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Doxim CRM vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Doxim CRM low Failure Risk for Scratchpad medium
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Comparison Summary

This comparison report of Doxim CRM vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1614 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Doxim CRM and Scratchpad

Doxim CRM, and Scratchpad 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.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

"We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. " - Matt Welykholowa

"One of the most frustrating things you might hear from a sales manager: 'Is you forecast in Salesforce up to date?' As we all know, updating SFDC is tedious and requires far too many clicks/loads to provide simple updates. Scratchpad solves this in ...an elegant way, allowing you to instantly update records from one view. One of the best sales productivity tools I have seen! Props to the team here as they are always willing to help if you have any questions. " - Ryan Fogarty

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

Doxim CRM is better than Scratchpad for

Software Failure Risk

  • low

logo Scratchpad

Focus area

Scratchpad is better than Doxim CRM for

Software Failure Risk

  • medium

About

CRM for Financial Services

Fastest experience to update Salesforces

Financials

M&A

SERIES B

Business Need

Total Processes
(we found evidences for)

38

46

Total Goals
(we found evidences for)

8

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (85)

Read Reviews (25)

engaging and following up

Read Reviews (40)

Read Reviews (22)

training & onboarding

Read Reviews (18)

Read Reviews (23)

campaign management

Read Reviews (12)

Read Reviews (0)

campaign analytics

Read Reviews (2)

Read Reviews (0)

personalized marketing

Read Reviews (8)

Read Reviews (0)

customer feedback management

Read Reviews (6)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (0)

measuring net promoter score

Read Reviews (2)

Read Reviews (0)

workflow management

Read Reviews (6)

Read Reviews (46)

segmentation and targeting

Read Reviews (5)

Read Reviews (3)

sales document management

Read Reviews (4)

Read Reviews (5)

relationship management

Read Reviews (4)

Read Reviews (0)

contact list management

Read Reviews (3)

Read Reviews (6)

products & pricelist management

Read Reviews (3)

Read Reviews (1)

pipeline management

Read Reviews (2)

Read Reviews (41)

generation of new leads

Read Reviews (2)

Read Reviews (1)

loyalty management

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

communication management

Read Reviews (1)

Read Reviews (2)

helpdesk management

Read Reviews (1)

Read Reviews (9)

opportunity management

Read Reviews (0)

Read Reviews (9)

account management

Read Reviews (0)

Read Reviews (4)

business development

Read Reviews (0)

Read Reviews (3)

conversion management

Read Reviews (0)

Read Reviews (3)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

customer case management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

sales call management

Read Reviews (0)

Read Reviews (2)

meeting management

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

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 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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medium

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Integration Risk

low

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low

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting