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Marketing and sales management

Next4biz CRM covers customer data deduplication and consolidation, scorecard management, dynamic segmentation, campaign management, digital behaviour analysis, and opportunity and sales management.

WHO IT IS FOR

Marketing and sales teams in organisations where customer data is spread across several systems and campaigns and sales are tracked in separate tools.

TYPICAL IMPLEMENTATION TIME

6-8 weeks

From connecting data sources to the first campaign. Varies with the number of sources.

DEDUPLICATION

Over 90%

Duplicate customer records are merged into a single record. The rate depends on the number of sources and on data quality.

UNIFIED CUSTOMER DATABASE

Scattered data comes together on one customer record

Data from e-commerce, web and social media, forms, ERP, mobile apps and other systems flows in over web services, and after deduplication and consolidation it lands in the unified customer database.

Customer data

E-commerce

Web and social media

Forms

ERP

Mobile apps

Other systems

Web services

Demographic data

City, age, gender, education, income bracket, occupation.

Transactions

Last 10 transactions, average basket size, orders, service requests, complaints, prior-year revenue.

Digital behaviour

Website visits, email responses, interest in quotes, content engagement, video and webinar attendance.

Scorecard — the customer report card

Lifetime value, tenure, retention, loyalty score, churn probability, segment.

Deduplication

Different records for the same customer are merged.

Consolidation

Data from different sources settles onto one record.

Scorecard management

Calculated customer metrics are written to the record.

SEGMENTATION AND CAMPAIGNS

Target, craft the content, run the campaign and analyse it

Dynamic segmentation builds your audience from behaviour and profile data, content and campaign management produce the message, and you analyse the result and optimise.

Email

SMS

Mobile push messages

Mobile apps

Website

Dynamic segmentation

The segment updates itself when conditions change.

Content and campaign management

Campaign design and content are prepared in one place.

Digital behaviour analysis

Your customers' behaviour is measured.

Optimisation

Results are measured and the design is improved accordingly.

MARKETING AND SALES AUTOMATION

Audience, event, action

You build automations from three parts: which audience, on which event, triggers which action. Define it once and it runs by itself.

EVENT

Link click

Email reply

Email open

Stage change

Form submission

Recurring events

Bounced email

A custom field changing

ACTION

Add a task

Add / remove a tag

Change stage

Email a user group

Email the customer

Add a note

Push notification

Create a CSM case

IVR call

Send the customer an SMS

OPPORTUNITIES, TASKS AND SALES

Manage opportunities, tasks and sales targets

Opportunities link to customers, tasks are assigned to people, processes run on defined steps and sales targets are tracked from the same data.

Opportunity management

Opportunities map to stages, so you can see where the funnel is blocked.

Customer management

Opportunities and activities collect on the customer record.

Task management

Tasks are assigned, reminded and tracked.

Process management

Sales processes run on defined steps.

Sales target management

Targets are set and performance is tracked on the same screen.

Activity log

Calls, quotes and contact history are recorded.

DESIGN, INTEGRATE AND MEASURE

No code no cry

You do not need to write code to design Next4biz or keep it running. Web service integrations connect it to your enterprise systems, and the reporting layer lets you build your own CRM reports.

No code

No code is written to design or change anything.

Integration

Connects to enterprise systems over web services.

Reports and analysis

CRM reports come from the reporting layer.

SECURITY AND COMPLIANCE

KVKK compliant, integrated with İYS

Next4biz is a KVKK-compliant SaaS platform integrated with İYS, offering data residency options across data centres in Türkiye, Europe and the United States.

Consent management

Communication consents are held per channel; a customer without consent never enters a campaign list.

Role-based permissions

You define who can see which customer data.

Access and audit logs

Who accessed the data is recorded.

CERTIFICATIONS

ISO 27001

ISO 27701

ISO 9001

ISO 10002

ISO 22301

BS 10012

Let us show you how CRM would fit your organisation.

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