CRMNEXT B2B Case Studies & Customer Successes

CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer and member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million financial institution employees use CRMNEXT on a daily basis to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe. Gartner recognizes CRMNEXT as a leading player in sales force automation, service management, and lead management. For more information, visit www.crmnext.com

Case Studies

Showing 25 CRMNEXT Customer Success Stories

92.7 Big FM achieves 184% sales growth and profit turnaround with CRMNEXT

92.7 Big FM

Tarun Katial

Chief Executive Officer

AU Small Finance Bank achieves 1500% increase in sales conversions with CRMNEXT

AU Small Finance Bank

Axis Bank achieves 90% reduction in average service turnaround time with CRMNEXT

Axis Bank

Avinash Raghavendra

EVP and Head - IT

President, Motorcycle Business

Bank Danamon Indonesia achieves Digital-First Transformation and Accelerated Digital Lending with CRMNEXT

Bank Danamon Indonesia

Henny Liu

SVP IT Digital & Front-End Solution Head

BDO Unibank achieves exceptional customer experience and accurate first-contact resolution with CRMNEXT

BDO Unibank

First Bank achieves streamlined onboarding and personalized service with CRMNEXT

First Bank

Cathy Dudley

Executive Vice President

HDFC Bank achieves 'ONE BANK' unification and 208% lead conversion uplift with CRMNEXT

HDFC Bank

Rajesh Wagh

Sr. Vice President (IT)

ICICI Bank achieves streamlined customer engagement and increased cross-sell with CRMNEXT

ICICI Bank

IndusInd Bank achieves digital transformation and next-generation customer engagement with CRMNEXT

IndusInd Bank

Soumifra

Head - Consumer Banking

Khan Bank achieves intelligent digital transformation and Customer 360 with CRMNEXT

Khan Bank

Kotak Mahindra Bank achieves 400% increase in CASA leads and faster fulfillment with CRMNEXT

Kotak Bank

Sanjay Gupta

President & Business Head - IT

Kotak Life Insurance achieves continuous-channel, instant customer servicing with CRMNEXT

Kotak Life Insurance

National Bank of Fujairah achieves faster compliance and sales effectiveness with CRMNEXT

National Bank of Fujairah

Joseph George

CIO

National Bank of Oman achieves 240% increase in lead conversions with CRMNEXT

National Bank of Oman

Faisal Mohammed

CIO & Head Of Transformation

National Bank of Oman achieves 240% increase in lead conversions and 75% reduction in service turnaround time with CRMNEXT

National Bank of Oman

Faizal Eledath

Chief Information Officer & Head of Transformation

RBL Bank Ltd achieves faster first-contact resolution and automated customer service with CRMNEXT

RBL Bank Ltd

Reliance Mutual Fund achieves 50% reduction in transaction costs and 40% growth in managed customers with CRMNEXT Financial CRM

Reliance Mutual Fund

Vinay Nigudkar

CIO

Chief Information Officer

TP Bank achieves 115% increase in conversions with CRMNEXT

TP Bank

Nguyen Huu Hung

Head Of Strategic Projects & Data Analytic

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CRMNEXT B2B Case Studies & Customer Successes

Case Studies

92.7 Big FM achieves 184% sales growth and profit turnaround with CRMNEXT

AU Small Finance Bank achieves 1500% increase in sales conversions with CRMNEXT

Axis Bank achieves 90% reduction in average service turnaround time with CRMNEXT

Bajaj Allianz achieves a unified 360° customer view and higher cross-sell conversions with CRMNEXT

Bajaj Allianz achieves a unified 360° customer view and automated, continuous insurance experience with CRMNEXT

Bajaj Auto Finance achieves 3-minute, zero-touch loan approvals with CRMNEXT

Bank Danamon Indonesia achieves Digital-First Transformation and Accelerated Digital Lending with CRMNEXT

BDO Unibank achieves exceptional customer experience and accurate first-contact resolution with CRMNEXT

First Bank achieves streamlined onboarding and personalized service with CRMNEXT

HDFC Bank achieves 'ONE BANK' unification and 208% lead conversion uplift with CRMNEXT

ICICI Bank achieves streamlined customer engagement and increased cross-sell with CRMNEXT

IndusInd Bank achieves digital transformation and next-generation customer engagement with CRMNEXT

Khan Bank achieves intelligent digital transformation and Customer 360 with CRMNEXT

Kotak Mahindra Bank achieves 400% increase in CASA leads and faster fulfillment with CRMNEXT

Kotak Life Insurance achieves continuous-channel, instant customer servicing with CRMNEXT

National Bank of Fujairah achieves faster compliance and sales effectiveness with CRMNEXT

National Bank of Oman achieves 240% increase in lead conversions with CRMNEXT

National Bank of Oman achieves 240% increase in lead conversions and 75% reduction in service turnaround time with CRMNEXT

RBL Bank Ltd achieves faster first-contact resolution and automated customer service with CRMNEXT

Reliance Mutual Fund achieves 50% reduction in transaction costs and 40% growth in managed customers with CRMNEXT Financial CRM

SBI Life Insurance achieves frictionless, end-to-end digital transformation with CRMNEXT

SBI Life Insurance achieves 400% increase in lead conversions with CRMNEXT

State Bank of India achieves omnichannel customer transformation and faster onboarding with CRMNEXT

Tata AIA achieves 250%+ increase in first-time resolution and faster turnaround with CRMNEXT

TP Bank achieves 115% increase in conversions with CRMNEXT

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