Business intelligence

How to improve the adoption of your CRM

4 ways BI can improve the adoption of your CRM

by David Brochu • 22 October 2018

Imagine having the best CRM ever, one that allows you to accurately assess and predict your performances. This creates an almost perfect scenario, because unless it is founded on a plan for user adoption, this perfect CRM will never achieve the expected results. Above all technologies, lies people. Even the best CRM requires a big […]


How to measure the pertinent results with BI

How to measure the pertinent results with BI

by David Brochu • 12 September 2018

What does a manager want to know when reading the submitted company report? In most cases, the main question will be “Is everything okay?” This question, however, cannot always be answered. Many companies do not have the tools required to measure the pertinent results. This makes it impossible to know if a company is thriving […]


3 simple ways using BI can change the customer experience 

by David Brochu • 1 September 2018

The quality of the customer experience is crucial in gaining the loyalty of your clients. However, many companies do not optimize their customer experience. According to a Forrester study made in 2015, nearly 40% of companies believe that improving their customer experience is one of the biggest CRM issues they face.  A bad customer service does not have […]


How to use business intelligence to make decisions that are based on facts

by David Brochu • 16 August 2018

Since the important information is not always accessible when crucial decisions need to be made, many managers must resort to using their instinct. Having access to quality data helps make better decisions. Paired up with artificial intelligence, business intelligence will even allow you to choose the best candidates by reducing biases. Of course, the nifty […]


Using business intelligence to acquire a single version of the truth

Using business intelligence to acquire a single version of the truth

by David Brochu • 14 August 2018

In 2015, a Forrester survey asked the following question; “What are the biggest obstacles encountered by your company when wanting to improve your customer management skills?” This survey was answered by 251 professionals working on a CRM project over a period of 3 years. And among the various CRM obstacles mentioned in the response choices, […]


Top 5 CRM obstacles that can be solved using business intelligence

by Patricia Rivas • 27 July 2018

A good CRM is meant to help your company surpass itself. From improving customer experience to gaining greater profits, the benefits no longer need to be proven. However, 30% to 50% of companies still do not achieve the expected results using their CRM.  What is it that could be preventing your company from accessing the […]


What is business intelligence?

by Patricia Rivas • 25 July 2018

Decision support system, BI, business intelligence are among the many synonyms that are used when discussing business intelligence. The large amount of accurate data that has become more accessible, allows business intelligence to go further. But what exactly is business intelligence, where does it come from, and how can it help you? From a series […]


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.