XRM Vision

CRM Best Practices for Sales Opportunity Management
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 […]

microsoft dynamics 365 features

A few essential features of Dynamics 365 and theirs benefits
by Patricia Rivas • 25 January 2018

The choices of CRM systems have multiplied over the years. As shown in our previous article on how to choose the right CRM. The strategy behind what CRM to choose as well as your needs, will vary from one company to the next. Faced with these same choices, XRM Vision decided to specifically develop Dynamics […]

No More Items

Subscribe to our newsletter

Fill out the form below to receive regular updates on XRM Vision

Download our eBook!

Fill out the form below to receive your guide and learn how to improve customer retention in 5 steps. All free of charge!

Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.

Download our free CRM process evaluation kit!

Fill out the form below to receive our CRM process maturity assessment kit free of charge.

More:

  • Access to our online diagnostic tool
  • Receive our best advice via email once a month (only by choosing to subscribe to our newsletter)

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.