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CUSTOMER RELATIONSHIP MANAGEMENT

The tools you need to sell smarter

360 VIEW

With NEX nothing gets missed and no customers are forgotten.

CRM

Dashboards
Track and manage your customers in real-time

Your dashboard is the first thing you see when you log into NEX. It gives you a snapshot of everything that you have going on and is 100% configurable to meet your day-to-day needs.

Key Features:

  • Customize the page: Panels can be arranged in 1 column or 2. You can move the panels around to prioritize what is on top. Don't need to see certain panels? No problem, simply remove them. 

  • Customize the panels: Views within the panels can be changed to add/remove the columns that are important to you. Want to add specific filters, no problem. Once configured to your liking simply save your view and never worry again about configurations.

  • Quick access to the full details: Everything you need is link to get the full details. Want to open the order? Simply click on the SO#. Want to open the company profile? Simply click on the name.

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BONUS Company Dashboards: Working on growing a specific account? Dashboards also exist for companies so that you can better  focus your work.

Additional Tools for Sales Managers

Let your team focus on selling and monitor their performance in real-time

In addition to all the other features, NEX comes with many pre-configured reports to quickly manage your team's performance and create your forecasts.
The below are a few examples.

Activity Summary
Monitor activities and conversion rates to create targeted coaching and drive success.

Track activities

The Activity Summary Report provides a summary of activities per day for a given period. 

Key Features:

  • Employee: Filter by employee to see the activities of specific employees

  • Totals: View totals to quickly view what has been accomplished for the day

Further improve customer retention with the NEX Service and Customer Portal modules

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