Comparison Summary
Introducing Doxim CRM and Surefyre
Doxim CRM, and Surefyre 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.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations. " - Ernie Nichiporik
"After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business. " - Tom Gillingham
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
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
M&A
Business Need
Total Processes
(we found evidences for)
38
11
Total Goals
(we found evidences for)
8
2
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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Improve digital and social presence
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Enhance customer relationships
Top Channels
Channels Used
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e-mail
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phone calls
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offline
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point of sale
- See 1 more
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e-mail
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phone calls
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offline
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point of sale
- See 1 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
