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CRMnext helps to manage internal training programs efficiently for multiple roles, teams and geographies with the new advanced Training and feedback functionalities. One can create and track training records for different teams, invite them and get feedback to facilitate continual development of the workforce. Training records can be of various types like Classroom, eLearning, Recorded, etc. The Training home page can be customized using system or ad hoc templates to display graphs, reports, RSS Feeds, mash ups, listing sections, etc. for effective management of training programs.

CRMnext introduces advanced Quota forecast and pipeline management to enable flexibility in assigning sales persons targets on the basis of products or territories and tracking their achievements in terms of open and closed opportunities within a specific time frame. Targets can be set across teams on basis of unit and amounts depending on the forecast and prevailing market conditions.

CRMnext’s Advanced Search enables fast searching for a record on the basis of user’s inputs for single or multiple parameters. All records with matching details are listed for the user to view and select the pertinent record.

CRMnext introduced advanced ‘attachment viewer’ to ensure data entry for large volumes of important customer details is efficient and accurate. A full size preview along with a navigation panel to zoom in/ out of specific fields’ values of the document attached to a record can be displayed. This tool makes it easy and quick for data entry operators to upload the details from hundreds of scanned mandatory customer documents on a daily basis by clearly reading the magnified inputs for each field.

CRMnext introduces advance Competitor Analysis for increasing win ratios and gaining critical insights from deals lost to rivals. New competitor analysis functionality helps to collate all vital information related to competitors and their products on CRMnext for quick and easy access. It also maintains a list of all opportunities with competitor details and closely analyze lost deals to turnaround existing strategies. It also provides custom reports and dashboards to clearly visualize competitors’ market share, win rates, popular products, revenue and more.

CRMnext enhances its round robim lead assignment capability for increasing efficiency and effectiveness of incoming leads. This will specifically help to enhance lead management in financial CRM, Banking CRM and Insurance CRM space. With CRMnext’s Round robin feature, businesses can automatically assign leads or cases that are created manually or through the web.

CRMnext launches advanced ‘Reorder Point’ for enhancing Inventory Management by ensuring that distribution network is adequately stocked to meet demand. A ‘Reorder Threshold’ and ‘Reorder Unit’ can be maintained depending on various criteria for different products to ensure sales and customer services teams can make accurate commitments to customers. When a Reorder Point’s Threshold is breached, a new procurement will be created for stocking up products as per quantity specified.

CRMnext introduces External Binding for enabling calculations using real-time information from a web service or external database. This ensures accurate calculations with up-to-date figures for loans, schemes, contracts, etc. by using the latest information from an external system for fields’ values. External Binding can be configured for single or multiple fields on a form.

CRMnext introduces Twitter Response to enable social media management teams to send messages, images and links in response to Tweets captured as Cases or Leads in CRMnext. Twitter Conversations collates a multitude of posts based on user defined keywords from the popular social media network, Twitter. Logged-in users can convert these postings to Cases, Leads or Contacts and send their related responses as tweets from CRMnext. This significantly helps in improving customer experience on social media.

CRMnext was recognized for its ability to help extend and expand the customer relationship to become all encompassing, covering the entire enterprise and the entire customer lifecycle management.