Doxim CRM Overview
Doxim CRM centralizes customer information, boosting staff productivity and driving sales and marketing success for financial services. It supports banks and credit unions with pre-built flows and quick implementation.
Use Cases
Customers recommend Engagement Management, Onboarding, Campaign Management, as the business use cases that they have been most satisfied with while using Doxim CRM.
Business Priorities
Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Doxim CRM.
Doxim CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Doxim CRM's features include Personalization, and Feedback Surveys. and Doxim CRM support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Doxim CRM analytics capabilities include Custom Reports, and Analytics.
Reviews
"All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would antic...ipate that many other areas of the business will be looking to take advantage of this capability in the very near future." - Paul Hood
Doxim CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Doxim CRM
Top Industries
- Financial Services
- Accounting
- Banking
Popular in
Doxim CRM is popular in Financial Services, Accounting, and Banking and is widely used by
Comprehensive Insights on Doxim CRM Use Cases
How does Doxim CRM address your Engagement Management Challenges?
How can Doxim CRM optimize your Onboarding Workflow?
How does Doxim CRM address your Campaign Management Challenges?
What makes Doxim CRM ideal for Personalized Marketing?
How does Doxim CRM address your Customer Feedback Management Challenges?
25+ more Business Use Cases
8 buyers and buying teams have used Cuspera to assess how well Doxim CRM solved their CRM needs. Cuspera uses 474 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would anticipate that many other areas of the business will b...e looking to take advantage of this capability in the very near future. |
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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 extremely easy and took less than two months to depl...oy. Everything we needed, including the forms, was already in place allowing for quick adoption. |
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We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. Testimonial By Matt Welykholowa |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Paul Hood Senior Business Analyst, Westminster Savings Westminster Savings |
All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would anticipate that many other areas of the business will b...e looking to take advantage of this capability in the very near future. |
|
Caroline Sixsmith V.P of Operations Worldsource |
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 extremely easy and took less than two months to depl...oy. Everything we needed, including the forms, was already in place allowing for quick adoption. |
|
Matt Welykholowa Project Manager Conexus Credit Union |
We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. Testimonial By Matt Welykholowa |
Case Studies
CASE STUDY Aviso Wealth
CASE STUDY PenFinancial
CASE STUDY Top 5 Canadian Bank
CASE STUDY InFirst Federal Credit Union
CASE STUDY CU
CASE STUDY The City of Olathe, KS
Peers used Doxim CRM for engagement management and onboarding
Doxim CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (63) |
| Analytics | Read Reviews (11) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (63) |
| Analytics | Read Reviews (11) |
Software Failure Risk Guidance
?for Doxim CRM
Overall Risk Meter
Top Failure Risks for Doxim CRM
Doxim Inc Profile
Company Name
Doxim Inc
Company Website
https://www.doxim.com/HQ Location
220 Spring St, Herndon, Virginia 20170, US
Employees
501-1000
Social
Financials
M&A
