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Description
Aptean CRM offers leading industry practices aimed at enhancing customer relationships and bolstering your competitive edge. Are you prepared to achieve measurable business outcomes while managing risk and minimizing costs? This CRM solution provides a comprehensive overview of your customer interactions. It is specifically crafted to equip your organization with precise data on sales, marketing, and customer service, ensuring that all teams collaborate effectively and stay organized. With an extensive record of marketing initiatives, sales activities, and service engagements, along with insights into customer traits and preferences, Aptean CRM software empowers you to optimize every customer interaction and make informed decisions based on up-to-the-minute data. Furthermore, Aptean CRM is designed to simplify your business operations and automate routine tasks, which helps conserve both time and financial resources. The software assists your team throughout the sales cycle, from arranging appointments and sending follow-up reminders to composing emails and creating quotes, thereby enhancing overall efficiency and productivity. Ultimately, Aptean CRM not only supports operational excellence but also fosters long-lasting customer loyalty.
Description
Receiving that initial call leaves you in the dark regarding the identity of the caller and the specific marketing initiative that prompted the call. Lacking this crucial information makes it challenging to refine your campaign and increase lead generation. Shockingly, 71% of online leads are lost simply because businesses fail to make timely follow-up calls. Moreover, the tracking and monitoring of sales follow-up calls are often overlooked. Manually logging daily sales calls into a CRM system can be quite cumbersome. You recognize the significance of service reminders and customer engagement calls. Fortunately, call tracking is straightforward and provides insights into which marketing channels and campaigns yield the highest volume of calls, much like the visual representation you see here. By implementing call tracking, you can strategically allocate your budget to the most effective channels and campaigns. Additionally, ConversationAnalytics meticulously records and accurately transcribes every call generated through your marketing efforts, ensuring that no valuable insight is missed. This comprehensive approach can significantly enhance your understanding of customer interactions and improve your overall marketing strategy.
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
Aptean Industrial Manufacturing ERP Workwise Edition
Longview Transfer Pricing
QuickBooks Online
QuickBooks Online Advanced
Simba
Integrations
AXIO Advanced Projects
Aptean Industrial Manufacturing ERP Workwise Edition
Longview Transfer Pricing
QuickBooks Online
QuickBooks Online Advanced
Simba
Pricing Details
$60 per month
Free Trial
Free Version
Pricing Details
$39 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aptean
Founded
2012
Country
United States
Website
www.aptean.com/en-US/solutions/business-solutions/products/aptean-crm
Vendor Details
Company Name
Waybeo
Website
www.waybeo.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Call Recording
Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording