Customer Relationship Management

Streamline processes by improving automation without compromising on quality or customer satisfaction.

ICustomer Relationship Management

With the complexity of support demanded by clients in financial services, you need a customer relationship management solution that can help you stay on top. Aptean provides solutions that help you keep your focus on these relationships.

At Aptean, we also recognize that the CRM requirements of commercial or retail banks are vastly different from those of high-stakes asset management or mutual fund wholesaling. For this reason, our approach to developing tools for you is to give you CRM solutions built for the way you work and give you the flexibility to make it a perfect custom fit. 

Aptean offers the following solutions for the financial services industry:

Aptean CRM Solutions

​Pivotal CRM Service Automation

Who it’s for

Pivotal CRM is a complete service automation system that helps you capture, manage, and quickly resolve customer service and support requests, without losing sight of up-selling and cross-selling opportunities.

How it’s different

Flexible Pivotal CRM technology enables you to rapidly and cost-effectively implement a system that automates even complex, unique service processes. Give your service team the ability to resolve customer inquiries in a personalized, but repeatable manner that accelerates incident resolution and improves customer satisfaction.

Why you need it

If you are ready to take your organization to the next level, Pivotal CRM is positioned to get you there by aligning your business processes with the technology needed to optimize your operations so you can set your sights on bigger things. Build, grow and drive your business forward with CRM that maps to your customers’ needs.

Learn more about Pivotal CRM Service Automation

Pivotal CRM Sales Force Automation

Who’s it for

Pivotal Sales is a complete Sales Force Automation (SFA) solution that gives salespeople the tools they need to focus their efforts and maximize their time, while empowering sales managers to effectively oversee and forecast sales. Pivotal CRM automates every stage of the sales cycle, ensuring you capture every opportunity.

How’s it different

Every aspect of Pivotal CRM Sales is designed to help you hit your number. From time-saving automated features to enhanced collaboration, you’ll have support at each stage of your sales cycle. Pivotal CRM’s flexible technology gives you the power to cost-effectively mold Pivotal Sales to match your desired sales process, without compromise. Pivotal Sales lets you embed a consistent, competitive sales methodology right into your CRM system.

Why you need it

Your sales process is the cornerstone of your competitive success. Pivotal CRM Sales helps you refine, automate, and streamline your sales process to accelerate the sales cycle, reduce administrative burden, and secure better sales results. Pivotal CRM Sales helps you collaborate better to win new business, use social media to leverage social networks and build relationships, empower your sales staff in the field to work more efficiently with any device, align more closely with your marketing organization, be more strategic in defining account strategies, and most importantly, create and maintain a stronger relationship with existing customers to maintain their loyalty. 

Flexible Pivotal CRM Sales technology enables you to rapidly and cost-effectively implement a system that automates even complex, unique service processes. Give your service team the ability to resolve customer inquiries in a personalized, but repeatable manner that accelerates incident resolution and improves customer satisfaction.

Learn more about Pivotal CRM Sales Force Automation

​Pivotal CRM Marketing Automation

Who it’s for

Pivotal CRM Marketing Automation is for companies that want more out of their marketing efforts. They want to measure the impact of every campaign on the sales pipeline—optimizing them for maximum value.

How it’s different

Having a decisive competitive advantage in your market begins with smart marketing. While other CRM systems just track marketing campaigns and contacts, Pivotal offers solutions that make you more effective: Pivotal CRM eMarketing and Pivotal CRM Marketing Automation.

Why you need it

Pivotal eMarketing enables you to harness the data inside your Pivotal CRM database to conduct segmented, personalized electronic communications quickly and cost-effectively. This easy-to-use tool features an easy-to-follow, step-by-step campaign designer, enabling you to quickly design and schedule campaigns, as well as track their success.

If you have more advanced needs, Pivotal CRM Marketing Automation is a highly efficient marketing automation and lead management solution that enables you to conduct even the most complex multi-channel campaigns. Foster relationships with the right prospects over time, ultimately cultivating easier sales and satisfied customers.

Learn more about Pivotal CRM Marketing Automation

Aptean Knowledge Management Solutions

Knova KM

Who it’s for

Knova Knowledge Management (KM) is for customer service and support organizations, especially those who need to handle complex queries across channels in industries, such as high tech, telecommunications, financial services and the IT help desk that are charged with resolving customer issues quickly, accurately, and cost effectively with unparalleled scalability.

How it’s different

Unlike basic enterprise search, FAQs and content management solutions, Knova enables users to both author and search for documents internally or externally through powerful and intelligent search that makes finding resolutions — the positive outcomes of solving customer problems based on context and intent — more user friendly. Knova is the only full-featured solution that can be put directly in the hands of knowledge managers to launch a comprehensive, multi-channel knowledge program founded on delivering resolutions.

Why you need it

Service and Support is the front line of your business. A competitive market requires a successful, sustainable knowledge management program that makes your support center more efficient, self-service more powerful, and customers more satisfied. Technology is a means to that end. Knova provides the superior functionality that leads to customer success. Knova’s focus:

  • Resolutions, not answers – It’s more than search. Knova finds resolutions. And gets smarter as you use it.
  • Actionable data you can use – Business users can act on knowledge trends – no advanced programmers or linguists needed.
  • Innovation for customer success – Customer-led development, 6 search patents, KCS Verified v4, advanced analytics.
  • Value and customer satisfaction – Deliver resolutions quickly and accurately, increasing loyalty and decreasing costs.
  • Scales as your business changes – Deployed by some of the largest call centers in the world.

Learn more about Knova KM