CRMnext is a comprehensive customer relationship management solution that enables companies to efficiently manage customer-facing operations like sales, marketing, and customer service. It centralizes customer data to provide a single view of customers and allows for seamless sharing of information across departments. CRMnext offers integrated reporting and analytics capabilities to provide actionable business intelligence that can help increase revenues. The unique architecture ensures companies can benefit from a CRM solution without operational hassles.

1. Increase my Service my Do more with
revenues customers well less
Ensure process
compliance
Tools to manage your
business growth, strategically
What is CRMnext? Self
Mailing Service
CRMnext is a comprehensive, easy-to-use, enterprise class List
Competitors
Portal
customer relationship management (CRM) solution. It is rich
Call Contacts
in features and functionalities and fast to implement. Using Scripts Contracts
Leads Inventory
CRMnext, companies can efficiently manage and improve all Forecast
customer facing operations like sales, marketing & customer Partners Feedback
Offers Budgets
services. Solutions
Opportunities
Training
It enables companies to manage and seamlessly share Campaigns
Accounts Cases
information across departments by centralizing all customer
data.
CRMnext offers integrated reporting and analytical
Customer
capabilities to enable companies discover actionable Marketing Sales Force
Service &
business intelligence that can lead to better revenues. Automation Automation
Support
The solution is powerful, yet simple to use. The unique
architecture of CRMnext ensures that companies experience Universal Framework
the benefits of a CRM solution without associated operational
hassles required to run an enterprise solution. Document Business Multi-
Management Process Dimensional
System Automation Analytics
Why do I need it?
CRMnext enables companies manage growth strategically by CRMnext helps everyone focus on the single version of truth
providing a single platform to effectively roll-out processes and by enabling a unified interface. It helps:
measure its performance across multiple locations.
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View complete customer information and documents at
Your Company one place.
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Manage geographically dispersed teams and operations.
Marketing
Services
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Improve pipeline visibility and sales effectiveness.
Sales
Services Sales
= conversion cycle and improve customer
Reduce lead
Our Foundation
Sales
acquisition.
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Deliver consistent world class service by providing
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adequate information at points of interaction.
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Adopt profitable ways to do business, including best
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SE ne xt F = insight and analysis using interactive
Get real-time
CRM dashboard & reporting.
For more information, visit us at www.crmnext.com

2. Features & Benefits
What is Sales Force Automation?
The sales force automation module offers end-to end effectiveness, required to meet the aggressive targets in
solution to manage sales team. It helps gain efficiency and today’s business world.
Key Features
ü Lead management
ü& contact management
Account Key Benefits
ü Opportunity management =
Global pipeline visibility
ü Competition management = customer information
Centralized
ü& services management
Product =
Sales process coaching
ümanagement
Territory =
Shorter/optimized sales-cycle
üteam management
Multiple =forecast accuracy
Increased
ü & activity management
Calendar =
Boost revenues
ü Email & SMS integration =opportunities
Pursue all
üperformance management
Target & =
Identify market trends
üreporting & analytics
Custom
What is Customer Service & Support?
The customer service & support module helps drive experience. It enables companies to handle more
customer satisfaction by enabling support teams to handle customers with a smaller support team, by deploying
calls more effectively and provide a consistent customer advance automation features.
Key Features
ü Case management Key Benefits
ü Assignment & queue management =
Drive customer satisfaction
ü & notification
Escalation =
Identify crucial issues
ü Asset management = transfers
Reduce call
ü management
Knowledge =
Enforce service level agreements
ü CTI integration =
Increase productivity & efficiency
ü Email & SMS integration =
Identify revenue opportunities
ü sales process
Service to =
Communicate consistently
ü Self-service portal =
Reduce incoming call volume
üreporting & analytics
Custom
What is Document Management System?
CRMnext provides a powerful centralized document central location for any time access. Disaster recovery
management system to ensure that all the sales, service and continuity programs ensure that all documents are safe.
and marketing related documents are available in one
Key Features
ü repository
Document
ü Access rights management Key Benefits
ü Source versioning = repository
Centralized
ü search
Document =
Anytime, anywhere access
ü Binding management =
Eliminate communication inaccuracy
=
Disaster recovery
For more information, visit us at www.crmnext.com

