Customer Relationship Manager for your financial service company in the Laurentians to increase your productivity and profits
Effective management of business relationships for your financial service company in the Laurentians
A Customer Relationship Manager for your financial service company in the Laurentians, 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 the Laurentians to manage different aspects of their operations.
Here are the main features of CRM software for your financial service company in the Laurentians:
- Contact and account management for your financial service company in the Laurentians;
- Sales management for your financial service company in the Laurentians;
- Customer service for your financial service company in the Laurentians;
- Marketing for your financial service company in the Laurentians;
- Analytics and reporting for your financial service company in the Laurentians.
Here are the main features of ERP software for your financial service company in the Laurentians:
- Human resources management for your financial service company in the Laurentians;
- Financial management for your financial service company in the Laurentians;
- Inventory and procurement management for your financial service company in the Laurentians;
- Production management for your financial service company in the Laurentians;
- Purchasing management for your financial service company in the Laurentians;
- Analytics and reporting for your financial service company in the Laurentians.
Numérique.ca doesn't only build websites, but we also build a wide range of Web Apps, including a personnalized information system, a CRM (Customer Relationship Manager), an HRMS (Human Ressources Management System) and an ERP (Enterprise Ressource Planning). We can build Customer Relationship Manager for your financial service company in the Laurentians that help you increase your performances and make your employees in the Laurentians be more productive.
Customer Management for your financial service company in the Laurentians
The basis of a Customer Relationship Manager for your financial service company in the Laurentians is managing your customers. With our system, in addition to managing all their general information, you'll be able to view (and manage):
- All the follow-ups;
- Every order, past, current and future;
- The customer's complete profile (including which products interest him the most).
With our Customer Relationship Manager for your financial service company in the Laurentians, you'll be able to understand your relationship with each client and determine exactly what his needs are.
Quotes and Purchase Orders Management for your financial service company in the Laurentians
More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your financial service company in the Laurentians is complicated, so we've built a Customer Relationship Manager for your financial service company in the Laurentians to simplify this process and make it much quicker. Here are a couple of complex types of quotes we're able to build for your business:
- Quotes for your financial service company in the Laurentians;
- Quotes for windows and doors in the Laurentians;
- Quotes for a custom-built application for your financial service company in the Laurentians;
- Quotes for the purchase of a house in the Laurentians;
Of course, once the quote is sent and signed, we have all you need to convert it to a purchase order, and even link it directly with your accounting department.
Employee Management for your financial service company in the Laurentians
In our personnalized Customer Relationship Manager for your financial service company in the Laurentians, you'll have the option to manage all your employees in the Laurentians in a single place. That means you'll have access to all the tools required to manage:
- The general information of employees for your financial service company in the Laurentians;
- The hourly rate of employees for your financial service company in the Laurentians;
- The meetings and availabilities of employees for your financial service company in the Laurentians;
- The expenses of employees for your financial service company in the Laurentians;
- The tasks employees for your financial service company in the Laurentians need to complete;
- The paychecks of employees for your financial service company in the Laurentians;
- Etc.
If your employees for your financial service company in the Laurentians have special conditions you need to manage, we're able to custom build all the tools you need to manage them.
Production Costs Management for your financial service company in the Laurentians
Knowing exactly what products for your financial service company in the Laurentians cost is crucial information a manager for your financial service company in the Laurentians needs. Thanks to our Customer Relationship Manager for your financial service company in the Laurentians, you'll be able to manage:
- Workforce costs for your financial service company in the Laurentians;
- Raw material costs for your financial service company in the Laurentians;
- Equipment costs and other expenses for your financial service company in the Laurentians.
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your financial service company in the Laurentians.
Advanced Statistics for your financial service company in the Laurentians
Advanced systems like our Customer Relationship Manager offer a wide range of statistics about your clients, products, projects, or whatever you need to help you make the right decision. Amongst the statistics we offer, you have:
- Annual Revenue by Company;
- Monthly Revenue;
- Revenue / Expenses per day;
- Annual Employee Performance Increase;
- Monthly Employee Performance Report;
- Project Profitability;
- Etc.
Of course, if you need to have access to more statistics for your financial service company in the Laurentians, we're able to give you whatever type of stats you need, quickly.
It's important to know that all our Web Apps can be directly integrated in our information system (even our CMS), which allows us to centralize all your company's data in a single location, whether it comes from your in-house employees, your website or even your newsletter.
It's the perfect system for your insurance company in Nord-du-Québec, for your NPO in Sainte-Thérèse, for your transportation company in Robertsonville, for your hockey league in Joliette, for your hotel in La Prairie, for your restaurant in Mauricie, for your business in the Laurentians, for your company in North Montreal, for your SME in Saint-Eustache, for your car dealership in Saint-Laurent, for your startup in Saint-Joseph-de-Beauce, for your small town in Scott, for your store in Chateauguay, for your shop in Sorel-Tracy, for your thrift shop in Lasalle, for your shoe store in Repentigny, for your clothing store in Lanaudière, for your electronics store in Mirabel, for your robotics store in Saint-Laurent, for your eyewear store in Nord-du-Québec, for your furniture store in Lachine, for your construction company in Whitehorse, for your hostel in East-Broughton, for your lodging in Canada, for your camping in Black Lake, for your outfitter in Terrebonne, for your printing house in Shawinigan, for your financial service company in Calgary, for your organization in Chateauguay, for your nonprofit organization in Saint-Léonard, for your non profit organization in La Tuque, for your small business in Anjou, for your insurance broker in North Montreal, for your human ressources in La Prairie, for your non profit in Iqaluit, for your HR in Thetford Mines, for your warehouse in Montreal, for your bed and breakfast in Iqaluit, for your spa in Pointe-Claire, for your brewery in Nord-du-Québec, for your city in Beauceville, for your town in Vallée-Jonction, for your microbrewery in Iqaluit, for your association in Outaouais, for your tourism association in Napierville, for your regional tourism association in Ottawa, for your RTA in Princeville, for your pub in Drummondville, for your bistro in Rosemont, for your salon in Saint-Léonard, for your hairdressing salon in Chandler, for your beauty salon in Princeville, for your plumbing company in Hochelaga-Maisonneuve, for your sugar shack in the Eastern Townships, for your agency in Nord-du-Québec, for your recruitment company in Saint-Laurent, for your headhunting company in the South Shore, for your Clinic in Black Lake
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GET IN TOUCH
Where to find us
131, Notre-Dame Ouest
Office 202
Thetford Mines (Quebec)
G6G 1J4
Contact us
418 335-0804
418 335-4063
info@numerique.ca
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