Solutions
The Solutions
CRMnext works across all industry verticals. As a design goal, CRMnext was designed
from group up to ensure the required flexibility to adapt to the unique business
requirements of different businesses, across industries and verticals. Customizing
CRMnext is fast and easy, mostly requires no technical skill. The product provides
extensive “codeless customization” capabilities, using which business users can
themselves roll-out CRMnext.
However, to further accelerate the speed of deployment, CRMnext offers out-of-box
configured solutions for some selected industry verticals. These focused solutions
provide pre-configured processes built on industry specific best practices. Currently,
the following industry solutions are available
This vertical solution provides focused solutions for both Retail and Corporate
banking.
- Retail Banking Solutions
Banks can use CRMnext to manage complete sales process of their various credit and
liability products, for example various loans, credit cards, etc. This edition maps
the complete process from campaigns to lead closure, including document collection,
approvals and disbursements
- Corporate Banking Solutions
This edition of CRMnext manages the complete requirement of corporate banking. It
manages the complete relationship, starting from basic account information to details
of individual contact within the account. Further it provides complete portfolio
and wealth management capabilities.

CRMnext comes preconfigured with industry leading contact center solutions for managing
both in bound and out bound calling requirements. CRMnext - CTI integration automatically
opens customer details in CRMnext when ACD or IVR transfers call to the contact
center agent leading to enhanced agent performance.
The CTI integration plug-in intercepts the call information when the call is transferred
to the agent by ACD or IVR, and invokes required screen corresponding to the customer
or the lead on the agent desktop.

CRMnext insurance industry solution is an out-of – box offering for managing sales,
marketing and services. It offers the capability to manage both Group Insurance
& Retail Insurance. The solution provides pre-configured basic business processes
and offers pre-built functionalities to map company specific business requirements.
The solution provides processes to generate and capture leads, offers sales processes
for opportunity management, and provides complete customer information of both corporate
and individuals. The Contract Management functionality helps is managing customer
contracts efficiently and provisions for configuring advance alerts for contract
renewals.
The Telecom vertical edition of CRMnext caters to sales, marketing and customer service requirements of both telecom technology infrastructure companies and telecom service providers. It has functionalities to manage the complete customer life-cycle and out-of-box additional features to quickly map key business processes unique to the vertical.
For telecom service providers, the solution offers pre-built processes for both wire line and mobility business. There is support for multiple business processes enabling teams to work cohesively on the same platform. Out-of-box preconfigured processes are available to support centralized lead capture and assignment, opportunity life-cycle management, case management and escalation and other functionalities. The campaign management and dynamic mailing list creation capabilities help in precise and quick execution of marketing efforts.
For technology infrastructure companies, the solution provides advanced sales and support functionalities to manage their complex sales processes and customer support requirements on an integrated platform. The 360 degree view of customer helps in superior sales and services management. It provides complete customer information to all stake holders e.g. Customer information, Contact details, related opportunities and list of activities done with them, documents exchanged with them etc.
CRMnext media vertical solution is designed to help companies in this vertical to manage inventory sales, execute focus events, and other marketing efforts effectively.
The solution has pre-built processes to manage space and timeslot sales. It also offers unique features for efficient focus event management and determining their profitability. Other complementary functionalities allow fast customization and deployment of the solution to meet specific media house requirements. CRMnext helps in monitoring inventory commitment pipelines and provides unified view of the customer across departments like sales, production and network managers. The business process engine helps in configuring tailor made processes for opportunity management and sales process mapping. Template management capability along with campaign management and dynamic mailing list creation features offer a unique combination to create, execute and control marketing efforts.
CRMnext vertical solution for Hi-Tech industry provides pre-reconfigured processes for managing opportunity pipelines across direct and reseller network. Companies can centrally monitor performance on pre-set quotas and arrive at more accurate sales forecasts. To manage customer feedback, the solution provides extensive support for Issues and Requirements, which can be tracked on across opportunities, accounts and service requests. The feedbacks can be channelized and linked back to the product and services team, facilitating collaboration.
CRMnext vertical solution for manufacturing industry caters to the unique requirements
of steel and paper industry. Basic processes to manage sales, marketing, and customer
services are pre-configured in the solution. It manages the complete relationships,
starting from basic account information to details of individual contact within
the account. Further it provides complete sales and services management capabilities.
Inbuilt analytics and advanced reporting help organize crucial business information
and help in monitoring and decision making. Supporting functionalities in CRMnext
help customize it for additional processes in shorter time span and fast deployment