Comparison Summary
This comparison report of Doxim CRM vs. Salesforce CRM is based on a specific set of business needs and context. The comparison uses 102585 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Doxim CRM and Salesforce CRM
Doxim CRM, and Salesforce 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.
Salesforce CRM focuses on Engagement Management, Contact List Management, Communication 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
"Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. " - Alex Ehrenberg
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
Salesforce CRM | Customer Relationship Management solution that brings companies and customers together
Age
1999
Financials
M&A
IPO
Business Need
Total Processes
(we found evidences for)
38
168
Total Goals
(we found evidences for)
8
23
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Improve internal communications
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Manage risk
-
Improve ROI
-
Improve efficiency
-
Improve visibility
- See 5 more
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Enhance customer relationships
-
Acquire customers
-
Increase sales & revenue
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Scale best practices
-
Improve ROI
-
Improve internal communications
-
Grow market share
-
Launch new products
-
Improve stakeholder relations
-
Enter new markets internationally or locally
-
Improve efficiency
-
Establish thought leadership
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Improve brand engagement
-
Improve digital and social presence
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Build brand awareness
-
Improve visibility
-
Manage risk
-
Increase customer life time value
-
Improve consistency
-
Shorten ramp up time
-
Improve navigation
-
Increase average basket value
-
Reduce bounce
- See 20 more
Top Channels
Channels Used
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e-mail
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phone calls
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social media
-
offline
-
mobile
-
website
-
point of sale
-
user generated content
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blogs
-
mobile app
-
chat
-
promotions
-
on premises
-
video
-
trade shows
-
omnichannel
-
causes and charity
-
text SMS
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Facebook
-
games
-
events
-
channel partners
-
review sites
-
LinkedIn
-
Amazon
-
Twitter
-
newsletter
-
support groups
-
mass media
-
display advertisement
-
coupons
-
Slack
-
Instagram
-
print media
-
magazine
-
Netflix
-
television
-
radio
-
Pinterest
-
movies
-
Whatsapp
-
out of home
-
Doubleclick
-
brochure
-
billboards
-
Glassdoor
-
eBay
-
Facebook page
-
Facebook at work
- See 46 more
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e-mail
-
phone calls
-
social media
-
offline
-
mobile
-
website
-
point of sale
-
user generated content
-
blogs
-
mobile app
-
chat
-
promotions
-
on premises
-
video
-
trade shows
-
omnichannel
-
causes and charity
-
text SMS
-
Facebook
-
games
-
events
-
channel partners
-
review sites
-
LinkedIn
-
Amazon
-
Twitter
-
newsletter
-
support groups
-
mass media
-
display advertisement
-
coupons
-
Slack
-
Instagram
-
print media
-
magazine
-
Netflix
-
television
-
radio
-
Pinterest
-
movies
-
Whatsapp
-
out of home
-
Doubleclick
-
brochure
-
billboards
-
Glassdoor
-
eBay
-
Facebook page
-
Facebook at work
- See 46 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
