Posted on Thursday, February 21, 2013 at 10:00 pm CST
Users can now view all suspected duplicate records on the basis of numerous filter criteria like contact details, DOB etc. The columns for these listings can be carefully selected to ensure identifying duplicate records is easy. A default record can be selected and the most relevant fields from matching records displayed can be used to update it. Specifying the default record with pinpointing and editing required fields for creating a single holistic record is possible without worrying about permanently deleting duplicates that might be required by others.
Source: crmnext
Posted on Thursday, February 14, 2013 at 10:45 pm CST
This is a great innovation which will provide large organizations capability to execute their strategies at the ground level despite complexities of processes, scale and geographies. CRMnext will allow creation of strategy consonants that focus on watching data and reminding users to take critical action while interacting with customers. Strategy consonants have the flexibility to be configured on the basis of multiple criteria, allowing an organization to enforce the most radical new strategies at the ground level.
Source: crmnext
Posted on Thursday, February 07, 2013 at 3:56 pm CST
Data fields on a form can be displayed and auto-populated on the basis of specific values of some other fields. Multiple combinations between values for a single field and their related fields can be configured on the fly making it very intuitive for users to use the application improving adoption rates significantly.
Source: crmnext
Posted on Friday, February 01, 2013 at 10:45 pm CST
CRMnext launched an advanced data deduplication functionality to identify and eliminate similar records that already exist into the system and prevent duplication of record at the entry level.
Source: crmnext
Posted on Tuesday, January 29, 2013 at 3:31 pm CST
The tool can be configured to automatically or manually assign records to approvers for their review and feedback. This will help to create a transparent audit trail and clear accountability helping companies to improve their turn-around-time for any process and thus provide a great customer experience.
Source: crmnext
Posted on Wednesday, January 23, 2013 at 10:15 pm CST
CRMnext launches new updates for twitter conversation management to facilitate capturing tweets pertaining to specific brands, products, services, competitors, etc. and listing them on CRMnext’s Twitter Conversation home page with pre-configured assignment rules and sentiment analysis.
Source: crmnext
Posted on Tuesday, January 15, 2013 at 10:30 pm CST
Multiple Workspaces can be created with access rights configured depending on the user’s role and permission in the system to ensure highest level of information security. Labels can be assigned to the content as a Tag, which makes it easier to search content and also allow users to view the popularity of the shared content. Authors can specify the file types for content that is permitted for their Workspaces like PDF, XLS, DOC, Web links etc.
Source: crmnext
Posted on Tuesday, January 08, 2013 at 10:30 pm CST
An effective CRM solution ensures certain key factors are highlighted or customer-centric suggestions are shared as alerts with logged-in users to increase win ratios using available information for each customer.
Source: crmnext
Posted on Monday, January 07, 2013 at 11:00 pm CST
Incoming emails to specific email ids can be captured in CRMnext as Cases or Leads and a personalized auto-response can be sent using dynamic templates.
Source: crmnext
Posted on Sunday, January 06, 2013 at 10:30 pm CST
A majority of my favorite new ads are from a cookery channel often watch late in the night while planning the next day's meals. This is because almost all the ads are related to the channel's theme - cookery and kitchens! Rarely do see an ad for deodorants, paints or make up on this boutique channel - its viewers are simply not interested.
Source: crmnext