Growth and transformation

Change management: 5 articles to help you better understand

by Patricia Rivas • 5 June 2020

Are you planning the introduction of a new technological tool in your company? Good change management practices can improve the success of your transformation. Here is our reading list on changement management to help you prepare for your transition:   1. To understand the impact of change management ➤ Read article 2. To build on […]


Power Apps and Power Platform - 5 articles to help you better understand

5 articles to help you better understand Power Apps and Power Platform

by Patricia Rivas • 21 May 2020

What is Power Apps? What is Power Platform? What explains the craze for these Microsoft tools? What is so great about them? And how can they help your company substantially?  To help you better understand their potential, we have gathered our top 5 articles on these development platforms. Whether you need to quickly build and test business applications or automate your processes, Power Apps and […]


What is the Microsoft Power Platform?

by Patricia Rivas • 21 May 2020

What is the Microsoft Power Platform? You may have already heard of its virtues in helping to display, automate and analyze data. But how does it work? And what does it do for you?    In fact, the Power Platform is not one, but 4 tools:     1. Power BI    2. Power Apps    3. Power Automate    4. Power […]


Our upcoming webinars to help you optimize your business processes

by Patricia Rivas • 6 May 2020

We have some good news! We‘ll be offering new free webinars in the coming weeks. Each Wednesday, you’ll be able to learn more about how to use the latest Microsoft technologies to stand out and increase your sales.  So what’s on the program? Designed to meet the current needs of our customers, each of our three webinars presents a different innovative […]


How Centris improved employee retention and customer satisfaction with our solution 

by Patricia Rivas • 27 April 2020

Over the past decade, there have been many new technologies which have revolutionized our daily lives. Sooner or later, companies will need to modernise themselves in order to stay competitive and satisfy the changing behaviour of consumers. In fact, this is even more true for compagnies offering technological tools.  This reality rang true for Centris, who we had the pleasure […]


10 benefits of using a technology platform designed for group insurance brokers 

by Patricia Rivas • 20 April 2020

The world of group insurance is undergoing major changes. Insurers used to be brokers’ suppliers; they are now becoming competitors. To stand out, brokers need to increase their service level as well as their added value for their clients.  But it’s not that simple. Brokers’ administrative processes are complex, but the technologies supporting them are often obsolete. In fact, many players in the industry are slow to modernize, […]


8 ways to stay productive while working remotely with Microsoft technologies

by Patricia Rivas • 16 April 2020

So far, XRM Vision has not talked much about the COVID-19 pandemic. We do not want to exploit the current critical circumstances from an entrepreneurial perspective. However, technology plays a critical role in supporting the every day work of businesses. Over the last weeks, millions of people have switched to working from home. This was […]


How YMCA improved employee retention and operational performance with our solution

by Patricia Rivas • 27 March 2020

For more than three decades, the YMCAs of Québec have offered a program of compensatory work. Citizens who do not have the means to pay their debts to the Court can benefit from this alternative. This program entails doing work for various organizations thus allowing citizens to reimburse their fine by getting involved in the community.    Through this program, the YMCAs continue to keep their commitment to “inspire and push each person […]


Four reasons to talk to a Customer Success Manager to get the most of your technology projects

by Patricia Rivas • 6 December 2019

In 2018, XRM Vision set up a Customer Success Manager (CSM) position, held by Pierre Moreau. The CSM’s key role is to advise clients to increase the success of IT solution implementation with users. But what exactly does a CSM do to help you? How can it be a key player in the success of […]


5 ways investing in change management will lead your technological projects to success

by David Brochu • 21 December 2018

  You have found the best CRM solution for your company. You have invested tens if not hundreds of thousands of dollars on its implementation. But what happens if in the end the users do not use it? Your efforts will have been useless.  This is a reality for many companies:  Only 64% of projects […]



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