Partenaire Microsoft Dynamics CRM 365 pour l'engagement des clients

XRM Vision
Dec 11, 2017
Convincing your CFO that a good CRM is a smart investment

If you oversee sales or marketing, then you are probably already convinced of the benefits a CRM brings. Your colleagues in customer service, operations and human resources probably all support your decision to use this solution.  However, launching the implementation of a complete solution such as Dynamics 365[…]

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Dec 04, 2017
Analyzing the maturity of processes in the context of a CRM implementation

As previously mentioned in our article which describes the Capability Maturity Matrix, or CMM, assessing the maturity level of sales marketing and customer management processes is a key step in establishing a CRM solution. This assessment will give a better understanding of the robustness of CRM-supported processes and the[…]

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Nov 27, 2017
Do you know the maturity levels of your CRM?

Although companies are working hard to implement powerful CRM solutions, more than 47% consider the implementation of their solution to be a failure.  Why such a low success rate even when these companies choose the right solution and implement it by following all the recommended steps? The problem[…]

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Nov 22, 2017
Representatives, let the use of a CRM increase your productivity

  The implementation of a CRM solution brings obvious advantages for managers, it enables them to make decisions by providing readily available information at hand.  For a sales team, the real productivity gain of a tool like Dynamics 365 Customer Engagement (CRM) is at the level of the[…]

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Nov 07, 2017
Choosing the right CRM, Dynamics 365 or Salesforce?

By Félix Robitaille, President  When a company starts to increase the number of sales it makes, the implementation of a CRM quickly becomes a priority.  When sales start growing in substantial volume and growth, your management team will often face the following dilemma: What is the better choice[…]

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Oct 30, 2017
The 6 key ingredients of an efficient client acquisition process

By Félix Robitaille, President To achieve continuous growth, a company must constantly acquire new clients and contracts. Since you certainly do not want your success to rely solely on your employees, these goals must be achieved beyond the talent of your sales agents. It is essential for you[…]

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Oct 26, 2017
When your client works for you and the benefits of having an efficient portal

By Félix Robitaille Your clients certainly do not enjoy having to call you for the slightest question. Also, a manager, will not reap any benefits by creating a big customer service team just to have them answer the same questions repeatedly. The above statement, demonstrates one of the[…]

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Oct 12, 2017
Building a sales opportunity scoring

By Félix Robitaille, President It is of the utmost importance for a sales team to concentrate its energy on the most sustainable opportunities. Time is a limited luxury which no one can afford to waste. How do we choose the opportunities in which we invest? The implementation of[…]

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Oct 05, 2017
Is your success built upon your employees?

By Félix Robitaille, President Too many companies see their growth being halted by the departure of their best business developer or a change in the sales team leadership. Often, the performance of a few sales representatives will allow you to exceed your company’s growth objectives. Behind the last[…]

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Sep 28, 2017
4 key factors to ensure a successful implementation of your CRM

Only 37% of CRM implementation projects are successful. This is a harsh reality considering all the investment both in time and money a project like this requires. Not to mention that a CRM is an essential tool for the management of your company’s growth. How can you be[…]

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Create a customer engagement environment for your customers with Dynamics 365 (formerly known as Microsoft Dynamics CRM)

Your customers expect you to deliver a personalized and enriched customer experience . XRM Vision will manage this interaction with you by putting at your disposal the best technology to help you with customer retention, improving your productivity and managing your growth. Learn how.