Customer experience

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 […]


Omnichannel for Customer Service: Optimize your agents’ experience

by Patricia Rivas • 14 June 2021

The tools in the Omnichannel for Customer Service app will increase your productivity and your customer satisfaction rate. But how can you ensure an optimal experience? Here’s how to equip your agents to provide the best possible customer experience. So, you’ve taken the plunge into the world of Omnichannel for Customer Service in Dynamics 365? […]


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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 […]


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 […]


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 […]


Top 5 CRM obstacles that can be solved using business intelligence

by Patricia Rivas • 27 July 2018

A good CRM solution 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 system.  What is it that could be preventing your company from […]


6 ways of modernizing your CRM to improve the experience of your customers and ensure a successful digital transformation

by Patricia Rivas • 20 June 2018

More than two decades have passed since the first CRM software. CRM services were initially meant to be used as tools to manage marketing, sales and customer service teams. Today, their approach is more global and customer-focused. The introduction of the internet, the cloud, mobile application, and artificial intelligence (AI), have made the CRM possibilities […]


8 key steps for a successful digital transformation in your company

by Patricia Rivas • 1 June 2018

Sooner or later, every company must undergo a digital transformation if they want to stay in line with technological change. Despite all the efforts and investments to modernize their processes, some companies are unable to meet the new expectations of the market. How do you reach the anticipated results and adapt yourself to an increasingly […]


5 Quebec-born companies that have reached a successful transformation

5 Quebec-born companies that have reached a successful digital transformation

by Patricia Rivas • 29 May 2018

Companies are allocating big budgets towards digital transformation to stay competitive. According to Forrester, 59% of companies spend at least $10M, and 29% allocate a budget of more than $50M. This is not surprising when you consider that these investments can improve the customer experience as well as products and revenue. It must be said, […]


What is digital transformation and why does it have such an impact on your company

What is digital transformation and why does it have such an impact on your company?

by Patricia Rivas • 15 May 2018

“Digital transformation” has been one of the most popular topics in business conferences for some time now. There are even tradeshows that are entirely dedicated to this matter, an example is the one that was held in Montreal a couple of days ago (in which we held our own conferences and dug deeper into this […]



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