CRMNEXT Reviews & Product Details

CRMNEXT Overview

What is CRMNEXT?

CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer and member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million financial institution employees use CRMNEXT on a daily basis to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe. Gartner recognizes CRMNEXT as a leading player in sales force automation, service management and lead management. For more information, visit www.crmnext.com +++ KEY BENEFITS Enable Relationship Growth - The Customer 360 brings all customer data from across systems together in one place. And you can you complete tasks right from the very same screen. With information at your fingertips, you can take care of business in a flash, maximizing your ability to leverage customer interaction time for relationship-building. Increase Share-of-Wallet - Match customer needs with relevant, highly personalized product recommendations that convert. CRMNEXT’s algorithmic approach to cross-sell weighs multiple factors to identify the right next-best product to suggest. Pre-approved offers and and fast-tracked automated processes make it easy for the customer to say yes. Deliver Faster First-Contact Resolution - A centralized platform for all customer information - including product holdings, interactions, case histories and more - provides a holistic treasure trove of reference materials to help service agents quickly and accurately resolve customer issues. A knowledge management portal that seamlessly integrates with your document management system guides agents to the right resources to get the job done. Simplify Work - Drag-and-drop to create processes and workflows with straight-through processing to core systems. Leverage automation to reduce account opening time, deliver expedient product fulfillment and eliminate manual tasks. Use guided next-best action prompts and call scripts to boost efficiency and results. Expand Your Customer Base - Automated lead management capabilities, sales planning and forecasting tools, and a central hub for marketing orchestration help you attract and retain more customers. A single campaign interface with visual drag-and-drop tools lets you easily design assets, segment data, program workflows and measure results - so you deliver the right message, to the right person, at the right time. +++ PRODUCT FEATURES Business Process Designer (Create Complex, Integrated Workflows with Ease) ▪ The Autoflow Designer™ is a visual design tools that makes it simple to create end-to-end workflows with automated business rules, integrated screen flows and complex architecture. Enjoy superior process control, improved tracking options and reduced change management risks. ▪ Design Complex Flows - Drag-and-drop to create visual flows and guided journeys with various design elements, diagram the entire process structure and configure execution sequences in simple steps. ▪ Manage Workflows - Processes are easy to modify when requirements change. Edit, customize, activate or deactivate workflows at will. ▪ Execute Multiple Actions - Automate multiple tasks at the same time based on a single triggering event. - - - Screenflow Designer (Create Simple, Integrated Guided Journeys) ▪ The Screenflow Designer™ lets you transform complex processes into simple guided journeys, eliminating the need to hop between systems and screens to get the job done. Complete routine tasks such as opening an account or changing an address in fewer steps. Visual design tools make it easy to adjust existing processes, drastically reducing maintenance and modification. ▪ Create customized journeys instantly - CRMNEXT's visual user interface lets you create custom journeys across different objects including leads, opportunities, cases and activities. Add as many screens as you want. ▪ Improve process accountability - Streamline processes to ensure all steps have been followed correctly with validations. Improve tracking and get a visual representation of the complete business flow in a single view. ▪ Quick and hassle-free integration. - Easily fetch data from external sources to automate and streamline workflows. The platform's built-in integration engine lets you create straight-through processes with first-time resolution capability. - - - Real-time Integration Engine (Integrate with Multiple Systems in Real Time) ▪ The Mashup Anywhere™ built-in integration tool sets up real-time connections with 3rd-party systems including the core to fetch, validate and update external data from a single screen. ▪ Fetch data in real time - Extract data from multiple sources such as external databases, back office systems and social media in real time using a variety of integration techniques including web services, APls, and messaging cues. ▪ Multiple display formats - Present data from external sources in a variety of formats on a single screen to reduce hopping between systems. View data your way in lists, forms, graphs, grids or external widgets like Google Maps. ▪ Easy to maintain - Intuitive drag-and-drop interface integrates, displays and modifies data mashups from any screen including leads, cases, customers, campaign. Dashboards and mobile - reducing tie and cost to manage third-party data displays by more than 70% , - - - Business Rules Engine (Easily Configure Complex Rules to Automate Decisions) ▪ The David Decision Engine™ lets you configure complex business logic to automate decisions such as rules for loan underwriting. ▪ Drag-and-drop designer makes it simple to set complex calculations. ▪ Automate workflows such as credit approval, risk underwriting, validations and more for faster service delivery. ▪ Modify existing rules and workflows with faster turn-around time. - - - Batch Integration Engine (Visual Designer for System Integrations) ▪ The Autonoma Designer™ lets you integrates your core and other systems with drag-and-drop ease. Set up the integration once and schedule it to automatically run on a predetermined basis. ▪ Configure seamless integration - Quickly build integrations using pre-configured patterns. Simply drag-and-drop integration elements and view integrations graphically. ▪ Real-time alerts and warnings - Automatically receive emails with detailed logs of all integrations and reasons for failure, should an exception occur. ▪ Automate integration management - ▪ Set integrations to execute manually or at specific intervals. - - - Sales Planning and Forecasting (Meet Sales Targets with Real-time Tracking) ▪ The Catalyst Performance Modeler™ is an effective sales planning and forecasting tool. Its intelligent algorithms take past performance and current run rates into account to create actionable strategies that meet targets. ▪ Target planning - Set targets based on territory, team, individual and products. View progress against targets at multiple levels. ▪ Help achieve targets - CRMNEXT auto-adjusts the required number of leads, campaigns, interactions and conversions daily. ▪ Convenient tracking - Track sales performance across the organizational hierarchy. Real-time visibility into performance enables timely course corrections. - - - Intelligent Cross-sell Modeling (Generate Smart Offers to Boost Conversions) ▪ The Trinity Cross-sell Modeler™ transforms cross-selling with its algorithmic approach for delivering highly personalized offers that convert. ▪ Whitespace Analysis - Create customer micro-segments based on multiple criteria. Define the products that all customers in a particular micro-segment should own and CRMNEXT will generate offers based on existing product holdings. ▪ Machine Learning - CRMNEXT automatically identifies offers using data analytics based on customer behavior and patterns. ▪ Integration - Fetch and display offers from multiple sources including the core, back office applications and other third-party systems. ▪ Frequency Scoring - CRMNEXT runs frequency scoring against all recommended offers generated across sources, displaying the offer with the highest score.

