Comparison Summary
Introducing Doxim CRM and TRACK CRM
Doxim CRM, and TRACK 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.
TRACK CRM focuses on Sales Call Management with Phone Calls, Engagement Management with Phone Calls, Campaign Management with Phone Calls, Communication Management with Phone Calls, 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 generated over $1.7 Million in outbound revenue. We would not have done that without TRACK. " - Anna Maria Vacations
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
Enterprise solution that connects all guest data points in one central location
Financials
M&A
M&A
Business Need
Total Processes
(we found evidences for)
38
36
Total Goals
(we found evidences for)
8
7
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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Increase sales & revenue
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Acquire customers
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Scale best practices
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Improve efficiency
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Improve ROI
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Improve internal communications
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Build brand awareness
- See 4 more
Top Channels
Channels Used
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phone calls
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e-mail
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chat
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out of home
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brochure
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website
- See 3 more
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phone calls
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e-mail
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chat
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out of home
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brochure
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website
- See 3 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
