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Dear customers,

 

we are constantly seeking to keep our product quality high and provide frictionless operations for your IT teams and end users alike.

As part of these ongoing efforts we are also following 3rd party vendors' guidance on how to make best use of their products and services.

 

Hence, as part of our latest release ACRM 2018 (v11) we deprecated a set of MSSQL data types in favor of those recommended by Microsoft.

 

So, upon the first login to the win module after upgrade the following schema changes will occur:

 

  • image columns will be converted to varbinary(max)
  • ntext columns will be converted to nvarchar(max)
  • text columns will be converted to varchar(max)

 

During testing and QA we did not encounter any significant performance issues. However, some customers reported longer waiting times and - seemingly - stalled win modules before the schema changes were successfully applied.

 

This is mainly due to the fact that these customers had a combination of

  • a high number of (custom) fields using one or more of the the affected data types ()
  • a very high number of records using these fields (e.g. MA)

 

So, we strongly recommend to not (forcefully) end any win module and, in any case, have a database backup before performing the upgrade.

For any questions or concerns please reach out to our Support Team.

 

Thank you,

 

Michael Obermaier

I like this article from our Aurea customer ALLIANZ a lot - it's about digital transformation and how this effects and optimizes spreaded team structures or getting more agile and more transparent across organizational silos: Digital Transformation at Allianz. Allianz is using Aurea software in more than 70 subsidiaries and for more than 150.000 users - this is a wonderful example where we're working on to extend our Aurea CRM solution in 2018 to:  CRM is so much linked to customer data and customer processes that all the communication around those processes/rules and the working together for spreaded functions or teams (e.g. Sales and Services working on the same accounts etc.) is super essential.

 

These capabilities we'll add to Aurea CRM by using Aurea Jive as the communication and collaboration module. It helps internally to work together and it help externally (like this AureaWorks platform) to connect to end customers, find internally experts for different topics, collect knowledge, enable and engage the sales team etc.

 

I'm super excited that the first ACRM customers now start to use Aurea Jive via our Prime offering for free and using the kickstart packages of Platinum and our ProPacks to start with building up first use cases linked to their CRM.

Aurea ist eines der raschest wachsenden Enterprise Softwareunternehmen und CRM ist das Herzstück unserer Produktsuite. Wir haben eine herausragende Vision erarbeitet und daraus eine konkrete Roadmap für die kommenden Aurea CRM Versionen die wir Schritt für Schritt entwickeln. Dazu haben wir Ihnen – unseren Kunden – zugehört, als auch analysiert wie sich der CRM Markt verändert. CRM ist nicht mehr isoliert und losgelöst und unsere Enterprise Version kombiniert Elemente rund um Collaboration, Kommunikation, Marketing Automation, Business Intelligence, während wir den CRM Standard vorrangig weiterhin hinsichtlich der Themen Vereinfachung, Künstliche Intelligenz sowie Mobilität forcieren.

 

Hier stehen wir also mit den Themen auf die wir in 2018 fokussieren und die unser geliebtes Aurea CRM auf den nächsten Level heben wird:

  1. Investition in Stabilität, Performance und Modernisierung einiger Basis Komponenten (zB. Exchange Connector, MS Office Integration/Launcher, CRM.pad offline Synchronisation)
  2. Ausbau der Funktionalitäten rund um Mobilität, Vertriebsprozesse, Benachrichtigungen und KPIs in unserer Web und den mobilen Lösungen
  3. Erhöhung der Vertriebs-Produktivität durch bessere Zusammenarbeit (Sales Enablement), Kunden Insights (intelligente Erfassung von Marktinformationen), Marketing Automation sowie Integration von Informationsquellen

 

Für das letzte Thema werden wir nicht nur einfach unser CRM mit einigen Funktionalitäten erweitern, sondern werden marktführende Komponenenten und ganze Produkte wie Jive für Collaboration / Sales Enablement oder unsere CX_Messenger Plattform für die einfachere Integration mit Drittsystemen wie SAP integrieren (so wie wir es bereits mit dem Thema Email Marketing gemacht haben). Unser Mitbewerb kann solche umfassenden Erweiterungen - wie wir es hier als privates Softwareunternehmen tun - nicht anbieten (wie beispielsweise unser Prime Programm über das wir Ihnen eben Zugriff auf weiter Produkte ohne Lizenzkosten geben) und schon alleine daraus wird sich Aurea CRM weit vom Mitbewerb abheben.

