Doxim CRM vs. Salesforce Financial Services Cloud
Doxim CRM vs. Salesforce Financial Services Cloud
Product | Rating | Most Used By | Product Summary | Starting Price |
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Doxim CRM | N/A | Doxim’s financial services CRM software provides staff with a complete view of customer information in a central source to enable customer retention and success by putting actionable customer data right at staff members’ fingertips. The vendor states that with it, customer service reps can access a record of every interaction a customer has had with staff members across all channels, which eliminates the need for customers to explain issues multiple times, and enables CSRs to resolve issues… | N/A | |
Salesforce Financial Services Cloud | N/A | The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services… | N/A |
Doxim CRM | Salesforce Financial Services Cloud | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Doxim CRM | Salesforce Financial Services Cloud | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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Doxim CRM | Salesforce Financial Services Cloud | |
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Small Businesses | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Doxim CRM | Salesforce Financial Services Cloud | |
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Likelihood to Recommend | - (0 ratings) | 8.0 (1 ratings) |
Doxim CRM | Salesforce Financial Services Cloud | |
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Likelihood to Recommend | Doxim No answers on this topic | Salesforce |
Pros | Doxim No answers on this topic | Salesforce |
Alternatives Considered | Doxim No answers on this topic | Salesforce |
Return on Investment | Doxim No answers on this topic | Salesforce |
ScreenShots |