Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Software Applications by Aptean

Aptean CRM software solutions are for organizations that recognize the value of standing apart from the competition.  Imagine the difference between a CRM platform that allows you to impress your business upon it, instead of the other way around. Consider streamlined, integrated support services and knowledgeable staff across the enterprise with the information they need to keep customers happy right at their fingertips. Aptean CRM software gives you marketing automation that educates, informs, and moves your prospects along the path toward a sale.

This is up-to-the-minute sales, service and marketing technology backed by some of the world’s leading organizations – our customers.  Aptean CRM software is designed to offer unrivaled flexibility and still provide powerful out-of-the-box capabilities. Take your business to the next level with a technology partner that understands your business. With deep industry knowledge in a range of verticals, Aptean can quickly bolster your sales and marketing operations to meet your goals.

CRM Software Solutions by Aptean

CRM Software Benefits

Aptean’s CRM solutions are designed to get you up-and-running quickly, while remaining flexible so can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners, and empower your sales and customer service teams.

Aptean’s CRM software solutions will match strategies with technologies in order to get results, like increased market share, improved customer satisfaction, and a higher retention rate.

Consider the rich features across Aptean’s CRM software solutions that can take you where you need to go:

  • Sales Force Automation
    Shorten your sales cycle and exceed targets with time-saving tools and repeatable processes.
  • Marketing Automation
    Delight your sales team with more, higher-quality leads and get there with less effort.
  • Service Automation
    Lay the foundation for future sales by providing custom­ers with responsive, thoughtful and personalized cus­tomer service.
  • Partner Automation
    Make your organization easier to do business with. Help your partners sell, track, and assess their performance more easily.
  • Social CRM
    Generate real, tangible value out of this new communica­tion channel.
  • Mobile CRM
    Give your most valuable sales and service employees ac­cess to customer data regardless of their location.

Why Aptean?

With extensive knowledge in CRM technology as well as the industries we serve, Aptean brings together the best of both worlds. We know how important the people and process are to deploying a successful CRM. Decades of experience have taught our people how to overcome the common challenges organizations face when implementing a true CRM system. Aptean has insights from thousands of deployments that can help you achieve success on time and on budget. Since complexity is our specialty, leading organizations with unique processes look to our CRM team to help work out the way to the results.

With specialized expertise in specific verticals, Aptean CRM can be the application that differentiates your business and lets you stand apart from the rest by working with your processes, not around them.

Some of our vertical solutions include:

  • Financial Services
  • Manufacturing
  • Healthcare
  • Telecommunications
  • Homebuilding & Real Estate
  • Computers & Electronics
  • Senior Living
  • Travel & Leisure
  • Government
  • Education
  • Health Payers
  • Retail
  • Utilities
  • Automotive


South Carolina Federal Credit Union

Find out how one of the top 100 credit unions in the U.S., is reorganizing delivery of services and building its information infrastructure around Onyx to provide better service to its members.

Johnson Controls

At the enterprise level, the Johnson Controls Building Efficiency business wanted the flexibility to make structural CRM changes without downtime or performance interruptions. Learn how they deployed Saratoga Thin Client – a ‘zero footprint’ solution with a modern, web-based interface and rich functionality - across 2800 users seamlessly, on time and on budget.

Harvard Management Company

Learn how Harvard Management implemented a solution that makes it easy to manage sensitive gift and trust information and created electronic links to key documents. Staff can even create and batch process millions of dollars in trust payments to beneficiaries directly through the CRM.

Farm Credit Services of America

Find out how Farm Credit Services of America customized Pivotal CRM to serve the financial services requirements of more than 60,000 farmers in the Midwest. Since deploying Pivotal and embracing an ‘’everyone for the customer’’ values system, Farm Credit Services of America’s assets have doubled and they have tripled their loan value.


This member-driven organization chose Pivotal over the pre-packaged solutions because it lent itself well to customization for their unique business processes. Learn how AAA has empowered the entire organization from travel agents to roadside assistance operators to become part of the sales efforts, and reduced call times while gaining productivity across the enterprise.


Selected for its ease of integration and its Microsoft base, Pivotal is being used by 3,000 sales agents and providing "early warning" signals to encourage proactive behavior, which has resulted in better service between the sales team and its customers. The ROI for the entire project was achieved in approximately 12 months.

Principal Financial

With Pivotal CRM, Principal created a strong sales pipeline that ensures all leads undergo a standard milestone process. Learn how over time, Principal began using Pivotal to drive deeper sales analyses, such as calculating closing ratios for individual sales reps and regions based on environmental, demographic and political data.