Management system for your financial service company in Calgary to increase your productivity and profits
Effective management of business relationships for your financial service company in Calgary
A Management system for your financial service company in Calgary, 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 in Calgary to manage different aspects of their operations.
Here are the main features of CRM software for your financial service company in Calgary:
- Contact and account management for your financial service company in Calgary;
- Sales management for your financial service company in Calgary;
- Customer service for your financial service company in Calgary;
- Marketing for your financial service company in Calgary;
- Analytics and reporting for your financial service company in Calgary.
Here are the main features of ERP software for your financial service company in Calgary:
- Human resources management for your financial service company in Calgary;
- Financial management for your financial service company in Calgary;
- Inventory and procurement management for your financial service company in Calgary;
- Production management for your financial service company in Calgary;
- Purchasing management for your financial service company in Calgary;
- Analytics and reporting for your financial service company in Calgary.
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 Management system for your financial service company in Calgary that help you increase your performances and make your employees in Calgary be more productive.
Customer Management for your financial service company in Calgary
The basis of a Management system for your financial service company in Calgary 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 Management system for your financial service company in Calgary, 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 in Calgary
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 in Calgary is complicated, so we've built a Management system for your financial service company in Calgary 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 in Calgary;
- Quotes for windows and doors in Calgary;
- Quotes for a custom-built application for your financial service company in Calgary;
- Quotes for the purchase of a house in Calgary;
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 Calgary
In our personnalized Management system for your financial service company in Calgary, you'll have the option to manage all your employees in Calgary 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 in Calgary;
- The hourly rate of employees for your financial service company in Calgary;
- The meetings and availabilities of employees for your financial service company in Calgary;
- The expenses of employees for your financial service company in Calgary;
- The tasks employees for your financial service company in Calgary need to complete;
- The paychecks of employees for your financial service company in Calgary;
- Etc.
If your employees for your financial service company in Calgary 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 in Calgary
Knowing exactly what products for your financial service company in Calgary cost is crucial information a manager for your financial service company in Calgary needs. Thanks to our Management system for your financial service company in Calgary, you'll be able to manage:
- Workforce costs for your financial service company in Calgary;
- Raw material costs for your financial service company in Calgary;
- Equipment costs and other expenses for your financial service company in Calgary.
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your financial service company in Calgary.
Advanced Statistics for your financial service company in Calgary
Advanced systems like our Management system 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 in Calgary, 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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- Management system in Sainte-Marie-de-Beauce
- Management system in Scott
- Management system in Vallée-Jonction
- Management system in Notre-Dame-des-Pins
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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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