• Video: Watch how Aurea CRM can predict which leads will close (and when)

    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 ...
    nbaker
    last modified by nbaker
  • Aurea Customer Relationship Manager v11.11.0, CRM.Pad v4.15.0 & CRM.Client v3.0.0 Quality Release - available now!

    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 enhan...
    Shai Sagi
    created by Shai Sagi
  • CRM.Pad 4.15: Issue with Date/Time validation while creating an Activity?

    Dear Customers,   Since Crm.pad 4.15 has been released, we have noticed requests regarding an issue of the Date/Time validation while creating an Activity. This is due to the correction of an internal Defect.   I...
    mael.forner@aurea.com
    last modified by mael.forner@aurea.com
  • Watch how Aurea CRM can gather powerful sales intelligence automatically

    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 t...
  • Using and Extending the Activity Template feature (Post 3 of 3)

    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 ta...
    Jorge Paulo
    created by Jorge Paulo
  • Berlin’s most valuable car collection — plus the future of Aurea CRM and Jive.

    Please read our latest plans for Aurea Experience 20 in Berlin.   Berlin is one of Europe’s most incredible cities, and I’m thrilled that we’re hosting Aurea Experience 20 there. We’ve picked a legendary hotel in the ...
    triciawashington
    created by Eric Levine
  • The best of Berlin: Our top CRM and Jive Sessions at Aurea Experience 2020

    I love cars, so it’s hard not to be excited about one of the evenings we have planned in Berlin at Aurea Experience 20. We’ll get the rare opportunity to enjoy one of the world’s greatest car collections in-person &md...
    Lauren Vescera
    created by randybrn37
  • Announcing Aurea Experience 20 keynote speaker: Greg McKeown

    We promised a major speaker announcement soon, and it’s here: New York Times and Wall Street Journal bestselling author and top Harvard Business Review and BBC Capital blogger Greg McKeown is coming to Aurea Experienc...
    triciawashington
    created by randybrn37
  • QlikView Integration in CRM.pdf

    mael.forner@aurea.com
    last modified by mael.forner@aurea.com
  • Using and Extending the Activity Template feature (Post 2 of 3)

    IntroductionIn the previous post, we extended the Activity Template feature to include the possibility of pre-defining optional Participants within the templates.   What is achieved by following the instructions can ...
    Jorge Paulo
    created by Jorge Paulo
  • Using and Extending the Activity Template feature (Post 1 of 3)

    Introduction This is the 1st of a set of 3 posts that focus on the Activity Template feature as a starting point to describe various aspects of Aurea CRM, some built-in others available through the Aurea ISI template....
    Jorge Paulo
    last modified by Jorge Paulo
  • Aurea Customer Relationship Manager v11.10 & CRM.client v2.9 Releases - available now!

    We are excited to announce the Aurea Customer Relationship Manager v11.10 & CRM.client v2.9  Releases are now available. These releases provide enhanced features, improved quality, and stability across the entire plat...
    Michael Obermaier
    last modified by Michael Obermaier
  • Complementing KCS with Technical blog posts in AureaWorks

    I’m writing this post on behalf of the ACRM team. This is my first post on AureaWorks but many of you already know me from support sessions and as one of the engineers answering cases at the level 3 of support.   I w...
    Jorge Paulo
    last modified by Jorge Paulo
  • Meet your new social selling network

    Boost your sales win rate by 12% with new Collaborative CRM.   Everyone agrees on the need to collaborate when it comes to delivering sales results but rarely do teams stop to apply any structure or formal processes ...
    nbaker
    last modified by nbaker
  • CRM Overview | Standard Edition (DE)

    This PDF is also available in English: CRM Overview | Standard Edition (EN). For the French version, please let us know.
    nbaker
    last modified by nbaker
  • CRM Overview | Standard Edition (EN)

    This PDF is also available in Deutsch: CRM Overview | Standard Edition (DE). For the French version, please let us know.
    nbaker
    last modified by nbaker
  • Register Now: Our Biggest Jive and CRM Event Ever

    Aurea Experience has always been about excitement and energy - bringing together a passionate community of users and experts. This year will be even better: we’re wrapping up the details on our most incredible lineup ...
    triciawashington
    created by Eric Levine
  • Patch and Relax: It is Version 11.9 (ACRM)!

    The new Ver11.9 from Aurea is launched and available since a few time. So often in software business people are scared to move to the newest version. They wait and wait…. But you shouldn`t wait in this case! Yo...
  • CRM.Client Demo Designer

    Hi community,   I remember having access to the crm.client demo designer. Unfortunately I can’t find the post anymore with the URL to the demo designer and the credentials. Could anyone please send them to me. Than...
    stefgroenendaal
    last modified by stefgroenendaal
  • Authentication Provider

    Hi everybody!   Following questions "Which Autentication Providers are supported and are there difference in the CRM System?"   I know where we can change the Autentication Provider in the IIS, but we are interestet...
    disch
    last modified by disch