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

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

A Customer Relationship Manager for your financial service company in Montreal, 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 Montreal to manage different aspects of their operations.

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

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

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

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

More