CRM marketing companion
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"I want to unlock the value of my CRM data and add more marketing power through unified data, audience segment building, and faster, smarter activation."
"I don’t want to be held back by basic targeting functionality, limited access to data, or costly additional licences."
Your CRM stores the data. Apteco activates it.
CRM systems are essential for managing relationships and tracking interactions. But marketing often requires specific functionality that CRM systems aren't built for.
Fragmented data, limited targeting and segmentation tools, and a reliance on technical teams lead to slow campaign activation and generic marketing messages.
Apteco empowers marketers with the tools to unlock the full value of their CRM data, without replacing or disrupting anything they've already built.
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Transform your marketing campaigns
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Uncover meaningful audience segments within your CRM and tailor messaging to each group. Make every campaign relevant and deliver stronger response rates.
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Connect your CRM with transaction, web and digital engagement data to see the full picture. Benefit from clearer insight and more confident marketing choices.
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Build precise audience segments and actionable lists in seconds and send them straight back into your CRM. This means you accelerate campaign delivery and shorten time to impact.
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Extend the CRM you already trust instead of investing in a complex martech upgrade. Avoid re-platforming time, cost and complexity while increasing capability and speed.
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Quickly create unlimited segments, explore data and share dashboards without technical bottlenecks and unexpected additional licensing or storage costs.
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Write audiences and scores back into your CRM so you align sales and marketing around one source of truth to create seamless and personalised marketing messages.
Activate the data trapped in your CRM
Discover the four-step process to turn your sales data into marketing insights.
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How a CRM marketing companion works
Your CRM is essential for managing relationships and tracking interactions. But marketing often requires deeper analytics, more flexible segmentation, and faster campaign execution than CRM systems are designed for.
Apteco adds marketing-specific capability without disrupting existing workflows.
- Keep Salesforce, Dynamics 365 or another CRM as your system of record
- Add advanced marketing intelligence alongside it
- Avoid major system change or re-platforming disruption
- Access full communications history at no additional cost
- Analyse transaction data to uncover seasonal patterns and trends
CRMs are excellent at storing data. They're less suited to advanced marketing segmentation and campaign activation.
Apteco enables marketers to turn data into meaningful insights and unlock precision targeting that boosts engagement.
- Build powerful audiences without code
- Create scores, models, profiles and clusters
- Identify high-propensity segments
- Write audiences back into your CRM automatically
- Trigger journeys across traditional and digital channels
How you benefit
No storage fees
Keep your full communications history and transactional data without paying extra. Years of campaign data available for marketing attribution, seasonal analysis and long-term modelling, all included as standard.
Unlimited dashboards and no extra licences
Share interactive dashboards across your entire organisation. Every team member gets the insight they need, without the need to purchase an additional viewing licence.
Insight that strengthens collaboration
Write audiences and scores back into your CRM so you align sales and marketing around the same intelligence. With one source of updated truth you can create seamless and personalised marketing messages that deliver more positive outcomes.
Benefits across your entire organisation
Marketer
The pain:
Fragmented data makes campaign planning manual and time-consuming. Waiting for technical support or simplifying targeting results in generic messaging and missed opportunities.
What Apteco delivers:
Full data access and control to build precise audiences, activate campaign journeys, and analyse performance without relying on IT.
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Want better access to your data, wherever it lives?
Apteco gives you a fully connected marketing platform to personalise your marketing and activate your audiences, to:
- Connect and unify data into a single, actionable view
- Analyse and explore huge data volumes with powerful interactive visualisations
- Target your audiences with precise data selection rules, advanced modelling and segmentation
- Campaign with automated, multi-channel personalised journeys
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Strengthen every supporter relationship
A CRM marketing companion is ideal for marketers in all industries, especially charities and nonprofits, a sector Apteco has worked closely with for over 35 years. We give your marketing team enterprise-level analytics and activation without the enterprise price tag.
- Deeper insights for stronger, long-term supporter relationships
- Identify loyal donors, understand giving behaviour, personalise communications
- Native integration with Salesforce Nonprofit Cloud and Dynamics 365
- Fundraising dashboards you can share without exposing raw data
- Unlimited audiences from your starter bundle
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Activate your CRM data
Explore our range of resources discover exactly how Apteco empowers marketers to bring CRM data to life.
What you might be thinking
Salesforce is excellent for managing customer relationships and operational data. However, many marketing teams find it less flexible for advanced segmentation, cross-source analytics, and rapid campaign targeting.
Apteco adds specialist marketing intelligence while keeping Salesforce as your system of record - integrating with both Sales Cloud and Marketing Cloud, with standard ready-to-go data models, dashboards, audiences and campaigns.
Marketing Cloud can be powerful, but it often requires significant investment, implementation time, and specialist resources. There are additional data storage charges, and separate licences need to be purchased for users.
Apteco provides advanced segmentation and activation capability without major re-platforming, with faster time-to-value, at a lower overall cost, and with dashboards and insights that can be shared more broadly.
Apteco integrates natively with Dynamics 365, enabling the same advanced segmentation, unified data views, and audience activation available to Salesforce users. Audiences can be pushed directly to Dataverse to trigger journeys across email and SMS channels.
Many marketing tools promise powerful capabilities but only add another layer of complexity to your technology stack.
Apteco simplifies it. By combining deep customer insight, powerful segmentation, and campaign activation in one marketer-friendly environment, Apteco helps you move from data to action faster. We don't charge additional storage costs for communications history or transactional data. You can create unlimited audiences and lists, and share all your interactive dashboards without needing to buy additional licences.