Doxim Customer Relationship Management (CRM) helps community banks and credit unions build and maintain great relationships with new and existing customers. It provides 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. Doxim CRM is designed to give staff a holistic view of customer information, equipping them with knowledge and insights to make the most of every interaction. It helps reduce the time spent targeting low-quality leads, allowing focus on customers who are most likely to respond. With centralized access to important interaction data, customer service can spend less time resolving issues, eliminating the need to switch between legacy systems. Doxim CRM enables engagement with customers at an ATM, through a mobile app, or on a website, featuring an easy-to-use mobile app that empowers staff with complete profile and portfolio information during off-site meetings. It simplifies uncovering cross-sell opportunities, making more targeted sales pitches, and sending highly personalized marketing communications using data-driven insights.

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.