cuspera logo CUSPERA

Sugar CRM vs Doxim CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sugar CRM vs. Doxim CRM is based on a specific set of business needs and context. The comparison uses 5684 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sugar CRM and Doxim CRM

Sugar CRM, Doxim CRM, Salesforce Sales Cloud, Zoho CRM, etc., 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.

Sugar CRM covers Engagement Management, Sales Document Management with Mobile, Contact List Management with E-Mail, Workflow Management, etc.

Doxim CRM focuses on Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.

"The customer journey changed a lot for us with Sugar. Now we can react faster. " - ROBERT AMPER

"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

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 Sugar CRM

Focus area

Sugar CRM is better than Doxim CRM for

Software Failure Risk

  • medium

logo Doxim CRM

Focus area

Software Failure Risk

  • low

About

SugarCRM: #1 Rated Customer Relationship Management Software

CRM for Financial Services

Age

2004

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

104

38

Total Goals
(we found evidences for)

18

8

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up


workflow management


contact list management

creating contact list


helpdesk management



communication management

sending & publishing communications

tracking & monitoring communications




generation of new leads


social media management

social media analytics

engaging on social media

managing social media account

scheduling post to social media



relationship management


training & onboarding


customer case management


campaign management

campaign monitoring


opportunity management


sales call management

meeting management


pipeline management


competitive intelligence


conversion management



loyalty management

identify target customers

customise loyalty program


account management


business development


content management


knowledge management



lead qualification

lead qualification: technographic


products & pricelist management



customer feedback management

measuring customer satisfaction

measuring net promoter score





rating and review management


lifetime value management



trade show marketing




touchpoint management


channel management


billing and invoice management


referral management


sales incentive management


social media marketing





sales review & feedback



community building





advocacy management


performance management


segmentation and targeting


personalized marketing



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Manage risk

  • Shorten ramp up time

  • Improve digital and social presence

  • Improve visibility

  • Increase customer life time value

  • Improve brand engagement

  • See 15 more
  • Improve internal communications

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Manage risk

  • Improve ROI

  • Improve efficiency

  • Improve visibility

  • See 5 more

Top Channels

Channels Used

  • promotions

  • mobile

  • phone calls

  • mobile app

  • website

  • omnichannel

  • offline

  • on premises

  • See 5 more
  • promotions

  • mobile

  • phone calls

  • mobile app

  • website

  • omnichannel

  • offline

  • on premises

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Business Setting