ReleaseWire Connect

CRMnext introduces Schemes to enable organizations to manage their financial product offerings. Maintaining numerous financial products masters with their individual sets of related tenor, interest, EMIs, validity, etc. is simplified by with the enhance “Schemes” feature.

CRMnext introduces advanced Inline editing to allow users to edit field values directly from the page they are viewing the records without going to a separate layout or making the entire page editable. This feature can be controlled depending on the role and permissions of the users. It makes the interaction more direct and intuitive as the user can edit the text in the same place where it is shown and saves considerable time for the users.

CRMnext enhances its integration with Lotus Notes for bidirectional synchronization of emails, tasks and appointments. Now incoming and outgoing emails can be automatically logged with related leads, contacts, opportunities, cases etc. in CRMnext. Messages regarding complaints or requests from customers can now be captured as Cases from Lotus Notes to CRMnext.

Business data is an organization’s most valuable asset, Power Analytics unlocks this value by converting large volumes of data into intelligence to deliver focused results like better cross selling, demand forecasting, customer experience optimization, etc. Power Analytics combines the potency of statistics with strategy to increase the precision with which users can pinpoint inhibitors and facilitators for existing or future marketing, sales and services strategies. To elaborate with an example, cross-selling requires a comprehensive four part strategy, starting from scientific customer segmentation, understanding segment behaviour, running predictive modelling to forecast cross-sell products and finally displaying these results for action at the point of contact with customers. This comprehensive strategy requires advanced CRM capabilities, extending its effectiveness using sophisticated data mining techniques and processes. Power Analytics bundles such options with CRM to deliver more than the standard data-in/ data-out philosophy.

CRMnext introduced variable search technology (VST) that enables to search information residing in multiple systems using a variety of interfacing techniques and populate the results in CRMnext. VST increases the efficiency and effectiveness of users interacting with customers by displaying all related information from multiple systems in CRMnext without requiring them to login into the respective systems.

CRMnext launched its advanced Data Leak Protection (DLP) to guard any leakage or misuse of customer information. Data Leak Protection allows companies to implement a comprehensive information security policy allowing full control of access to customer information of any user. DLP enables to configure security gateways for ensuring access to information only after validating a specific set of related unique fields or security questions from existing records.

CRMnext launches new custom Dashboards to create on-the-fly, real-time dashboards with tabular, graphical and drill-down reports with critical metrics through a very easy-to-user interface. Custom Dashboards ensure managers at all levels in the hierarchy can quickly assimilate important metrics to improve performance on day-to-day basis.

CRMnext introduces Templates 2.0 with rich HTML, mutli-lingual, advanced mail merge and dynamic content capability to create smart templates for SMS and email communication. New templates are very easy to create with a user-friendly interface. A single template can have multiple formats like text, html or pdf. New templates also provide an option to print in multi formats and languages at the customer touch-points.

CRMnext feels proud to be in the elite list of winners which include blogs from the most respected names in CRM industry across the globe like Paul Greenberg, Michael Maoz(Gartner), Forrester, Beagle Research etc.

Mailing lists can also be created using a report, for instance top customers, neglected customers, top opportunities etc. Mailing lists can also be created by specifying multiple criteria based on location, product holding, interests etc., or any related data point.