3. Features & Benefits
What is Marketing Automation?
The marketing automation module offers easy and communication across departments. Companies can better
integrated tool to manage campaigns and measure their manage customer segmentation and ensure targeted
effectiveness. It helps achieve uniform customer communication
Key Features Key Benefits
ü management
Campaign = campaign ROI
Measure
ü management
Mailing List = campaign effectiveness
Maximize
ü response tracking
Campaign = quality leads
Generate
ü expense management
Budget and Better your market segmentation
=
üLead management Deliver consistent message
=
üEmail & SMS marketing = online product content
Maintain
ü marketing repository
Centralized
üreporting & analytics
Custom
What is Business Process Automation?
The business process automation module helps company best practices. Processes can be easily enforced to gain
design customized processes and adopt customer global greater business efficiency and multiply profits.
Key Features
Key Benefits
ü process designer
Business
=business
Enforce processes
ü approval process
Multi-step
Drive business efficiency
=
üParallel workflow within a process
Drive quality
=
üEnforcement & automation rules
= inter-departmental coordination
Smoothen
ü & assignment rules
Escalation
=“value drivers”
Employ
übusiness processes
Multiple
Standardize measurement
=
üSales process coach
ü tasks & alerts
Automated
What kind of Reports & Analytics can I get?
CRMnext offers industry leading business analytics. It has territory and product axis. An easy to use report designer
integrated multidimensional analysis engine that enables enables corporate executives to create reports they need,
businesses to analyze data on a combination of time, team, on demand, without requiring them to understand
technology.
Key Features
ü Multi-dimensional analytics
Key Benefits
ü reporting
Drill-down
= business intelligence
Actionable
ü dashboards
Interactive = eliminate bottlenecks
Identify &
üreport designer
Custom Spot market trends
=
ü analysis
Historical Chart business performance
=
ü OLAP analysis
Relational = decision making ability
Pro-active
ü reporting
Clustered
üMatrix & Template report
Tabular,
For more information, visit us at www.crmnext.com

4. Why choose SaaS over On-Premise CRM?
Paying expensive software license fees for On-Premise upgrades can also be added to get the real feel of your total
CRM software is only the beginning. It requires you to also cost of ownership. SaaS offers you zero hassle ownership,
invest in hardware, installation, engineering, and while sharply reducing your total cost of ownership.
implementation. Over time, costs for ongoing support,
Description On-Premise SaaS
Hardware Requirements
Purchase of servers, related hardware, load balancers, specialized Customer Managed
storage, etc.
Software Requirements
Purchase of licenses for database, operating system, analytical Customer Managed
components, application servers, etc.
Application Management
Day-to-day administrative management of the CRM system, like daily log Customer Always On
clearings, database clean-ups, tuning etc.
Security Management
Real-time monitoring of application, including intrusion detection and Fully
Customer
Denial of Service (DoS) attacks. Includes standard security measures Secured
like firewall management, RSA Key management, etc.
Upgrade Management
Paid & Complex Free &
Purchase of software upgrades, migration of data and reconciliation of
Seamless
existing integration.
Backup & Disaster Management Fully
Daily onsite back-up, offsite storage of data in a secured location for Customer Managed
disaster recovery program.
Implementation Management Complex & Time Fast
Time to procure & install hardware, software, application, customization Taking Roll-out
and integration even before we see the first screen.
Application roll-out Restricted; Machine Anytime
On-premise CRM often require complex client side installations. SaaS & environment affinity Access
simply requires a browser to roll-out.
Ease of Use Familiar HTML
Will the users find application difficult to use? Do they need to learn Difficult to Use Interface
another application? (like yahoo!)
Ease of Application Maintenance Codeless
Code Change Customization
How easy is it for IT to change business rules or customization?
For more information, visit us at www.crmnext.com

