CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Better focus, better results
THE EXCEPTIONAL POWER OF NEX
With NEX CRM, you get an end-to-end view of your customer engagement, capturing communications, documents, tasks and data with each step.Â
With NEX’s configurable sales process, your deals consistently advance with alerts and reminders as well as access to all the information at your fingertips.
SALES
Sales cycle from A to Z
Quotes and opportunities benefit from your detailed customer and product profiles to ensure complete and accurate quotes, orders and forecasting.
Quotes can be created in single or multiple currencies.
Log communications and tasks and save sales documents with each opportunity.
Commissions are set in user and product profiles for automatic calculation.
Lease and rental options provide flexibility for customer acquisition.
Order management and operations benefit from accurate quotes and opportunities for perfect execution.
PRODUCTS AND COMPANIES
All the information you need at your fingertips
Product profiles include prices, costs, specifications, product options, shipping information, consumables, restrictions, suppliers and more.
Customer profiles include payment and shipping terms, contacts, opportunities, quotes, orders, communications, contracts, purchased products, documents, tasks and special notes to ensure that all the information you need is easy to access.
Import tools allow for easy migration.
Prevent duplicates and merge companies without losing any information.
Territory management assigns Account Managers and CSRs to customers.
WORKFLOW
Fine tune your sales process using NEX's configurable workflow
Configure your sales process in the workflow with well-defined steps. Emails, tasks and reminders drive opportunities forward.
Compliance to business rules is ensured for quotes, order approvals, discounts, pricing exceptions and more.
Milestones in the sales process can be assigned weights (%) to drive metrics and forecasting.
Operations and administration benefit from NEX CRM tools for every step in their process.
MARKETING
Generate targeted quality campaigns
Focus your campaigns by selecting contacts specializing in specific products or customers who purchased certain products. Select industries, associations, buying groups, etc.
Design personalized campaigns and include images and documents as attachments or add links to the public document folder.
Track campaign performance with real time statistics and analytics.
Telemarketing tools to track calls and results for call lists and selections.
ANALYTICS AND REPORTS
Easily track and analyze the metrics that matter to you
Quickly identify top opportunities, customers, suppliers and more
Track sales activities, forecasts and related information.
Track productivity, gaps and alerts
CONTRACT MANAGEMENT AND DOCUMENTATION
Keep all the information you need in one safe place.
Upload or synch documents under companies, contacts or opportunities.
Internal documents such as marketing, sales, administration, technical documents and templates are available to those who need them.
Contracts with customers and suppliers are stored under each company profile and managed by name, type, signed date, expiry date, and renewal.
