CRM

group insurance broker :asset your processes

Group Insurance Brokers: Assess Your Business Processes

by Cindy Honoré • 29 March 2021

As group insurance brokers, addressing change is essential, if not fundamental.   With the advent of Bill 141 and a market disrupted by the pandemic, matching the competition is no longer enough. Now is the time to adjust to current developments and modernize your business processes.   The group insurance brokerage industry is at stake.  Therefore, to survive in this new complex environment, group insurance brokers must pivot quickly, especially in order to:   Retrieve all […]


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 […]


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 […]


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 […]


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 […]


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 […]


XRM Vision received the Microsoft Gold Cloud Business Application competency

by David Brochu • 22 November 2018

After having received the Microsoft Gold CRM competency for the fourth year in a row, our company has now succeeded in obtaining the Microsoft Gold Cloud Business Application competency. What makes us even more proud is that we are the first partners in Canada to receive this recognition from Microsoft. A distinction awarded by Microsoft […]



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