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We are excited to announce the Aurea Customer Relationship Manager v11.11.0, CRM.Pad v4.15.0 & CRM.Client v3.0.0 Quality Release now available. This release provides new features, improved quality, stability and enhanced speed across the entire platform.

 

Customer Relationship Manager v11.11.0

  • New Features
    • Improved time to create new DB with Oracle
    • LS infoarea offline sync improvements
  • CRM.Web
    • Resolved 14 bugs
  • Connectors
    • Resolved 5 bugs
  • CRM.Core
    • Resolved 3 bugs
  • CRM.Cockpit
    • Resolved 1 bug
  • CRM.Interface
    • Resolved 1 bug
  • CRM.Launcher
    • Resolved 1 bug
  • CRM.Win
    • Resolved 1 bug


CRM.Pad v4.15.0

  • Resolved 12 bugs


CRM.Client v3.0.0

  • New Features
    • Dashboard page
    • Serial entry quick add, overview & all items
    • Media upload
  • Resolved 6 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’re always looking for ways to make Aurea CRM more powerful, particularly to address challenges we hear directly from our customers.

 

One of those challenges is gathering sales intelligence, or content that sales teams could use to generate new leads, to follow up with existing customers, and even to accelerate deals. Many of you have told us that this data is hard to track, hard to collect and organize, and even harder to centralize in a way that is instantly usable by sales teams.

 

That’s why we’re pleased to bring you Aurea Sales Intelligence, a powerful new solution available for Aurea customers. Watch this short video to hear how Aurea Sales Intelligence combines Aurea CRM with FirstRain, a powerful solution for gathering sales intelligence automatically, in real-time. This combined solution uses machine learning to automatically crawl the web (from websites to social media channels) and find, then categorize information that is highly relevant to your accounts and prospects - all delivered directly to your sales team in a dashboard format in your ACRM platform. The result: your sales people know who to call first and what to talk about.

 

Looking to close more leads and speed up sales cycles? Be sure to watch our video, then leave me a comment or reach out to me if I can give you a personal demo or talk through any questions.

Introduction

 

This is the 3rd post of the series where we explored the flexibility and potential of the extensibility of ACRM.

 

On the previous posts we went through the basic usage of the Activity Templates and tailored it to specific needs:

 

In this post we will implement the remaining requirement:

3. The name and email signature of the user must be added to the activity text with the following format

 

Company Name

FirstName LastName

Job Title

Important: The changes described in this post should not be applied directly to a production system, especially the changes involving the Data Model and CRM.designer configurations. Careful testing should be performed to eliminate the possibility of human error following the instructions or unexpected interactions with pre-existing customizations.

 

Rep Signature

By default, the Signature of a user can be defined in the Rep(ID) info area.

In the ISI template for the BTB vertical, the field 107(Plain Text) and 5006(HTML) are used.

 

Automatic Creation of the Signature

Our requirements call for a simple but consistent signature across all users.

A good way to obtain consistency is by automating the creation of the signature.

 

The required signature has 3 components obtained from 3 different info areas as follows:

ComponentInfo Area
Company NameCompany (FI)
First Name, Last NameRep (ID)
Job TitleContact Person (CP)

 

Trigger CU_ID_Create_Signature

Let's define a Trigger that gathers the information from the different info areas and combines them into the complete HTML formatted signature.

To embed the data within HTML tags we will use Regular Expressions.

FieldFunctionField ContentsReference FunctionVariableDirect ReferenceReference
Signature<br>--<br>
SignatureAppendt,(.*),'<br>--<br><b>$1</b>',,,1,;,,Regular ExpressionRep > Company > Company
SignatureAppend<br>First Name
SignatureAppend(space character)Last Name
Signaturet,(.*),'<br><i>$1</i>',,,1,;,,Regular ExpressionRep > Contact Person > Job Title

 

After the Trigger is configured in the relevant Rights format the Signature is added whenever a Rep is created or modified.

The signature can be previewed Using the Rep Maintenance pages of CRM.web.

 

Trigger CU_MA_Append_Signature

Now that we have a consistent signature automatically created for every user, let's use it the activities.

To keep the signature handling independent of the rest of the activity creation automation, we will create a new trigger.

FieldFunctionField ContentsReference
TextAppendActivity > Rep > Signature

 

For the trigger to run it needs to be added to the relevant Rights Format. We will add it before the trigger CU_MA_Append_Disclaimer created in the 2nd blog post of this series.

As was our final goal, following the creation of an activity both the signature and disclaimer are appended to the text.

 

Conclusion

This post concludes the series. We hope the content is informative and can provide inspiration on how simple changes to ACRM can express the particular business logic and culture of your organization.

We welcome you to comment and discuss this and other topics in the ACRM space of AureaWorks.

 

References

You’ve probably heard about Aurea Predictive CRM, but you may still be wondering what it is, what it does, and whether you need it or not.

 

To better explain Predictive CRM, we created a video, that shows you how it works and how much more efficient your sales teams can be.  Predictive CRM lets your team close deals faster, improves lead quality, and dramatically boosts lead-to-opportunity conversions.

 

Aurea Predictive CRM combines the power of Aurea CRM with Infer for lead scoring analysis. Together, they use proven data analysis and machine learning to automatically identify which new leads are most likely to purchase and when — so your sales teams know how to prioritize, and which leads are most likely to convert.

 

After you've watched the video, reach out to me personally if you have questions or would like a personal demonstration!