Press release

Carol Clagett joins CRMNEXT as Director of Customer Success

Sponsored by Businesswire

, the leading global CRM solution provider in financial
services, has appointed Carol Clagett as its director of customer
success to provide support for the company’s growing U.S. customer base.
In this role, she will serve as primary contact for banks and credit
unions implementing CRMNEXT’s solution. Beyond managing implementations,
Clagett will address ongoing customer support requests and lead client
discovery workshops.

“Carol’s in-depth knowledge of operations across a variety of notable
banks will prove incredibly valuable as CRMNEXT continues its expansion
in the North American market,” said Joe Salesky, CEO of CRMNEXT. “The
addition of Carol’s leadership will ensure the successful delivery of
the CRMNEXT platform to each new partner, equipping them to drive
revenue growth and increase efficiency through our solution.”

Clagett brings more than 20 years of industry experience to her role at
CRMNEXT, most recently serving as a senior vice president and retail
market manager at First Bank, headquartered in Southern Pines, NC. Prior
to joining First Bank, she held senior leadership positions in
management, customer service and software deployment at First Citizens
Bank and BB&T.

“My previous experience juggling dozens of siloed applications opened my
eyes to the value of CRMNEXT’s solution. Its unified platform enables
financial institutions to deliver seamless service to their customers,”
said Clagett. “CRMNEXT goes well beyond the traditional CRM. It is the
only solution with the ability to pull in data from multiple systems,
provide a comprehensive view of the customer and conduct transactions in
the same application.”

Clagett joins CRMNEXT fresh on the heels of leading the internal
implementation of the CRMNEXT platform at First Bank.

“Carol has been an incredible liaison between CRMNEXT and First Bank,”
said Cathy Dudley, executive vice president at First Bank. “We wish her
all the best as she transitions to her new role. CRMNEXT’s technology
has streamlined our bank operations and we know that other financial
institutions can achieve the same success with the CRMNEXT platform and
Carol’s efforts.”


, is the leading global CRM solution provider in financial
services. A Gartner Magic Quadrant visionary company, CRMNEXT picks up
where traditional CRMs leave off providing work simplification, robotic
automation, immediate results and greater empowerment for both team
members and customers. It eliminates the artificial barriers between
human and digital channels, enables innovation and world-class,
omnichannel customer interactions from a single, unified platform. With
more than one million bankers and one billion customers globally,
CRMNEXT has become the largest CRM in financial services by effectively
recalibrating the potential for both large and small organizations to
grow assets, quality relationships, profitability, service and
innovation. For more information, visit