Sales Lead & Contact Management

Hi Masters,
Can any one suggest any important topics must cover while preparing for Sales Lead & Contact Management.
OR suggest Important topics in sales lead and contact management.
Regards,
Varun.

Hello Varun,
you have asked this in another thread also
CRM 7.0 Materials
please do not create duplicate threads.
Harsh

Similar Messages

Lead import - Primary contact point not found for sales lead contact

Hi All, I am looking for a solutions, This is Leads import :
Concurrent program:
Import Sales Leads - Any clues ???
Starting child process# 1
Sales Lead Import Child #1 started at 26-Mar-2008 10:21:46
Getting the saleasforce_id for the user ...
Salesforce_id for the logged in user is : 100012066
Processing import_interface_id: 14002
budget: currency:USD
Value of currency :USD
Before calling custom hook for party match
Returned from custom hook with party_id:
Start DQM - TCA Processing
Starting DQM - TCA time: 20080326102146
#1 :: Calling FIND_PARTIES with OSR found = N
rule_id 33
After find_parties matches 0
No party match found !
Contact blind search begin: using FIND_PARTIES (Person)
No person match found !
DQM returned: YYYY-NNNN
Call user_hook is false
Creating location
Location created: 7322
Organization created: 173251
Creating party site for Organization
Creating PartySite for 173251:7322
ORGANIZATION Party Site created: 120133
Creating Party Site Use
PS Use created: 124173
Creating the Contact
Contact created: 173252
Creating Relationship
subject_id 173252
object_id 173251
Creating OrgContact
OrgContact created: 110104
Party Relationship created: 110153:173253
Creating party site for Relationship
Creating PartySite for 173253:7322
REL Party Site created: 120134
Creating Party Site Use
PS Use created: 124174
Creating contact point (1)
End DQM - TCA time: 20080326102147
Start Create - Process Lead time: 20080326102147
do_create_saleslead:Start
Total Lead Lines: 0
Primary contact point not found for sales lead contact
create_sales_lead:Start
The column(s), SOURCE NAME, must exist. The missing column is either required by the database or required based on the data that is being imported.
do_create_saleslead failed
Message Count:1
Batch Size:1
Number of Records Successfully Imported:0
Number of Records with Errors:1
Number of Records with unexpected Errors:0
End Child Import Process time: 26-Mar-2008 10:21:47
Message was edited by:
J.Harsha

Can you please tell us your EBS version? - 11.5.10.2Thanks - Nagamohan
I had a SR: this is the solution
Can you please check the profile value 'OS: Source Code Mandatory for Leads' on all levels ( Site, application, responsibiloty and User). If the profile is set to Yes, please set it to N

How to create a Sales Lead and Sales Lead Contact using Web Services

Hi,
I am working on integration of sales lead with third party application. I want to create a sales lead and sales lead contact using web services.
The question is What WSDLs should I use to create Sales Lead and sales lead Contact? And What are the required parameters to pass to that WSDL?
Please let me know if any information required.
Thanks and Regards,
Jason

Hi,
Sample soap messages for creating Sales Lead ::
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/marketing/leadMgmt/leads/leadService/types/" xmlns:lead="http://xmlns.oracle.com/oracle/apps/marketing/leadMgmt/leads/leadService/" xmlns:lead1="http://xmlns.oracle.com/apps/marketing/leadMgmt/leads/leadService/" xmlns:not="http://xmlns.oracle.com/apps/crmCommon/notes/noteService" xmlns:not1="http://xmlns.oracle.com/apps/crmCommon/notes/flex/noteDff/">
   <soapenv:Header/>
   <soapenv:Body>
      <typ:createSalesLead>
         <typ:salesLead>
            <lead:Name>Lead Created For Migrration Test4</lead:Name>
            <lead:Rating_c>A</lead:Rating_c>
         </typ:salesLead>
      </typ:createSalesLead>
   </soapenv:Body>
</soapenv:Envelope>
Sample soap messages for creating Opportunity ::
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/sales/opptyMgmt/opportunities/opportunityService/types/" xmlns:opp="http://xmlns.oracle.com/apps/sales/opptyMgmt/opportunities/opportunityService/" xmlns:rev="http://xmlns.oracle.com/apps/sales/opptyMgmt/revenues/revenueService/" xmlns:not="http://xmlns.oracle.com/apps/crmCommon/notes/noteService" xmlns:not1="http://xmlns.oracle.com/apps/crmCommon/notes/flex/noteDff/" xmlns:rev1="http://xmlns.oracle.com/oracle/apps/sales/opptyMgmt/revenues/revenueService/" xmlns:act="http://xmlns.oracle.com/apps/crmCommon/activities/activitiesService/">
   <soapenv:Header/>
   <soapenv:Body>
      <typ:createOpportunity>
         <typ:opportunity>
            <opp:Name>Test Opportunity</opp:Name>
         </typ:opportunity>
      </typ:createOpportunity>
   </soapenv:Body>
</soapenv:Envelope>
Please revert if you have any clarifications.
Best Regards,
Mohd Sabeer

Wanted: A contact manager/address book with a sense of time

There is one feature which I didn't find in any contact management application out there, and which keeps me using paper-based solutions: A way to see how old old any specific piece of information is. Use case: „This phone number of X I wrote down/saved here, is it the most recent one, or am I risking calling the next tenant of the flat (who I really don't want to talk to for some reason)? When did I make this phone number entry?“
I believe I have looked at almost any contact manager available in the Arch repos and the AUR, but I may still have missed one. If any of you know of a contact app with a sense of time, please speak up.
Otherwise, maybe some of the developers among you also find that this feature would be nice to have, and feel inspired to code something. That would be great!
If I had any say in the details, the data backend would be something easily accessible by other programs (text files, maybe vcard), it would integrate nicely with email clients for adding and completing addresses, and it would have a simple UI (don't care if graphical, console or pure CLI, as long as it works). For reference, I quite liked "contacts" from the Pimlico project, which doesn't seem to be developed anymore (project website is down). Also, osmo looks nice, although it is doing too many different things for my taste (contacts, calendar, tasks, notes).
One way to implement this would obviously be to combine and integrate any app which saves its data in text files with a version control system like git. However, that might be overkill.

progandy wrote:
Franek wrote:[…]what would be the advantage of this? Read/write performance would probably be better with sqlite, but I don't believe I know enough people for this ever to be noticable.
You don't have to implement as much search logic, only a search mask and a result list.
True.
skanky wrote:Maybe the triggered script could then run "git blame" and insert the information into a custom field in the contact data file
I wouldn't store the time info redundantly in the contacts file when it is already stored in the git repo. The frontend program can just call "git blame" at runtime to get the time info to be displayed. Redundancy could lead to corrupt (contradictory) time data if something goes wrong in the saving process, and at worst, it might create an infinite loop (when the file is changed, "git blame" is called and the time info inserted into the file, which is thus changed, which triggers "git blame" being called again…)
drcouzelis wrote:
I'm kind of sad that the best / easiest / simplest solution so far sounds like just keeping a digital version of the original paper-based solution, AKA a plain text file. :/ Benefits over paper include being able to do a search and never having to wonder if that scribble was a "5" or a "6". :P
Well, I'm not that sad I guess. I do love plain text. It never goes out of style! :D
While I share to your sadness and your love for plain text, bare text files seem to lack certain features that I would consider crucial: MUA integration and easy grouping/tagging (or similar) of contacts. Both could of course be implemented as simple shell utilities operating on text files, and the result might be a really awesome contact managing solution…

Lync Contact Managment

Can someone tell me if there is some alternative contact management to Vytru contact manager for Lync? I am wanting to purchase this but can not get a hold of them. Any other suggestions would be great! I am wanting something that is easy like this
software.
Thanks,
Baze

