Name: Auric Prospector
Author: Auric Technology LLC

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Cross-Browser Testing

Feature Management

Functional Testing

Performance Testing

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Enterprise

Accounting

Accounts Payable

Accounts Receivable

Crypto Tax

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Storage

DevOps

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Privileged Access Management

Software Components

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Time Series Databases

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Email Marketing

Marketing Automation

Online Reputation Management

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Virtualization Security

Security

Aviation

Banking

Church Management

Digital Forensics

Fleet Management

Geographic Information

Hospital Management

Insurance Claims Management

Intelligent Document Processing

Internet of Medical Things

Veterinary

eDiscovery

Vertical-Specific

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Auric Prospector is an on-demand Customer Relationship Management (CRM) software designed to streamline and enhance customer service, business processes, and relationship management. According to the vendor, it caters to small, medium, and large companies across various industries. Sales teams, marketing teams, customer service teams, business development professionals, and the retail industry are among the professions and industries that the vendor says can benefit from using Auric Prospector.

## Key Features

**Customer Case Management**: According to the vendor, Auric Prospector allows users to gain a comprehensive view of customer cases and support tickets. They can track case details, status, and resolution progress to improve customer service.

**Workflow Automation**: The vendor claims that Auric Prospector automates repetitive tasks and streamlines case management processes. Cases can be assigned to the appropriate support agents based on predefined rules, aiming to improve efficiency and response times for customer support.

**Customer Logins**: Auric Prospector provides customers with secure logins to access their account information. The vendor states that customers can view and update their contact details, preferences, and support tickets, enhancing their self-service capabilities and potentially improving overall satisfaction.

**Structured Case Cycles**: According to the vendor, Auric Prospector allows users to define and implement structured case cycles for consistent case management. They can track case progress at each stage and ensure timely resolution, aiming to standardize case handling processes for improved efficiency.

**Track Stalled Cases**: Auric Prospector claims to help identify cases that are not progressing or have been delayed. Users can take proactive measures to address stalled cases and prevent customer dissatisfaction. The vendor suggests that analyzing reasons for case delays can help implement strategies to improve resolution times.

**Next Step and Task Scheduler**: According to the vendor, Auric Prospector enables users to schedule and assign tasks to support agents based on case progress and next steps. They can set reminders and notifications to ensure timely follow-ups and resolution, aiming to improve collaboration and task management within the support team.

**Reassign Cases**: Auric Prospector allows users to easily reassign cases to different support agents or teams, according to the vendor. This feature aims to ensure cases are assigned to the most suitable person based on expertise or workload, maintaining continuity and preventing cases from falling through the cracks during personnel changes.

**Automated Case Emails**: The vendor states that Auric Prospector automates the sending of case-related emails to customers and support agents. Users can customize email templates for different case scenarios, aiming to improve communication and keep all stakeholders informed.

**Case Progress Tracking**: According to the vendor, Auric Prospector enables users to monitor and track the progress of cases from initial contact to resolution. They can keep customers informed about case status and updates, and analyze case data to identify trends and areas for improvement.

**Work Orders**: Auric Prospector allows users to create and manage work orders for service-related tasks, according to the vendor. They can assign work orders to technicians or service teams and track work order status and completion.

Auric Prospector, from Auric Technology in Dallas, Texas, exhibits built-in features that help manage processes, contacts, prospects, and customers. From automating business process to providing a 360-degree view of customers, the on-demand CRM solution is built to reduce the user's efforts and save time during forecasting sales, tracking marketing campaigns, or pursuing leads.

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Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Auric Prospector

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.

Auric Technology LLC

Sales Force Automation

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

Customer data management / contact management

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

Workflow management

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

Territory management

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

Opportunity management

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

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

Contract management

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

Quote & order management

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

Interaction tracking

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

Channel / partner relationship management

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

Customer Service & Support

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

Case management

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

Call center management

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

Help desk management

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.

Lead management

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

Email marketing

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

CRM Project Management

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

Task management

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

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

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

CRM Reporting & Analytics

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

Forecasting

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

Pipeline visualization

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

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

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

Custom fields

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

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.

Scripting environment

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

API for custom integration

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.

Role-based user permissions

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

Single sign-on capability

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

Social CRM

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

Social data

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

Social engagement

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

Integrations with 3rd-party Software

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

Marketing automation

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

Compensation management

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

Platform

Mobile access

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.

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Auric Prospector

Overview

What is Auric Prospector?