Leads Management for your financial service company for better leads conversion rates
Convert your leads to sales easily and quickly
Our Leads Management for your financial service company is designed to optimize your lead generation process. This comprehensive solution provides the necessary tools to capture, track, and manage leads, enhancing conversion and maximizing business opportunities.
Centralize your leads and efficiently track their journey. Our intuitive platform enables you to segment, qualify, and prioritize leads for a targeted approach and better responsiveness to the needs of potential clients.
Customize your lead management strategies to meet your business's specific requirements. Analyze performances, identify strengths, and adapt tactics to optimize your conversion process.
Our Leads Management for your financial service company seamlessly integrates with your existing CRM systems, offering flexibility and scalability to support your company's growth. With advanced features and a user-friendly interface, this tool becomes a powerful ally to boost your sales.
Discover how our Leads Management for your financial service company can enhance your prospecting process and help you capture more business opportunities.
- Web applications for your financial service company;
- Complete company management for your financial service company;
- Employee schedule management for your financial service company;
- CRM and ERP software for your financial service company;
- Custom-made applications for your financial service company;
- Intervention plan software for your financial service company;
- Customer loyalty for your financial service company;
- Digital transformation 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 Leads Management for your financial service company that help you increase your performances and make your employees be more productive.
Customer Management for your financial service company
The basis of a Leads Management 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):
- All the follow-ups;
- Every order, past, current and future;
- The customer's complete profile (including which products interest him the most).
With our Leads Management for your financial service company, 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
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 Leads Management 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:
- Quotes for your financial service company;
- Quotes for windows and doors;
- Quotes for a custom-built application for your financial service company;
- Quotes for the purchase of a house;
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 our personnalized Leads Management 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:
- The general information of employees for your financial service company;
- The hourly rate of employees for your financial service company;
- The meetings and availabilities of employees for your financial service company;
- The expenses of employees for your financial service company;
- The tasks employees for your financial service company need to complete;
- The paychecks of employees for your financial service company;
- Etc.
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.
Production Costs Management for your financial service company
Knowing exactly what products for your financial service company cost is crucial information a manager for your financial service company needs. Thanks to our Leads Management for your financial service company, you'll be able to manage:
- Workforce costs for your financial service company;
- Raw material costs for your financial service company;
- Equipment costs and other expenses for your financial service company.
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 Statistics for your financial service company
Advanced systems like our Leads Management 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, 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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