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

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

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

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

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

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

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

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