Doxim CRM+

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Doxim CRM+ is an integrated CRM Suite that includes the Doxim Business Analytics and Campaign Management solutions. At Doxim, we understand that CRM platforms are often big investments and require lengthy implementation cycles. Given this, integrating in additional technology components is the last thing IT wants to do. That’s why we have developed an integrated CRM Suite for financial services. Designed to support your business, this suite combines the power of a CRM with customer data insight and marketing execution. The result, a bigger, better, and smarter CRM.

Key Features

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 automated 1:1 multi-step, multi-channel marketing 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.

Sales Tracking

Understand and manage staff sales performance. Reward top performers, and coach those who aren’t selling effectively.

360⁰ Customer View

Provide a full customer snapshot at a glance, including off-balance sheet data, current wallet share, and last contact date for each channel.

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 a 100+ 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.

Mobile App

Empower your mobile salesforce with a mobile app that gives access to customer profile and portfolio information for intelligent off-site conversations.

Key Benefits

  • Increased Share-of-Wallet
  • Gain Operational Efficiencies
  • Improved Customer Experience

Product/Service details

Geographic Availability
North America