CRMNEXT continues where traditional CRMs leave off. It eliminates the artificial barriers between human and digital channels, enabling world-class, omni-channel customer interactions from a single, unified platform. With more than a million financial service associates and a billion customers supported by the platform globally, CRMNEXT effectively re calibrates banks’ potential to grow engagement, drive profitability and deliver innovation. It has to its credit the largest Banking CRM implementation in the world with 3,25,000+ users across 5,000+ locations and 36 countries. With proficiency in creating customer journeys from digital on-boarding through all aspects of assisted services, we are focused on the delivery of high-quality CRM implementations.

1. THE WORLD’S
MOST POWERFUL
FINANCIAL CRM
We run 4 of the 5 largest CRM’s globally

2. WHYWe live for the challenge of
accelerating your business results
HOWWe build technology to drive the
right changes through convenience
WHATWe build the best CRM product

3. Re-think CRM
In the last decade, businesses spent over $200 billion buying technology to
understand their customers & responding to their needs.
Yet, we understand them less today. Studies show that 8 out of 10 customers may
not recommend you to their own friends.
A silent revolution has happened.
The customer moved out, got interconnected and took control.
You have new competition & they are not your peers.
Today taxi companies are competing with banks.
Technology companies are printing parts that required manufacturing
plants. Internet is thinning your checkout queues…
We see an opportunity in this digital disruption.
In the age of inverted architecture, it is time to REIMAGINE your business.
It is time to reclaim your customers and let them take the wheel!
If you are ready to serve anew, so are we!
Introducing CRMNEXT.

4. MULTIPLY
GROWTH
Today CRMNEXT is used by over 1 Million users who
manage more than 1 Billion customers across 30+
countries in Asia, Europe, North America, Middle
East and Africa. Our customers include several of the
largest and fastest growing brands in the world who
rely on our platform for all their sales, on-boarding,
servicing and cross sell needs. We are helping
customers to set the standard for removing obstacles
and friction across channels; creating award winning
customer engagement and
efficient business growth.
CRMNEXT has to its credit the largest banking CRM
implementation in the world with 325,000+ users,
across 5,000+ locations and 19 countries. With
proficiency in creating customer journeys from digital-
on boarding through all aspects of assisted services,
we are focused on the delivery of high quality CRM
implementations.
CRMNEXT is extremely flexible with the ability to be
customized for multiple verticals. We currently serve
customers from 9 industry verticals including: Banking,
Securities, Wealth, Insurance, Pharmaceuticals, Retail,
Manufacturing, Media and Education.
‘What is your ‘X’ factor of growth? Is your strategy
all about numbers or is it about coverage? Or,
are you all about serving customers and retaining
them? Leverage your strengths, your ‘X Factor’ and
experience breakthrough business results.’
Founded 2002
Available on
SaaS, Private Cloud,
On-premise
Global Offices
India, USA, Canada,
Australia, Dubai,
Singapore, Philippines,
Thailand, Vietnam,
South Africa, Kenya
and Nigeria

5. ORGANISE
1. Move from excel sheets
& email systems to
a CRM application
2. Automate department
focused processes
UNIFY
1. Optimize end-to-end
processes across departments
2. Deliver consistent customer
experience across channels
of origination & interaction
TRANSFORM
1. Establish CRM as a
competitive advantage
2. Actively mining customer
value across life cycle
ORGANISE
1
2
3
UNIFY
TRANSFORM
BUSINESSNEXTCRMNEXT
LOB
LOB
LOB
LOB
LOB
LOB
LOB
LOB
LOB
LOB
Digital
Physical
CRM
CRM
3
Excel
CRM
2
BPM
Home
Ticket
By understanding your business’s unique journey
and adapting to the emerging strategy,
CRMNEXT quickly optimizes ROI by driving the
right change with its agile and intuitive technology.
CRM
+ OUT
= ROI