CRMNEXT Details
Website
Languages Supported
Arabic, Bengali, German, English, French, Hindi, Italian, Malay, Dutch, Punjabi, Spanish, Thai, Vietnamese, Chinese (Simplified)
Product Description

CRM and Customer service solutions.

How do you position yourself against your competitors?

We were built for banks and credit unions. We don't ask you to change your core, we don't ask you to bring on custom configuration and code. We keep it simple. We directly integrate into your core system and our solution provides a more empowered employee experience without the silos.


Seller Details
Seller
CRMNEXT
Company Website
Year Founded
2001
HQ Location
Noida, India
Twitter
@CRMnext
1,157 Twitter followers
LinkedIn® Page
www.linkedin.com
725 employees on LinkedIn®

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CRMNEXT Reviews

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UM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The system that comprises the customer relationship network of crmnext, maintains a balance of differential productivity assisted, where its power of analytical loads power in a balanced way the actions of scalable web financing of the business sector, manages growth of user service, moderation of economic results traceable, native of a formation of data networks in a structure interface of cutting edge speed communication, where its marketing compliance balances an acceleration composed of collaborative source metadata exercising connections of computerized statistical performance, organization of asset control, structuring of business management processing, design innovations in its main website with a translucent green color, make characteristic the proper functioning of this software. Review collected by and hosted on G2.com.

What do you dislike?

