CRMNEXT's software is meant for a credit union or bank. Our CRM is unique as it spans across all functions of the org ensuring that work is truly simplified. The CIO finds value in our product with our core integrations and the drag-and-drop codeless configuration between systems. The Contact Center finds value in our product turning service interactions into sales motions having everyone at the branch be an advocate to sell without being pushy to sell. The Marketer finds value in our product being able to track, measure, and deliver impact to the org with 360-degree views of the customer/member throughout their journey. The CLO finds value in our product as they manage business accounts, householding, and commercial lending all while tying in two-way to the core and other systems giving one screen to work from.
Enable Relationship Growth - Customer 360 brings all customer data from across systems together in one place. And you can 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-selling weighs multiple factors to identify the right next-best product to suggest. Pre-approved offers 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.
We value the adoption of the product at every level. This means we want the teller using it as much as the executives. Our product is easy to maintain and use at every level. Everyone can easily log cases from the contact center, assign them to individuals, track the follow-up, and more. Sales can see marketing messaging, or products that the customer/member has at any moment, creating upsell and cross-sell opportunities during their interactions.
We literally built the product to solve for a credit union and bank's needs. That is our focus that is not changing.
Salesforce, Creatio, Pega, Microsoft Dynamics, Sugar CRM, Zoho
Outside of our unique core integrations, we become a data hub and a way to orchestrate the data that is collected through your everyday work. That data often sits in silos and in other systems and we bring it all together in one place for everyone to leverage. Bureau data, credit card fulfillment, OFlac, lending, core system, mobile, etc. The beauty of all of this is we can do it without code. We also leverage AI to a different level and truly make work, products, and the way the organization runs smarter.
The future of our product will make work and products smarter. With our developing use cases with certain cores, we will see the broader expansion of our core system integrations. You will see AI play a pivotal role in growth in the Fis that use our product.
Marketo, Symitar, Jack Henry, AWS, Cisco, Zoom, ChexSystems, OneSpan, Horizon, Xp2, Fiserv, Hubspot, Pardot, Act-On, NCR, Wolters Kluwer, etc. With our drag and drop API back-end we can pretty much integrate into any system.
We charge based on asset size and what phase of the foundational things have been done. Everyone is at a different phase of the journey.
We don't offer a free trial, but we can show you any part of the product by asking for a demo.
One unique area of our CRM is that we offer full implementation, data architecture, and training as part of our value. It's woven into our partnership with our customers and we wouldn't want it any other way.
It really depends on what the FI is looking to do with us. We've seen 4-week implementations for phase 1, we've seen 3-month implementations for phase 2. It all depends on how quickly requirements are gathered and completed together.
Again we offer an entire team during implementation and after a customer success team to ensure that the value continues to have positive impact on the FI.
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