Our Lead and Campaign Management functionality facilitates developing, executing, and tracking multiple campaigns across various departments. At the campaign level, agents can track participant status as well as other key criteria. Each campaign can have an associated activity plan, which can be used to assign tasks or follow-up activities – these are also entered into the client’s Interaction Journals. On top of that, agents or administrators can set alerts and notifications, define rules, and/or set preferred communication methods.
From an Integration Perspective, Our CRM:
Agents can view campaign statistics from the statistics sub-tab. In addition, agents have access to dashboards, where data can be aggregated or drilled down to a granular level.
Agents can also leverage NexJ Reporting, our easy-to-use reporting tool which has the benefit of a simple interface. Agents can define their own filter criteria with our integrated query builder tool.
And that’s just the beginning!
Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.Book a Demo keyboard_arrow_right
Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right