Increase Lead conversions
by 300%
Make leads love talking to you.

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
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Prospecting and Outreach
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Lead Generation and Prioritization
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Customer Insight and 360 View
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Account Opening
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Customer Self-Service and Engagement Capabilities
AI powered
Modern Lead Management

Easily process high lead volumes
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Capture leads across channels, campaigns in real time or upload in batches manually.
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Identify, clean lead funnel by removing inactive leads and automatically match leads to accounts
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Collect and build firmographics, demographic and behavioural history for both leads and accounts.

Enrich leads in real time
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Clean lead information in real time, integrate external profile enrichment sources and store profile data
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Associate the right information with the right lead and account
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Eliminate incomplete, redundant, or duplicate lead information

Identify and work on high quality leads faster
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Create multiple lead qualification and scoring processes using AI/ML driven business rules
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Boost Account Based Marketing (ABM) with account and engagement scoring.
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Set scores based on criteria including campaign, product type, customer segment, lead data fields, estimated customer value, opportunity value and more.

Deliver faster lead fulfilment
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Create lead management workflows to manage and control the lead life cycle through drag and drop visual designers.
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Auto routing leads through intelligent logic, including lead scoring, qualification, nurture, augmentation, and distribution processes based on criteria such as geography, estimated value and more.
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Execute multiple lead management processes and workflows simultaneously in a single instance.

Zero lead slippage
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Implement your lead strategy across multiple channels or platforms, thus maximizing opportunities to interact with prospective customers.
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Capture and nurture from basic channels including emails, websites, landing pages, microsites, social, webinar, direct and more
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Take advantage of advanced channels including E-commerce, VR/AR, trade shows, events and more.

Measure operational performance
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Predictively forecast revenue generation, revenue guidance and insights based on current lead volumes/quality.
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Get preconfigured reports, insightful, role based, dashboards, metrics and KPIs.
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Close the loop between sales and marketing with real time attribution and get prescriptive analytics like journey design, content recommendations, campaign optimization and more, driven by AI/ML models.
inspirational
Success Stories
In our customers' words, how we got them ready for anything the future could bring.
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