Lead and Campaign Management

Effectively Measure Multi-Campaign Client Engagement via Lead and Campaign Management

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 journals. On top of that, agents or administrators can set alerts and notifications, define rules, and/or set preferred communication methods.

 

Campaign Integration

From an integration perspective, our CRM:

  • Allows agents to manage communications within our CRM or integrate with them with other email marketing tools
  • Integrates with external tools or systems (e.g. Do Not Call lists)

 

Campaign Measurement and Reporting

Agents can view campaign statistics from the statistics sub-tab. In addition, agents have access to dashboards, where data can be viewed at the aggregate level 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 also define their own filter criteria with iyr integrated query builder tool.

Get started today and let us help you attain success.

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.

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Have a question? Get in touch with us today.

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.

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