Aptean CRM vs. Fin by Intercom

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 great if you need someone to direct the customers based on their problems. You also have the option to use multiple languages if you have a worldwide customer base, so that's great. If you provide enough documentation to feed it, FIN can also solve tickets on its own, which enables your team to focus on other tasks. You can also have him handle conversations in other applications, such as Discord or Slack, and have them create ticket issues in JIRA if your team uses it.

Incentivized

• 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

The core experience is solid but the key friction across our team is that there are so many new features for improving Fin are being launched. Content improvements, guidance settings, recommendations, trends, and monitors are each useful in isolation, but they sit across separate areas of the platform with no clear starting point. The recurring feedback from my team is that it is hard to know where to focus. A consolidated "Improve Fin" section could really improve the experience, the ideal option would be a training page where our team could improve Fin in one place, ideally by answering questions and Fin would then be able to add those details in the right place, where it's creating new guidance or building procedures. I feel that would make uptake a lot quicker.

Incentivized

always there

Incentivized

works perfect

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

Intercom is the premier customer support/engagement model and it definitely has one of the top tier customer support teams as well. I don't think I have ever waited more than 5 minutes to get the information I need or get help with an issue. They are incredible and I aim to model our customer service department after them.

Incentivized

Easy to know the learning path

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

Although we have not utilised a specific chat box like Fin before in other websites, we have used ChatGPT and Claude within our general work. Our Product and Engineering team make use of Devin within Azure Dev Ops to support with their work. However, Fin is the most suitable for what our Support Team requires as this can be integrated into our chat with customers.

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