Aurora Hive Sales
For customers and contacts. Maintain addresses, make calls, send mailings. And know who said what, and when.
What is due on the first day, what in the first week and what can safely wait.
OverviewThe morning situation report: is the system running? What is due today? Is the mail getting through?
ContactsThe address book: search, create, classify, merge. And call and write from here.
Lists, filters and searchHow to find what you are looking for in large record sets. Filters, sorting, multiple selection.
Company fileEverything about a company in one place: contact people, opportunities, notes, activity.
Companies in practiceWhen a company file helps and what belongs in it. Organising several contact people and locations.
Importing dataRead in address lists from Excel or CSV, with column detection, a dry run and undo.
Data import in practiceHow to prepare a file so that the import succeeds. And what helps if it went wrong.
Sending centreThe starting point for every send: choose the audience, check the template, send a test, approve.
CampaignsMass mailings in stages: create, test, go live, follow up. And know who received what.
Campaigns in practiceNarrowing down recipients properly, testing, sending. And the mistakes that cost the most.
Email texts that get readSubject line, opening, length, close. What makes a mass email readable and what finishes it off immediately.
Prospecting with a rhythmHow often to follow up, at what interval and when to stop. So that the effort pays off.
Whom may I write to?Consent, legitimate interest, existing customers: what is allowed with promotional emails and what it costs.
TemplatesThe texts your recipients read. One per stage, with placeholders, preview and design.
Templates in practiceHow many templates you need, how to name them and how they stay usable over the years.
Data maintenance as a routineWhat to do daily, quarterly and once a year. And how you notice that a database is tipping over.
Mailboxes and inboxConnecting a mailbox, fetching replies and matching them to the right contact.
The inbox in everyday useReview replies, match them, work through them. Including out-of-office notes and senders you do not know.
DeliverabilityThree DNS entries decide whether you end up in the spam folder. Plus bounces, blocks and proof of consent.
AttachmentsThe central PDF store: upload once, reuse in campaigns and individual emails.
Files and documentsWhat is uploaded, what is generated and what is sent. Formats, limits and where each file ends up.
Tasks and follow-upsWhat needs doing, and whom you meant to get back to. Two different things, two tools.
Tasks, follow-ups, appointmentsWhat goes where, how to set due dates and why overdue items must not be left lying around.
CalendarAppointments with colour, participants and a link to contacts. In month, week and day view.
TelephonyPhone from the browser: click numbers, manage extensions, log calls, review the history.
Connecting your own phone numbersMake calls from the browser with your existing numbers: through your phone provider or through your FRITZ!Box or phone system — with instructions for each provider and device.
Connecting phone systems and routersAurora Hive as an external extension on 3CX, Starface, Auerswald, Swyx, AGFEO, LANCOM or bintec — what you or your system administrator need to set.
Phone: troubleshootingStatus red or yellow, registration rejected, no sound, nothing rings, number blocked — what is behind it and what to do.
Phone: costs, emergency calls, privacyWho pays for the calls, which numbers are blocked, how emergency calls work and what is stored about your calls.
Websites under the customer’s domainConnect the domain provider once; after that, a website goes online under www.customer.com at the push of a button — DNS, redirect and certificate included.
Setup on the dashboardAll setup wizards in one place: what is still open, which step you are on, and how to hide what does not apply to you.
Phoning in practicePreparation, conducting the conversation, the note afterwards. And what applies legally when calling.
Searching and working fasterThe global search and the keyboard shortcuts. The small things that make the difference between sluggish and smooth.
SettingsNavigation, font size, contrast, keyboard shortcuts. Everything here applies only to you.
Working on the moveWhat works well on a phone and what is better left to the big screen. Plus the icon on the home screen.
Working on the moveWhat can be done well on the move and what is better left for the computer.
OpportunitiesEnquiries and ongoing opportunities in one place: status, deadline, value, contact persons, follow-up.
Opportunities in practiceCapture enquiries, keep the status honest, meet deadlines, follow up — and evaluate the collection.
Opportunity searchJobs and projects from the web, with contact person, verified email address and a visible price.
Opportunity search in practiceWhat to search for and what the sources can deliver. And why an empty result usually means nothing.
VisibilityCheck a website technically, for content and legally, output the findings as a PDF, survey the competitive environment.
Visibility in practiceWhat a check shows, how to read the findings and how to use them in a conversation.
ContractsYour own templates and uploaded documents, signed via a link in the browser — with a log.
Contracts in practiceBuilding your own set of templates, sending cleanly, following up, withdrawing — and what applies electronically.
Reading figures correctlyWhich key figures there are and what they mean. And how you can tell whether something has worked.
WebsitesDescribe a customer website or design it yourself. Plus the workspace where it is maintained afterwards, and the handover to Aurora Hive Sites.
AI in Aurora Hive SalesWhere AI helps, what it costs and what it gets to see. It never decides on its own.
AI in everyday useWhere the AI helps well and where it is reliably wrong. And how to keep costs under control.
User accounts and rolesWho may come in, and in which role. Inviting people, assigning roles, setting passwords, closing accounts.
Working together in a teamWho maintains what, who a contact belongs to and how cover works.
Report a problemReport what is not working straight from the page. With everything needed to clear it up.
Operations and backupsReading the system status, understanding backups, generating legal texts. And what system control is allowed to do.
Customer managementFor providers: customers, licences, trials and billing in one place.
InstancesFor providers: create, start, back up, update and take down a complete customer system.