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We are excited to announce the Aurea Customer Relationship Manager v11.8 Quality Release now available. ACRM now supports Microsoft SQL 2017 as a backend database for CRM.web, CRM.win, and CRM.designer. Additionally, the ACRM team has made fixes to Outlook sync issues. This release also provides improved quality, stability and enhanced speed across the entire platform.

 

CRM.Web

  • Resolved 25 bugs


CRM.Pad

  • Resolved 5 bugs

 

To access the latest versions along with app product documentation and release notes, visit the product library in the Aurea Support Portal.

 

If you have any questions, please contact Aurea Support or your account manager for more information. We appreciate your continued partnership.

We are excited to announce the Aurea Customer Relationship Manager April Quality Release now available. This release provides improved quality, stability and enhanced speed.

 

CRM.Web v11.7

  • Resolved 25 bugs dealing with UI rendering, connector module, and campaign manager integration


CRM.Pad v4.9

  • Resolved 5 bugs for improved quality & stability

 

To access the latest versions along with app product documentation and release notes, visit the product library in the Aurea Support Portal.

 

If you have any questions, please contact Aurea Support or your account manager for more information. We appreciate your continued partnership.

Sales organizations are being challenged very differently in 2019 than they were even 5 to 10 years ago.  The advent of mobile computing has completely changed the sales dynamic from notepads and pens to keyboards and touchscreens.   As we push further into this brave new world of selling, clients are struggling with the CRM tools that are available in the market as they have been developed by taking old technology and trying to make it work for a mobile workforce.  Sellers today need a mobile-first CRM with an intuitive UI, multi-modal approach to access and integrations that drive real business value instead of the shotgun approach most of the old-fashioned former market leaders take.

 

CRM was created in 1986 based on the principle of a digital Rolodex by Pat Sullivan and Mike Muhney when they built ACT!, this became the gold standard for salespeople.  These early systems allowed for contact management and very basic database marketing; however, soon it became commonplace for every salesperson on the street to use some form of CRM platform.  Fast-forward almost 30 years, and everyone from IBM to Nutshell is trying their hand at creating the next big thing for CRM. With tools that link us to internal data or even Facebook, most offerings try to jam as many features into them as possible making the software bloated, expensive and difficult to use.  This everything to everyone approach has created friction, confusion, and underutilization of tools in the sales community.

 

Aurea has decided to take another path when it comes to our newest CRM offering.  ACRM is being rearchitected from the ground up to be the CRM for the 21st century.  Built around the standards that have been created by systems like Salesforce, CRM.nextgen will be revolutionary, offering a simple, open and insightful experience when it comes to developing deep customer relationships.   Aurea CRM.nextgen will provide a robust modern interface, a focus on B2B relationships, enable a mobile-first approach to access and provide integrations that matter to sellers. As an enterprise solution, Aurea CRM.nextgen will act as a central hub across all of your data connecting the dots and generating the insights your team needs to be successful in the ever-changing landscape. 

 

This investment in our new platform will allow Aurea CRM to continue to grow and adapt to the needs of our clients for years to come.  Tentatively we will be bringing our new CRM to market early in 2020 while continuing to further innovate our current version to explore the possibilities to combine features and services across both platforms.  We will continue to update you as we make progress and are excited to share this journey with you.

We are excited to announce the Aurea Customer Relationship Manager March Quality Release is now available. This release provides improved quality, stability and enhanced speed.

 

CRM.Web

  • Resolved 20 bugs


CRM.Pad

  • Resolved 5 bugs


CRM.Client

  • Resolved 5 bugs

 

To access the latest versions along with app product documentation and release notes, visit the product library in the Aurea Support Portal.

 

If you have any questions, please contact Aurea Support or your account manager for more information. We appreciate your continued partnership.

Pluradent, (one of the largest retailers in the European healthcare market), recently took advantage of its Platinum Support subscription to complete a Managed Upgrade of its Aurea CRM software. The success of the upgrade was another chapter in our years of business relationship with Pluradent. The company leverages Aurea CRM for everything surrounding customer interactions, and has more than 200 power users who use it to track all the information they need about customers, generate consultation reports and visualize key sales workflows around the clock. Read more about why a managed CRM upgrade made sense for Pluradent in a recent Q&A.

