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OnContact CRM has been implemented by many users as their first customer relationship management tool, allowing them to effectively track …
Overview
What is Aptean CRM?
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…
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What is Aptean CRM?
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…
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What is Salesforce Sales Cloud?
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What is Aptean CRM?
Aptean CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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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.
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.
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.
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