TrustRadius Insights for Aurea CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
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.
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.
Pros
customised and detailed query preparation
offer creation
creation of detailed activity reports
Cons
slightly complex user interface and menu items
very slow loading speeds particularly for mobile smartphone use
missing information for current or next steps of the menu while typing or entering something
Likelihood to Recommend
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.