Insurance Brokers: improve your relations with your clients
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 […]
3 simple ways using BI can change the customer experience
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
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
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
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 digital transformation
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?
“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 […]
The XRM Vision team on offsite mode for two successful days!
Thousands of companies around the world invite their employees to participate in offsite getaways. This gives the team a gathering place that is outside of the office and its routine. They discuss strategic issues surrounded by magnificent scenery. It is also an opportunity to thank all the members of a work team for their continued […]