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CRM: The undiscovered
Conexus offers seamless
Never miss an opportunity to sell or serve with Doxim CRM
Increased revenue starts with satisfied customers. When staff members across all your channels have a complete view of customer information, uncovering new opportunities, making better recommendations and offering seamless service experiences becomes simple.
Increase Wallet Share and Uncover Hidden Revenue
Stop losing out on revenue generation opportunities because cross-sell opportunities are being missed. With Doxim CRM, you can capture information about customer needs, identify the next best action for each customer, and match customer segments to automated outbound campaigns. The result? “One size fits all” marketing is replaced with a customer-centric, targeted approach that boosts revenue and improves the customer experience.
Understand and Manage the Sales Pipeline
Who are your top salespeople? How well are your marketing campaigns performing? Manage the sales process and track pipeline and success rates to maximize your ROI. With a clear view of sales staff’s performance, you’ll be empowered to streamline inefficiencies, coach sales staff, and free them up to spend time building personal relationships with customers.
Improve Relationship Management
Today, customers move between channels to get issues resolved or to make requests. Our Contact Management screen lets staff members continue the conversation seamlessly across all channels – so your customer never has to tell their story more than once. Your customers get the friction-free service experiences they crave, and your staff members’ day-to-day jobs are simplified as well.
Want to learn more about Doxim Customer Relationship Management?
Doxim CRM Features
View and document all customer engagements, across all touchpoints, so sales and service conversations can be picked up right where they left off.
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
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.
Get a complete understanding of the customer’s financial situation as part of the larger picture of a financial “household” or economic micro-community.
Doxim’s CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly.
Matt Hébert, Project Specialist
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. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions.
Jason Hunter, Manager of Retail Technology
We expect that the metrics we are gathering at present following the Doxim CRM implementations 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
See Doxim CRM in Action!
Make the switch to a CRM solution built just for financial institutions! Book your personalized demo now to see how it can help you maximize the value of your customer relationships.
QUESTIONS? OUR PRODUCT SPECIALISTS HAVE ANSWERS. 1-866-475-9876