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AI driven Contact & Lead Management

50% increase in sales-ready leads through AI powered lead scoring and nurturing

  • AI powered lead scoring and qualification

    AI powered lead scoring and qualification

    • Prioritize leads based on behavior and engagement with content, improving sales team efficiency and closing rates through AI models.

    • Score leads based on their likelihood to convert and segment them based on their behavior and interests, allowing for more personalized and effective marketing.

    • Automate lead nurturing processes such as email campaigns, chatbots, and targeted content delivery, providing a more personalized and engaging experience.

  • Personalized Engagement

    Personalized Engagement

    • Tailor communications with prospects and customers by analyzing data on their preferences and past interactions.

    • Build stronger relationships with prospects and customers, leading to increased engagement.

    • Drive revenue with personalized messaging.

  • Pipeline Management

    Pipeline Management

    • See where your deals stand in the sales cycle, what stage they are in, and how close they are to closing.

    • Track the progress of each deal in real-time to identify any bottlenecks or obstacles and take action to keep the deal moving forward.

    • Forecast Sales Revenue: Estimate the amount of revenue expected to generate from each deal and make an informed decisions about resource allocation and business planning.

Smart Campaign Management

60% Increase in engagement through personalized campaigns

  • Audience Segmentation

    Audience Segmentation

    • Segment audiences based on demographics, behavior, interests, and other criteria.

    • Deliver targeted content and personalized offers to specific groups within the audience.

    • Improve engagement rates and increase the effectiveness of campaigns.

  • Intelligent Automation

    Intelligent Automation

    • Automate tasks such as message optimization, campaign analysis, and reporting.

    • Save time and resources, increase efficiency, and reduce the risk of human error.

    • Improve overall campaign management and streamline processes.

  • Analytics and reporting

    Analytics and reporting

    • Provide in-depth analytics and reporting to measure campaign performance.

    • Use data to analyse customer behaviour and campaign effectiveness.

    • Optimize campaigns and achieve better ROI by identifying areas for improvement through analytics and reporting.

AI powered Customer Analytics

25% Reduction in customer churn through AI powered customer analytics

  • Identify Patterns

    Identify Patterns

    • By analyzing customer behavior data, such as click-through rates, purchase history, and social media activity, gain insights into which products or content are most popular and tailor offerings accordingly.

    • Analyze data on customer interactions with different types of content, products, or services to develop new offerings or modify existing ones to better align with customer preferences.

    • Stay ahead of the curve and create content, products, and services that align with current and future customer needs.

  • Personalized Engagement

    Personalized Engagement

    • Personalize offerings by analyzing customer data, such as purchase history, browsing behavior, and social media activity.

    • Personalize content by analyzing customer data on content preferences and behaviors.

    • Personalize communication with customers by analyzing customer data on communication preferences and behaviors.

  • Reduce Churn

    Reduce Churn

    • Identify customers who are at risk of churning by analyzing customer data, such as usage patterns, purchase history, and customer service interactions.

    • Develop personalized strategies to retain at-risk customers by analyzing customer data to understand the underlying reasons for their potential churn.

    • Measure the effectiveness of their retention strategies by analyzing customer data before and after the implementation of a particular strategy.

Forrester Badge

BUSINESSNEXT recognized as a Leader

Forrester Wave™ Financial Services CRM, 2023

Forrester's comprehensive evaluation of financial services CRM providers against 39 criteria includes BUSINESSNEXT as a leader, securing highest scores for the top five evaluation criteria below

  • Prospecting and Outreach

  • Lead Generation and Prioritization

  • Customer Insight and 360 View

  • Account Opening

  • Customer Self-Service and Engagement Capabilities

inspirational

Success Stories

In our customers' words, how we got them ready for anything the future could bring.

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Kotak Life Insurance

200% Increase in first-touch resolutions rates & more

TATA AIA

70% Improvement in Service TAT & More

PNB Metlife

90% Reduction in Service TAT

Bajaj Allianz

Insurance CRM for a Continuous, Delightful Experience

Resources

Embrace Risks Profitably In Insurance
Embrace Risks Profitably In Insurance

Embrace Risks Profitably In Insurance

Insuring the Future with AI-Driven Risk Management

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Insurance CRM: Creating Value Through Next-Generation Operating Models
Insurance CRM

Insurance CRM: Creating Value Through Next-Generation Operating Models

The purpose of insurance is enough protection for a rainy day. The covid-19 pandemic cloudburst means even the most prudent insurers are rapidly needing a bigger umbrella.

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Next Generation Digital Journeys in Insurance Claims
Next Generation Digital Journeys in Insurance Claims

Next Generation Digital Journeys in Insurance Claims

For the first time in decades, insurers are playing a tune that the customers can whistle.

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