Customer Relationship Manager for your insurance broker in Ottawa to increase your productivity and profits

Effective management of business relationships for your insurance broker in Ottawa

A Customer Relationship Manager for your insurance broker 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 insurance broker in Ottawa to manage different aspects of their operations.

Here are the main features of CRM software for your insurance broker in Ottawa:

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

Here are the main features of ERP software for your insurance broker in Ottawa:

  • Human resources management for your insurance broker in Ottawa;
  • Financial management for your insurance broker in Ottawa;
  • Inventory and procurement management for your insurance broker in Ottawa;
  • Production management for your insurance broker in Ottawa;
  • Purchasing management for your insurance broker in Ottawa;
  • Analytics and reporting for your insurance broker in Ottawa.

More