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Doxim CRM vs Gold-Vision CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Doxim CRM low Failure Risk for Gold-Vision CRM low
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Comparison Summary

This comparison report of Doxim CRM vs. Gold-Vision CRM is based on a specific set of business needs and context. The comparison uses 1547 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Doxim CRM and Gold-Vision CRM

Doxim CRM, and Gold-Vision CRM 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.

Gold-Vision CRM focuses on Communication Management with E-Mail, Engagement Management, Campaign Management with E-Mail, Sales Document Management, etc.

"To have a tool like Doxim Loan Origination that is quick and easy to use is fantastic – I can put through a very high volume of loans efficiently, with the peace of mind that comes from knowing error rates will be low. " - Jessica Struck

"We felt we’ve had a very personalised service as all the staff have always been approachable and ready to discuss our requirements. With technology projects if you don’t have that personal touch it’s easy for these projects to become complicated. " - Sarah Jarvis

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.


logo Doxim CRM

Focus area

Software Failure Risk

  • low

logo Gold-Vision CRM

Focus area

Gold-Vision CRM is better than Doxim CRM for

Software Failure Risk

  • low

About

CRM for Financial Services

A complete CRM solution, highly configurable and scales in-line with business needs.

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

38

54

Total Goals
(we found evidences for)

8

9

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (85)

Read Reviews (30)

engaging and following up

Read Reviews (40)

Read Reviews (24)

training & onboarding

Read Reviews (18)

Read Reviews (9)

campaign management

Read Reviews (12)

Read Reviews (27)

campaign analytics

Read Reviews (2)

Read Reviews (3)

personalized marketing

Read Reviews (8)

Read Reviews (0)

customer feedback management

Read Reviews (6)

Read Reviews (2)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (2)

measuring net promoter score

Read Reviews (2)

Read Reviews (0)

workflow management

Read Reviews (6)

Read Reviews (8)

segmentation and targeting

Read Reviews (5)

Read Reviews (0)

sales document management

Read Reviews (4)

Read Reviews (22)

relationship management

Read Reviews (4)

Read Reviews (4)

contact list management

Read Reviews (3)

Read Reviews (12)

products & pricelist management

Read Reviews (3)

Read Reviews (1)

pipeline management

Read Reviews (2)

Read Reviews (7)

generation of new leads

Read Reviews (2)

Read Reviews (8)

loyalty management

Read Reviews (2)

Read Reviews (3)

identify target customers

Read Reviews (1)

Read Reviews (2)

performance management

Read Reviews (2)

Read Reviews (0)

communication management

Read Reviews (1)

Read Reviews (33)

helpdesk management

Read Reviews (1)

Read Reviews (11)

content management

Read Reviews (0)

Read Reviews (2)

business development

Read Reviews (0)

Read Reviews (4)

social media analytics

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (2)

social media analytics

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

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

  • Acquire customers

  • Improve internal communications

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Build brand awareness

  • Improve consistency

  • Grow market share

  • Scale best practices

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • user generated content

  • blogs

  • social media

  • website

  • point of sale

  • trade shows

  • mass media

  • events

  • promotions

  • See 9 more

  • e-mail

  • phone calls

  • offline

  • user generated content

  • blogs

  • social media

  • website

  • point of sale

  • trade shows

  • mass media

  • events

  • promotions

  • See 9 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

low

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low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting