Aurea Process vs. Fulcrum

The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...

Incentivized

We use Fulcrum to record information about vehicles and our product in the field to ensure we have clean and organized records of work completed and issues encountered. This has unlocked immense value for us. It allows managers to review work to maintain high quality. Using Fulcrum has also allowed for large amounts of field data to be gathered and quickly transferred from our field team to our engineering team when necessary.

Incentivized

• Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion)
• User-friendly UI
• Relatively painless implementation

Incentivized

• Notation of photographs.
• Consistency between field staff observations.
• Reduces report writing time.
• Near real time sharing of notes between field and office staff.

Incentivized

• Standard edition is significantly lighter touch than the (pricier) Enterprise version
• There are similar solutions on the market that are competitively prices and offer positive user experience
• Data migration can be tricky at times

Incentivized

• Advanced features are not extremely intuitive for less technical audience.
• Must reassign records to a different user to discontinue an account.

Incentivized

• As our customers vary in size and maturity, the ROI ranges accordingly.
• For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases.
• For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution.

Incentivized

• Manual data entry of collected field information is no longer required saving anywhere from 1 to 10 hours of tedious work and eliminating human error.
• Clients are impressed with our ability to use digital field notes and our ability to communicate in near real time which helps ensure client retention and expanding our envelope of work with them.
• Instead of spending time trying to find out what, why, where, and when a picture was taken the guess work is removed as photos are georeferenced and can be annotated in the field.

Incentivized