 

Recipe for success

Aurea Professional Services is grounded on the belief  that up-front preparation and good communication are essential to any project’s success. At the outset of any Managed Upgrade, our professional services team presents a playbook to our clients, in which all steps and responsibilities are mapped out. The manual offers details and opens a dialogue about the upgrade process, its timeline and what’s expected of everyone involved. The idea is to be transparent and informative and really engage with our customers. Thus, we undertake the upgrade in a way that works best and is most meaningful for our clients.

 

In this particular case, we were able to fulfill Pluradent’s expectations and far exceed them in some parts, because they truly partnered with Aurea. Pluradent took the playbook to heart, and invested the time to collect high-quality test cases where the expected result was clear. As we discussed with them up front, good test cases are well worth the effort they take to prepare. They’re essential in getting the right result in current and all future upgrades. And the good news is that test cases can be re-used! So we do encourage an up-front investment in creating solid test cases.

 

We’re always best able to make life easier for our clients when we have unfettered access to their system during the Managed Upgrade. Pluradent again was a great partner in this regard. As called for in the playbook, they made a system backup and allowed Aurea full access to their system so they could relax, and we could do the rest. We’re really here to make Managed Upgrades a great experience. They help our clients stay tapped into the full extent of product innovation that Aurea continues to evolve.

 

In our client’s words

“I was skeptical at first, but the Managed Upgrade professional service turned out to be perfect. The migration was easy, and communication with Professional Services was great. Thank you for your great work, Aurea Professional Services!”


—Roland Gell, CRM System Architect, Pluradent

 

About Managed Upgrades

Aurea Managed Upgrades—included with every Platinum Support Membership—offer our most exclusive support from our professional services (PS) team, at up to 10x savings. Platinum Support includes one (1) Managed Upgrade each year.

 

As part of the Managed Upgrade process, we work through a comprehensive, five-step process that lets our experts deeply analyze a client environment before we upgrade, test, and deploy new capabilities. Every step is designed to minimize risk, speed deployment, and deliver the best result to the business.

 

We think our customers deserve the best innovation we can deliver. Managed Upgrades delivered through Platinum Support are about making sure our customers have access to the newest and latest technology we offer—without risk or extra cost.

 

Take the next step

To learn more about what Aurea Professional Services has to offer, let us know in the comments below or contact your account representative. In the meantime, here are answers to some frequently asked questions:

 

Is my company eligible for a Managed Upgrade?

All Platinum Support members with on-premise installations are eligible for one (1) Managed Upgrade per year.

 

How do I request a Managed Upgrade?

Request a Managed Upgrade by creating a case in the Aurea Support Portal at https://support.aurea.com/.  Refer to the "Request a Managed Upgrade" section for details.

 

What are clients responsible for during a Managed Upgrade?

 

You’ll need:

  • A completed Managed Upgrade questionnaire.
  • Access to a development/staging environment.
  • Timely assignment of resources.


How long will a Managed Upgrade take?

  • A typical Aurea CRM Managed Upgrade to a development/staging environment requires about 4-8 weeks.

 

Can Platinum Services upgrade all my environments?

Platinum Support membership includes a Managed Upgrade for one (1) development/staging environment per year. However, you can engage us to go beyond that at additional cost.

German client Saint-Gobain designs, manufactures and distributes materials and solutions for use in buildings, transportation, infrastructure and industrial applications.  The newly revamped Aurea Professional Services Team recently had an opportunity to deepen our relationship with Saint-Gobain as part of a needed CRM system upgrade.

 

When it was time for Saint-Gobain to upgrade to Aurea CRM version 10, we were able to deploy our newly re-imagined Professional Services team as part of our Platinum Support - Managed Upgrades. With the benefit of deep product knowledge and experience, the team assessed the situation and developed a work plan to manage a larger bug fix and migration project to ultimately put the solution in place that best served their needs. The work successfully addressed the special issues Saint-Gobain had been living with, and needed a solution to address. The client was thrilled with the outcome.

