Aptean CRM vs. Fin

As I am highly satisfied with the working of Apteama CRM I would like to recommend it to everyone with all sizes of the firm as it is ideal for firms from small to large ones. With its features, I can guarantee the best CRM solutions along with marketing automation. Although I am looking forward to it to offer more customizations.

Incentivized

Fin is well-suited to most use cases as long as it is trained accordingly. With a robust, well-designed knowledge base, Fin can extrapolate information from help articles and provide detailed instructions to an end user without simply sending a link to the article without context. In my experience, Fin is best suited to standard support requests. As the product becomes more complex and product types change, Fin seems less successful at accurately supporting those requests. It is best to maintain Fin's knowledge sources continuously.

• Simple: it isn't too convoluted with too many features
• Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
• Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth

Incentivized

• It is very easy to train
• It does a great job of recommending answers when little context is given.
• I love the ability to create a snippet to address issues in the moment or in the long term, based on FAQs.

Incentivized

• I was expecting some more flexibility in it.
• Its customer support is highly non-vigilant and should learn how to work responsibly.

Incentivized

• It seems some users really struggle to figure out how to escalate to a human (especially through email).
• Not excited about how "soft" resolutions still count as resolutions and are paid for. Though some abandoned cases appear to be able to be concluded as "the user got the answer they needed", there are others where they clearly didn't, because they just open up another chat (or even more), trying to get more info. This pads the resolution stats and makes it seem more effective than it actually is.
• Cost -- Fin is quite expensive. It helps us with scaling coverage, but we're not really saving money.

We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.

Incentivized

Its simple yet full-fledged interface is doing wonders in making our work time- effective. It is not just cost-effective but the marketing automation and sales force automation has proved very beneficial for us. By the grace of its reports, we can analyze intricacies.

Incentivized

Much improved and improving feature set, but overall navigation of the interface and platform is cumbersome. While it's worthwhile to continue building out new functionality and features, there should be some effort to make overall usage more intuitive. Becoming an admin requires either months of daily usage or more complex training.

always there

Incentivized

Fin is super quick and top notch.

Incentivized

Apean CRM gives adaptability in working hours to timetables and they give client service all day, every day. This application has progressed highlights CRM, Distribution of the executives, announcing/investigation. Thing and Support are simple to utilize and easy to adjust subject to the business. Modify reports and structures we can associate with no issue.

Incentivized

I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.

Incentivized

It was great. We were able to walk through step by step and get our questions answered along the way.

Incentivized

The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.

Incentivized

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.

Incentivized

Our previous support platform didn't offer an AI agent (they used it internally for their own tickets, but there were delays with shipping it to their users, i.e., us, so we migrated to Intercom). Our colleagues from different brands within our own company demoed a different chat-only tool, but it looked much less impressive than what Fin offered, so we haven't considered it either.

The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin

Incentivized

• Improved interaction with customers for incident management.
• Greatly improved opportunity management.
• Lead management for marketing is improved and centralized.

Incentivized

• New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
• Enabling Fin has also reduced our response time and allowed us to meet SLA's.

Incentivized