When operating quickly the tools of this local financial adjustment server, are included errors of accumulation of downloads of data saving templates, where its power of association of storage of files and documentation is deficient when not preparing in a safe way the organizational frequency transfers of native resources of my economic financing programming, so its burden of route analysis includes inefficient control automation's of marketing presentations and production of local adjustment of business innovation process accounts, having to define a performance balance check of statistical communication channels for robust knowledge of data entry sequences in the cloud. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The computerized tuning power of the crm netx system is recommended to trigger collaborative financing commands for specific centralized attention assistances, digital web intelligence markups, market impulse interaction interactions, incorporation of report simplifications, feasible commercial evolution, negotiation data transformations with fast programmatic exploitation of economical administrative solutions are exercised with the help of this sales assistance server, control of metadata protections, accessible bank relationship credits, is built with the automated sales management dimensions of this robust knowledge network. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have used the flow design actions of crmnext software, where its virtual assistance local connection engines have allowed me to study the sales possibilities of my company, execute the customer portfolio training techniques, maintain the recognition of informative portals integrated to social media, performance of economic offer automation uses in imported products, classifications of banking data designed for campaign design authentication, grouping of commerce management trends, definition of simple interactions to capture monetary income patterns, plan a flow schedule of processable tools. Review collected by and hosted on G2.com.

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UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

CRMnexte is a brilliant tool to help improve customer relationships, automate sales force, manage services and customers in a unique way. An aspect that I can say that what stands out about this platform is the real innovation it offers, since that allows users to work in a timely, fast and effective manner to increase sales efficiency. CRMNEXT has great availability through multiple devices such as computers, tablets, Macs, cell phones and through the cloud. The service is very easy to use and easy to implement which is a great advantage to improve the experience

of the users when operating the service. Review collected by and hosted on G2.com.

What do you dislike?

A small disadvantage of this service is that sometimes the performance of the CRMNEXT suffers from slowdowns that, despite lasting only a few minutes, generate problems at users when they work, I have talked to support about this problem and it never gives me solid answers or solutions to prevent this from happening which has really been something has caused discomfort. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

CRMNEXT is an exemplary CRM system among many of its competitors, since its operation is very good, it is very easy to use, easy to implement, it has ample resources to work comfortably and the quality it provides is impeccable. Really I can qualify CRMNEXT as one of the best services to consider when implementing a CRM system I recommend it for its great innovation. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

CRMNEXT is an extremely important platform for our entire team, since the service allows us to manage all our clients in a complete and never before seen way, allowing us to stay ahead in any circumstance, increase sales, perform quotes, pro pest evaluation, segmentation among many other tasks, with extensive agility and precision Review collected by and hosted on G2.com.

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Assistant Manager IT
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It's very easy to use and customize, and person with no coding experience can also Implement end to end solution with minimal guidance.

System is 100% customizable and even legacy system integration is a easy module without any coding. Review collected by and hosted on G2.com.

What do you dislike?

There is still some scope to enhance the system performance and building new features that is more inline with Business needs Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I have seen many other CRM systems but the way CRMnext is designed its commendable.

It's use is user friendly for Users as well as for Internal IT team. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using the most of the capabilities of CRMnext mentioned below but not limited to.

a. Lead referral from Website and our internal portal with End to end Customer Onboarding

b. Account 360 with real time data pulled from legacy systems

c. End to End Service module including complaint process

d. Stakeholders and Financial Information

e. Implementation of Compliance module including FATCA, CRS

f. Integrating CRM with our reporting tools Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Upper management is good and holding good clients even though so big players in market today. Review collected by and hosted on G2.com.

What do you dislike?

Very big Challenge that I observe of skilled resources to deliver the content seamlessly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Table partition, logs and history table purging job automation, helping in removing vulnerability.

To improve the performance of application. Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

One solution for any business requirement.user friendly,easy to use software,no dependency.Can be user in any corporate sector. Review collected by and hosted on G2.com.

