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.
"Choosing to streamline our account opening system was a nobrainer. The manual process was no longer feasible for us and could not support our future growth objectives. As an NBCN correspondent, rolling out the Doxim Client Onboarding solution was ex...tremely easy and took less than two months to deploy. Everything we needed, including the forms, was already in place allowing for quick adoption. " - Caroline Sixsmith
"Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple t...o do in Scratchpad and I only spend about 10 minutes to make the same weekly updates I was doing before. " - Erik Long
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
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
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
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Improve ROI
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Improve efficiency
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Improve visibility
- See 5 more
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Scale best practices
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Increase sales & revenue
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Improve ROI
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Launch new products
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Acquire customers
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Enhance customer relationships
- See 3 more
Top Channels
Channels Used
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phone calls
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e-mail
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website
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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
- See 7 more
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phone calls
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e-mail
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website
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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
- See 7 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