Über unser Customer Success Programm sind wir sehr daran interessiert Use-Cases für diese neuen Komponenten gemeinsam mit ihnen zu erarbeiten – lassen Sie uns einfach wissen, sofern sie daran Interesse haben sollten.

 

Als weiteres Highlight werden wir Professional Services Propacks liefern, die analog zu vorgefertigten Modulen sofort aufkommende Herausforderungen wie Datenqualität, Connector Optimierung oder Benutzer/Administrator Trainings lösen.

Zu guter Letzt möchte ich sie ermutigen diese AureaWorks Community aktiv zu nutzen, um mit uns bei Aurea zu kommunizieren und Informationen auszutauschen. Fragen sie (in welcher Sprache auch immer sie wollen) nach Themen die sie interessieren, tauschen sie mit uns oder anderen Kunden Informationen aus, bringen sie neue Ideen ein und nutzen sie die Informationen hier um ständig über unsere Produktvision und Möglichkeiten Bescheid zu wissen!

 

Ich schaue sehr optimistisch auf ein tolles CRM-2018 und auf viele weiteren Jahre mit Ihnen als begeisterter Aurea CRM Kunde!

 

Christian

Throughout the last several years, we listened to you - our clients - and to how markets are changing. CRM is no longer isolated and our Enterprise Edition combines elements around collaboration, communication, marketing automation, business intelligence. Our AureaCRM Standard Edition is focused on  simplicity and artificial intelligence to support processes and mobility.

 

So here we are - these are the Roadmap topics we'll focus on in 2018 that will bring Aurea CRM to the next level:

  1. Invest in stabilization, performance and modernization of base components (e.g. Exchange Connector, MS Office integration/launcher, CRM.pad offline synchronization)
  2. Expand capabilities around mobility, sales processes, notifications and KPIs in our web and mobile solutions
  3. Enhance sales productivity by collaboration (sales enablement), account insights (collect market information), marketing automation and information integration

 

For the last topic, we're not just expanding our world-class CRM with new functionality, but in addition (like we did with email marketing) will integrate world-class solutions like Jive for collaboration/sales enablement, or our CX Messenger solution for smoother integrations of third party systems, like SAP. Our competition can't do the things that we as a private software company can do (such as use our Aurea Prime program which offers our world-class software to existing customers without additional software costs). Because of this and so much more, we are confident that this roadmap will set Aurea CRM apart from other solutions.

 

Through our customer success program we're interested in capturing case studies and specific use cases together with you. Let us know if you're interested in working together with us.

 

We've also created a set of  Professional Services Value Packs that deliver pre-defined services that can  immediately solve day-to-day business and technical challenges like data quality, connector optimization, or training.

 

Please continue to use the AureaWorks community to communicate and engage with us at Aurea. Ask questions (in whatever language you like), exchange information with us and other customers, bring in ideas and use the information here to stay aligned with the product vision and capabilities you can use from now on!

 

Looking forward to a great CRM-2018 and to many years with you as an Aurea CRM customer!

 

Christian

Vielen Dank dass sie Teil dieser AureaWorks Plattform sind, Ich freue mich hier unsere Konversation über Aurea CRM fortführen zu können.

 

Wie ich im Welcome Blog erwähnt habe, hat Aurea vor drei Jahren das Update CRM Geschäft (jetzt Aurea CRM) übernommen, um einen weiteren Schritt Richtung seinem ambitionierten Ziel - ein Weltmarktführer im Bereich Customer Experience zu werden - zu gehen.

 

Über die letzten drei Jahre hinweg haben wir viele internen Prozesse und Strukturen etabliert, während wir parallel die Vorteile von Aurea in unser Modell eingearbeitet haben. Einige Highlights:

  • Wir haben nun internationale Teamstrukturen die uns sehr viel in globalen CRM Projekten helfen
  • Wir haben ein skalierbares Entwicklungsteam mit wesentlich breiterem Technologiewissen aufgebaut, um so nicht nur CRM sondern auch damit verbundene Systeme und Prozesse abdecken zu können
  • Wir haben einen 24/7 Support aufgebaut, der sich schon in vielen geschäftskritischen CRM Projekten als essentiell herausgestellt hat
  • Wir haben die Enterprise Version mit einigen zusätzlichen Komponenten und absoluten Highlights auf den Markt gebracht
  • Wir haben unsere CRM Suite für die Anbindung und Erweiterung bezüglich anderer Produkte geöffnet und somit die Erweiterungen zu Customer Engagement und Customer Experience geschaffen
  • Wir sind einen gewaltigen Schritt weitergekommen hinsichtlich der Erneuerung einiger alten Update Sourcecode Teile, um diese auf die technische Basis für die nächsten 10 Jahre zu heben

 

Nicht alles ist während dieser Eingliederungsphase über die drei Jahre reibungslos verlaufen. Einige Punkte die ich oft von Ihnen direkt höre sind die Notwendigkeit eines besseren Informationsaustauschs, der Zugriff auf Aurea CRM Experten, Support in deutscher Sprache, mehr Informationen über unsere CRM Vision und die entsprechenden Roadmaps. Wir haben gut zugehört, und um diese Ziele bestmöglich zu unterstützen, haben wir daraus diese Engagement Plattform aufgebaut. Wir sind begeistert diese Community mit Ihnen gemeinsam zu leben und daraus resultierend eine noch intensivere Zusammenarbeit zu gewährleisten. Customer Relationship Management – meist für die Optimierung interner Prozesse genutzt- kombiniert mit direkten Kundeninteraktionen rund um das Thema Customer Engagement um daraus eine komplett neue Customer Experience aufzubauen, das ist was wir hier machen und wie wir auch zugleich die Zukunft von CRM sehen.

 

Aurea ist eines der raschest wachsenden Enterprise Softwareunternehmen und CRM ist das Herzstück unserer Produktsuite. Wir haben eine herausragende Vision erarbeitet und daraus eine konkrete Roadmap für die kommenden Aurea CRM Versionen die wir Schritt für Schritt entwickeln. "Stay tuned" für den nächsten Teil meines Blogs wo ich speziell auf die Roadmap für Aurea CRM und somit die Highlights für 2018 eingehen werde.

 

Ich freue mich über alle Fragen oder Kommentare - bitte einfach hier im Anschluss posten!

 

Christian

Thank you for joining us here in AureaWorks, I'm excited to continue our conversation about Aurea CRM.

 

As I mentioned in my Welcome blog, three years ago Aurea acquired the complete Update CRM business (now Aurea CRM) to further its goal of becoming the world market leader around customer experience.

 

Since then, we established new internal processes and structures while leveraging the benefits of Aurea. Some key milestones:

  • We now have international team structures which support our global CRM projects
  • We've built up an engineering team with much broader knowledge so we can support not just our CRM suite, but also all connected systems
  • We now provide 24/7 support for Platinum customers which is essential for many business-critical CRM solutions
  • We released the Aurea CRM Enterprise Edition version with additional components
  • We opened our CRM suite so we can connect to other products and extend our customer engagement and customer experience capabilities
  • We have made tremendous progress updating the Update source code to ensure that it is technically ready for the next decade

 

Not all was perfect during this transition period over the last three years. One of the points I often heard from all of you was the need for better information exchange, linking to Aurea CRM experts, German language support, more information about the CRM vision and roadmaps. We listened. To support this goal in the best possible way we created this engagement platform. And we're ready to use this community to build an even deeper relationship with you. Customer Relationship Management - mostly used to optimize internal processes - combined with customer-facing interactions around Customer Engagement to deliver a complete new Customer Experience, is what we do. This is the future of Aurea CRM.

 

Aurea is one of the fastest-growing enterprise software companies, and CRM is a centerpiece of its product suite. We've created an exciting vision which has led to a concrete Aurea CRM roadmap that we are releasing step-by-step. Stayed tuned for the next installment of my blog where I address the roadmap for Aurea CRM going into 2018.

 

I welcome any questions or comments, feel free to post them below!

 

Christian

On May 25, 2018 the General Data Protection Regulation (GDPR) takes effect in the European Union (EU). This new regulation imposes broad new data privacy protections for EU individuals and applies to any company that collects or handles EU personal data, regardless of the company's location.

 

Since we have only 5 more months ahead of us, I would like to share with you how Aurea is going to help our CRM and Email Marketing customers comply with GDPR through robust privacy and security protections in our products.

 

For the sake of simplicity I have only picked the most relevant topics with regards to GDPR compliance.

