Skip to content
Aurora HiveHelp Centre
Help Centre›Aurora Hive Sales

Aurora Hive Sales

For customers and contacts. Maintain addresses, make calls, send mailings. And know who said what, and when.

The first days

What is due on the first day, what in the first week and what can safely wait.

Overview

The morning situation report: is the system running? What is due today? Is the mail getting through?

Contacts

The address book: search, create, classify, merge. And call and write from here.

Lists, filters and search

How to find what you are looking for in large record sets. Filters, sorting, multiple selection.

Company file

Everything about a company in one place: contact people, opportunities, notes, activity.

Companies in practice

When a company file helps and what belongs in it. Organising several contact people and locations.

Importing data

Read in address lists from Excel or CSV, with column detection, a dry run and undo.

Data import in practice

How to prepare a file so that the import succeeds. And what helps if it went wrong.

Sending centre

The starting point for every send: choose the audience, check the template, send a test, approve.

Campaigns

Mass mailings in stages: create, test, go live, follow up. And know who received what.

Campaigns in practice

Narrowing down recipients properly, testing, sending. And the mistakes that cost the most.

Email texts that get read

Subject line, opening, length, close. What makes a mass email readable and what finishes it off immediately.

Prospecting with a rhythm

How 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.

Templates

The texts your recipients read. One per stage, with placeholders, preview and design.

Templates in practice

How many templates you need, how to name them and how they stay usable over the years.

Data maintenance as a routine

What to do daily, quarterly and once a year. And how you notice that a database is tipping over.

Mailboxes and inbox

Connecting a mailbox, fetching replies and matching them to the right contact.

The inbox in everyday use

Review replies, match them, work through them. Including out-of-office notes and senders you do not know.

Deliverability

Three DNS entries decide whether you end up in the spam folder. Plus bounces, blocks and proof of consent.

Attachments

The central PDF store: upload once, reuse in campaigns and individual emails.

Files and documents

What is uploaded, what is generated and what is sent. Formats, limits and where each file ends up.

Tasks and follow-ups

What needs doing, and whom you meant to get back to. Two different things, two tools.

Tasks, follow-ups, appointments

What goes where, how to set due dates and why overdue items must not be left lying around.

Calendar

Appointments with colour, participants and a link to contacts. In month, week and day view.

Telephony

Phone from the browser: click numbers, manage extensions, log calls, review the history.

Connecting your own phone numbers

Make 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 routers

Aurora Hive as an external extension on 3CX, Starface, Auerswald, Swyx, AGFEO, LANCOM or bintec — what you or your system administrator need to set.

Phone: troubleshooting

Status red or yellow, registration rejected, no sound, nothing rings, number blocked — what is behind it and what to do.

Phone: costs, emergency calls, privacy

Who pays for the calls, which numbers are blocked, how emergency calls work and what is stored about your calls.

Websites under the customer’s domain

Connect 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 dashboard

All 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 practice

Preparation, conducting the conversation, the note afterwards. And what applies legally when calling.

Searching and working faster

The global search and the keyboard shortcuts. The small things that make the difference between sluggish and smooth.

Settings

Navigation, font size, contrast, keyboard shortcuts. Everything here applies only to you.

Working on the move

What works well on a phone and what is better left to the big screen. Plus the icon on the home screen.

Working on the move

What can be done well on the move and what is better left for the computer.

Opportunities

Enquiries and ongoing opportunities in one place: status, deadline, value, contact persons, follow-up.

Opportunities in practice

Capture enquiries, keep the status honest, meet deadlines, follow up — and evaluate the collection.

Opportunity search

Jobs and projects from the web, with contact person, verified email address and a visible price.

Opportunity search in practice

What to search for and what the sources can deliver. And why an empty result usually means nothing.

Visibility

Check a website technically, for content and legally, output the findings as a PDF, survey the competitive environment.

Visibility in practice

What a check shows, how to read the findings and how to use them in a conversation.

Contracts

Your own templates and uploaded documents, signed via a link in the browser — with a log.

Contracts in practice

Building your own set of templates, sending cleanly, following up, withdrawing — and what applies electronically.

Reading figures correctly

Which key figures there are and what they mean. And how you can tell whether something has worked.

Websites

Describe 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 Sales

Where AI helps, what it costs and what it gets to see. It never decides on its own.

AI in everyday use

Where the AI helps well and where it is reliably wrong. And how to keep costs under control.

User accounts and roles

Who may come in, and in which role. Inviting people, assigning roles, setting passwords, closing accounts.

Working together in a team

Who maintains what, who a contact belongs to and how cover works.

Report a problem

Report what is not working straight from the page. With everything needed to clear it up.

Operations and backups

Reading the system status, understanding backups, generating legal texts. And what system control is allowed to do.

Customer management

For providers: customers, licences, trials and billing in one place.

Instances

For providers: create, start, back up, update and take down a complete customer system.