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Discover how a CRM system provides the insights you need to manage memberships, increase visitors, boost donations, and optimize your ticketing process.
Register now for our webinar June 14, 2022 at 1pm EST![[WEBINAR] Customer centricity in insurance; improve your CX](https://solutionsmetrix.com/wp-content/uploads/2022/05/Insurance-Website-Banner.png?v=1.66)
Join us June 21, 2022 at 1pm EST for a thorough look at how a CRM system can transform your insurance organization from policy-driven to customer-centric.
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We help you select the best CRM platform to grow your sales, deliver extraordinary customer experience and launch relevant targeted marketing activities.
Discover our Services
Empower real-time data driven decisions leveraging insightful information from your customer 360 deg. profile.
Our approach
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.
Our inception process objectives aim at understanding the overarching goals of the CRM project
One of our service offerings involves analyzing your business line and comparing CRM systems
We build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.
Training is often overlooked in the deployment process.
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.
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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Get to know everything about the technological happenings of the CRM world through our eyes.
A customer relationship management (CRM) system helps insurers track customer data and interactions, allowing them to personalize policies and services for each individual, improving customer satisfaction and loyalty.
Read moreMontreal, QC [May 23, 2022] – Solutions Metrix is excited to announce its new Partnership level with best-in-class No-Code CRM Platform Creatio. We’re delighted to have reached the 5th level Partnership with Creatio, a global vendor of one platform to automate industry workflows and CRM with no-code and a maximum degree of freedom.
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