CRM Success. Delivered. | Solutions Metrix
CRM Success. Delivered.

CRM Success. Delivered.

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
Customer 360 degree profile

Customer 360 degree profile

Empower real-time data driven decisions leveraging insightful information from your customer 360 deg. profile.

Our approach
Unsure how a CRM can benefit your department?

Unsure how a CRM can benefit your department?

Find out more!
Explore how a CRM can drive value to address specific challenges of your industry.

Explore how a CRM can drive value to address specific challenges of your industry.

Discover our industry use cases
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Over 200 businesses have relied on us to help them select and implement the best CRM

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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

inception

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

Platform Selection

platform-selection

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

Implementation

implementation

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

Training & Support

training

Training is often overlooked in the deployment process.

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.

Let us help!

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 Strategies

Industries

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.

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.

Insurance

Insurance companies offer an array of policies. CRM makes it easier than ever to upsell a client from a small insurance policy to a bigger one and administer faster claims processes. Identify your clients by creating a 360-degree view of their profile.

Services

Service industries make up for a huge part of the economy. The services available vary widely, like the type of services provided and how they are sold.

Image of happy multinational voluntary workers cleaning beach from plastic with trash bags at seashore
Banking and Finance
Cosmetics and Beauty
Pharmaceutical
Professional Associations
Retail
Manufacturing
Higher Education
Insurance
Services

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)

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