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What is Aurea CRM?

Aurea CRM is a comprehensive customer relationship management solution that is designed to enable companies to drive customer engagement tools deep into their sales organization. The vendor says with end-to-end capabilities for sales and marketing, this solution provides a one-stop-shop…

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What is Aurea CRM?

Aurea CRM is a comprehensive customer relationship management solution that is designed to enable companies to drive customer engagement tools deep into their sales organization. The vendor says with end-to-end capabilities for sales and marketing, this solution provides a one-stop-shop that…

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  • Premium Consulting/Integration Services

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Product Details

What is Aurea CRM?

Aurea CRM is a comprehensive customer relationship management solution that is designed to enable companies to drive customer engagement tools deep into their sales organization. The vendor says with end-to-end capabilities for sales and marketing, this solution provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so companies can set priorities and make informed decisions. The vendor’s value proposition is that the new Aurea CRM Enterprise Edition has been re-engineered with integrated campaign management offerings to give companies the insight, access, and speed they need.

Aurea CRM Screenshots

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Aurea CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings

(7)

Community Insights

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!

Users of this product have found it to be highly efficient in routing calls and accessing customer information. By sorting incoming calls to the correct department, call times are reduced, and service levels are improved. Additionally, having all information in one place saves time and improves productivity. Customers have reported that the product's CRM management capabilities have helped increase sales and attract traffic to their websites. The app's holistic approach, combined with cloud support and mobile accessibility, allows for easy interaction with customers from anywhere. Furthermore, users have praised the product for simplifying customer management and improving customer support. With the ability to track customer interactions and improve processes, organizations can streamline their operations. The standard CRM functionality for prospect management, documentation, and customer engagement has been highly valued by users. Customers appreciate the ease of use when navigating financial procedures and accessing customer accounts for better interaction and management. The flexibility of customizing the CRM program to specific industries and company needs has been a notable feature for many users. Users have also lauded the product's ability to generate activity reports, create offers, follow up on opportunities, manage projects, send emails for product information and marketing event invitations, as well as produce meeting reports. By leveraging these features, organizations have seen improvements in their sales and business development activities. Lastly, customers have commended this product for providing solutions with lower costs for server reliability and cost-effectiveness.

Overall, this product offers a range of use cases that enable businesses to efficiently manage their customer relationships while improving productivity and service levels.

Users commonly recommend the CRM service for its stability and power in managing client portfolios, marketing, and customer relations. They have highlighted that the CRM provides detailed solutions to improve sales, increase website traffic, and acquire new customers. Users suggest implementing the CRM as it greatly facilitates customer interaction, improves overall performance, and contributes to the success of businesses. With its robust features and reliability, the CRM is a valuable tool for businesses seeking effective client management and enhanced marketing strategies.

Reviews

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Useful CRM assistant for daily sales activities

Rating: 7 out of 10
May 05, 2022
KK
Vetted Review
Verified User
Aurea CRM
3 years of experience
Since I'm Sales Engineer, I'm using it for daily sales & business development activities such as activity reports after customer visits, offer creations, follow up of opportunities and hot projects etc. Product information or marketing event invitations are also made by using it via emailings. Meeting reports are also prepared by using it for our company's quarterly meetings.
  • customised and detailed query preparation
  • offer creation
  • creation of detailed activity reports
I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.
Sales Force Automation (7)
85.71428571428571%
8.6
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
90%
9.0
Quote & order management
80%
8.0
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (2)
N/A
N/A
Case management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (2)
85%
8.5
Task management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
63.33333333333333%
6.3
Forecasting
60%
6.0
Pipeline visualization
40%
4.0
Customizable reports
90%
9.0
Customization (2)
85%
8.5
Custom fields
80%
8.0
Custom objects
90%
9.0
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
10%
1.0
Mobile access
10%
1.0
  • positive impact for efficiency of indoor sales activies
  • positive impact for better report preparation
  • negative impact for mobile use
I didn't select Aurea CRM myself. Since our company is global, our headquarter has selected Aurea CRM after certain years of old Oracle based Crm use. As far as I know the old one was having some weaknesses about reporting, analysing via queries, lack of marketing activies etc. That's why our top management has selected Aurea CRM for a better solution which I highly agree with it except terrible mobile use.
Since it's providing useful features, I like to use Aurea CRM on my company PC at the office for my daily activities. However, we are in highly digital age via mobile devices particularly smart phones and we need to use softwares even in mobility which is highly weak feature of Aurea CRM and needs to be improved as soon as possible.
I'm not getting in touch directly with Aurea CRM support team member because they have trained our company's IT team members that are in direct contact with Aurea CRM support channel. As far as I know, the overall support for Aurea CRM is quite good and highly prompt in a professional way.
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