Comparison Summary
Introducing Zoho CRM and Doxim CRM
Zoho CRM, Doxim CRM, HubSpot CRM, Hubspot Sales Hub, 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.
Zoho CRM covers Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, etc.
Doxim CRM focuses on Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.
"We now have the capacity to do what we’re supposed to do. We’ve been able to run great campaigns, just like the big charities, through the CRM at very little cost. The first time we shared a blog post on Facebook, we received twelve new enquiries! T...he CRM has become the extra person we couldn’t afford to hire and taken away our anxiety. " - Joanne Baker
"Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. " - Alan Rees
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
Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
CRM for Financial Services
Age
1996
Financials
PRIVATE
M&A
Business Need
Total Processes
(we found evidences for)
130
38
Total Goals
(we found evidences for)
19
8
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve ROI
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Improve internal communications
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Grow market share
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Scale best practices
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Enter new markets internationally or locally
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Improve efficiency
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Launch new products
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Improve stakeholder relations
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Improve digital and social presence
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Improve consistency
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Build brand awareness
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Improve brand engagement
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Shorten ramp up time
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Improve visibility
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Establish thought leadership
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Increase customer life time value
- See 16 more
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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
Top Channels
Channels Used
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promotions
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mobile
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phone calls
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mobile app
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website
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omnichannel
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offline
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on premises
- See 5 more
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promotions
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mobile
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phone calls
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mobile app
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website
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omnichannel
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offline
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on premises
- 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
