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.Learn more
Get to know everything about the technological happenings of the CRM world through our eyes.
Why the CRM is vital for your customer relationship management? A CRM solution is a database that centralize, secure and manage the customer relationship related data. This type of software will help you to structure your activity and increase significantly its performance. As a sales or marketing manager, you most probably already know a […]Read more
As the manager of sales and business development, the lead generation is your daily challenge. To reach your objectives, you are constantly hunting leads that will then need to go through a filter process to qualify them, so you can eventually convert them into opportunities with great commercial value. However, as time goes by, you […]Read more
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.
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.
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!
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 provide many services to their members, such as group insurance, legal advice, training, networking opportunities, and more, to ensure their members’ development and growth.
The retail industry has faced many challenges over the past year, such as digital transformation and new customer purchase behaviors.
More than ever, manufacturing industries make a great case for CRM use.
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 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.
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.
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.
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.
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
Ministère de la Santé et des Services Sociaux (MSSS)