CRMNEXT Lead Management

It’s time to ditch the way you’ve always thought about leads. The days of sticky notes dropped off on a mortgage officer’s desk or emails collecting dust in your inbox are long gone.

CRMNEXT helps transform leads into flourishing member relationships. With visibility every step of way, measurable impact, and a direct tie into the member experience, we’ve stepped up the game.

Are you ready to join us?

Curious how CRMNEXT could work for you?

Request Demo

"What we are seeing is the greatest acceleration in digital financial institutions in history. 2020 accelerated many credit unions’ digital strategies, but it goes beyond prioritizing technology. It’s about focusing on technology in a way that makes members’ lives simpler"

– Fiserv

Stats that “counterbalance”

“Only 50% of FIs currently measure ROI as an impact with marketing”
– Deloitte

“63% of leaders said the pandemic made them embrace digital transformation much faster”
– Celerity

“70% of those surveyed said lead quality was the most important attribute”
– Ascend2

“Following-up with leads within 5 min, makes you a 9x more likely to convert them”
– InsideSales.com

By the Numbers (Industry stuff)

57% of consumers say they would likely choose an institution for their loan after a positive call experience. Financial services customers want to do business with companies that make them feel heard, understood, and valued. (Source: Market Cube)

More than 50% of financial institutions either do not measure ROI (return on investment) for their marketing at all or measure it in less than 25% of their campaigns.

Marketers who follow up with web leads within 5 minutes are 9 times more likely to convert them. (Source: InsideSales.com)

84% of companies believe a CRM system helps drive quality of leads. (Demand Metric Research Corporation via Direct Marketing News)

At the same time, 61% of marketers find generating high-quality leads as their biggest challenge. (B2B Technology Marketing Community)

32% of consumers say phone calls are the most frustrating customer service channel. Simply fielding inbound phone calls isn’t enough — it’s important for agents to have data on each caller so they can quickly and efficiently address their needs. (Source: Aspect)

Better with CRMNEXT

Simplify processes

• Automate digital or offline lead assignment
• Build actionable workflows for every lead
• Implement automated sequences for follow-up

Grow relationships

• Capitalize on every interaction as a chance to grow the relationship
• Empower staff with views of pre-approved offers
• Centralize tracking of all marketing being sent to a member
• Measure impact of initiatives

Communicate on Member Terms

• Interact with members across channels and devices
• Personalize marketing messages at scale
• Follow-up on requests promptly

Sources: Deloitte, Ascend2, Fiserv, InsideSales.com, CUNA, Financial Brand

Simplify Work. Drive Growth.
Deliver on Experience.