TrustRadius: an HG Insights company

Aurea CRM

Score6 out of 10

7 Reviews and Ratings

What is Aurea CRM?

Aurea CRM is a comprehensive customer relationship management solution that is designed to enable companies to drive customer engagement tools deep into their sales organization. The vendor says with end-to-end capabilities for sales and marketing, this solution provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so companies can set priorities and make informed decisions. The vendor’s value proposition is that the new Aurea CRM Enterprise Edition has been re-engineered with integrated campaign management offerings to give companies the insight, access, and speed they need.

Media

Top Performing Features

  • Customer data management / contact management

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

    Category average: 8.5

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

  • Interaction tracking

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

    Category average: 8.1

Areas for Improvement

  • Forecasting

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

    Category average: 7.5

  • Pipeline visualization

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

    Category average: 7.6

  • 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.

    Category average: 7.7

Useful CRM assistant for daily sales activities

Use Cases and Deployment Scope

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

Return on Investment

  • positive impact for efficiency of indoor sales activies
  • positive impact for better report preparation
  • negative impact for mobile use

Alternatives Considered

Oracle Siebel CRM

Other Software Used

Zoho CRM, HubSpot CRM

Usability