implementation

Loomis switches from Salesforce.com to Oracle CRM On Demand

Transforming an organization’s customer service operations is never an easy task, particularly for one as old as Loomis AB, which got its start picking up and guarding money from banks via stagecoach. Yet, as the Houston-based vendor told us, it can be done.

Wayne Sadin, CIO of Loomis, joined the company to help make the transition, which included swapping out Salesforce.com for Oracle CRM On Demand, adding Oracle’s Contact Center Anywhere and tying it all back into the Oracle E-Business Suite.

In this 20-minute podcast, appropriate for both business and IT professionals, Sadin explains:

• How he overcame his skepticism about software as a service

• How Loomis makes accountability to customers a priority throughout the organization

• Loomis’s method of distributing customer information through its Oracle system

• More about the organization’s data governance model

• The migration path from Salesforce.com to Oracle CRM On Demand

• What Sadin would have done differently

 

 Standard Podcast [24:09m]: Play Now | Play in Popup | Download

CRM system audit: Assess before you upgrade

Saj Usman, a senior executive with Accenture, shares how to best determine whether the time is right for an upgrade of your CRM system based on your people, business and system requirements.

Preparing people and testing systems is a vital step for an upgrade of any CRM application.

 

 Standard Podcast [13:12m]: Play Now | Play in Popup | Download

Microsoft users give CRM tips

At the Microsoft Convergence show, representatives from Cold Stone Creamery, Roland DGA and WellMark Blue Cross Blue Shield shared their advice and best practices in implementing CRM. The three practitioners represent different sides of CRM. Cold Stone Creamery’s Heather Dorr is a senior manager for marketing. Bob McMahon is a senior business systems manager for Roland DGA and Jeff Beelman is a group leader for customer service at WellMark BlueCross BlueShield.

 

 Standard Podcast [12:34m]: Play Now | Play in Popup | Download

Gartner’s Scott Nelson on CRM strategy

Scott Nelson is a managing vice president with Stamford, Conn.-based Gartner, focused on CRM and its relation to other applications within the enterprise such as ERP and supply chain management, as well as CRM strategy.

He has been researching CRM for the past seven years at Gartner and focuses particularly on CRM strategy and vision.

 

 Standard Podcast [13:37m]: Play Now | Play in Popup | Download