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Want to expand the capabilities of your Aurea CRM implementation? Consider a Strategic Program from our Professional Services team.

Strategic Programs are one-off projects that Aurea Professional Services can execute for you. We typically determine the scope together and then deliver the projects based on a fixed price.

What can you do with a strategic Program?


  • Create a tailor-built mobile app. We’ll help you build a ready-to-use mobile app with data integration into Aurea CRM. These apps can contain very specific processes that cannot be realized using the CRMpad mobile app but still leverage the data in your ACRM database.
  • Creation of ready to use mobile apps with data integration into Aurea CRM. These apps can contain very specific processes which cannot be realised using the CRMpad mobile app but still leverages the data in your ACRM database.
  • Implement Master Data Management. Our Master Data Management Strategic Program provides the three components of a unified data management strategy: application integration, master data management and domain-specific data quality services.
  • Many more. If you need to customize Aurea CRM, we can help. Get in touch to learn more about how our Strategic Programs can maximize your deployment.






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Aurea has developed this package to assist you in gaining additional ROI with your ACRM implementation by increasing adoption and/or the number of implemented use cases.


What do you get?

Together, we will perform an Annual Maturity Assessment to determine usage (user acceptance, user satisfaction), adoption (feature adoption and overall adoption of the solution throughout your organization), and tech health of your ACRM implementation to provide a better experience to your customers. For more information on Maturity Assessments, please review this page.


In addition, we’ll perform quarterly reviews to determine if adoption and usage are developing in the right direction. Each quarter, we’ll also design the features (including on-site workshops) to deliver against the roadmap created during your Annual Value Assessment. Finally, we’ll implement new features (like opportunity management, campaign management, lead nurturing, etc.) and ACRM components (like marketing automation, mobile CRM, and connectors for groupware like Exchange, Domino, Google). Through a quarterly deployment, we will release the changes required to drive adoption. More information on this package is in the White Paper.


Are there any limitations?

This package does not include the implementation of other Aurea products like Jive, CXMessenger, CXProcess and CXMonitor  While you can use many of these programs for free as part of our Prime program, please refer to the New Launch packages for Jive, CXMessenger, CXProcess and CXMonitor for implementation details.






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Erik Draijer

Aurea CRM New Launch

Posted by Erik Draijer Employee Jan 19, 2018

The Aurea CRM New Launch Package is designed to support you with implementing your new ACRM system. ACRM is extremely flexible software that can be configured to your unique needs. Therefore, the success of CRM software in your organization is completely dependent on the quality of the implementation. At Aurea, we’ve captured our enormous amount of experience implementing CRM software in the unique Aurea Services Methodology that all our Project Managers and Experts have been trained around. This methodology is a prescriptive, cost-effective way to implement ACRM in any organisation.


More than 70% of CRM implementations fail. Be sure you get it right with our unique methodology!


Reasons for CRM failures

Aurea Services Methodology

Lack of Clear goals

Clear goal setting during the Target & Scope Assessment.

Leaders fail to involve end users

Includes  both senior leaders and leaders of the specific teams who will use the ACRM system.

No involvement from an executive sponsor

Sets clear goals regarding the implementation with an executive sponsor. Throughout  the implementation we continue to measure and report against these goals.

Data quality issues

Master Data Management and Data Hygiene measures can be established to ensure you have the highest quality data in your ACRM system.

IT and Business are not equally involved

We work extensively with IT (including technical assessments during integration) and members of your business teams (defining processes, etc.)



What do you get?

With the Aurea CRM New Launch Package, you get much more than just a one-time CRM implementation. You get a fully installed, ready to use ACRM system including reporting and data integration, plus custom configuration.


The package is designed to ensure your CRM implementation can change easily as your organization and processes do. We not only perform the initial implementation, but also continue to implement your future requirements. Need help defining a roadmap during the years following the implementation? Please take a look as well at our Adoption Services package to help you drive adoption within your organisation and ensure your investment will have a great ROI.


What functionality is included in the package?

The New Launch Package consists of three modules: Sales, Marketing and Services. The Sales Module contains all use cases within the Sales Module, one report and one data interface. The same is true for the Marketing and Services modules. The different modules can be stacked. For example: you can decide to implement two modules: Sales and Services. In this case you can get all desired use cases within the Sales and Services modules and two data interfaces and two reports.


