Name: Aptean CRM
Rating: 8.8 (10 reviews)
Author: Aptean

Help Desk

Web and Video Conferencing

Customer Support

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Enterprise

Accounting

Loan Origination

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Block Storage

Blockchain Analysis

Cloud Storage

Data Center Outsourcing (Canada)

Data Integration

Database Performance Monitoring

Debugging

Edge Computing

Electronic Data Interchange (EDI)

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

Load Balancing

Master Data Management (MDM)

Mobile Application Performance Monitoring  (APM)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SQL Server Performance Monitoring

Secure Access Control

Secure Web Gateway

Security Analytics

Security Awareness Training

Web Content Filtering

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Community

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Grant Management Software

Livestream

Marketing Automation

Predictive Analytics

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Business Caller ID

Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Predictive Sales Analytics

Sales Email Tracking

Sales

Card Management

Computer-Aided Design (CAD)

Dealer Management

Restaurant Management

Tour Operator

Vertical-Specific

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Users have made several recommendations for OnContact CRM based on their experiences. 

First, many users recommend thoroughly demoing OnContact and getting an outside consultant for complex requirements. This is seen as a way to fully understand the capabilities and potential limitations of the software, as well as to ensure that it meets specific business needs.

Second, users frequently suggest recommending OnContact to others who are seeking a solid quality CRM. They highlight the product's flexibility and solid performance as key factors in their recommendation.

Finally, some users suggest making more add-ons available to fully integrate OnContact CRM with predictive dialer systems and allowing users to create industry-specific add-ons. This would enhance the functionality and customization options of the software, catering to different industries' needs.

Overall, these recommendations highlight the importance of thoroughly exploring and customizing OnContact CRM to meet specific requirements, as well as expanding its integration capabilities.

Easy to use interface: Many users have found the software easy to use for prospecting and have appreciated its clean and user-friendly interface. They have mentioned that the software allows them to navigate seamlessly between screens, making it simple to find the information they need.

Customizable fields: Several reviewers have enjoyed the ease of use and customizability of fields in the software, allowing them to tailor it to their specific needs. This feature has been particularly helpful for smaller companies as well as for internal customization within organizations with many users.

Helpful support team: The support team for troubleshooting has been praised by users, with many stating that they provided great assistance and were responsive to their needs. Users appreciate having a reliable team available who can quickly address any issues or questions that arise during their use of the software.

Buggy and Slow Performance: Some users have experienced issues with the system being buggy and slow at times, which can hinder their workflow and productivity. 

Lack of Integrations and Support: Several reviewers have expressed dissatisfaction with the lack of integrations available, as well as the limited availability of support for troubleshooting and assistance. This can make it difficult for users to seamlessly integrate the CRM with other tools they use in their business operations.

Difficulty in Importing Data: Importing information into the system is a challenging task, as it requires data to be in an exact format. This has been mentioned by multiple users as a drawback that adds complexity to the onboarding process.

OnContact CRM has been implemented by many users as their first customer relationship management tool, allowing them to effectively track and manage customer relationships and correspondence. With its ability to track B2B activities and opportunities, OnContact enables users to maintain a comprehensive historical record of customers, leading to increased sales across departments. The tool serves as a central hub that ties together the entire sales organization, facilitating coordination and collaboration among associates working within an enterprise. Users benefit from daily and monthly sales reports, which provide valuable insights into the successes and priorities of the sales organization.

For companies that had no CRM system in place previously, the integration of OnContact has proven extremely beneficial. Although some initial challenges were faced regarding functionality issues, overall satisfaction with the product remains high. Workwise, the creator of OnContact CRM, offers excellent support for custom reporting, reporting communication, and pipeline management—features that have significantly boosted productivity and provided visibility into important activities. By consolidating all customer contact information in one place, OnContact streamlines access to crucial data, resulting in increased efficiency. It finds applications outside of traditional sales processes as well—for instance, documenting cases in call centers or managing personal injury cases and payroll.

Users highly appreciate the convenience of working remotely with OnContact through internet access. The software has proven instrumental in streamlining CRM processes, saving money, and improving tracking capabilities for customers and their relationships. It serves as a reliable tool for sales follow-up to ensure no leads fall through the cracks while delivering marketing automation features to track campaign effectiveness and maintain a clean database. Aptean CRM has further facilitated businesses in transitioning to the cloud, managing and strengthening customer relations, and conducting analysis of encountered problems and business opportunities. Sales departments, inside sales teams, support staff, and management all utilize this versatile tool for tracking new business opportunities, managing customer incidents or problems, and analyzing critical data to identify potential growth avenues or areas of concern.

CDC Software (CDC) and Consona Corporation (Consona), both enterprise application software (EAS) providers of on-premise and cloud technologies to form Aptean in 2012.

Onyx supports more than 1,700 mid-market and enterprise customers in approximately 50 countries. While Onyx is largely known for its on-premise horizontal customer relationship management software suite, it also provides industry specific versions for the healthcare, financial services, professional services, contact center, high-technology and government vertical markets.

Starter

Professional

Unlimited

Agentforce 1 Sales

ActiveCampaign is presented as an AI-first marketing platform for marketers, agencies, and entrepreneurs. It uses Active Intelligence for goal-aware automation and personalized experiences across email, SMS, and WhatsApp. ActiveCampaign integrates with 950+ apps and generates insights to optimize every workflow.

Plus

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Aptean CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Likelihood to Recommend

Usability

Support Rating

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Security

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

<div>Aptean is one of the world’s leading providers of purpose-built, industry-specific software that helps manufacturers and distributors effectively run and grow their businesses. With both cloud and on-premise deployment options, Aptean’s products, services and unmatched expertise help businesses of all sizes to be Ready for What’s Next, Now®. Aptean is headquartered in Alpharetta, Georgia and has offices in North America, Europe and Asia-Pacific. </div><div><br></div><div>Our Aptean Food &amp; Beverage ERP is an end-to-end food and beverage ERP solution which is designed to meet the challenges and issues that are specific to food and beverage processors, manufacturers, and distributors.</div>

Aptean

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

This component of CRM software helps companies leverage social media in engaging with customers.

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

The software can facilitate and track engagement with customers via social channels.

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

Aptean CRM

Overview

What is Aptean CRM?