Service Offers Management for your financial service company to make it easy to create service offers
An easy way to create service offers for your financial service company
Our Service Offers Management for your financial service company provides a comprehensive solution to organize and manage service offerings within your company. This comprehensive solution provides you with the necessary tools to structure, track, and manage service proposals, facilitating better management of your portfolio of offerings.
Efficiently centralize the management of your service offerings. Our intuitive platform allows you to organize proposals, track developments, and manage details with ease.
Customize your methods of service offer management to meet your company's specific needs. Analyze ongoing offers, identify opportunities, and optimize the proposal process for better efficiency.
Our Service Offers Management for your financial service company seamlessly integrates with your existing systems, offering flexibility and scalability to support your company's growth. With advanced features and a user-friendly interface, this tool becomes an essential ally for optimal management of your service offerings.
Discover how our Service Offers Management for your financial service company can improve your service proposal process and help you optimize the management of your portfolio of offerings.
- 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 Service Offers 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 Service Offers 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 Service Offers 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 Service Offers 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 Service Offers 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 Service Offers 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 Service Offers 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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- Service Offers Management for your insurance company
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- Service Offers Management in Estrie
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- Service Offers Management in the Magdalen Islands
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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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