This super quick demo will show you just how easy and efficient we make catering to your member’s needs, even the most sensitive.
The CRMNEXT platform offers one place to create and track all customer requests. That means no more games of window hopping. We also auto-assign said tasks to the correct departments for you. Which means one less thing on your to-do list and faster completion times for your members.
To put it more simply: One place for all details about a customer or member, all wrapped up in a system that is orchestrated and actionable for the whole organization.
One solution for all departments, where all employees can access all data for a member or customer in order to address all of their needs, all at once. Simple as that.
The most difficult times in your customers’ or members’ lives shouldn’t come with a side of friction at your bank or credit union.
It’s time to streamline and simplify those processes we all hope never to experience.
That last video was a bit of a downer. Yeah?
Schedule a demo with us and we promise it will be more fun and that we won’t talk about death. We’ll pinky swear, even.
You know what to do. Fill out the form. Click button.
We help you do customer service better.
Whether your customer service department is ad hoc, informal, dispersed, or a highly tuned, efficient machine, if you’re not using a CRM—built specifically for your industry—then you’re one step away from the greatness your department is aspiring to. CRMNEXT is a CRM services company built by and for the financial industry, and the unique environment in which your customer service representatives and management function. Customer service is an art, supported by the science of data—data ideally supplied in ready-to-use form by a purpose-built CRM. Supplying this priceless data in a timely fashion is one of the services our customers depend on—literally, hundreds of financial institutions around depend on what our company provides. And using CRMNEXT for customer service management is super-straightforward. We make it easy to identify the protocols your customer service team will utilize in interacting with your customers. With your customers’ data in place in our CRM, and with any third-party apps integrated so they’ll all taking together (and in the same language), your team is ready for the easy-peasy training you’ll receive as part of our solution. And whenever they need it, management can pull the analysis and reports they need to do their job and continue moving your organization forward. This is revolutionary CRM stuff. You ready?
We help you build super-strong, relevant customer relationships with our software. Not all CRM solutions do that, because not all CRMs were created by industry insiders like ours was. We understand customer relationship software for financial organizations, because that is from whence we came. So, you won’t have to crowbar CRM solutions from other industries into your company. That’s why our hundreds and hundreds of clients find CRMNEXT so easy and intuitive to use—it’s like our software was an inside job or something. With CRMNEXT in place, your staff is fully prepared to build strong, profitable customer relationships, because our software all but anticipates the way your staff needs to see the data, the touchpoints, and their other financial services products you use to manage both external and internal stakeholders. This is state-of-the-art customer relationship software for the 21 century. This is all waiting for you. C’mon, kick our tires!
Imagine a CRM platform that does everything your customer service team needs it to do. Without having to beg and plead with the developers to add a function that should already in the application. Our digital CRM is nothing if not comprehensive—but not with a lot of distracting bells and whistles you don’t need, or that overwhelm your team when they’re trying to learn it. We’ve built customer relationships in the same industry your team is trying to build them. So we know the insights and the records and the tools they need in a CRM application—and we designed them to be part of our CRM platform from the start. That’s why most of our customers feel like ours is a truly out-of-the-box solution that doesn’t require a bunch of time-consuming custom-coding that many digital CRMs require. You’ll see what we mean within minutes of firing up or super-awesome CRM platform. And you’ll likely get a big fat gold star from some higher up from bringing us on board.
What are you waiting for? Let’s GO!
How will your CRM services company improve my level of customer/member service?
A customer service CRM keeps customer requests in a centralized location. Tasks are auto-assigned to the correct department to ensure they are in the right hands. Team members have the data they need to resolve issues quickly.
How can CRM service management help in the event of a customer or member death?
Deaths are sensitive issues. In addition to dealing with emotions, you must also consider debits and credits coming out of the account and possible open loans. Customer relationship software keeps issues open until they are resolved by each department.
How can CRM solutions help my financial institution retain customers?
70% of customer erosion is caused by poor service. Our CRM platform organizes data so you can see customer and member information immediately. It assigns tasks to the right departments to ensure everyone get the best service possible.
How will a digital CRM make my systems more efficient?
A good CRM application eliminates window hopping because all of the needed information is available on one screen. It tracks all requests and auto-assigns tasks to the correct departments. It helps your teams complete tasks sooner and address customer needs more efficiently.