Next Generation CRM is a Web-based customer relationship management (CRM) system from NexJ Systems, suited especially for organizations in financial services, insurance and health care.
Next Generation CRM is an integrated system that can combine customer profiles, interactions and transaction information from multiple applications to provide a comprehensive view of customers. The system is equipped with industry-specific functionalities as well as business intelligence capabilities.
The software has two main components: the customer Data Management Platform (CDM) and the User Experience Platform (UXP). CDM works as a back office system, which manages customer data and UXP combines the technology and service to deliver context-based applications to agents, advisors and customers.
This software also features relationship modeling, automated workflow with activity plans, synchronization with Microsoft Exchange and integration with Outlook. Users can identify work on leads, prospects and referrals from multiple sources. They can also track ampaign progress over time with information such as percentage of completed activities, results by stage and resulting opportunities.