 

Encryption of personal data at rest and in transit

  • For our SaaS customers (CRM.web, Campaign Manager, hosted List Manager) we will continue to support client-to-server and server-to-server communication via SSL.
    On top of AWS' strong security and compliance framework we will offer an optional enforcement of database file encryption
  • For our on premise customers we recommend to take appropriate measures with regards to database file encryption (TDE) for their MSSQL and Oracle databases
    Specifically for CRM.web offline and CRM.client for Windows we suggest to look into disk encryption solutions such as BitLocker or 3rd party database file encryption for MSSQL Express (CRM.web offline) and SQLite (CRM.client).
    CRM.pad and CRM.client for iPhone have built in AES encryption.
  • For our on premise customers we also recommend to enforce secure client-to-server and server-to-server communication via SSL
  • For our on premise List Manager customers we will provide a software update to support Open SSL

 

In addition GDPR grants extensive rights to individuals as to how they can gain access to, request updates, or even deletion of their personal data.

  • Individual’s Right to Access and Review
  • Individual’s Right to Update Data
  • Individual’s Right to Erasure
  • Individual’s Right - Data Portability
  • Individual’s Right - Commonly Used Format
  • Individual’s Right - Consent
  • Individual’s Right - Data Retention

 

All of these individual's rights requirements are already supported today by all our CRM and Email Marketing products. However, some of them may require a certain amount of customizing.

 

Some of you might wonder why there is now another regulation besides the Privacy Shield agreement between the US and the EU. So, let's take a quick look at that as well, because it is important to understand the differences.

The General Data Protection regulation is a set of laws due to be enacted in the EU in 2018.  Privacy Shield is an agreement between the EU and US allowing for the transfer of personal data from the EU to US.

 

The GDPR has specific requirements regarding the transfer of data out of the EU. One of these requirements is that the transfer must only happen to countries deemed as having adequate data protection laws.

In general the EU does not list the US as one of the countries that meets this requirement.

Privacy Shield is designed to create a program whereby participating companies are deemed as having adequate protection, and therefore facilitate the transfer of information.

 

In short, Privacy Shield allows US companies, or EU companies working with US companies, to meet this requirement of the GDPR.

 

Of course, Aurea and Amazon both are active Privacy Shield participants to make sure your customers' data is in good hands and that you are compliant with current EU law.

 

In the upcoming weeks we will publish dedicated GDPR Whitepapers to share more information on our activities and to make sure you have all the information you need to be ready on May 25, 2018.

Dear Aurea CRM community,

 

many of you might still remember the time when former Aurea CRM owner update software AG encouraged clients, partners, and employees to join their Innov8 platform to post new feature requests, discuss and 'like' them, and ultimately see how those features would end up in the various products. Sadly, the latter soon became a very frustrating experience for many users as only a tiny fraction of those ideas actually found its way into the backlog, from there onto the road map, and finally into the product. Something users clearly did not like. (no pun intended ... well, a little, maybe)

I believe the most important reason why this otherwise great idea of "crowd sourcing" went wrong was the way how expectations were set.  That is why we want to take a different approach here.

 

So, let me answer the introductory question first: is this the right place to post feature requests?   The simple answer is no.

 

To post your feature requests please always use the Aurea support portal. This is the only place where we can accept feature requests, and from where they get forwarded to product management for evaluation and planning purposes. There are different factors that are taken into account to evaluate if a feature will be considered for the product backlog (a list of features that are considered to be implemented). However, there is a universal rule: Every idea has its time and its place. But regardless of how great an idea might be, if it does not fit into the overall product strategy or has only value to a very limited group of clients, investments are hard to justify.

 

Yet, there is a more complex answer to this question as well. We definitely want to encourage you to give feedback to our road map planning and also offer you a space where you can 'lobby' for your ideas. Hence, we will post the Aurea CRM road map of the upcoming 12 months here in AureaWorks in the next couple of weeks. We will also communicate the innovation themes we want to execute on, to give you clear direction on where we are going to invest in the product. And we'd love to get your view on that.  Furthermore, we will provide a new space here in AureaWorks that will allow you to post your ideas and to discuss them with peers from the Aurea CRM community. As mentioned before this should give you a chance to let others 'vet' your ideas, find people who have similar challenges - and maybe even a solution - or to simply lobby for something that you feel needs attention from the Aurea CRM product management team. However, to set expectations right we will put forward two important principles 1) there is no guarantee that ideas with 'many' likes automatically move into the backlog and 2) feature requests still need to be posted on the Aurea support portal in order to be considered by product management.

 

I'm thrilled to see how this new place will evolve and look forward to our discussions around the upcoming 12 months road map.

 

Michael

Welcome to AureaWorks, we are so excited to have you!

