What users are saying about

Aptean CRM

2 Ratings

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Top Rated
2068 Ratings

Aptean CRM

2 Ratings
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Score 7.3 out of 101

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Top Rated
2068 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.2 out of 101

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Likelihood to Recommend

Aptean CRM

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.
Craig Cormier profile photo

Salesforce

Salesforce is amazing for many scenarios, pretty hard to find one that doesn't fit. It's great if you are an executive who needs to know everything about an account prior to a meeting, but doesn't want to have to look in a million different places. If you are a sales rep, and you need to know how many opportunities you've created or what's in your pipeline, your dashboard has it. Say you are a customer success manager, and you need to find out when or why a certain customer churned, theoretically it's all there in the opportunity. You should have their entire history, products suites, surveys and any supporting notes and documents.The only scenario I don't think SFDC excels in would be utilizing it as a ticketing system. There are just too many systems specifically geared to that industry that have it more built out and user-friendly.
John Hilburn profile photo

Feature Rating Comparison

Sales Force Automation

Aptean CRM
4.4
Salesforce
8.3
Customer data management / contact management
Aptean CRM
7.0
Salesforce
8.7
Workflow management
Aptean CRM
5.0
Salesforce
8.1
Territory management
Aptean CRM
1.0
Salesforce
8.3
Opportunity management
Aptean CRM
7.0
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Aptean CRM
6.0
Salesforce
7.9
Contract management
Aptean CRM
1.0
Salesforce
7.7
Quote & order management
Aptean CRM
6.0
Salesforce
8.0
Interaction tracking
Aptean CRM
5.0
Salesforce
9.0
Channel / partner relationship management
Aptean CRM
2.0
Salesforce
8.1

Customer Service & Support

Aptean CRM
6.5
Salesforce
8.5
Case management
Aptean CRM
7.0
Salesforce
9.0
Call center management
Aptean CRM
6.0
Salesforce
8.4
Help desk management
Aptean CRM
Salesforce
8.3

Marketing Automation

Aptean CRM
5.5
Salesforce
7.7
Lead management
Aptean CRM
6.0
Salesforce
8.2
Email marketing
Aptean CRM
5.0
Salesforce
7.1

CRM Project Management

Aptean CRM
2.7
Salesforce
7.8
Task management
Aptean CRM
4.0
Salesforce
8.4
Billing and invoicing management
Aptean CRM
1.0
Salesforce
6.7
Reporting
Aptean CRM
3.0
Salesforce
8.2

CRM Reporting & Analytics

Aptean CRM
5.3
Salesforce
8.4
Forecasting
Aptean CRM
4.0
Salesforce
8.1
Pipeline visualization
Aptean CRM
4.0
Salesforce
8.6
Customizable reports
Aptean CRM
8.0
Salesforce
8.5

Customization

Aptean CRM
6.5
Salesforce
8.0
Custom fields
Aptean CRM
10.0
Salesforce
8.3
Custom objects
Aptean CRM
3.0
Salesforce
8.3
Scripting environment
Aptean CRM
Salesforce
7.5
API for custom integration
Aptean CRM
Salesforce
7.8

Security

Aptean CRM
9.0
Salesforce
8.7
Single sign-on capability
Aptean CRM
9.0
Salesforce
8.8
Role-based user permissions
Aptean CRM
9.0
Salesforce
8.6

Social CRM

Aptean CRM
Salesforce
7.0
Social data
Aptean CRM
Salesforce
7.1
Social engagement
Aptean CRM
Salesforce
6.9

Integrations with 3rd-party Software

Aptean CRM
Salesforce
7.8
Marketing automation
Aptean CRM
Salesforce
8.3
Compensation management
Aptean CRM
Salesforce
7.3