 

Saint-Gobain’s challenge

Any time a SaaS customer upgrades their software, there is a necessary prerequisite upgrade to the client’s development, test and production environments.  For Saint-Gobain, there was an unavoidable delay in the UAT phase on their end. The client had a need to suspend the work for several months while it focused on other internal priorities. When they were done with their UAT phase, and were ready to proceed with production migration, it became clear to the new Professional Services team that there was a good bit of preparatory work---assorted bug fixes---that needed to be completed in order to get the migration done properly.

 

Our professional services team went to work understanding Saint-Gobain’s existing technique and solution including the configuration and customization, and digging into the reported bugs in their system that were part of an old tech implementation, and totally unrelated to their CRM installation. These were old bugs that the company had been spending tremendous time and resources working around and coping with manually. It wasn’t the best use of their time. We absolutely had to fix the bugs in order to make this migration work to its maximum potential. So, even though the bug cleanup was out of our initially planned scope, we did it aiming for a final outcome that would exceed our client’s expectations.

 

Planning to succeed

The planning phase of the migration was essential. Our Professional Services team created customized proofs of concept to get everyone on the same page. Once the client evaluated and approved the plan, we developed a work schedule with generous windows to accommodate our client’s potential change requests and other feedback. This foresight laid a great foundation for the project. In our experience, the planning work is absolutely essential to the success of the operation. 

 

Saint-Gobain is a great client, and they were wonderful partners in this migration. We were able to adhere to the timelines in part because they collaborated, and enabled us to complete a good amount of pre-migration development. We were able to handle any glitches in the pre-upgrade period by really digging into the proofs of concept and providing all the confirmation we needed. As in any relationship, good resource planning, communication and transparency about any issues or additional cost implications created the conditions for the partnership to thrive. The results were spectacular.

 

In Our Client’s Words


“We were very satisfied with our Aurea experience. The team was fast to respond, and solved issues quickly and efficiently. The collaboration between the Aurea Platinum Support, Professional Services and Sales team was seamless. It all added up to a successful migration that has profoundly improved the way we work.”

 

Mr. Raimund Stracke, Manager| Marketing| Saint-Gobain HES


Positive Impact

Saint-Gobain was ultimately very pleased that their project was handled by product experts who could see that a top-notch migration was going to impact their business for the better.  There have been no bugs reported after the roll-out, and system performance has greatly improved. The project was a total success, and we’re thankful for the opportunity to deepen our relationship with our valued client, Saint-Gobain.

 

Take the next step

Not every client needs a customized solution. Many clients take advantage of their annual, standard managed upgrade that comes included with Platinum Support. To learn all that Aurea Professional Services has to offer, contact your account representative. In the meantime, here are answers to some frequently asked question about the standard Managed Upgrade that’s included with a Platinum Support subscription.

 

Is my company eligible for a Managed Upgrade?

All Platinum Support members are eligible for one (1) Managed Upgrade per year.


How do I request a Managed Upgrade?

Request a Managed Upgrade by creating a Platinum Service case in the Aurea Support Portal at https://support.aurea.com/.  Refer to the "Request a Managed Upgrade" section for details or contact your Platinum Experience Manager.

 

What are clients responsible for during a Managed Upgrade?

You’ll need:

  • A completed Managed Upgrade questionnaire.
  • Access to a development/staging environment.
  • Timely assignment of resources.
  • Active involvement in Acceptance testing


How long will a Managed Upgrade take?

A typical Aurea CRM Managed Upgrade to a development/staging environment requires about 4-8 weeks.

 

Can Platinum Services upgrade all my environments?

Platinum Support membership includes a Managed Upgrade for one (1) development/staging environment per year. However, you can engage us to go beyond that at additional cost.

 

What other services can I access with Platinum membership?

1.Architecture & Design Review

2. GDPR Protect

3.Health Check

4.Managed Upgrade

5.Performance Tuning (Enterprise Only)

We are excited to announce the final 2018 release CRM 2018.5 for Aurea CRM, which also includes updates to mobile applications CRM.pad and the recently launched CRM.client. The official release date was Jan 14th and it contains improvements to quality, performance, and search


You can access both CRM.pad and CRM.client from the Apple and Windows app stores for client download and they are completely backward compatible.  On-premise CRM customers should download the updated Aurea CRM release from the Aurea Support portal. 