Just a few of our extensive list of standard, ready-to-use use cases include:






Lead Management

        Opportunity Management      

Offer Management

Order Management

Campaign Management

Event Management

Aurea Campaign Manager Integration

Lead Nurturing

Complaint Management

Service Level Management

      Installed Base Management     

Knowledge Base




For a more detailed description of our methodology, and how we ensure that all your requirements are realized, please read this White Paper.



Contract period

Each contract covers three years. After the initial implementation, we will perform an annual enhancement to implement changes required to continue to drive success of the ACRM solution within your organisation.





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Aurea CRM Accelerators are small packages of services that address very specific issues with your ACRM implementation. For example, an Exchange connector may not be behaving or performing as expected, you may need to set up an SAP integration, or you may need training for your internal team members. All of these issues and more can be addressed with Aurea CRM Accelerators.


The Aurea Professional Services team offers Aurea CRM Accelerators in three different categories: Integration Accelerators, Application Performance Tuning, and Training and Enablement.


Integration Accelerators

  • Managed Interfaces
    • Implements new interfaces or updates existing interfaces to support real-time needs and improve interface reliability 
    • Provides advanced monitoring
    • Enables real-time visibility across all customer data and integrations
  • Collaboration
    • Integrates Jive into Aurea CRM, so you can create a new discussion or contribute to a group with a single mouse click within Aurea CRM
    • Ideal for sales teams who need to collaborate on a tender, marketing teams who want to share files for a marketing campaign, support organizations who want to resolve customer-reported complaints/tickets by uncovering the knowledge of experts within the organization, and many more use cases
    • For more details about the Aurea CRM Collaboration Accelerator, read the white paper on Collaboration.
  • Connector Configuration
    • Assists with the implementation of a new or update of an existing CRM connector for Exchange or Domino
    • Increases performance, speed, and overall stability of the CRM connector
  • SAP Connector
    • Establishes a connection to SAP to capture and integrate SAP data in real time
    • Allows you to create a 360-degree view of your customer in Aurea CRM
    • For more details, read the white paper on our SAP Connector.
  • Customer Portal
    • Seamlessly integrates Jive with Aurea CRM for borderless communities, such as customer support and customer self-service
    • Optimizes customer engagement and improves customer experience
  • Lead Nurturing
    • Delivers integrated lead nurturing capabilities between Aurea CRM and your Aurea email marketing system
    • Includes ongoing integration support


Application Performance Tuning

  • Performance Tuning
    • Delivers a configuration analysis, index creation, and query optimization
    • Increases overall system performance and speed
  • Move to Cloud
    • Migrates your existing on-premise Aurea CRM solution to the Cloud
    • Delivers improved reliability, performance, and security, along with managed services access to new releases and functionality
  • Data Hygiene
    • Improves data consistency and quality through removal of duplicate data and delivery of a data hygiene analysis
    • Helps ensure accurate marketing data for the best marketing results


Training and Enablement

  • Small Group Training
    • Delivers targeted, on-site training to address specific business and operational needs
    • Training sessions may focus on administration, development, workflow, connector, process, or customized requirements.


Aurea CRM Accelerators help you achieve optimized, targeted value from your ACRM implementation. For more information, contact your account manager.





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Erik Draijer

Software Solutions

Posted by Erik Draijer Employee Jan 15, 2018

As you know, it’s part of our business model to regularly acquire software companies. And each time we buy a new company, we add their software titles to our Aurea Prime program — giving customers like you the chance to use millions of dollars in enterprise software for free. It’s a powerful way to create integrated solutions for your organization, without adding significant cost. In this blog post, I’ll focus on one combination of Aurea Prime products that customers are using with great success: Aurea CRM, Jive, and CX Process.


Naturally, the people working in your organization — and the knowledge they have — are important assets in your organization. During the implementation of your ACRM software, you created a platform on which your customer facing teams store a lot of valuable data regarding your customers. Basically, this platform makes it easier for your people to work together with customers, storing all the customer knowledge they acquire, and make it available to everyone across your organization.