Hello Baze,
That's a very interesting question. I have been through the same search process for a Lync Contact List Management solution for our organization and i ended up using Contacts Manager for Lync software from Vytru.
When we rolled out Microsoft Lync client to our end-users, we received a number of complaints about empty contact lists which badly affected how our user base use Lync and this was a challenge for our IT dept. We started to train the users on how to build
the contact list on their own in a number of sessions and created an online Lync Wiki with such information. After all users were not happy due to the time and effort it takes to build those lists. The Business Productivity Manager realized that the user-built
buddy lists are not consistent and thus Lync ROI was not manifested clearly.
We had to come up with a central and automatic solution for this problem to make sure we can build pre-set Lync contact list templates and push it to the end users. We tested the following:
1- LyncAddContacts VBS. (Free)
2- PowerShell Scripts. (Free)
3- Lync Contact Migrator by Xstran (Commercial)
4- Vytru Contacts Manager for Lync (Commercial)
Scripts
Scripts somehow did some of the functionality we were looking for but was much of a manual process as well. We could not apply this to a large number of users and we could not make updates to the contact list like adding new users or removing users from
the contact lists. PowerShell Scripts are good but needed some work from our system engineers to work well with them.
Xstran's Lync Contact Migrator
Xstran's solution would do some of what the Scripts can do but with an interface. No Advanced functionality.
Vytru Contacts Manager for Lync
I really love this piece of software. It does exactly what you want it to do and has great features when it come to a full Lync Contact List Management solution. I worked with their team to understand how it fits our organization during the trial period
and they helped us adopt what they call their Lync contact list management methodology. It is a very easy to use software that enables you to build contact list templates, bulk populate it to all users, make updates to the Lync contact lists without having
to rebuild it (things like adding a new contact or removing a contact who left). You can also wipe a group from a user(s) contact list or wipe a contact from a user(s) contact list. Some additional cool features are adding images to users, and enabling
them to Lync pools.
The Contacts Manager software is not free but it offers great value for the cost, i remember its pricing starts at $299 for their Lite edition. I'm not sure since we have been using it for two years now.
The guys there are nice and helpful, I'm sure you can get hold of them at Sales at Vytru Dot Com or by tweeting to them at Twitter (@Vytru).
Please let me know if you have any questions on any of the above solutions.
Thanks.

Need comparable contact managament to Act by Sage that will synch with iphone

I am having trouble finding a contact management solution similar to Act (which, obnoxiously, does not synch with iphone). Most I am finding are too bloated and complex (ex. Salesforce). I need it to synch with my iphone and Entourage on my MacBook Pro. I am in sales, with an awful memory. I just need somthing to log all interactions with contacts. I do not need to run sales reports, handle campaigns, workflows, etc. Thanks!

Here are just a few suggestions others and by no means is exhaustive, I am sure others will weigh in.
-Just a cursory read of the support forum I have not seen overwhelming complaints that iPhone does not work with windows. It seems mac and windows work equally well with the iPhone
-Ringtones if you like ringtones and could see your self loading your iPhone up go with the mac. Garage Band gives you the ability to make ring tones from your own music collection for free. There are down loads like iToner etc that are unofficial ring tone makers so it makes it a little more difficult to you use.
-As long as memory of your devices exceeds 16 GB (which is as high as the iPhone goes) you will be able to take full advantage of your iPhone. Anything more will not make a difference.
-There is no heavy processing involved with your iPhone syncing to your desktop/laptop. What we are taking about is down loading contact lists music etc. No real graphics rendering is taking place. The iPhone is a seperate system you desktop/laptop to manage your iPhone for preferences downloads etc. So processing speeds do not matter that much.
-iPhone apps work with any iPhone regardless of what OS it is synced to. Even if you would like to use Mobile Me it can utilize some windows programs.
What I would do is figure out which or your personal computers you use most. Then I would set up a Mobile Me account then I would add all other computers you might use to sync with your Mobile Me account and this would solve all of your problems, for 99 bucks/year that is.

Business Contact Manager 2013 Issue with drop down menus not working correctly and BCM disappearing.

We upgraded from BCM 2007 to BCM 2013. Now the BCM disappears from Outlook occasionally and the drop down menus are confused. for instance when accessing the drop down for phone numbers, the user selects company - but the field for TTY/TDD comes up.
Shows fields that don't exist etc.
The client is using Office 2013 Pro Premium from Office 365 Small Business Premium subscription and BCM downloaded from Microsoft website.
Please let me know what the support avenues are for this product.
Chris Smith

Hi,
This issue may be caused since the BCM was not installed properly.
Please go to Control Panel -> Programs and Features, find Business Contact Manager for Microsoft Outlook and Uninstall it.
Then go to
http://www.microsoft.com/en-us/download/details.aspx?id=36513, download the right version of BCM(32bit or 64bit) and install it.
If issue persists, you may provide the screenshots of the issue, post them to SkyDrive and share it via a link:https://skydrive.live.com/, then we will have a better understanding on the issue.
Thanks,
Melon Chen
Forum Support
Come back and mark the replies as answers if they help and unmark them if they provide no help.
If you have any feedback on our support, please click
here

Outlook 2013 "Business Contact Manager" gives an error whenever I open it.

