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 […]


5 Recommended Omnichannel Tools

by Patricia Rivas • 14 June 2021
5 Recommended Omnichannel Tools 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 [...]
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 […]


Microsoft Power Platform + Dynamics 365: Increase revenues, optimize efficiency, and reduce losses

by Patricia Rivas • 25 March 2020

For companies, maximizing efficiency and generating more revenue is a priority. Several technologies facilitate these goals. Discover the benefits of combining Microsoft Power Platform and Dynamics 365.   What’s Microsoft Power Platform?  Microsoft Power Platform is a tool belt that allows companies to analyze, accelerate, and automate their processes. So, you’ll find the famous:  Power Apps, Power Automate, Power BI, […]


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 […]


CRM: improve the experience of your customers

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 […]



Subscribe to our newsletter

Fill out the form below to receive regular updates on XRM Vision

Download our eBook!

Fill out the form below to receive your guide and learn how to improve customer retention in 5 steps. All free of charge!

Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.

Download our free CRM process evaluation kit!

Fill out the form below to receive our CRM process maturity assessment kit free of charge.

More:

  • Access to our online diagnostic tool
  • Receive our best advice via email once a month (only by choosing to subscribe to our newsletter)

Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.