Customer Relationship Manager for your financial service company in Canada to increase your productivity and profits

Effective management of business relationships for your financial service company in Canada

A Customer Relationship Manager for your financial service company in Canada, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your financial service company in Canada to manage different aspects of their operations.

Here are the main features of CRM software for your financial service company in Canada:

  • Contact and account management for your financial service company in Canada;
  • Sales management for your financial service company in Canada;
  • Customer service for your financial service company in Canada;
  • Marketing for your financial service company in Canada;
  • Analytics and reporting for your financial service company in Canada.

Here are the main features of ERP software for your financial service company in Canada:

  • Human resources management for your financial service company in Canada;
  • Financial management for your financial service company in Canada;
  • Inventory and procurement management for your financial service company in Canada;
  • Production management for your financial service company in Canada;
  • Purchasing management for your financial service company in Canada;
  • Analytics and reporting for your financial service company in Canada.

More