6. Profiting from Digital Disruption
As experienced by our customers
TOUCH REWORK TAT
300% 80% 60%
Increase in Sales
from Digital Channels
Enable instant gratification
Customers can get what they want with customized journeys, intuitive interface, personal-
ized offers, automated decision & straight through processing.
Deliver seamless omnichannel experience
With a unified experience customers enjoy the flexibility to start, pause & resume on
any channel, any device.
Make interactions delightfully simple
Smart self service & assisted channels provide easy gateways to key information and
effective win-back processes.
Improvement in Sales
Turn Around Time
Increase in
Net Promoter Score
Welcome to the age of Digital CRM!
It’s about being fast and paperless
It’s about seamless collaboration
It’s about instant fulfilment
It’s about knowing your customers better
It’s about amazing your customers with AAA
(Anything, Anytime, Anywhere) class of service
To make banks truly DIGITAL,
we gave them the power of ZEROs.

7. Design Led,
Code Less
In these times of market and economic
volatility, your business needs to be smart,
agile and flexible. Such scenarios call
for a unique blend of powerful process
designers that empower you to ride the
tide to profitability, through consistent,
continuous and ever increasing customer
engagement.
BUSINESSNEXT has a host of out of the
box tools in a unified platform that delivers
workflows created through drag and
drop visual designers. Employ intelligent
modelers that automates digital journeys
and empowers your business to deliver
faster fulfilment.
The Next Generation
Operating Model for
Financial Services
Welcome to the NEXT in digital!
It’s about being fast and paperless
It’s about seamless collaboration
It’s about instant fulfilment
It’s about knowing your customers better
It’s about owning your freedom of cloud
Public, private or in your own data-center!
20%
80%
7 Layers of Designers
Vivid Screen DesignerTM
Vivid Flow DesignerTM
Autoflow DesignerTM
Screenflow DesignerTM
David Decision EngineTM
Mashup AnywhereTM
Autonoma IntegrationTM
UI Layer
Persistency
Management
Workflow
Business Rule
Management
Master
Management
Integration
CRMNEXT
BRANCHNEXT
ORIGINATIONNEXT
CUSTOMERNEXT
BOTNEXT
DATANEXT
BUSINESSNEXT
Platform Foundation
Corporate Origination
RETAIL BANKING CORPORATE BANKING INSURANCE
Banking Edition
Digital Acquisition
Digital Service
Loan Origination
Card Origination
Enterprise Collection
Branch of Future
Corporate Edition
Digital Acquisition
Digital Service
Corporate Origination
Risk Assessment Mgmt.
Channel Managment
Persistency Managment
Policy Onboarding
Digital Service
Digital Acquisition
Insurance Edition

8. Awards & Industry Recognition
CRMNEXT
Featured in Three
Gartner 2018
Magic Quadrants
Recognition for our high impact CRM implementations
CRMNEXT’s position as a Visionary is driven by its
market understanding and market strategy. It can do
very large implementations, especially in banking and
financial services. Reference customers rated CRMNEXT
comparatively higher on relationship intelligence
compared to other leading vendors in this Magic
Quadrant. Its strengths are Technology, Relationship
intelligence and Roadmap. It has a proprietary
Catalyst sales performance modeler that uses multiple
parameters, such as historical KPI performance, current
revenue run rate and campaign effectiveness.
- 2018 Gartner Magic Quadrant for
Sales Force Automation
CRMNEXT can handle very large
implementations - especially in banking. Its
strengths include Integration flexibility, Lead
identification and Product Roadmap. It allows
for integrations with many other applications,
based on its Autonoma Integration Designer
management system. Patterns are loosely
coupled, reliable and reusable.
- 2018 Gartner Magic Quadrant
for Lead Management
CRMNEXT’s ability to scale is a key strength
— its largest customer has over 300,000 daily
users. It received high reference customer scores
for cost to value, or ROI, in comparison to those
of its competitors. CRMNEXT has an application
framework that enables organizations to design
their own business flows. The involvement of its
customers in design considerations and code-free
modeling shows promise.
- 2018 Gartner Magic Quadrant for
Customer Engagement Center
“Best CRM Project”
Model Bank Awards
Leader in 2017
Sales League Table
Exemplar:
2014Product
Excellence
Matrix
TMC 2017 CUSTOMER Magazine
Product of the Year Award
20+ AWARDS

