Customer Relationship Management
Transforming Customer and Staff Experience
“Doxim CRM offers power and flexibility beyond competitors far above its price point, and the support for their product is absolutely first rate.”— Prairie Centre Credit Union
Bigger, Better, Smarter Customer Relationship Management
Doxim Customer Relationship Management (CRM) helps community banks and credit unions build and maintain great relationships with new and existing customers by providing staff with the information and tools they need to manage all engagements, referrals, opportunities and conversations with
existing and prospective customers in a single system.
Make time for goal-based conversations by reducing the number of steps taken to open an account by 70%. Go from ordinary to exceptional in as little as 8-12 weeks.
Build Relationships that Last a Lifetime
Doxim CRM is purpose-built for the needs of banks and credit unions. It gives staff a holistic view of customer information and equips them with knowledge and insights to make the most of every interaction.
Build Relationships that Last a Lifetime
Doxim CRM is purpose-built for the needs of banks and credit unions. It gives staff a holistic view of customer information and equips them with knowledge and insights to make the most of every interaction.
Enhance Your Staff Productivity and Minimize Costs
Doxim CRM helps your staff work faster and smarter:
- Sales & marketing – reduce the time spent targeting low-quality leads and focus instead on customers who are most likely to respond.
- Customer service – spend less time resolving issues with centralized access to important interaction data—no more bouncing back and forth between legacy systems.
Engage Customers Anytime, Anywhere
Engage with a new generation of customers by promoting the right products through the right channels.
Doxim CRM lets you engage customers at an ATM or on your website. It also features an easy-to-use mobile app that empowers staff with complete profile and portfolio information during off-site meetings.
With an omnichannel approach to customer service, sales and marketing, you can grow profits while improving customer experience.
Engage Customers Anytime, Anywhere
Engage with a new generation of customers by promoting the right products through the right channels.
Doxim CRM lets you engage customers at an ATM, through your mobile app, or on your website. It also features an easy-to-use mobile app that empowers staff with complete profile and portfolio information during off-site meetings.
With an omnichannel approach to customer service, sales and marketing, you can grow profits while improving customer experience.
Capture Cross-Selling Opportunities
Simplify the process of uncovering cross-sell opportunities, make more targeted sales pitches, and send highly personalized marketing communications using data-driven CRM platform insights.
With Doxim CRM, you can capture information about customer needs, identify the next best action for each customer, and match customer segments to personalized and automated marketing campaigns.
Doxim CRM 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.
Household View
Understand the customer’s financial situation within a broader “household” or economic micro-community.
Sales Tracking
Understand and manage staff sales performance. Reward top performers, and coach those who aren’t selling effectively.
360⁰ Customer View
Access a complete customer snapshot including financial data, current product holdings, and last service engagements.
A Central Source for Data
Get a more complete and actionable view of your business by aggregating disparate and incomplete legacy data sources into one centralized data warehouse.