Aptean CRM Overview

CRM stands for Customer Relationship Management. It is a strategy for managing an organization’s relationships and interactions with customers and potential customers. CRM systems help businesses improve customer relationships, streamline processes, and increase profitability by organizing and automating communications and activities related to sales, marketing, customer service, and technical support.

Aptean CRM is a Customer Relationship Management (CRM) system designed for mid-market companies that houses all the critical business information an organization needs to develop effective sales, marketing and customer service strategies.

Aptean CRM provides a detailed snapshot of the complete customer and prospect relationship, including account history and organizational hierarchy. It enables the sales representatives, marketing executives, and customer service professionals, from associate to executive level, to effectively manage prospects and customers.

You can use Google Chrome, Microsoft Edge, Mozilla Firefox and Safari browsers to work with CRM 10. CRM 10 runs on Android and IOS phones/tablets. IE11 is NOT supported!

Why Use CRM?

CRM software allows for better management pipelines so that your sales managers and their representatives can stay on top of prospective sales, leading to better success in landing those sales opportunities. CRM tracks your activities with each customer so that everyone in the team has knowledge to effectively handle their questions and concerns. You have a complete view of the customer on one screen that keeps you fully informed about every customer across your organization.

Continuous monitoring of sales process and key alerts on the tasks helps to ensure that the promising leads don’t go unnoticed. Built in reminders simplify the process of progressing communication with customers.

Customer Service is another major reason to implement CRM. Tracking cases, answering customer questions, responding effectively and proactively can be the key to providing outstanding service. Manage your marketing campaigns more effectively to generate leads, mine data, nurture prospects and turn them into customers.

Product Features

Responsive Layout

CRM 10 is built using HTML 5 Responsive layout which adapts to the user’s needs and device capabilities. You can access your data on any device, from anywhere.

Navigation

One central window designed with a logical interface and a convenient tab orientation allows your team to navigate effortlessly through the system using the intuitive workspace and tool menus. You can view, edit and search for important customer data in record time. You will find Daily Planner Dashboard as the starter Page for Aptean CRM irrespective of the login group.

Account Management

Aptean CRM maintains a history of all interactions with customers and prospects on an individual or company-wide level. The interface is completely customizable, allowing representatives to decide how they want to manage their customer and prospect relationships.

Marketing

The Aptean CRM marketing management module runs extensive queries mining the exact customer and prospect data you need using the marketing and call center features. This area of the software uses query results to generate reports that help plan campaigns, as well as evaluate the results of past campaigns. Aptean CRM executes blast email, broadcast fax and direct mail campaigns. The marketing module manages lead sources, areas of interest, campaigns associated with specific prospects and customers. It also identifies the marketing efforts boosting the business and those which aren’t paying off.

Customer Service

Aptean CRM makes outstanding customer service a reality by delivering a full- scale customer service and help desk management system that enables representatives to track customer service inquiries, cases and problems. Aptean CRM includes a knowledge base that your support professionals can access in an instant. With instant access to the knowledge base, the support team can provide fast resolution for new cases and problems, regardless of their complexity.

Email Integration

Aptean CRM makes email integration a breeze. This solution provides comprehensive bidirectional integration with Microsoft Outlook so you can work in either environment. With email integration, all interactions are stored in the database so there is no need to search through your email folders. You have the power to take control of your data.

Entity Relationships

Entity relationships are used to enter and maintain information in Aptean CRM. Each represents a table (entity) in the database where the records are stored. You can maintain an unlimited number of records and related information for all entities.

Company

Companies are customers, prospects, partners, competitors, or other businesses you want to keep information about. Company records store the business information such as address, type of business, territory, and more.

Contact

Companies are linked to your individual contacts, the actual people with whom your business interacts, such as the purchasing agent, president or sales rep. You can link contacts not only to company records, but also to activities, opportunities and cases.

Activity

Activities are used to record interactions with companies and contacts (for example, telephone calls and meetings), and to record tasks or events associated with opportunities and cases.

Opportunity

In addition to these three types of records, some people use Opportunities which can be linked to Company or Contact records. Opportunities identify the details for potential sales, helping you to plan and manage your sales process and monitor the effectiveness of strategies for closing deals.

Lead

Lead records are used by your Marketing team to keep track of your suspects and prospects as they are working to qualify them for the Sales team.