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Doxim CRM vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Doxim CRM
Score 0.0 out of 10
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
Score 7.5 out of 10
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…
$300
per month billed annually per user
Pricing
Doxim CRMSalesforce Financial Services Cloud
Editions & Modules
No answers on this topic
Sales
$300
per month billed annually per user
Service
$300
per month billed annually per user
Sales and Service
$325
per month billed annually per user
Einstein 1 for Sales and Service
$700
per month billed annually per user
Offerings
Pricing Offerings
Doxim CRMSalesforce Financial Services Cloud
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Doxim CRMSalesforce Financial Services Cloud
Best Alternatives
Doxim CRMSalesforce Financial Services Cloud
Small Businesses
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Doxim CRMSalesforce Financial Services Cloud
Likelihood to Recommend
-
(0 ratings)
5.0
(2 ratings)
Usability
-
(0 ratings)
5.0
(1 ratings)
User Testimonials
Doxim CRMSalesforce Financial Services Cloud
Likelihood to Recommend
Doxim
No answers on this topic
Salesforce
- Gives me easy visibility to all the opps and contacts for a customer - The way our SF is configured I feel has TOO much on the page and makes finding whats needed difficult or too time consuming
Verified User
Anonymous
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Pros
Doxim
No answers on this topic
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
Read full review
Cons
Doxim
No answers on this topic
Salesforce
  • UI
  • More intuitive click paths
Verified User
Anonymous
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Usability
Doxim
No answers on this topic
Salesforce
It does its job but could be better. I think it all comes down to each business configuration of the platform.
Verified User
Anonymous
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Alternatives Considered
Doxim
No answers on this topic
Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Verified User
Anonymous
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Return on Investment
Doxim
No answers on this topic
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
ScreenShots