Aptean CRM

Overview

Features

Aptean CRM

Our CRM software is designed with your unique business processes in mind. Whether you're in services or manufacturing, our solution delivers industry best practices to help you nurture customer relationships and increase your competitive advantage.

If you're ready to generate quantifiable business results while mitigating risk and expense, get in touch to discuss how Aptean CRM can help.

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Drive better decision making with Aptean CRM

With a birds-eye view into your sales, marketing and service efforts, Aptean CRM delivers the tools you need to make powerful, informed decisions that enable you to better serve your customers, improve your relationships, streamline your sales process and increase your bottom line. Take a look at our comprehensive feature set to see how your business could thrive with our CRM software.

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360 Degree View

Aptean CRM gives you a complete view of your customer. It is designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM allows you to make the most of each customer interaction as well as generate data-driven decisions based on real-time, up-to-date information.

Streamline Sales Efficiency

Aptean CRM enables you to streamline your business processes and automate everyday tasks, saving you time and money. From scheduling appointments and follow-up reminders, to writing emails and generating quotes, our CRM software supports your staff throughout the entire sales cycle. This frees up precious time to spend on more important activities, like growing your business. It also provides your staff with the tools they need to maintain strong relationships with customers in addition to cultivating new prospects.

Understand Relationships

From a management perspective, building relationships is at the core of the Aptean CRM solution. Whether you’re managing a sales, marketing, or customer service department, the system touches on all facets of a customer and/or prospect relationship with the company. When one department adds information into the centralized database regarding a specific contact, that change will be automatically reflected in real-time throughout the system. This centralization provides managers with the ability to ensure data is accurate and up-to-date. It also allows for the creation of hierarchies and other organizational tools to help better understand how your companies and contacts are related and being managed.

Improved Customer Service

With so much customer information (order history, activity, preferences, feedback etc.) at your fingertips, Aptean CRM makes it difficult not to impress your clients. When issues or questions arise, you’ll be prepared to respond faster and more efficiently. You’ll also be able to better anticipate the needs of your customers, such as when they’re ready for another shipment or new products they may be interested in. Best of all, Aptean CRM software streamlines operations so data seamlessly moves from one department to the next, giving everyone access to the information they need. For example, once an order is placed, you’re able to immediately process, collect payment and then ship to the customer in a timely and efficient manner.

Enhanced Internal Communication

Aptean CRM allows different departments within a company to function as a team, and improve communication between departments. Aptean CRM allows sales, marketing, service, shipping, logistics, IT and finance employees to see what stage a prospect or customer is in and what tasks need to be completed in a given time frame.

Mobile: Better on the Go

Having the Aptean CRM solution on a phone or other portable device allows the sales team to do updates, take notes, and record every communication while out and about. There is no more waiting to get back to the office or home, and no more writing on pen and paper and then transferring. This saves time and reduces the chance of errors.

Industries Served

Paragon from Aptean has helped customers in over 60 countries, across a wide range of industry sectors and operational scenarios, to reduce transportation costs and improve customer service.

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