 

This release includes the following improvements to quality, performance, and search: 

  • 15 quality defects resolved in Mobile Applications (CRM.Pad and CRM.Client) with some key areas improvement in:
    • Offline mode including Price Calculations
    • Near me functionality
    • Filters
  • 63 quality defects resolved in CRM.Web with some key areas improvement in:
    • Campaign Manager Integration
    • Sending e-mails
    • Rendering fields
    • Marking ToDo as complete
  • We’ve made eight new performance improvements ranging from 3x speed improvement to 125x speed improvement that will save users time in their day-to-day activities:
    • Improve time to export companies from search results (3x improvement)
    • Improve time to sync CRM.Pad z fields (11x improvement)
    • Improve time to load the timeline view (5x improvement)
    • Improve time to load the calendar widget (21x improvement)
    • Improve time to display quick search results (125x improvement)
    • Improve time to load list view widget (5x improvement)
    • Improve time to load large (4000+) catalogs (18x improvement)
    • Improve time to search for contacts/persons with pre-defined filters (16x improvement)
  • Check out the improved search and filtering capabilities that allow users to add descriptions to their stored queries and analyses then share these with other users with an easily searchable manner!

 

To access and install the latest version of CRM today, visit the product library in the Aurea Support Portal.

 

Product documentation and release notes are also available in the Aurea Support Portal.

We are excited to announce that our new Aurea CRM (ACRM) release -  CRM 2018.4 - is available now! This release also includes updates to ACRM mobile applications CRM.pad and the recently launched CRM.client.

 

Both CRM.pad and CRM.client can be accessed from the Apple and Windows app stores for download, and are completely backward compatible. 

 

This ACRM release emphasizes high volume enhancements to drive greater solution quality and improved performance.

  • 25 quality defects resolved in Mobile Applications with some key areas being offline mode and near-me functionality (CRM.Pad and CRM.Client)
  • 55 quality defects resolved in CRM.Web with some key areas being cloud deployments, fields & attributes, and campaign designer
  • We’ve made a 4x speed improvement (from 2 seconds to 0.5 seconds) when modifying the Quantity amount on an order row
  • We’ve made a 60x speed improvement (from 98 seconds to 1.5 seconds) when searching for tasks after making an update

 

To access and install the latest version of CRM today, visit the product library in the Aurea Support Portal.


Product documentation and release notes are also available in the Aurea Support Portal as well as on Documentation - Aurea CRM!

Dear customers & Partner Community ,

 

with the latest release auf Aurea CRM 2018.3 (v11.3) I am also happy to announce the availability of the updated Aurea CRM online demo as well as our rebranded Aurea CRM Demo Center.

 

The Aurea CRM online demo version includes all the latest Enterprise Edition capabilities, a fully configured CRM.client access, as well as an integration with Aurea Campaign Manager to show case our campaign management and email marketing capabilities.

 

FirstRain Integration

With our latest demo release we offer a first glance at our FirstRain integration which allows sales professionals to "follow" their most important key accounts and get a curated overview of press clippings, social media buzz, management changes, competitor insights, and much more.

 

Aurea CRM and FirstRain Integration

 

A perfectly designed end-to-end solution to equip your team through the sales cycle with uniquely selected relevant business information that is focused on helping your organization intersect the value proposition with the market need by bringing new opportunities, developing and maintaining key relationships with your customers, and ultimately closing the deals.

 

Jive Integration

Aurea CRM is a best-of-breed customer relationship platform. And Jive Interactive Intranet - from Aurea - is the world's leading collaboration platform. Together, they're a one-two punch for your sales force, providing the critical information you need to manage deals and the team collaboration you need to close them.

 

With Jive you can:

  • Bring collaborative conversations into your CRM
  • Empower your sales reps with streamlined, mobile teamwork
  • Make your sales motion fast and frictionless

 

This online demo also includes a light-weight Jive-integration show case to spark some ideas around how these two products may work together in the near future.

