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“Recently we had a member phone in a special request for statements for a two year time frame. The staff member in operations opened the file from Doxim ECM, printed 24 statements in less than 10 minutes and put them in the mail. The member was very pleased when the statements arrived within days. It was then a very easy sell to convert him to eStatements once he saw the advantage to having so much information at his fingertips.”
“We recognized that the evolved Doxim eStatement solution provided us with the best member service and staff convenience opportunities. We also liked the check imaging and ease with which they can be added to the eStatements – it was a logical option to move to Doxim’s new eStatement service.”
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. Unlike traditional CRM solutions that focus primarily on management and reporting, Sugar empowers the individual, coordinating the actions of customer-facing employees and equipping them with the right information at the right time to transform the customer experience.
Pegasystems Inc. is the leader in software for customer engagement and operational excellence. Pega’s adaptive, cloud-architected software – built on its unified Pega® Platform – empowers people to rapidly deploy, and easily extend and change applications to meet strategic business needs. Over its 30-year history, Pega has delivered award-winning capabilities in CRM and BPM, powered by advanced artificial intelligence and robotic automation, to help the world’s leading brands achieve breakthrough business results.
Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco.
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