Apteco Orbit: Use-Cases, Insights and Reviews | 2024 Cuspera

Apteco launches globally into a new era with the Orbit end-to-end actionable insights platform and SaaS cloud offering

The Apteco story began over 35 years ago, and remains true to the same core beliefs today - with a mission of creating industry-leading software to speedily convert customer data into actionable insights. Apteco is the powerful engine that works hard behind the scenes at hundreds of organisations, to ensure that every piece of marketing is relevant, targeted and personal – and all of this is now available in one easy-to-use platform making it even simpler for marketers to manage their campaigns from start to finish.

On Wednesday 22 May 2024, Apteco founder and MD, James Alty hosted the UK kick-off event 'Apteco global launch' live before embarking on a tour of international conferences and events in Europe, North America and Australasia. Live streamed around the world to Apteco partners and users, the Apteco global launch included representatives from Apteco's international offices, including contributions from Germany, The Netherlands, Australia and Canada.

The event included insights on new feature announcements, an overview and benefits of the Apteco Orbit platform from Apteco offices around the world, and a live software demonstration screened from London, including exciting new feature reveals. This was followed by a panel session and live Q&A with Apteco experts, and concluded with Apteco's future plans and product roadmap. 

New feature reveals - coming later in 2024!

Apteco to incorporate in New Zealand

Further to the recent launch of Apteco Canada, the sixth regional market to be created will be Apteco New Zealand. As a supplement to Apteco Australia, which was launched from Sydney in August 2017, Apteco will soon have an on territory presence in New Zealand, where there has been existing distribution of its software for some years. This latest addition to the Apteco family is part of the company's development as a Software as a Service (SaaS) business. To support its global customers and resellers, Apteco now operates support 24 hours per working day with their technical services teams capable of managing calls across different time zones.

Campaign sections

The first new software feature that James Alty announced at the launch event was the new powerful and unique campaign journey workflow concept in Apteco Orbit. Research is undertaken whenever new features are planned in Apteco's product roadmap, and research for customer journey workflow authoring tools demonstrated that no products currently in the market have the capability to break campaigns up into structured sections, for example, budget, communications, and timings. The key benefit to campaign sections is that users write them once, without the need for complicated marketing flows within a campaign. 

Apteco SMS

Alongside the recent introduction of Apteco email, users will now have the ability to send text messages (SMS) globally, to almost every country in the world (at local text message rates). This fantastic new template editor will allow users to capitalise on omni-channel marketing even better than before, as part of an end-to-end campaign.

Apteco AI assistant

A significant new announcement came towards the end of the launch event, with a sneak peek of the forthcoming Apteco generative AI assistant. At Apteco Live in November 2023, Apteco's annual user conference, James Alty announced to partners and users that Apteco would find out how AI (particularly generative AI) can be used in a safe, constructive and practical manner within its existing product - and that's exactly what is happening in development within the next six months. Apteco users around the world have been asked to watch this space for more to come at the next user conference in November 2024! 

If you missed the Apteco global launch event or would like a recap - here are the highlights including the live demo, AI announcement and software roadmap.

Key developments over the last 12 months

The teams at Apteco have been hard at work over the past year keeping the software relevant and in line with the latest marketing trends. Earlier this year, Apteco announced their arrival to the Salesforce AppExchange, and users can now access and harness the powerful customer analytics and audience targeting of Apteco via the Salesforce AppExchange. With just a few clicks, users can install the Apteco Salesforce approved solution and connect it to their Salesforce data, applying the rich analysis, insight, and action capabilities of Apteco on their own Salesforce data within minutes.

Another key highlight from Apteco's development at the end of 2023 was the addition of audience look-alikes in Apteco Orbit, allowing a precise and data-driven method to enhance customer acquisition. This powerful new look-alike functionality is an accessible way for marketers to transform the way that businesses approach marketing, offering a precise, data-driven, and proactive method to engage and retain customers.

Arguably the most significant addition to Apteco's product offer is the recent launch of their integrated email builder. As announced at Apteco Live in November 2023, with Apteco email users don’t need to leave the Apteco platform to design their emails. Apteco's marketing insights platform now allows users to design, automate and send responsive, highly personalised emails. 

The launch of email in Apteco's ever-growing arsenal is a major enhancement of the fully comprehensive campaigning solution in the Apteco Orbit platform. Orbit is the next generation of Apteco technology and Apteco email extends the existing campaign journey building functionality and follows in the footsteps of Apteco PeopleStage.

Fast forward to March this year, and Apteco added two powerful new integrations in the Orbit platform to enable messaging with Whatsapp and adverts through a Meta Ads account. Users can now get messaging with Apteco's WhatsApp direct integration and harness the advertising potential of Meta Ads, on Facebook, Instagram, and Messenger using first party data for acquisition and retention strategies in Orbit campaigns.

In the same month, the addition of multi-channel journeys with Meta ads and WhatsApp messaging now allows users to engage with their audience via their preferred channels via two new powerful integrations. Users can now get messaging with Apteco's WhatsApp direct integration and harness the advertising potential of Meta Ads, on Facebook, Instagram, and Messenger using first party data for acquisition and retention strategies in their Orbit campaigns.

And finally in April, a major milestone in Apteco's end-to-end solution was introduced. Orbit connect gives users the ability to upload, define, build, and access their resulting system in Orbit, hosted in the Apteco Cloud platform. 

Find out more about Apteco's product milestones, along with various resources and blogs.

Apteco is now available via the Salesforce AppExchange

Apteco is pleased to announce that users can now harness the powerful customer analytics and audience targeting of Apteco via the Salesforce AppExchange. With just a few clicks users can install Apteco's Salesforce approved solution and connect it to their Salesforce data, applying the rich analysis, insight, and action capabilities of the Apteco platform on their own Salesforce data within minutes!

Apteco's leading platform brings analytics, visualisation and customer segmentation to Salesforce Sales Cloud users' fingertips. Marketers can explore data in greater detail than ever before and create lists for highly targeted campaigns, all in one beautiful and easy-to-use workspace.

Key features of Apteco and the Salesforce AppExchange

• Connect Salesforce Sales Cloud customer data with Apteco software to bring it to life
• Give marketers fingertip access to their customer, prospect and transactional data
• Explore customer transactional and behavioural data at speed
• Segment and create marketing lists that take targeting to the next level
• Filter, build lists and drill down interactively from visualisations
• Create and share branded dashboards to visualise Sales Cloud data and share key insights across the organisation
• Connect to Salesforce Marketing Cloud to streamline email marketing campaigns

Salesforce users can start with a free 14-day trial by simply connecting their Salesforce Sales Cloud data and granting permission for Apteco to connect and build the system. The Salesforce API will need to be enabled. The trial uses the meta-data provided by Salesforce to offer users a choice of a number of suitable, simple Apteco configurations that use the Accounts, Contacts, Orders and Contracts data available in Salesforce. 

Salesforce data will download onto an Apteco managed server so that users can access it using the Apteco Orbit online platform. Each trial system is hosted on its own server in the Apteco Cloud, and data is not held on a server that other users have access to. There is also an option for the Apteco trial system to be built from a Salesforce Sandbox if preferred.

Find out more about Apteco on the Salesforce AppExchange or start a free Salesforce trial today.