CRMNEXT

CRMNEXT

2 Reviews · Last reviewed on 10 April 2014

What is CRMNEXT?

CRMNEXT is the leading global CRM solution provider in financial services. A Gartner Magic Quadrant visionary company, CRMNEXT picks up where traditional CRMs leave off providing work simplification, robotic automation, immediate results and greater empowerment for both team members and customers. It eliminates the artificial barriers between human and digital channels, enables innovation and world-class, omnichannel customer experience from a single, unified platform.

With more than one million bankers and one billion customers on the platform globally, CRMNEXT has become the largest CRM in financial services by effectively recalibrating the potential for both large and small organizations to grow assets, quality relationships, profitability, service and innovation. For more information, visit www.crmnext.com.

Serchen Index

75.00
511
Employees
2
Reviews
1,121
Followers
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Likes

CRMNEXT Key Features

Codeless, intuitive interface

Omnichannel

Enterprise-wide

Public or private cloud or on-premise

Custom-built for financial services

"View and Do" customer action center

Fast, cost-effective implementation

What is CRMNEXT?


CRMNEXT Product Details

CRMNEXT provides a platform whereby work simplification and automation deliver immediate results and empowerment for both team members and customers, enabling financial institutions to grow deposits and revenue without growing costs while transforming the customer experience.

Key Benefits:

  • Work Simplification: Automating inefficient tasks results in increased productivity and simplified work design, allowing financial Institutions to grow revenue without adding staff.
  • 360 View and Do: Team members see one, unified screen where it is simpler to know the customer, complete service tasks and leverage data-science based insights to increase share of wallet.
  • Simplify Relationship Growth: Relevant, pre-approved up-sell and cross-sell offers enable any team member to recommend additional products, facilitating engagement and growth.
  • Automate Lead Management: Ensure all leads and referrals receive the follow-up they need and don’t become lost opportunities.
  • Codelessly Configured: Codeless integration of all systems, configured to meet your needs, makes future innovation simpler by seamlessly augmenting current capabilities.
  • Flexible Implementation: Can be completed either in the cloud or on-premise, allowing financial institutions the ability to customize for their security needs.
  • Designed for Banking: Automation and pre-integrations make regulatory compliance and financial capabilities simpler and efficient.
  • True Omnichannel. Ensures seamless integration of digital, mobile, online, branch and assisted channels can be utilized both internally and directly by the customer.
  • Enterprise-wide Adoption: CRMNEXT is used daily by 70-80% of team members at every level of the financial institution, amortizing the sales and servicing value organization-wide.
  • Proven Solution: CRMNEXT empowers over a million team members and supports a billion customers across 65,000+ branches in the United States, Europe, Asia and Africa with a 100% referenceable customer base.

CRMNEXT Support & Customer Service

We have a 100% referenceable customer base in part because our customer service is so strong.


CRMNEXT Pricing

Customers begin with 2 day workshop; proof of value, then have option of continuing with subscription rate. Pricing dependent on customer needs and scope of project.


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CRMNEXT Reviews

4.5

Excellent!

2 Reviews

Last reviewed on
10 April 2014

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Thursday, April 10, 2014

CRMnext is very comprehensive and user friendly. I have been using it for over a year now. It has really help us in improving our lead conversions and reduce sales cycles.

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Thursday, April 10, 2014

from St Signature

I have to admit, I was skeptical when sent here. But, they really have an amazing portfolio of products to help organize and track business sales. Their tools are great for managing almost every aspect of business. Definitely worth checking out.

1 of 1 people found this review helpful.
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This page was last updated 22 January 2019 02:18