Comparison Summary
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.
"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
"Upsales helped us bring sales and marketing together on a global scale " - Silvia Tarchi
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
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
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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Acquire customers
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Enter new markets internationally or locally
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Increase sales & revenue
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Enhance customer relationships
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Grow market share
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Scale best practices
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Improve efficiency
- See 4 more
Top Channels
Channels Used
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phone calls
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offline
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games
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e-mail
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events
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trade shows
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user generated content
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blogs
- See 5 more
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phone calls
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offline
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games
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e-mail
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events
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trade shows
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user generated content
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blogs
- See 5 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
