change management

RBC Assurance conference - image

Review of the TANDEM / RBC Assurances conference

by Cindy Honoré • 5 July 2021

Many of you attended the TANDEM / RBC Assurances conference and we wanted to thank you. This conference would not have been the same without you. To relive the highlights of the conference, here is the review of the TANDEM / RBC Assurances conference! The TANDEM / RBC Assurances conference was held on Wednesday, June […]


Insurance Brokers image

Insurance Brokers: improve your relations with your clients

by Cindy Honoré • 17 March 2021

How to improve the address book of insurance brokers while using software that meets their needs? Here is XRM Vision’s answer.   In this article, we will talk about 5 principles that will allow you to better retain and improve your relationship with your customers, which is a crucial step to improve your revenue.    We currently live in […]


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 […]


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 […]


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 […]


6 advocates for a succesful organizational change in a company

6 advocates for a successful organizational change within a large company

by Patricia Rivas • 3 January 2019

Who should you include in your project team to ensure a successful digital transformation? Here are some tips for assembling the right interdisciplinary team to lead your transition.   Change is an emotional thing. This can be proven by most New Year’s resolutions which are quickly given up on. If changing habits on an individual […]


How can you create a sustainable vision of change within your company

How can you create a sustainable vision of change within your company?

by David Brochu • 3 January 2019

Is your organization planning on implementing a new CRM solution? Have you clarified your vision for the change? When your employees understand the purpose of the project, they are more likely to embrace it. Here’s how to solidify your vision so your team supports the change.   One of the first steps in having an […]


The 9 best management practices

The 9 best change management practices

by David Brochu • 2 January 2019

How do you maximize the user adoption of your CRM solution? What are the best ways of getting your teams together? Here are the 9 best change management practices that will lead your technological projects to success. With rapid growth of technologies, companies have no choice but to adapt themselves to the new demands and […]


Change management : 5 reasons to invest from the start

by David Brochu • 21 December 2018

A lot of technological projects end up failing. This is either because they have been stopped before being finished or they have been implemented but never used. How do you ensure a better adoption of CRM? The key is to invest in change management from the beginning of the project. Here are 5 ways investing […]



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