A Enterprise Ressource Planning for your financial service company, 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 to manage different aspects of their operations.
Here are the main features of CRM software for your financial service company:
Here are the main features of ERP software for your financial service company:
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 Enterprise Ressource Planning for your financial service company that help you increase your performances and make your employees be more productive.
The basis of a Enterprise Ressource Planning for your financial service company is managing your customers. With our system, in addition to managing all their general information, you'll be able to view (and manage):
With our Enterprise Ressource Planning for your financial service company, you'll be able to understand your relationship with each client and determine exactly what his needs are.
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 is complicated, so we've built a Enterprise Ressource Planning for your financial service company 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:
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.
In our personnalized Enterprise Ressource Planning for your financial service company, you'll have the option to manage all your employees in a single place. That means you'll have access to all the tools required to manage:
If your employees for your financial service company have special conditions you need to manage, we're able to custom build all the tools you need to manage them.
Knowing exactly what products for your financial service company cost is crucial information a manager for your financial service company needs. Thanks to our Enterprise Ressource Planning for your financial service company, you'll be able to manage:
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your financial service company.
Advanced systems like our Enterprise Ressource Planning 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:
Of course, if you need to have access to more statistics for your financial service company, 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.
It's the perfect system for your insurance company in Yellowknife, for your NPO in Mont-Tremblant, for your transportation company in Candiac, for your hockey league in Drummondville, for your hotel in Montmagny, for your restaurant in the South Shore, for your business in Montreal, for your company in Gaspé, for your SME in Repentigny, for your car dealership in Lac-Saint-Jean, for your startup in Calgary, for your small town in Saint-Georges, for your store in Boucherville, for your shop in Bas-Saint-Laurent, for your thrift shop in Sainte-Thérèse, for your shoe store in Lasalle, for your clothing store in Saint-Léonard, for your electronics store in Verdun, for your robotics store in Princeville, for your eyewear store in Boucherville, for your furniture store in Charlottetown, for your construction company in Halifax, for your hostel in Iqaluit, for your lodging in Vancouver, for your camping in Sorel-Tracy, for your outfitter in Sherbrooke, for your printing house in Mauricie, for your financial service company in Hochelaga-Maisonneuve, for your organization in Kirkland, for your nonprofit organization in Beauceville, for your non profit organization in Scott, for your small business in Regina, for your insurance broker in Saint-Joseph-de-Beauce, for your human ressources in Côte-des-Neiges, for your non profit in Saint-Eustache, for your HR in Bromont, for your warehouse in Shawinigan, for your bed and breakfast in Napierville, for your spa in Toronto, for your brewery in Chateauguay, for your city in Saint-Eustache, for your town in Thetford Mines, for your microbrewery in Boucherville, for your association in Princeville, for your tourism association in Pointe-Claire, for your regional tourism association in Black Lake, for your RTA in Verdun, for your pub in Ottawa, for your bistro in Gaspé, for your salon in Toronto, for your hairdressing salon in Lasalle, for your beauty salon in Toronto, for your plumbing company in Lac-Saint-Jean, for your sugar shack in Robertsonville, for your agency in Dorval, for your recruitment company in Boisbriand, for your headhunting company in Beauport, for your Clinic in Granby
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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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