CRM Success. Delivered.

Over 200 businesses have relied on us to help them select and implement the best CRM

Services

By considering essential company needs, we present our clients with a service offer that contains an accurate cost estimate for each phase of the project. But we don’t just come up with an offer, we help you identify your needs.

Inception

Our inception process objectives aim at understanding the overarching goals of the CRM project

Platform Selection

One of our service offerings involves analyzing your business line and comparing CRM systems

Implementation

We build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.

Training & Support

Training is often overlooked in the deployment process.

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CRM Platforms

There are several CRM platforms with a multitude of functions. Pinpointing which one will work best for your organization in the initial phase of CRM integration is a crucial step before implementation.

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CRM Strategies

Customer-centric (also known as client-centric) is a business strategy that’s based on putting your customer first and at the core of your business in order to provide a positive experience and build long-term relationships.

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CRM Blog

Get to know everything about the technological happenings of the CRM world through our eyes.

CRM Benefits CRM Industries CRM Solutions Marketing Automation Solutions Metrix News & Events All articles

Ebook: Policy-Driven to Customer-Centric in the Insurance Industry

eBooksCRM BenefitsJune 22nd 2022

Many insurers are turning to CRM tools to reshape their business from a policy-driven to a customer-centric organization to stay competitive and keep up with changing customer needs.

Ebook: Demystifying Digital Transformation for Museums and Cultural Venues

eBooksCRM BenefitsJune 15th 2022

A customer relationship management (CRM) system can help you streamline many aspects of running your venue, including organizing and tracking visitor data, engaging with your audience, and effectively marketing your location to potential visitors.

Transport and logistic

CRM systems are great for fleet companies & freight brokerage firms. As your need for data processing increases, CRMs provide an effective dispatch and transportation management platform.

Nonprofit

CRM provides constituent management with which you can easily manage donations and donors and create privilege or loyalty programs. It also allows you to forecast revenues, generate invoices, donation receipts, and tax receipts for a fiscal deduction.

Banking and Finance

Banks and financial institutions are among the most complex industries because they provide a lot of products and services and interact with partners, business clients, and customers.

Cosmetics and Beauty

The beauty and cosmetics industry has taken a new turn the past 5 years. This is probably one of the most risk industries when it comes to digital and software usage. Nowadays, having a strong e-commerce presence is a must!

Pharmaceutical

Manage all your relationships and interactions with your customers and suppliers. CRM in pharma industries is centralized to channel data of drug manufacturers through several means of communication.

Professional Associations

Professional associations provide many services to their members, such as group insurance, legal advice, training, networking opportunities, and more, to ensure their members’ development and growth.

Retail

The retail industry has faced many challenges over the past year, such as digital transformation and new customer purchase behaviors.

Manufacturing

More than ever, manufacturing industries make a great case for CRM use.

Museums and Culture Venues

Culture venues like museums and other art galleries and art exhibition providers can benefit from all the remarkable insight provided by a CRM system. Attract visitors with segmented lists based on your most relevant approaches.

Higher Education

Enhancing student experience is one of universities’ major goals. However, they also face several challenges, such as student retention, engagement, communication, and other struggles.

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What our customers are saying

The combination of CRM and custom mobile application has allowed us to reduce the delay in entry of information into the CRM from 21 to 2 days. Sales Representatives can work more efficiently.

Faye Xue

Market Data Manager, Paladin Labs

Solutions Metrix accompanied us for the implementation of CRM for some of our divisions. Their expertise allowed us to achieve our objectives within budget and schedule.

Jean Thibodeau

Senior Vice President, Intelibuild and Management Information Systems, Group Canam

The flexibility of the CRM offered by Solutions Metrix and their support has allowed us to develop a customized CRM with a high rate of adoption

Isabelle Théberge

Ministère de la Santé et des Services Sociaux (MSSS)

[WEBINAR] Microsoft Power Platform helps solve Manufacturing Challenges