Streamline processes by improving automation without compromising on quality or customer satisfaction.
With the complexity of support demanded by clients in financial
services, you need a customer relationship management solution that can help
you stay on top. Aptean provides solutions that help you keep your focus on
At Aptean, we also recognize that the CRM requirements
of commercial or retail banks are vastly different from those of high-stakes
asset management or mutual fund wholesaling. For this reason, our approach to
developing tools for you is to give you CRM solutions built for the way you
work and give you the flexibility to make it a perfect custom fit.
Aptean offers the following solutions for the financial
Aptean CRM Solutions
Pivotal CRM Service Automation
Who it’s for
Pivotal CRM is a complete service automation system that helps you capture, manage, and quickly resolve customer service and support requests, without losing sight of up-selling and cross-selling opportunities.
How it’s different
Flexible Pivotal CRM technology enables you to rapidly and cost-effectively implement a system that automates even complex, unique service processes. Give your service team the ability to resolve customer inquiries in a personalized, but repeatable manner that accelerates incident resolution and improves customer satisfaction.
Why you need it
If you are ready to take your organization to the next level, Pivotal CRM is positioned to get you there by aligning your business processes with the technology needed to optimize your operations so you can set your sights on bigger things. Build, grow and drive your business forward with CRM that maps to your customers’ needs.
Pivotal Sales is a complete Sales Force Automation (SFA) solution that gives salespeople the tools they need to focus their efforts and maximize their time, while empowering sales managers to effectively oversee and forecast sales. Pivotal CRM automates every stage of the sales cycle, ensuring you capture every opportunity.
How’s it different
Every aspect of Pivotal CRM Sales is designed to help you hit your number. From time-saving automated features to enhanced collaboration, you’ll have support at each stage of your sales cycle. Pivotal CRM’s flexible technology gives you the power to cost-effectively mold Pivotal Sales to match your desired sales process, without compromise. Pivotal Sales lets you embed a consistent, competitive sales methodology right into your CRM system.
Why you need it
Your sales process is the cornerstone of your competitive success. Pivotal CRM Sales helps you refine, automate, and streamline your sales process to accelerate the sales cycle, reduce administrative burden, and secure better sales results. Pivotal CRM Sales helps you collaborate better to win new business, use social media to leverage social networks and build relationships, empower your sales staff in the field to work more efficiently with any device, align more closely with your marketing organization, be more strategic in defining account strategies, and most importantly, create and maintain a stronger relationship with existing customers to maintain their loyalty.
Flexible Pivotal CRM Sales technology enables you to rapidly and cost-effectively implement a system that automates even complex, unique service processes. Give your service team the ability to resolve customer inquiries in a personalized, but repeatable manner that accelerates incident resolution and improves customer satisfaction.
Pivotal CRM Marketing Automation is for companies that want more
out of their marketing efforts. They want to measure the impact of every
campaign on the sales pipeline—optimizing them for maximum value.
Having a decisive competitive advantage in your market begins
with smart marketing. While other CRM systems just track marketing campaigns
and contacts, Pivotal offers solutions that make you more effective: Pivotal
CRM eMarketing and Pivotal CRM Marketing Automation.
Pivotal eMarketing enables you to harness the data inside your
Pivotal CRM database to conduct segmented, personalized electronic
communications quickly and cost-effectively. This easy-to-use tool features an
easy-to-follow, step-by-step campaign designer, enabling you to quickly design
and schedule campaigns, as well as track their success.
If you have more advanced needs, Pivotal CRM Marketing
Automation is a highly efficient marketing automation and lead management solution
that enables you to conduct even the most complex multi-channel campaigns.
Foster relationships with the right prospects over time, ultimately cultivating
easier sales and satisfied customers.
Knova Knowledge Management (KM) is for customer service and
support organizations, especially those who need to handle complex queries
across channels in industries, such as high tech, telecommunications, financial
services and the IT help desk that are charged with resolving customer issues
quickly, accurately, and cost effectively with unparalleled scalability.
How it’s different
Unlike basic enterprise search, FAQs and
content management solutions, Knova enables users to both author and search for
documents internally or externally through powerful and intelligent search that
makes finding resolutions — the positive outcomes of solving customer problems
based on context and intent — more user friendly. Knova is the only
full-featured solution that can be put directly in the hands of knowledge
managers to launch a comprehensive, multi-channel knowledge program founded on
Why you need it
Support is the front line of your business. A competitive market requires a
successful, sustainable knowledge management program that makes your support
center more efficient, self-service more powerful, and customers more
satisfied. Technology is a means to that end. Knova provides the superior
functionality that leads to customer success. Knova’s focus:
Resolutions, not answers
– It’s more than search. Knova finds resolutions. And gets smarter as you
Actionable data you can
– Business users can act on knowledge trends – no advanced programmers
or linguists needed.