CRMnext, Asia’s #1 CRM Solution in The BFSI Sector, Releases Advanced Territory Management Functionality

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CRMnext, Asia’s leading provider of CRM solution for large banks and insurance companies’ releases advanced territory management functionality, which will direct sales representatives to focus on customers, based on attributes like geography, customers name and address, etc. The new territory management feature allows an organization to create territory-based sales reports to ensure that businesses in different locations stay up-to-date.

Financial CRM - CRMnext.com

Financial CRM - CRMnext.com

CRMnext, Asia’s #1 CRM Solution in The BFSI Sector.

CRMnext, Asia’s #1 CRM solution in the BFSI sector releases advanced territory management functionality, which will help companies to organize and manage complex reporting structures of their sales and services teams in a very convenient multi-level and multi-dimensional tree structure. Sales and service teams can be assigned customers, prospects and products based on the territories assigned to them. The new territory management feature also allows an organization to create smart drill down reports based on territories to closely and effectively manage businesses at territory level.

The new territory management feature allows an organization to efficiently create new territories, edit existing territories and also assign users to multiple territories through a very simple user interface. The smart tool helps an organization to create parent and child territories on a hierarchical level to further improve the management of sales and services teams. Organizations can also generate multiple forecasts for various territories based on products, teams etc.

“The advanced territory management feature enables an organization to set territory based strategies and goals. It will help the top management to make intelligent decisions for implementing strategies at the ground level based on the real time and accurate reports for various territories,” said Dr. Manoj Kumar, Product Architect, CRMnext.

About CRMnext

CRMnext is a specialist Customer Relationship Management product company with focus on ultra-scalable installations. CRMnext team has proven track record of delivering High-Impact CRM solutions in their key practice vertical of Financial CRM, Banking CRM, Insurance CRM, Media CRM, Pharma CRM, Telecom CRM etc. Unlike commodity CRM, CRMnext has been widely recognized as a proponent of strategy driven implementations.

Know more about Financial CRM by visiting to http://www.crmnext.com/solutions/finance.aspx.

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Rahul Sheth
CRMnext
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