CRM

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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 […]


Omnichannel for Customer Service – Why Use It?

by Patricia Rivas • 22 March 2021

You’ve probably already heard of omnichannel marketing. In a nutshell, the idea is to deliver an optimal and consistent customer experience across all channels and platforms. But how does this help you in your daily business? Here’s a little more about this platform.      In terms of communications, the last few years have been bountiful with the creation of […]


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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 […]


Insurance brokers: 5 factors to finding the right management tool

by Patricia Rivas • 4 November 2020

Finding the right platform to manage various interactions is essential for a group insurance broker. Whether it is your customers, service users, collaborators, suppliers or others, your comprehensive business solution must facilitate the management of all your relationships. How do you choose?  Your platform should be able to:  Support the entire lifecycle of the relationship with your […]


Increase revenues, optimize efficiency, and reduce losses with Power Platform and Dynamics 365

by Patricia Rivas • 25 March 2020

Many entrepreneurs underestimate the impact of inefficiency. In an era of increased competition, companies that do not continually optimize their processes risk being outperformed by proactive competitors. In fact, with today’s labour scarcity, increasing process efficiency and limiting losses is often a matter of survival.  Many technologies allow companies to maximize their efficiency and generate more revenue. This article shows you […]


What you need to know about changes to Microsoft Power Apps and Flow licencing

by Gacia Demirdjian • 17 November 2019

The changes announced by Microsoft for its applications have been in place since October. These changes allow users to work on the applications they need when they need them. After discussing the changes for Dynamics 365 licences, we now present those for Power Apps and Microsoft Flow.  Here’s what’s new with Power Apps and Microsoft […]


What possibilities does artificial intelligence bring to Microsoft Dynamics 365 CE?

by Patricia Rivas • 3 November 2019

More and more companies are using the possibilities of artificial intelligence, which is progressing exponentially. Naturally, innovation and technology go hand in hand with Microsoft. Microsoft already offers several services, which allow the use and integration of artificial intelligence with Azure Cognitive Services. And thanks to its expertise, the tech giant has succeeded in making these services accessible within […]


4 steps that will optimize the design of your business application in PowerApps all the while maximizing its impact

4 steps that will optimize the design of your business application in PowerApps all the while maximizing its impact.

by Patricia Rivas • 18 February 2019

In the past, applications were designed based on business requirements, which were then converted into data models, from which data-entry forms were created for users. The arrival of Canvas apps in PowerApps has made creating and tailoring applications to meet user needs easier than ever before. Modern day users have higher expectations of efficiency. They […]


What you need to know about the new Dynamics 365 – Customer Engagement

by Patricia Rivas • 8 February 2019

The new Dynamics 365 has arrived! If you are a Microsoft Dynamics CRM online user, be ready for the incoming change of interface.  You may have heard the terms “Common Data Model,” “Common Data Service,” “PowerApps” or “Unified Interface” before. But as a CRM user, what does this new interface bring you?  Microsoft offers a […]


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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