The error Message reads the following;
"Error Found in Custom UI XML of "Business Contact Manager for Outlook"
Line; 145
Column; 48
Error Code 0x80004005
Failed to Find Office Control by ID
ID; OmsForwardAsTextMessage
"OK" or "OK to All"
or
"Error Found in Custom UI XML of "Business Contact Manager for Outlook"
Line; 4
Column; 91
Error Code 0x80004005
Failed to Find Office Control by ID
ID; ContactCardinstantMessageLookUpOutlookContact
"OK" or "OK to All"
Another Error Message reads;
"Custom UI Runtime Error in Microsoft Access Outlook Add-in for Data Collection and Publishing"
"An Error occurred while calling the callback; "Ribbon_getDCVisible"
"OK" or "OK to All"
Can this be fixed?

Please try to disable the add-ins except for Outlook BCM one and restart Outlook to check if the issue still happen.
We may create a new profile to check the result.
http://support.microsoft.com/kb/829918
Tony Chen
TechNet Community Support

How do I get to the contacts manager on VZW web site? I last used it months ago but it doesn't work now.

A family member has an LG Revere flip phone, and when we need to add several or remove several contacts, it USED to be easier to go into the contacts management page on the VZW web site, but when I went to look tonight, it kept showing the Backup Assistant information for the wrong phone, and ONLY showing me the (nonexistent) contacts for that other phone. The Revere is the only non-smartphone on the account, so it's the only phone I have ever wanted to use the backup assistant and online contacts manager for.
Now that I think of it, tonight it was also asking me to agree to use the Backup Assistant, which I thought was strange because (as I said) we were already using it for that one phone but not the others. But when i agreed it showed me the (default -- generic Verizon) contacts for MY phone, not the one I was looking for. When I have tried several different ways to get to the other phone information, I have been seeing more and more website errors.
I guess there was a glitch somewhere... I will try again but I'm putting this out there in case someone has an answer.

I have tried clicking all around and I cannot get to the contact manager at all anymore. Now when I click to it I go to My Verizon Online Sign In - Verizon Wireless (not sure if that link works here) and the web site says:
You are seeing this page for one of the following reasons:
1) The Sync & Connect feature does not appear on your account. To add this feature click on Home above, then click on the Change Features link.
2) The Sync & Connect feature has recently been added to your account and the request is in process or pending completion. Please sign in again later.
There's no "Home" or "Change Features" visible on that page. The more I do the stranger the site has gotten. This time it kept telling me I needed to sign back in, but then it would continue acting as normal (I AM signed in).
I suppose there's a glitch.

How could I install outlook with business contact manager 2007 in windows 8.1 system?

Recently I got a new 8 win pc, then I tried to instal Outlook with business contact manager 2007 but I couldn´t
The reason: sql server is not compatible. Would you please let me know how to fix that problem?

Hi CarlosZC,
Since the issue regards Outlook with business contact manager 2007. I suggestion you post the question in the Outlook forums at
http://answers.microsoft.com/en-us/office/forum/outlook?tab=question&status=all&auth=1. It is appropriate and more experts will assist you.
According to your description, we need to verify the version of the SQL Server, usually the warning of compatibility issues applies to all SQL Server Express editions when installing Business Contact Manager (BCM) 2007 on Windows 7/8. The incompatibility
was fixed in SQL Server 2008 Service Pack1 and SQL Server 2005 Service Pack 3 on Windows 7.
There is a similar issue about compatibility message when installing BCM 2007 on Windows 7, you can review the following article.
http://blogs.msdn.com/b/rathomas/archive/2009/10/09/compatibility-message-when-installing-bcm-2007-on-windows-7.aspx
Regards,
Sofiya Li
Sofiya Li
TechNet Community Support

How to manage a data file using Business Contact Manager database tool

I set up BCM on my desktop and now want to share with the rest of the office. I downloaded BCM database tool on the C drive
of the server and all was well until I tried to move through the wizard. The only option that gets me to a data file is creating a database. However, I receive the error message "Cannot create a new database. The operation has been rolled back. Please
make sure the database service is running". How can I make this work? Truthfully, I don't want to create a new database - I have already set one up; Restore only gives me the database server instance but no choices for the database name list. I have installed
BCM on another co-workers desktop and allowed the database to be shared with her. What more am I missing? Why can't I get the server to see the data file?

