Customer retention

The Future of Group Insurance Brokers in 2020

by Patricia Rivas • 15 January 2020

E-commerce has never been so popular. In 2021, global online shopping will reach $4.5 trillion USD. And the insurance industry is no exception to this craze, especially since Bill 141 started allowing insurers to sell their products online.  For group insurance brokers, this change could jeopardize the future of their industry. Indeed, customers can now more easily shop for their insurance without […]


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 […]


XRM Vision selected as finalist at Microsoft Canada Impact Awards

by David Brochu • 29 June 2017

Montreal, June 29, 2017 – XRM Vision, a leader in Microsoft Dynamics 365 (CRM) business solutions delivery is proud to announce that we have been selected as Winning Together Impact Award finalists which will be awarded at Microsoft Inspire, on July 9, 2017 in Washington, D.C. Every year Microsoft Canada celebrates the exceptional contribution of […]


XRM Vision is now Microsoft Gold Cloud CRM certified

by Félix Robitaille • 29 June 2017

XRM Vision continues to ascertain itself by achieving the Microsoft Gold Cloud Customer Relationship Management (CRM) certification. ̏ We’ve been Microsoft Gold Customer Relationship Management (CRM) certified for a number of years, but as organizations are looking more and more to move to the Cloud, we were missing just a few requirements to obtain the […]


Do you feel as though your marketing messages are not getting through?

by Félix Robitaille • 9 June 2017

One of the biggest challenges an organization will face is determining what tactics or technologies will help them reach their client experience objectives. It is commonly one element that is identified as a differentiator between competitors, so many organizations strive to improve it but few can define what that means. Defining what it means to […]


Lack of revenue from existing customers

Are you losing sleep over no growth in revenue from existing clients?

by Félix Robitaille • 28 April 2017

A company generally grows their revenues one of two ways: either it adds new customers or it generates more business from existing customers. Today, I want to discuss growing your revenues through existing clients. It’s no secret, a client who’s happy with their experience during the purchasing cycle, and who’s happy on top of it […]



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