Its a follow-up to our last follow-up! In this podcast, Robert and I close the lid on lifecycle management with a focus on the newest CRM On Demand environment – CTE! And of course, if you missed Part 1, never fear, you can find it here.

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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..

I had a recent experience helping a customer and implementer in dealing with a lot of workflows and field validations combined with integration via web services. It occurred to me some folks out there might be attempting the same, so I decided to write up a few tips which could save some headaches!
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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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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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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 our first podcast, Robert and I discuss some common pitfalls to avoid when implementing CRM On Demand. This is a handy list to keep in mind when planning and executing a CRM deployment. Along the way we share some stories from our work over the past several years in CRM On Demand consulting at Siebel and Oracle.
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