 

Keeping everyone in the loop with Account-Collaboration

Account managers, sales reps, or sales managers/directors, often need to collaborate on their CRM accounts. Jive offers a place where colleagues can share and collaborate on documents, have discussions and share news on the account with each other. Even if these colleagues do not have access to ACRM.

 

Aurea CRM and FirstRain Integration

 

Making deal-management a breeze with Team-Selling

Inside Jive, you can create virtual "deal rooms" where everyone involved – inside and outside your sales team – can quickly come together to plan, execute, and stay informed. Any seller can set up a Jive deal room in minutes, pulling together all the players, all the resources and all the information you need, in one convenient location. Jive streamlines and accelerates the most complex aspects of deal management, like finding critical information, getting answers to time-sensitive questions, creating RFPs, and bid management.

 

Aurea CRM and FirstRain Integration

Aurea CRM Demo Center

We are excited to announce that our new Aurea CRM (ACRM) release -  CRM 2018.3 - is available now! This release also includes updates to ACRM mobile applications CRM.pad and the recently launched CRM.client.

 

Both CRM.pad and CRM.client can be accessed from the Apple and Windows app stores for download, and are completely backward compatible. 

 

This ACRM release emphasizes high volume enhancements to drive greater solution quality and improved performance.

 

For Quality, the following improvements were completed:

  • 27 quality issues resolved for Mobile (CRM.pad and CRM.Client)
  • 120 quality issues resolved for CRM.Web

For Performance, the latest release includes the following improvements:

  • We’ve made a 10x speed improvement (from 30 seconds to 3 seconds) on the time it takes to add a new Marketing Activity when an activity exists for a large number of contacts
  • We’ve made an 80X  (from 4 minutes to 3 seconds) improvement in the  time that it takes to define responses when there are a  large number of contacts (e.g. 3000)
  • And, we’ve made a 10x speed improvement in the time it takes to transfer contacts between Aurea CRM and Aurea Campaign Manager, enabling greater all-over transfer stability.

 

To access and install the latest version of CRM today, visit the product library in the Aurea Support Portal.


Log-in to the Aurea Support Portal <<link: http://support.aurea.com/>> for all product documentation and release notes.

CRM.client—while loaded with essential CRM capabilities today—will offer even more features in years to come. Understandably, I’ve had customers ask if they should just wait to adopt CRM.client. I encourage them not to wait. Migration is seamless, and there’s plenty to gain by adopting now, including:

 

Universal device compatibility
One key reason to switch over to CRM.client now is to support universal device mobility. You’ll want the flexibility of using all kinds of devices whether they’re running on iOS, Windows, or Android* systems in the future. Even if you’re using CRM.pad on iOS tablets, CRM.client supports iOS devices beyond just tablets. And, all future developments will evolve CRM.client, not CRM.pad. 

Leading offline CRM capabilities
Another significant benefit to adopting CRM.client now is its industry-leading offline capabilities. The boost in productivity is a game changer. With CRM.client, sales teams can manage leads and opportunities, access and update vital customer data and capture meeting notes anywhere, on any device—even when they’re in a connectivity dead zone.

 

Empower your sales teams to crush goals with Aurea CRM.client.

To make it easy to learn more, we’ve collected some key resources in one place. And always feel free to connect with us directly to talk further about the benefits of adopting CRM.client sooner rather than later.

 

 

CRM.client Resource Roundup

 

* available in Q2 2019

By now, you’ve probably heard that we’ve introduced the all-new CRM.client - available now in the Apple and Microsoft Windows App Stores. Included with Aurea CRM Enterprise Edition - and available for license for Aurea CRM Standard Edition customers -  CRM.client delivers comprehensive mobility across the platforms your teams use most. Now, you’ll be able to access critical Aurea CRM functionality - like managing your leads and opportunities, capturing meeting notes, and more - on any Windows or iOS device with one powerful app.

 

To help you gain all of the functional and technical insight into how you can get the most value out of CRM.client - and how it works with your Aurea CRM installation - please take a few moments to review the following user, administrator and technical release documentation

 

CRM Client Release Notes v2.0

 

Pad Administrator’s Guide

 

CRM Client User Manual

 

We look forward to your feedback!

