Data - CRMNEXT

Data has transformative potential.

But first you’ve got to get the data you have integrated into a system that will make sense of it and make it actionable.

Lucky for you, CRMNEXT boasts powerful codeless configuration tools that will help take you—and your entire organization—to the next level. Check out this short demo for a taste of how it works.

If you’re interested in all things data strategy and want to hear the more human side of the story, you’re in luck. We’ve put together this digital mag to highlight some of the best data-focused episodes from our Banking on Experience podcast.

This mag features our conversations with some spectacular data experts, including Anne Legg, Jamie Jackson, Bill Snider, and more.

Ready to check it out? Click below.

Let’s geek out on data

Did you know?

Organizations earned $8.71 for every $1 spent on a CRM.

Then
2014

Now
2022

The average ROI for every $1 spent on a CRM is $30.41.

If those numbers don’t say enough, check these stats out.

Most organizations with a CRM credit the applications for having helped them improve customer retention by 47%, customer satisfaction by 47%, and reduced lead costs by 27%.

CRM can boost sales by 29% and sales team productivity by 34% and can decrease the sales cycle by 8-14%.

But here’s the thing. Traditional CRMs aren’t built for your use-case as a financial institution. If you’ve been browsing our site, you know that CRMNEXT was built by FIs for FIs, blah, blah, blah… The point is, we know how to transform your data to make it organized and actionable.

What does that really mean? Think about the friction your customers or members experience when your team has to go through multiple systems and jump from tab to tab in order to resolve an issue or answer a question.

Now, picture that—poof—gone.

Which ultimately helps you and your team refocus on what matters most: the people you serve.

Simplify Work

By taking data out of your disparate systems and making sense of it.

Drive Growth

By taking that organized data and highlighting areas where you can strategically improve and adapt.

Deliver on Experience

By empowering your employees with the data they need when they need it.

Remember how we talked about hearing it from the experts up there? Well, we’ve got another goodie for you.

Check out this recent webinar we did with some of the top minds on data (aka data geek royalty) all about how to build your data strategy to transform your FI.

You know you want to hit that play button… Get to it.

Data has transformative potential.

Did you know?

Ready to really put your data to work for you?

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