At the same time, there is much more knowledge than just the data from customers. There is knowledge on the products and services you offer to customers, and knowledge around infrastructure, facilities, legal, human resources, and more. Jive (available with Aurea Prime) is the ideal platform to facilitate storage of this knowledge, and to facilitate greater collaboration among your employees. It’s a state-of-the-art social intranet and collaboration platform that allows you to collaborate on documentation, start discussions, and serve as a central hub for all kinds of resources — from ERP systems to core banking and finance systems and beyond.


At Aurea Professional Services, we offer standard, out of the box integrations between Aurea CRM and Jive, so you can create a ton of powerful use cases — like responding faster and more accurately to customer inquiries that hit your ACRM system, work together on a bid or sharing and collaborating on creative material of a marketing campaign.


Once you’re properly capturing knowledge and using it to drive collaboration, you also need the right processes to ensure you’re complying with laws and regulations (like GDPR), as well as managing risks and delivering the right quality. To implement these processes and delegate the management of these processes to the right stakeholders in the organisation, it is a good idea to implement a Business Process Management (BPM) tool.


The effectivity of BPM is dramatically improved if integrated into the two aforementioned platforms. When BPM is integrated into your CRM solution, customer requests or other events in your CRM solution can trigger processes within the BPM environment. For non-customer facing members in your team, the social intranet/collaboration platform can be the hub to access these processes and provide input.


Aurea is the only vendor who has a great CRM solution in its portfolio and combines this with a state of the art social intranet/collaboration platform and a modern BPM solution. These software products are very important building blocks for your solution. Your advantage is that all these solutions are from the same vendor, with standard integration use cases, and you can make use of these solutions with limited costs using the Prime program!


Another interesting document on this topic is this White Paper.


Please do not hesitate to contact us to discuss what we can do to create the ideal, tailor made solution for you!












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I'm happy to welcome you to our new community on AureaWorks, dedicated to Professional Services. This community will help us to bring our message to you, to understand what you want from us and to connect you to our expert strategists and consultants. You will learn in this community how we can help you make the Aurea enterprise software to be successful in your organisation. You will notice it is not all about technology... although very important the technology is working well, it is more about strategy, adoption and how we can deliver the consultancy to create and deliver to an exciting roadmap tailor made for your organisation.


We have a vision on how we can make you more successful with our software. How Prime can really become an exciting program for creating a solution for your organisation. Because in the end driving adoption in your company is dependent on the fact if we succeed in transforming our portfolio of products into a great, integrated solution for your organisation. We're excited about the opportunities these great software titles give us, we'd love to speak to you, our customers, about it. And I'm very much excited we have this great community to discuss all the possibilities with you!


I think we have created great, standard packages to help you with your technical problems, adoption issues and/or expansion needs. All our packages are listed and explained within this community. I'm looking forward to learn from you what you think about our Professional Services packages!


If you have any problems regarding technology which goes beyond the scope of your Support contract, if you have problems with the adoption of our software within your organisation or if you want to utilise enterprise software within the Prime program and want professional guidance on how to fit this software in your environment and integrate it with your current Aurea and non-Aurea enterprise software, please do not hesitate to contact me or any of the other Professional Services leaders within this community. We're happy to help you out and love to discuss with you on which solution we can build for you!


Welcome to the AureaWorks Professional Services community!


Erik Draijer

Program Director Aurea CRM Professional Services





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At Aurea Professional Services, our Maturity Assessments help you define a roadmap to improve software adoption  within your organization. CRM software is implemented in the heart of your organization: processes related to every communication to and from your customers are implemented and/or automated in your CRM system. Do you ever struggle with the following questions:


- How can I use and respond to requests coming from different channels, including social media?

- How do I set up processes to respond to all these requests on time and in the proper channel?

- How do I make sure my organisation is collaborating and sharing knowledge to come up with the right responses?

- How do I increase adoption of my CRM system so I can get the best result from my investment?


If so, a Maturity Assessment is the right approach. A Maturity Assessment is a set of activities executed by Aurea's Professional Services in a workshop format. Throughout  the workshop, we address topics like customer satisfaction, user adoption and feature adoption — and also spend time determining  your program’s current state of maturity using Aurea’s CRM maturity scale. Then, we work together with you to establish a program vision, and provide specific recommendations to achieve that vision.


CRM Maturity Model


How much does it cost? The good news is that a one time Maturity Assessment is free of charge! Please contact your account manager or put a comment directly below this page — and for even more information on Maturity Assessments for ACRM, take a look at this White Paper.






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