Hi,
If the Database has not been shared, you can't connect to it.
Please also confirm you have been granted permission to access the shared Business Contact Manager database.
You can refer to this article below and there are some factors that you should consider:
Business Contact Manager cannot connect to the shared database
http://office.microsoft.com/en-us/outlook-help/business-contact-manager-cannot-connect-to-the-shared-database-HA010262548.aspx
I hope it can be helpful.
Regards,
Melon Chen
TechNet Community Support

How to sync BB and Microsoft Outlook 2007 and Business Contact Manager using Microsoft Exchange

Is a third party application needed to sync BB with Business Contact Manager? How is this done?
Thank you for your help and consideration.
Louie

Hi, and welcome to the forums!
See if this link if pertinent:
http://www.blackberry.com/btsc/search.do?cmd=displayKC&docType=kc&externalId=KB03090&sliceId=SAL_Pub...
If you need more information, please ask!
If not, please resolve the thread. Just place the check in the post that
answered your questions.
Thanks.
Click Accept as Solution for posts that have solved your issue(s)!
Be sure to click Like! for those who have helped you.
Install BlackBerry Protect it's a free application designed to help find your lost BlackBerry smartphone, and keep the information on it secure.

** CONTACT MANAGER and CONTACT CATEGORIES **

I am a 9930 owner. Is there any discussion about fixing the Contact Manager in the new OS to include more of vCard fields as in BB OS version 7x and prior? We need Contact Categories field in the Contact Manager and the tight integration with MS Outlook(not limited cloud version of Outlook). For me the Blackberry Classic is not just about the keyboard. The superior business functionality (--in BB OS version 7x and prior--) of the Contact Manager set Blackberry apart from the rest. Please get this fixed.
Best regards,
Jeff Fallon
San Antonio, TX

Yes yes and yes...hope you have better luck at getting some credible answers. I've been asking for same since the launch of OS10. Have yet to get any sort of formal response. I so miss some of the basic functions from OS7 !!

Best Contact Management Software for Mac

I'm sure this question has been asked before but I can't find it anywhere. Plus, I'm not sure if I'm even in the right place. But, can you tell me what contact management software works the best for Mac?
Also, I'm new to using such software, is there anything specific I should be looking for when choosing one?
Thanks!

I'm sorry to say there isn't much around. It has been a bit of a weak spot for Mac / OS X for ages - but things are possibly improving.
Any CRM solution for OS X needs really to co-operate with Address Book and iCal - so you can sync your stuff out to PDAs or whatever, and use them in Mail / iWork / Office 2008 etc. that are already written to work with such info in AB and iCal. If it doesn't, you end up with a closed-off app that can't easily work with you on the machine, and which then has to re-do code that already exists. Odd design constraints in earlier versions of iCal and AB made this harder - they were not very aware of other systems / apps. But this is changing in Leopard, and there are some promising things on the horizon (though none really useful solutions avail yet).
Of those out there, probably the best notional app is (in my view) Now Software's Nighthawk (http://www.nowsoftware.com/nighthawkSubsite/index.html). It is written by a team with a solid track record of CRM development on Macs, and is apparently designed to play nice with iSync and the rest. Trouble is it doesn't yet exist - rumours of a public Beta have been out there for months, but the date keeps slipping. Could be a good thing, or signs of major problems - who knows. Realistically you'll not see anything commercially viable from them before April next year I reckon.
But waiting could be good. The other attempt we've seen is SOHO Organizer by Chronos Software. (http://www.chronosnet.com/Products/sohoorganizer.html) In description it does the business - iSync / iCal / AB compatible. But it has had a troubled development, and there is lots of grim sounding reports of trouble with the app on the net. The developers are not very kind to themselves with not much disclosure and (at least last time a looked) a restrictive demo / preview policy (you get one trial period, and that's it, for ever! Even if they bring out a major version number change). My personal experience is that they tell a much better marketing story than they deliver in software - but I've steered clear of the app for a long time now (after a seriously bad experience) but who knows, they might well have caught up with their ambitions by now.
There are many others about that are really central web-based systems - which is fine provided you don't want to use Mail / AB / iCal or sync any of this to your phone / PDA / .Mac or whatever.
So, nothing much going on now. But ever hopeful...
If anyone knows more / other stuff - would be good to know about. We're still travelling hopefully.
Message was edited by: Gavin Lawrie - correct typo

Has anyone found a good contact management program...

I find the fields in the Nokia contact manger very limited. I have used Act 2000 for years and found it to have excellent contact management, in that you can create groupings for contacts. Outlook by comparison is only half cooked.
There are excellent programms that link AC to PDA's , Companionlink is one such programme and converts all the detail you want and gives you a clever search choine, by contact name or by company name.

Have a look at > Google Earth for OS X, good selection of features and great to print from.
Other > Map Sites
17" iMac Intel Core Duo - 2GB Ram - Mac OS X (10.4.10) - Maxtor 300GB FireWire - Creative Inspire 2.1 - 2G Nano

Sales Lead & Contact Management

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