Management system for your insurance broker in Terrebonne to increase your productivity and profits
Effective management of business relationships for your insurance broker in Terrebonne
A Management system for your insurance broker in Terrebonne, 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 Terrebonne to manage different aspects of their operations.
Here are the main features of CRM software for your insurance broker in Terrebonne:
- Contact and account management for your insurance broker in Terrebonne;
- Sales management for your insurance broker in Terrebonne;
- Customer service for your insurance broker in Terrebonne;
- Marketing for your insurance broker in Terrebonne;
- Analytics and reporting for your insurance broker in Terrebonne.
Here are the main features of ERP software for your insurance broker in Terrebonne:
- Human resources management for your insurance broker in Terrebonne;
- Financial management for your insurance broker in Terrebonne;
- Inventory and procurement management for your insurance broker in Terrebonne;
- Production management for your insurance broker in Terrebonne;
- Purchasing management for your insurance broker in Terrebonne;
- Analytics and reporting for your insurance broker in Terrebonne.
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 insurance broker in Terrebonne that help you increase your performances and make your employees in Terrebonne be more productive.
Customer Management for your insurance broker in Terrebonne
The basis of a Management system for your insurance broker in Terrebonne 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 insurance broker in Terrebonne, 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 insurance broker in Terrebonne
More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your insurance broker in Terrebonne is complicated, so we've built a Management system for your insurance broker in Terrebonne 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 insurance broker in Terrebonne;
- Quotes for windows and doors in Terrebonne;
- Quotes for a custom-built application for your insurance broker in Terrebonne;
- Quotes for the purchase of a house in Terrebonne;
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 insurance broker in Terrebonne
In our personnalized Management system for your insurance broker in Terrebonne, you'll have the option to manage all your employees in Terrebonne in a single place. That means you'll have access to all the tools required to manage:
- The general information of employees for your insurance broker in Terrebonne;
- The hourly rate of employees for your insurance broker in Terrebonne;
- The meetings and availabilities of employees for your insurance broker in Terrebonne;
- The expenses of employees for your insurance broker in Terrebonne;
- The tasks employees for your insurance broker in Terrebonne need to complete;
- The paychecks of employees for your insurance broker in Terrebonne;
- Etc.
If your employees for your insurance broker in Terrebonne 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 insurance broker in Terrebonne
Knowing exactly what products for your insurance broker in Terrebonne cost is crucial information a manager for your insurance broker in Terrebonne needs. Thanks to our Management system for your insurance broker in Terrebonne, you'll be able to manage:
- Workforce costs for your insurance broker in Terrebonne;
- Raw material costs for your insurance broker in Terrebonne;
- Equipment costs and other expenses for your insurance broker in Terrebonne.
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your insurance broker in Terrebonne.
Advanced Statistics for your insurance broker in Terrebonne
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 insurance broker in Terrebonne, 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 for your insurance company
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- Management system in Montérégie
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- Management system in Côte-Nord
- Management system in the Laurentians
- Management system in Mauricie
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- Management system in Saguenay-Lac-Saint-Jean
- Management system in Lac-Saint-Jean
- Management system in Estrie
- Management system in Outaouais
- Management system in Abitibi-Témiscamingue
- Management system in Nord-du-Québec
- Management system in the Magdalen Islands
- Management system in Chaudière-Appalaches
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- Management system in La Tuque
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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
GET IN TOUCH
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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