5. Frequently Ask Questions KEY BENEFITS
I have an ERP, do I still need CRM? PROVEN ROI
Yes. ERP solution focuses on optimizing resources of a company like A track record of success
inventory, finance, human resource, etc. CRMnext focuses on helping
companies manage their customers, related issues, activities and retaining üimplement
Fast to
knowledge associated with them, for example pre-sales & pipeline information. ü use
Easy to
Typically, this information is captured on spreadsheets that is lost with time,
ütested results
Tried &
damaging revenue potential.
Can it integrate with my Financial System, ERP or our in-house built
applications? GREAT FOR BUSINESS
CRMnext has been especially designed to ensure easy and fast integration. It Boost efficiency, cut waste
provides multiple ways to integrate data and enable organizations to collate
information across systems. ü
Streamline processes
ü
Standardize practices
My company works in multiple countries, can CRMnext manage it? ü anywhere access
Anytime,
Many companies use CRMnext to manage their global operations. CRMnext ü recovery
Disaster
supports multiple currencies and is multi-lingual. It also offers one level of ü change
Easy to
financial consolidation to facilitate single currency reporting. Since CRMnext is
web based, it enables seamless roll-out across continents. ü manage
Easy to
How can CRMnext improve my productivity?
To start with, CRMnext streamlines processes & practices. It automates EASY ON IT
repetitive work, saving considerable time yet enforcing standards. It boosts For complete peace of mind
inter-departmental co-ordination, eliminating waste & increasing
organizational efficiency. It ensures effective actions by providing single click üfree ownership
Hassle
access to relevant data. ü
Rock-solid stability
ü availability
Unparallel
Does CRMnext provides CTI/ACD integration? ü
Zero client footprint
Yes, CRMnext comes pre-integrated with leading dialer solutions. The agent
ü upgrades
Seamless
machines simply needs a plug-in installation to support automatic pop-ups for
relevant screens like leads, cases, etc. Integration works both for in-bound & ü of ownership
Low cost
out-bound calls. Softphone controls are available within CRMnext window.
FAVOURED BY USERS
Empowerment to achieve results
ü repeated tasks
Automate
ü work effort
Organize
ü information access
Structure
ü coordination
Improve
ü process management
Complete
Ask for a FREE Demo
SMS to 56677
“CRM DEMO”
For more information, visit us at www.crmnext.com

6. About Us
CRMnext is a leading global CRM solution. CRMnext has practice leadership in
over 11 industry verticals where we work with companies to help them make most
of their relationships with the customer. Our key vertical editions include Banking,
Financial Services, Insurance, Media, Pharmaceutical, Telecom, Entertainment,
Energy, Manufacturing etc.
CRMnext works closely with its customers, leveraging its extensive domain
expertise to enhance their business efficiency by improving processes and
practices. This combination of competency and commitment to results are key to
the company’s success in the global market.
How to buy?
To subscribe to CRMnext or to learn more visit us at www.crmnext.com. You can
also:
• SMS “CRM DEMO” to 56677
• Write to us at : sales@crmnext.com
• Contact any of our global offices
Contact Us:
To learn more about our offerings, talk to our CRM representative today at any of
our locations.
2 3
1 5
6
4 7 8
INDIA LOCATIONS
9
Mumbai
Board no. +91-22-42688222
Asia/Pacific
Delhi 307, The Summit
Board no. +91-120-4665333 Western Express Highway
Vile Parle(E)
Mumbai - 400057
The Americas
132 Liberty Street, 1st Floor
Ridgewood, NJ 07450
USA
Europe
NaCP157
Bahnhafplatz
CH-3780 Gstaad
Suisse
For more information, visit us at www.crmnext.com