Useful CRM assistant for daily sales activities
May 05, 2022

Useful CRM assistant for daily sales activities

Kerem Kececi | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Aurea CRM

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
  • 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.

Do you think Aurea CRM delivers good value for the price?

Yes

Are you happy with Aurea CRM's feature set?

Yes

Did Aurea CRM live up to sales and marketing promises?

Yes

Did implementation of Aurea CRM go as expected?

Yes

Would you buy Aurea CRM again?

Yes

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.
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.

Aurea CRM Feature Ratings

8.6
Customer data management / contact management
9
Workflow management
8
Territory management
8
Opportunity management
9
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
9
Not Rated
Case management
Not Rated
Help desk management
Not Rated
7.0
Lead management
7
8.5
Task management
8
Reporting
9
6.3
Forecasting
6
Pipeline visualization
4
Customizable reports
9
8.5
Custom fields
8
Custom objects
9
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
1.0
Mobile access
1

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