Microsoft Dynamics CRM 365 partner for customer engagement

Our story

XRM Vision

XRM Vision is a consulting firm which specializes in the implementation of customer relationship management (CRM) solutions founded in 2008. XRM Vision also offers strategic consulting services to businesses and entrepreneurs. We strongly believe that the acquisition and fostering of customer loyalty are the key elements of prosperity for any organization. We work with our customers to identify what business structures will help them meet organizational objectives, including making the most of their client interactions. Our objective is to provide each organization with productivity solutions enabling them to offer an exceptional customer experience while providing employees an efficient working environment with value-added work.

XRM Vision and Microsoft Dynamics 365

XRM Vision is fully dedicated to the Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) solutions suite as a means of achieving and supporting these business processes.  With over 25 professionals, we are one of the largest Dynamics 365 partners in Canada. We are a certified Microsoft Gold Partner, the highest level of certification in the Microsoft ecosystem. We are considered a key Dynamics 365 player in the market, and as such we are regularly invited to share ideas on Microsoft Dynamics CRM future developments.

XRM Vision’s experience

We have been involved in hundreds of Dynamics CRM solutions implementations, from sales process and digital marketing automation to client services optimization.  We believe that each sales, marketing and customer service professional should only focus on one thing: offer an exceptional customer experience while benefiting from the most efficient and simple technology.

XRM Vision boasts over 75 clients specialized in different fields including professional services, healthcare, high tech and financial services. Customers such as the Fonds de Solidarité FTQ, World Vision, Raymond Chabot Grant Thornton and Logibec to name a few are all benefiting from our expertise.

XRM Vision’s ecosystem

XRM Vision has put together an ecosystem of expert partners to bring innovative technologies together and help our clients. We are proud to be associated with some of the best in their respective field.

  • Microsoft: OEM and supplier of Dynamics CRM’s technological platform. As a Microsoft Gold Certified Partner, we contribute to the development of their software as well as provide support in data management.
  • ClickDimensions: email marketing and marketing campaigns automatization for Microsoft Dynamics CRM
  • Scribe: migration software and data integration
  • Assistance Software : PSA suite for Microsoft Dynamics CRM
  • Xperido : document creation solution for Microsoft Dynamics CRM

If you feel like joining us, take a look at our Careers section.

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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.

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Based on the Capability Maturity Model, our methodology will help you assess the CRM maturity level of your business processes by reading our e-book and completing our online questionnaire.