Platform

Aptean CRM
Salesforce
7.5
Mobile access
Aptean CRM
Salesforce
7.5

Pros

  • 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
Craig Cormier profile photo
  • Salesforce gives a great out-of-the box foundation for Sales process that is easily adjustable to each company's workflow. Small businesses can use the basic Lead > Account > Opportunity objects and larger orgs can enable quotes, orders, multi-currency, partner management, case management, etc as needed
  • With the help of a good admin, you can build multiple types of table relations and workflows, email notifications, automated approvals and much more. I haven't come across a business request I haven't been able to build within the platform (especially with the help of free/low cost plugins)
  • They've greatly enhanced the mobile world making it very easy for remote users to stay up to date via their phone or tablet along with a nice mobile app for admins
  • Complex process logic can be built by people who cannot write code via new Flows and Process Builder. Prior to these modules, we had to hire a developer to create and maintain anything past field updates
Joy Wallis profile photo

Cons

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.
Craig Cormier profile photo
  • There is a lot of room for improvement around quoting products for orgs that sell anything more complex than one line items. A configuration option is desperately needed but will probably not be updated since there are so many 3rd party apps that can be plugged in. Many of them are more complex and too expensive for what is needed, so some native improvements to Salesforce would be appreciated
  • The UI is a bit outdated compared to a lot of newer platforms on the market but still not bad for a CRM. Hopefully the next UI update will include some of the navigation features seen in recent project management tools
Joy Wallis profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Salesforce10.0
Based on 48 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli profile photo

Usability

No score
No answers yet
No answers on this topic
Salesforce8.0
Based on 34 answers
Because there's no other comparable solution in the market which offers the same level of flexibility to customize. There's usually quite a trade off between easy and flexible, with Salesforce you get enough of both.
Irene Chivily Von Toussaint profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Salesforce9.8
Based on 27 answers
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Kyle Dugger profile photo

Performance

No score
No answers yet
No answers on this topic
Salesforce9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk profile photo

Support

No score
No answers yet
No answers on this topic
Salesforce4.9
Based on 30 answers
I understand you can pay more to get support but as I stated, I feel strongly that if you are paying for SAAS technology like Salesforce you should be afforded the courtesy of the company explaining how to use it's features. I like to refer to the basic license as the "Figure It Out Yourself" license.
John Cupoli profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Salesforce7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk profile photo

Online Training

No score
No answers yet
No answers on this topic
Salesforce9.1
Based on 15 answers
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.
Kyle Dugger profile photo

Implementation

No score
No answers yet
No answers on this topic
Salesforce9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk profile photo

Alternatives Considered

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.
Craig Cormier profile photo
My selection for Salesforce is heavily dependent on my role as an admin/architect. I work primarily with companies from 40-400 users, and the ability for me to customize Salesforce to fit each company regardless of size or industry is very important. The automation I can set up with no code knowledge is great, and the user community is robust enough so that I can depend on my counterparts to figure out pretty much any issue I come across.My experience with other CRMs is limited to migrating companies from other CRMs to Salesforce. The open access to SFDC's API is key and allows data migration as well as mass transformations not available with some vendors.
Joy Wallis profile photo

Collaboration and Sharing

No score
No answers yet
No answers on this topic
Salesforce8.3
Based on 5 answers
They have a chatter function which is great! You can easily create group dashboards and reports.
Stratford Canning profile photo

Data Integration

No score
No answers yet
No answers on this topic
Salesforce8.4
Based on 5 answers
It’s real-time, quick access, and easily compatible with over systems.
Stratford Canning profile photo

Scalability

No score
No answers yet
No answers on this topic
Salesforce10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

Return on Investment

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier profile photo
  • Postive impact: Our enterprise sales team of 20 AE's has been able to effectively scale and stay organized based on SFDC organization.
  • We often have customers/prospects complementing our sales team on being thorough and not dropping the ball on opportunities.
  • I do not have the exact numbers, but I am sure that because of SFDC organization, our company makes millions in revenue that would otherwise be lost due to inaction.
Christopher Bennett profile photo

Pricing Details

Aptean CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Salesforce

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details