DOXIM CRM+
3 POWERFUL SOLUTIONS IN 1 CRM SUITE
TRUE FINANCIAL SERVICES EXPERTISE
Doxim knows what success and ROI look like for CRM implementations. To help you achieve your CRM project goals and measurable growth, we go beyond offering modern technology solutions and take you through the entire journey with our roadmap to success and our expert delivery team.
Expert
Team
Technology
Solution
Roadmap
to Success
BIGGER CRM
Three powerful solutions integrated into a single CRM platform create better insight to drive increased share of wallet and operational efficiencies. We have created the ultimate platform to analyze, package, market, sell, and manage sales opportunities across the customer life-cycle.
BETTER CRM
From better insight for sales on customer value, household, and share of wallet to better campaigns for marketing based on customer actions and preferences, Doxim CRM+ provides the tools needed to truly understand your customers for the best possible experience.
Doxim CRM+ Features
FOCUSING ON CLIENT SUCCESS & GROWTH
We expect that the metrics we are gathering at present following the Doxim CRM implementation will continue to show increases in speed and efficiency and, most importantly, improvements in member satisfaction, loyalty, and increases in wallet share.
Jared Kalenchuk,
Member Applications Analyst
Trusted by Financial Services Organizations across North America
Doxim’s CRM solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it’s price point and the support for their product is absolutely first rate.
Jason Hunter,
Manager of Retail Technology
LIVE DEMO OF DOXIM CRM+
Fill out the form to book a 1:1 discussion on how to reach your business goals with Doxim CRM+.
Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
2018 © Doxim Inc. All rights reserved.
OUR GREAT PRICE
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Pricing Table
10MB - storage
Activity - events and stats
Tasks - comments as a tasks
Workflow - manage projects
Teams - create and manage
Storage - manage your files
10MB - storage
Activity - events and stats
Tasks - comments as a tasks
Workflow - manage projects
Teams - create and manage
Storage - manage your files
10MB - storage
Activity - events and stats
Tasks - comments as a tasks
Workflow - manage projects
Teams - create and manage
Storage - manage your files
Best choice
SMARTER CRM
By combining the power of a CRM with an analytics engine and a campaign management solution, we created a smarter and more robust CRM experience for both users and end customers. With a complete view of the customer across data sources, you now have all the data and tools you need to analyze, engage, and market to your customers from one CRM platform.
Contact Management
View and document all customer engagements, across all touch points, so sales and service conversations can be picked up right where they left off.
Campaign Workflow
Build and trigger 1:1 multi-step, multi-channel campaigns for a more customer-centric approach to marketing.
Campaign & Pipeline Management
Analyze and fine-tune sales pipeline and campaign performance, increasing conversion rates and revenue.
Understand and manage staff sales performance. Reward top performers, and coach those who aren’t selling effectively.
Sales Tracking
360⁰ Customer View
Provide a full customer snapshot at a glance, including financial data, current product holdings, and last service engagements
Household View
Get a complete understanding of the customer’s financial situation as part of the larger picture of a financial “household” or economic micro-community.
Engagement Types
Get a CRM with preconfigured customer engagement types that will drive productivity instantly, without the extra effort and cost to customize a generic CRM.
One Central Source for Data
Get a more complete and actionable view of your business by aggregating together your disparate and incomplete legacy data sources into one centralized data warehouse.
We recently implemented Doxim's BA solution. The process was easy as Doxim's team did the heavy lifting. When it came time for training the Doxim team came on site and provided an easy to follow training program that staff of all skillsets were able to follow. Support staff are very responsive and helpful.
Jason McSpadden,
Director of IT Operations
No matter your credit union’s size, electronic communication with members is a must! Doxim provides cost-effective electronic marketing and communication tools that are easy to use and produce results. Hands-on service and assistance by staff is always available.
Janet Miles,
Business Development / Marketing
1. CRM Platform
2. Business Analytics
3. Campaign Management
Built Specifically for
Financial Services
Marketing Campaigns
Based on Insight
Complete Customer View across All Data Sources
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Bigger, Better, Smarter CRM
Doxim CRM+ is an integrated CRM Suite that includes the Doxim Analytics and Campaign Management solutions. Designed specifically for financial services, this suite combines the power of a CRM with analytical customer data, insight, and marketing execution. The result? A bigger, better, and smarter CRM.
CRM Platform
Business Analytics
Campaign Management
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