9. Working with thought leaders
across industries verticals
World’s Largest CRM Implementation
3,25,000+ Users | Across 19 countries
Banking Insurance Financial
Services
Mutual Fund
Pharma RetailTelecom Media

10. Rajesh Wagh - Vice President (IT)
HDFC BANK
We believe in CRMNEXT. With over 40,000+ users
& 3,000+ branches & multiple integration points, it
was hard for any system to match our expectations.
But with CRMNEXT we have enjoyed 99.9% uptime
availability & seamless scalability. It just seems
perfect.
Cathy Dudley, Executive VP
First Bank, North & South Carolina
We were searching for a CRM system that would
provide First Bank associates with the tools to have
better conversations and more efficiently handle
account opening and customer inquiries. CRMNEXT
is the only comprehensive solution that does it
all, and we’re excited to partner with them. We
believe the CRMNEXT solution provides the right
tools to help our associates focus on the customer
and differentiate our service.
Samrat Das - CIO
TATA AIA
TATA AIA as a brand stands for trust. We are
ensuring customers enjoy the highest level of
convenience at all touch-points. CRMNEXT has
helped us to integrate, refine and adopt processes,
diversify offerings and provide a single platform
with a powerful 360 view. It has definitely helped
us in our journey to become more customer driven.
Avinash - Sr. Vice President IT
AXIS Bank
CRMNEXT has helped us to bring our critical 40,000+
people involved in acquiring and managing
customers on a common platform. Despite all the
complexities of our retail and corporate operations,
its unique Catalyst Performance Modeller has
helped us to create an agile and effective system to
manage sales performance on a daily basis. It was
difficult to find a solution which can give scalability
with reliability while keeping costs under control.
CRMNEXT has proven to be a perfect partner in
helping us create a flexible strategy execution
platform we always wanted.”
Faizal Eledath - Chief Information
NBO
Officer & Head of Transformation Customer
centricity and service excellence are key
underpinnings of our vision to become the bank of
choice. The implementation of CRMNEXT enables
us to build a robust service platform. The system
provides a unified and flexible interface to manage
all our customer touch points for marketing, sales
and service management. The system facilitates the
seamless integration of various parts of the bank to
ensure we deliver a consistently superior experience.
“
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Eric Vas, President, Motorcycle Business
Bajaj Auto Finance
“CRMNEXT offered high flexibility, scalability
options and automated end to end loan origination
process.”
“
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Vinay Nigudkar - CIO
RELIANCE
With CRMNEXT, Reliance Mutual Fund has achieved
50% reduction in transaction costs and 40%
increase in customers under managed portfolios.
“
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“
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Testimonials

11. Would you like to lend a helping hand?
Write to contact@nimayaa.com
How do we educate?
Enabling underprivileged kids to stay in school
by paying for tuition fees and stationery.
Improving access to quality education by
conducting workshops and enhancing learning
environment by renovating premises.
Supporting qualified teaching staff.
How do we care?
Organizing regular health check-up camps in
rural areas.
Providing healthcare services to meet the
immediate health care needs.
Conducting camps to spread awareness about
better prevention for proactive healthcare.
With continued growth and success, social responsibility has remained on the top of CRMNEXT’s
business priorities. We believe that social equality can only be achieved by improving education
and health. Our foundation “Nimayaa” is committed to these changes in society.
One step towards a better future
Acidaes Social Responsibility

12. We are not just a CRM platform provider.
We are more than Scale + Optimization + Depth.
We start by understanding your business first.
Understanding why, rather than telling you how.
Understanding your needs today and the challenges of tomorrow.
So that the solution we provide, can help you transform your business.
So that you get the results you want... the ones you were promised.
So that you can take your big leap... the kind your business needs.
So that you can accelerate your business growth... exponentially.
That’s the CRMNEXT way of doing things.
CRMNEXT
Growth Multiplied.
Reach us at: sales@crmnext.com
www.crmnext.com | highimpactcrm.com | @ @crmnext