Enterprise Ressource Planning for your insurance broker in Estrie to increase your productivity and profits

Effective management of business relationships for your insurance broker in Estrie

A Enterprise Ressource Planning for your insurance broker in Estrie, 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 Estrie to manage different aspects of their operations.

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

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

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

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

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