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Doxim CRM vs Upsales: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

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

This comparison report of Doxim CRM vs. Upsales is based on a specific set of business needs and context. The comparison uses 770 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Doxim CRM and Upsales

Doxim CRM, and Upsales 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.

Upsales focuses on Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

"Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. " - Amy Gertsma

"We plan to keep growing, so Upsales is essential for our business. " - Hoss Khosravi

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 Upsales for

Software Failure Risk

  • low

logo Upsales

Focus area

Software Failure Risk

  • medium

About

CRM for Financial Services

Upsales | CRM & Marketing Automation platform for B2B companies

Financials

M&A

SERIES A

Business Need

Total Processes
(we found evidences for)

38

37

Total Goals
(we found evidences for)

8

7

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (85)

Read Reviews (5)

engaging and following up

Read Reviews (40)

Read Reviews (4)

training & onboarding

Read Reviews (18)

Read Reviews (3)

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 (0)

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 (4)

segmentation and targeting

Read Reviews (5)

Read Reviews (0)

sales document management

Read Reviews (4)

Read Reviews (2)

relationship management

Read Reviews (4)

Read Reviews (1)

contact list management

Read Reviews (3)

Read Reviews (1)

products & pricelist management

Read Reviews (3)

Read Reviews (0)

pipeline management

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (2)

Read Reviews (28)

loyalty management

Read Reviews (2)

Read Reviews (1)

performance management

Read Reviews (2)

Read Reviews (0)

account management

Read Reviews (0)

Read Reviews (3)

competitive intelligence

Read Reviews (0)

Read Reviews (2)

social media analytics

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (2)

social media analytics

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

  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • offline

  • games

  • e-mail

  • events

  • trade shows

  • user generated content

  • blogs

  • See 5 more

  • phone calls

  • offline

  • games

  • e-mail

  • events

  • trade shows

  • user generated content

  • blogs

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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No Data

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Integration Risk

low

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medium

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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