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Doxim CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Doxim CRM low Failure Risk for workbooks.com low
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Comparison Summary

This comparison report of Doxim CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 4924 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Doxim CRM and workbooks.com

Doxim CRM, and workbooks.com 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.

workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List 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

"Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks. " - Craig Abrahart

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

Software Failure Risk

  • low

logo workbooks.com

Focus area

workbooks.com is better than Doxim CRM for

Software Failure Risk

  • low

About

CRM for Financial Services

Workbooks | A platform to manage your business, designed and priced for the mid-market

Financials

M&A

SEED

Business Need

Total Processes
(we found evidences for)

38

79

Total Goals
(we found evidences for)

8

16

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (85)

Read Reviews (101)

engaging and following up

Read Reviews (40)

Read Reviews (75)

training & onboarding

Read Reviews (18)

Read Reviews (29)

campaign management

Read Reviews (12)

Read Reviews (59)

campaign analytics

Read Reviews (2)

Read Reviews (4)

personalized marketing

Read Reviews (8)

Read Reviews (0)

customer feedback management

Read Reviews (6)

Read Reviews (16)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (8)

measuring net promoter score

Read Reviews (2)

Read Reviews (2)

workflow management

Read Reviews (6)

Read Reviews (50)

segmentation and targeting

Read Reviews (5)

Read Reviews (3)

sales document management

Read Reviews (4)

Read Reviews (123)

relationship management

Read Reviews (4)

Read Reviews (26)

contact list management

Read Reviews (3)

Read Reviews (72)

products & pricelist management

Read Reviews (3)

Read Reviews (1)

pipeline management

Read Reviews (2)

Read Reviews (28)

generation of new leads

Read Reviews (2)

Read Reviews (39)

loyalty management

Read Reviews (2)

Read Reviews (4)

identify target customers

Read Reviews (1)

Read Reviews (2)

customise loyalty program

Read Reviews (1)

Read Reviews (2)

performance management

Read Reviews (2)

Read Reviews (12)

lead qualification

Read Reviews (1)

Read Reviews (2)

lead qualification: technographic

Read Reviews (1)

Read Reviews (2)

communication management

Read Reviews (1)

Read Reviews (38)

helpdesk management

Read Reviews (1)

Read Reviews (49)

knowledge management

Read Reviews (1)

Read Reviews (12)

conversion management

Read Reviews (0)

Read Reviews (22)

trade show marketing

Read Reviews (0)

Read Reviews (19)

opportunity management

Read Reviews (0)

Read Reviews (19)

sales call management

Read Reviews (0)

Read Reviews (17)

business development

Read Reviews (0)

Read Reviews (16)

billing and invoice management

Read Reviews (0)

Read Reviews (14)

customer case management

Read Reviews (0)

Read Reviews (14)

account management

Read Reviews (0)

Read Reviews (7)

competitive intelligence

Read Reviews (0)

Read Reviews (5)

sales review & feedback

Read Reviews (0)

Read Reviews (3)

lifetime value management

Read Reviews (0)

Read Reviews (3)

follower management

Read Reviews (0)

Read Reviews (3)

rating and review management

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

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Improve efficiency

  • Scale best practices

  • Build brand awareness

  • Improve stakeholder relations

  • Improve consistency

  • Improve visibility

  • Improve brand engagement

  • Enter new markets internationally or locally

  • Launch new products

  • Improve digital and social presence

  • See 13 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

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Integration Risk

low

{{{rsh_C_1}}}

medium

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Migration Risk

low

{{{rsh_C_1}}}

low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting