Comparison Summary
Introducing Doxim CRM and Forth CRM
Doxim CRM, and Forth CRM 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.
Forth CRM focuses on Sales Document Management, Lead Management, Performance Management, Direct Marketing, etc.
"We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. " - Matt Welykholowa
"We use DPP to manage our direct mail marketing efforts, manage our leads and get finance applications signed. Using DPP has put us in the 21st century. We're closing more loans than ever before. " - John M
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
CRM to access your data, make smarter decisions and save time
Financials
M&A
PRIVATE
Business Need
Total Processes
(we found evidences for)
38
33
Total Goals
(we found evidences for)
8
2
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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Improve digital and social presence
Top Channels
Channels Used
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phone calls
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e-mail
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text SMS
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phone calls
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e-mail
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text SMS
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
