CRM maturity

5 artificial intelligence applications that will transform your CRM

by Patricia Rivas • 9 July 2018

It is often said that artificial intelligence (AI) will revolutionize the way companies do business in the years to come. Many companies are already using AI applications that are significantly transforming their opportunities. These companies can now analyze their customer interactions with a depth and speed that has never been seen before. However, not all […]


6 ways of modernizing your CRM to improve the experience of your customers and ensure a successful digital transformation

by Patricia Rivas • 20 June 2018

More than two decades have passed since the first CRM software. CRM services were initially meant to be used as tools to manage marketing, sales and customer service teams. Today, their approach is more global and customer-focused. The introduction of the internet, the cloud, mobile application, and artificial intelligence (AI), have made the CRM possibilities […]


New online tools; assess the maturity of your CRM and optimize your business practices.

by Patricia Rivas • 1 May 2018

Following the requests of many people, we are proud to announce the arrival of our CRM maturity assessment kit! We have created this set of tools to help companies improve their business practices and increase the success of their CRM implementations. Tools built around our methodology These tools that were designed by our experts are […]


Optimize your marketing team practices with a new model (account/contact/lead vs opportunity)

by Patricia Rivas • 16 April 2018

How to ensure that the main entities of Microsoft Dynamics 365 Customer Engagement (CRM) interact to meet the operational needs of the business? It is an issue that has been at the heart of many discussions and is all the more relevant to current business needs and practices. Following the issue raised by Steve Mordue, we would like to […]


Increase your CRM maturity: 5 benefits of having automated marketing campaigns.

by Patricia Rivas • 20 March 2018

More and more companies use automated marketing processes. This is not surprising when considering that employees who work in a marketing department will devote 16hrs/week performing repetitive tasks. Automating these actions will make the company gain some precious time. A potential client has subscribed to your newsletter? Your CRM will immediately send them an email! […]


Increase your CRM maturity: 4 good practices to optimize the management of your sales opportunity.

by Patricia Rivas • 20 March 2018

What are the best practices to increase the CRM maturity of your business processes (sales, marketing, customer service processes, etc.)? After introducing the sound practices that will improve your customer service management, we continue this series by providing you with practices that will maximize the management of your sales opportunity. The efficiency of a company […]


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Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.