Aptean GoMembers: Increasing Efficiencies in Front-/Back-Office Processes and Furthering Business Objectives
Pros
- Aptean's customer service is excellent. The process of submitting a ticket is easy - and 90 percent of the time, resolution by their technical staff is swift, thorough and friendly.
- Aptean has a wealth of knowledge at its disposal and should be extremely proud of its people. Their staff - everyone from our project manager, other management and customer service/support - has been knowledgeable, responsive, and friendly.
- Aptean's corporate trainers are second to none. Smart, efficient and thorough. They provided a wealth of support and knowledge both prior to and following the implementation of our new CRM.
Cons
- The new customer service portal seems to be missing a lot of the product documentation/training manuals. In order to access them, I had to submit a ticket and receive a file via FTP.
- The process by which to get a quote or proposal has been sometimes challenging and lengthy. It's certainly been a point of frustration from time to time.
- The GoMembers (Association Management System) product has changed the way we do business, but some of the functionality seems to be incomplete or missing. Basic functionality of certain processes within the system are cumbersome or just don't make much sense to our technical team, or the end user.
Return on Investment
- The GoMembers product has allowed us to be more efficient and effective in our front- and back-office processes. Fewer steps to making someone a member (12 steps to three), registering a member for a meeting and tracking subscription data. Increased overall employee efficiency while automating many things we formerly did manually. The integration with our website will only further reduce the manual work done within the system, freeing up staff to focus on other areas of importance within our organization.
- The implementation of the system is helping us to achieve overall business objectives and digital communications initiatives. The CRM is more robust than our former AMS, and the information we're able to track and retrieve more important than ever, allowing us to target interests, communications preferences and member activity in ways we might have never previously thought possible.
- The system is flexible, allowing us not only to anticipate new data points and change accordingly, but plan for the future.
