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

Effective management of business relationships for your insurance broker in Quebec

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

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

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

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

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

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