On Demand Dashboards”! Mike took some time to chat with me about the new book and plans for the future.
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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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As you may know, Oracle is in the process of rolling out the latest CRM On Demand upgrade to customers – Release 17, or as we like to call it, R17. Today Robert and I pick our five favorite new features and go in depth on why we like them so much.
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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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Just about every CRM On Demand customer I work with today has implemented some level of integration. Getting the right information (wherever it lives) to the right people at the right time is now a business imperative. Today Robert and I begin to take a look at the various ways On Demand can enable this vision – in many cases quickly and cheaply!
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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..