Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations in financial services, insurance and health care.
Next Generation CRM is an integrated solution that can combine customer profiles, interactions and transaction information from multiple applications to provide view of customers. The solution 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 solution also features relationship modeling, automated workflow with action 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 campaign progress over time with information such as the percentage of completed activities, results by stage and resulting opportunities.