About us

XRM Vision is a CRM consulting group purely focusing on implementing business solutions based on what we know best: Microsoft Dynamics CRM.

We have implemented hundreds of Dynamics CRM solutions already. That is why, we believe every sale, marketing and customer service professionals should have access to simple yet great technology. Take care of your business and clients. We will take care of technology.

Services

You want to provide a better experience to your clients and prospects and win more business?

We work with sales, marketing and customer service professionals. We know what it means to have management down your neck with pipeline status, reporting requests, client updates and forecast reviews.

XRM Vision has the expertise, the tools and the experience to make sure your CRM implementation will be successful and provide peace of mind to both IT and Sales executives. Our collaboration with Microsoft, who invests millions every year in their Dynamics CRM platform, will definitely help you achieve your goals.

Get the data you need, when you want, to help your clients the best way possible.

Are you starting a CRM and Sales Force Automation project ?

Take it to the next level

Your systems and business tools are not helping your business enough?

Over the years, XRM Vision consulted and helped hundreds of clients to optimize the use of their CRM tools. We can do so by providing strategic consulting that will simplify your CRM utilization. We have been called into very complicated projects to help realign, reconfigure, and retrain users to make CRM projects a success.

Looking to get the best out of your CRM?

Take it to the next level

What are your business growth objectives? 

Nowadays, you can not achieve growth if you do not invest in marketing. One of the most cost efficient way to do that is Marketing Automation. Develop and automate your marketing campaigns, create lead nurturing workflows, and manage all your marketing content from one portal… effortlessly.

Want to benefit from Marketing Automation?

Take it to the next level

Are you a Microsoft Partner looking for Dynamics CRM competency experts?
Looking to add Microsoft Dynamics CRM into an AX, GP, NAV, Sharepoint or Office 365 project?

Being a Microsoft Gold CRM Partner, we can help your clients to implement a tailored CRM solution for their business and gain all strategic benefits from Microsoft Dynamic.

You need CRM experts to help your clients?

Take it to the next level

Team

Felix Robitaille

President and founder

President and founder of XRM Vision Felix Robitaille first worked with Microsoft Dynamics in 2002, when Microsoft launched the first beta version, 1.0, of their now famous, Microsoft Dynamics CRM. For more than 15 years, Félix has helped clients architect and implement their CRM projects in simple, accessible and innovative ways. He takes complexity and creates simplicity.

Alain
Moreau


Professional services director

Alain Moreau brings more than 25 years of experience to XRM Vision. From IT project management to service operations, his detail-oriented approach provides much clarity to our operations. Formerly responsible for the Microsoft Business Solutions practice at a big IT integrator, Alain has a clear vision on how to align XRM Vision expertise with our clients’ expectations.

Patrick Lambert

Vice President, Business Development

Patrick Lambert has over 25 years of experience in the field of business management systems. Before joining XRM Vision, he spent nearly five years at Microsoft Canada, working primarily in business development for the Dynamics business solutions. He is also a former partner of the Createch Group where he worked for 14 years. Mr. Lambert was leading Createch’s SAP practice.

Clients

Here are some of the companies we are working with.

They gave us their trust. We are giving them our best, every day.

Partners

XRM Vision created an ecosystem of expert partners to bring innovative technologies together and help our clients.

We are proud to associate ourselves with some of the best in their respective field.

Contact

Let’s get real. You do not care how it works. You care about your clients, your sales and the relationships that will grow your business. We get that and we are here to help.


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XRM Vision

5445 de Gaspé Avenue
Suite 110
Montreal (Quebec) H2T 3B2

Phone: 514 819-9094
Fax: 1 888 508-6642
Email: info@xrmvision.com

5445 Avenue de Gaspé, Montréal, QC H2T, Canada