What do you dislike?

Work really slow if the bandwidth increase should arrange frequent training for users for better understanding in terms of configuration and customization. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Not yet Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Single application for multipurpose business.No need for purchasing multiple software of other departments. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Communication part is handled effectively. Review collected by and hosted on G2.com.

What do you dislike?

Some times find it hard to navigate between the tabs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Client dealing is much easier. Reports could be extracted at any point of time to under the sales figures. Review collected by and hosted on G2.com.

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Senior Vice President II - Head Business Solutions Group
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Consolidated view with all modules like Lead Management, Service Management, Activity Management linked with each othe Review collected by and hosted on G2.com.

What do you dislike?

Product rigidity in some cases and complex configurations. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Quite appropriate for organisations with multiple products specially financial institutions. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Customer 360 degree view. Lead conversions and Straight Through Processing of services. Review collected by and hosted on G2.com.

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Head of Segments, Loyalty and Assets
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Easy to navigate

360 degree view Review collected by and hosted on G2.com.

What do you dislike?

Dynamic flow bases on previous results not available Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Review new modules, advances and easy plug and play design Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Unified front end system Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Best in class 360 degree customer view ` Review collected by and hosted on G2.com.

What do you dislike?

Delays in customized development and integrations Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Ease of integration with existing Systems. Customized Admin module Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Lead integration with different external entities. We can leverage on external entities business and vice versa Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Offers a detailed brand and customer contact description. Good accountability in the engagement of customers. Capability of integration with a visual engine. Review collected by and hosted on G2.com.

What do you dislike?

Mobile offline capabilities is a challenge sometimes. Some Admin functions could be smoother. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Do not underestimate the cooperative challenges of third parties. It's often not technical integration, but a third party's inability to commit resources or share the same sense of urgency / priority. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With minimal manual intervention, we are able to automate lead management end-to-end system over channels to add value if needed. In the process design and implementation, there were initial difficulties but we were able to overcome them without much difficulty. The expertise of CRM teams in running these large-scale projects was very useful. Review collected by and hosted on G2.com.

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II
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

All the details are reflecting on 360 page, Hence looks like good future. Review collected by and hosted on G2.com.

What do you dislike?

There are lots bugs available in CRMNext. Hence its require improvement Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We don't have CRM code, So for every issue we have to logged the ticket in CRM. Review collected by and hosted on G2.com.

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CI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Layout and Processes are easy to configure Review collected by and hosted on G2.com.

What do you dislike?

System delivery to be more agile and new feature implementation like google analytics is missing and other new features in BFSI market Review collected by and hosted on G2.com.

Recommendations to others considering the product:

CRM is an easy use to use application with 70-80% configurable. Only challange is the delivery execution and agility in terms of delivery Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

NA Review collected by and hosted on G2.com.

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UB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Easy Customisation as per client requirement Review collected by and hosted on G2.com.

What do you dislike?

No Dislikes as all the requirements are easily met in one or other feature. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Good option for CRM Implementation Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Customer 360

Lead Management

Case Creation

Contact Centre Module Review collected by and hosted on G2.com.

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Digital Marketing Manager
Internet
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

CRMnext provided the right mix of lead management + campaign management in one tool. Its very simple, easy to integrate and easy to use. Review collected by and hosted on G2.com.

What do you dislike?

After using for a month or so, felt that its little too simple and can have more features. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you want a sales enablement plus lead management solution, CRM next can be an option to try it out. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Wanted a proper lead scoring, triggering and campaign management solution. Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It's ease of use is great. It allows multiple ways of integrating social activities, and allows for tracking of calls and overall information. Review collected by and hosted on G2.com.

What do you dislike?

It is too simple, to the point of fault. If your new you are lead on a path that is laid out for you. It can make it easy to learn but hard to master if you don't understand every aspect of the program. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure to check if it focuses on areas you need most. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Customer order issues and details are easily trackable. Review collected by and hosted on G2.com.

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