For the English recording, please see: Webinar Recording: An Insider's Update on Aurea CRM Solutions [EN]

 

Already registered in AureaWorks? Watch the video now: Webinar: Aurea 2018 Ein Insider-Einblick auf die Aurea CRM Lösungen | For Customers [DE]

 

Not registered yet in AureaWorks - Aurea's customer community – but want immediate access to webinar recordings and other great content? It's free! Sign up here.

 

 

Jetzt Webinar ansehen für folgende wichtige Updates. Wir teilen:

 

Was kommt als nächstes: Wie bildet ACRM die neuesten Industrie-Trends ab und welche Erweiterungen werden geliefert

 

EU-DSGVO compliance: Sowohl in cloud- wie auch in OnPrem-Deployments. Zusätzliche, neue compliance-zentrierte Support-Leistungen

 

Produkt Innovation: Eine aufregende Produkt-Roadmap mit Qualitätsverbesserungen und vor allem, mit neuen Funktionalitäten,

wie etwa umfassende Erweiterungen der Suchmöglichkeiten, mobile Lösungen, Integration, Lead Nurturing, Account Insights, Team Zusammenarbeit und Workgraph Beziehungsnetzwerke

 

Erweiterter Support: Neue an Ausbildungs-/Trainingsmöglichkeiten, einschließlich der neuen Aurea Works community

 

 

 

 



To leave a comment, ask a question or subscribe to updates, make sure you register or log in.

For the German recording, please see: Webinar: Aurea 2018 Ein Insider-Einblick auf die Aurea CRM Lösungen [DE]

 

Already registered in AureaWorks? Watch the video now: Webinar Recording: An Insider's Update on Aurea CRM Solutions [EN]

 

Not registered yet in AureaWorks - Aurea's customer community – but want immediate access to webinar recordings and other great content? It's free! Sign up here.

 

 

Watch the CRM webinar recording and learn:

 

What’s Next: How ACRM delivers on the latest industry trends and advancements

 

GDPR compliance: Both in the cloud and on-prem, plus new compliance-focused support services

 

Product Innovation: An exciting product roadmap including quality improvements and new features like dramatic search capability improvements

delivered by semantic search, mobility, integration, lead nurturing, account insights, team collaboration and Workgraph relationships

 

Enhanced Support: The latest in education opportunities, including the new AureaWorks community

 

New Services: Updated packages offering SAP connectors, Data Quality, Account Insights and more

 

 

 



To leave a comment, ask a question or subscribe to updates, make sure you register or log in.
 

 

We are excited to announce new updates to Platinum Support for 2018. There will be several major improvements - as well as some changes that will make Platinum Support easier for your customers to use and understand.

 

The key changes and improvements we have made include:

 

  1. Cloud and On-Premise versions - we’ve created two different Platinum support versions, based on your deployment model. Both versions include all of the enhanced support you expect from Platinum Support, like 24x7 support, access to dedicated customer success representatives, our best SLAs and more; and, now you can take advantage of deployment-specific benefits through Platinum, like managed upgrades for On-Premise, or Cloud Utilization Audits for Cloud.
  2. Dedicated Customer Success Desk - we’ve revamped our premiere customer support approach to deliver a dedicated customer success desk. When you call our 24x7 VIP phone hotline (available only to Platinum customers), you’ll now tap into a dedicated pool of success associates fully trained to respond to your support issues quickly and comprehensively.
  3. New Platinum Capabilities - we’ve added new Platinum benefits to make Platinum even better. New additions include:  preferred access to hotfixes and updates outside major release cycles, cloud utilization audits that alert you to risk of rogue traffic across applications, a revamped customer service desk, new product-specific GDPR Protect services, and more.

 

Current Platinum Support customers automatically have access to these improvements - and lose no benefits as a result of the creation of two versions based on product deployment model.

 

For more details on our deployment model  specific services please refer to Platinum Support Guide for Cloud Customers   Platinum Support Guide for On-Premise Customers 

 

If you have any questions, please contact Aurea Support or your account manager for more information.