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