Comparison Summary
Introducing Doxim CRM and 4Degrees
Doxim CRM, and 4Degrees belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Doxim CRM covers Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.
4Degrees focuses on Relationship Management, Deal Management, Engagement Management, Pipeline Management, etc.
"Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. " - Alan Rees
"4Degrees is the best CRM in the world. It is truly a godsend, and I am beyond grateful for it. " - Rachel West
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
CRM for Financial Services
Intelligent relationship management for deal-driven teams,
Financials
M&A
PRIVATE
Business Need
Total Processes
(we found evidences for)
38
22
Total Goals
(we found evidences for)
8
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Improve internal communications
-
Enhance customer relationships
-
Acquire customers
-
Increase sales & revenue
-
Manage risk
-
Improve ROI
-
Improve efficiency
-
Improve visibility
- See 5 more
-
Enhance customer relationships
-
Acquire customers
Top Channels
Channels Used
-
e-mail
-
e-mail
Failure Risk Guidance Security Report?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
