Customer Relationship Manager for your financial service company in Pointe-Claire to increase your productivity and profits
Effective management of business relationships for your financial service company in Pointe-Claire
A Customer Relationship Manager for your financial service company in Pointe-Claire, 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 Pointe-Claire to manage different aspects of their operations.
Here are the main features of CRM software for your financial service company in Pointe-Claire:
- Contact and account management for your financial service company in Pointe-Claire;
- Sales management for your financial service company in Pointe-Claire;
- Customer service for your financial service company in Pointe-Claire;
- Marketing for your financial service company in Pointe-Claire;
- Analytics and reporting for your financial service company in Pointe-Claire.
Here are the main features of ERP software for your financial service company in Pointe-Claire:
- Human resources management for your financial service company in Pointe-Claire;
- Financial management for your financial service company in Pointe-Claire;
- Inventory and procurement management for your financial service company in Pointe-Claire;
- Production management for your financial service company in Pointe-Claire;
- Purchasing management for your financial service company in Pointe-Claire;
- Analytics and reporting for your financial service company in Pointe-Claire.
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 Pointe-Claire that help you increase your performances and make your employees in Pointe-Claire be more productive.
Customer Management for your financial service company in Pointe-Claire
The basis of a Customer Relationship Manager for your financial service company in Pointe-Claire 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 Pointe-Claire, 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 Pointe-Claire
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 Pointe-Claire is complicated, so we've built a Customer Relationship Manager for your financial service company in Pointe-Claire 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 Pointe-Claire;
- Quotes for windows and doors in Pointe-Claire;
- Quotes for a custom-built application for your financial service company in Pointe-Claire;
- Quotes for the purchase of a house in Pointe-Claire;
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 Pointe-Claire
In our personnalized Customer Relationship Manager for your financial service company in Pointe-Claire, you'll have the option to manage all your employees in Pointe-Claire 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 Pointe-Claire;
- The hourly rate of employees for your financial service company in Pointe-Claire;
- The meetings and availabilities of employees for your financial service company in Pointe-Claire;
- The expenses of employees for your financial service company in Pointe-Claire;
- The tasks employees for your financial service company in Pointe-Claire need to complete;
- The paychecks of employees for your financial service company in Pointe-Claire;
- Etc.
If your employees for your financial service company in Pointe-Claire 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 Pointe-Claire
Knowing exactly what products for your financial service company in Pointe-Claire cost is crucial information a manager for your financial service company in Pointe-Claire needs. Thanks to our Customer Relationship Manager for your financial service company in Pointe-Claire, you'll be able to manage:
- Workforce costs for your financial service company in Pointe-Claire;
- Raw material costs for your financial service company in Pointe-Claire;
- Equipment costs and other expenses for your financial service company in Pointe-Claire.
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 Pointe-Claire.
Advanced Statistics for your financial service company in Pointe-Claire
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 Pointe-Claire, 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.
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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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