 

Let me introduce myself, I'm the Senior Community Manager here along with Sarah O'Meara. If you have any questions about how this place works and where to find things, feel free to ask.

 

We'd love it if you could introduce yourselves in the comments below. Feel free to share:

 

  • Your name and company (optional)
  • What's your favorite thing about the Aurea products you use
  • What you hope to get out of this community

 

We look forward to getting to know you!

Lieber Aurea CRM Kunde oder Interessent,

 

Ich freue mich sehr Sie hier in der Aurea CRM Community innerhalb von „AureaWorks“ – unserer neuen Customer Engagement Plattform auf Basis unseres neuesten Akquisitionsprodukts „Jive“ – begrüßen zu dürfen. Diese Community wird uns dabei unterstützen, mit Ihnen Informationen auszutauschen, Feedback zu sammeln, eine Knowledge Base aufzubauen und Sie mit unserem Expertenteam zu verlinken.

 

Ich glaube die meisten von Ihnen kennen mich bereits persönlich und wir hatten über die letzten Jahre hinweg den einen oder anderen Kontaktpunkt. Lassen Sie mich aber die Gelegenheit nutzen um mich bei den anderen kurz vorzustellen. Ich habe bei Update CRM beinahe 10 Jahre lang gearbeitet als sich einige Hauptinvestoren dazu entschlossen haben, ihre Aktien in Geld umzuwandeln und so wurde Update am Markt ein Übernahmekandidat. Aurea nahm die Gelegenheit wahr und kaufte das gesamte Update Geschäft – ein spannender und aufregender Moment vor in etwa drei Jahren. Aurea selbst war zu diesem Zeitpunkt ein sehr junges Unternehmen, hatte aber das sehr ambitionierte Ziel ein Weltmarktführer im Bereich Customer Experience zu werden. Um dieses Ziel zu erreichen, wurden und werden strategisch Software Lösungen rund um die Themen Kundendaten und Kundenprozesse gekauft und eben als Herzstück unserer Customer Engagement Plattform unsere Aurea CRM Lösung.

 

Meine Vision für diese Aurea CRM Community ist es, hier einen Platz aufzubauen wo Aurea Informationen mit Ihnen - unseren Kunden - austauscht, Feedback sammelt, eine Knowledge Base einrichtet und mit Ihnen teilt und wo wir Sie mit unserem Expertenteam verlinken können.

 

Ich freue mich auf eine spannende Zukunft von Aurea CRM und möchte ich sie ermutigen diese AureaWorks Community aktiv zu nutzen, um selbst Wissen um Aurea und unsere Produkte aufzubauen, um Feedback zu geben und so diese Community entsprechend Ihren Anforderungen zu ergänzen und als Möglichkeit sehen, sich selbst mit anderen Kunden zu verbinden um zu lernen wie diese selbst CRM erfolgreich implementiert haben.

 

Begleiten Sie mich und uns auf dieser Plattform - Herzlich Willkommen in der AureaWorks Community!

 

Christian

**Note: this is the first blog in a short series where I'll write about the usage of this platform, the things we've achieved in the last year and especially the plan for 2018.**

 

I'm happy to welcome you to the Aurea CRM community within AureaWorks, our new Customer Engagement platform powered by our latest acquisition product, Jive. This community will help us to exchange information with you, collect feedback, build up a knowledge base and link you to our experts team.

 

I think most of you know me personally and have been in touch with me over the last few years, but let me take the chance to introduce myself to all others. I was with Update CRM more than 10 years when major shareholders decided to take out their money and Update was offered on the market. Aurea jumped in and acquired the complete Update business - a thrilling and exciting moment three years ago. Aurea was itself a very young company but with an ambitious goal - becoming the world market leader around customer experience. For this goal, solutions around customer data and customer processes were and are strategically bought - and as the centerpiece of customer engagement our Aurea CRM solution.

 

My vision for the Aurea CRM community is to provide a place where Aurea can exchange information with our customers, collect feedback, build and share a comprehensive knowledgebase on the products, and connect you with experts across our organization and the customer base at large.  

 

I’m excited about the future of Aurea CRM and encourage all of you to leverage this community as a means of learning, providing input and feedback to tailor this community to meet your needs, and as a way to connect with your peers to leverage the work that they have done to achieve success.  I look forward to robust conversations and the opportunity to extend our reach to a broader audience.

 

Welcome to the AureaWorks community!

 

Christian

 

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