digital transformation

How Centris improved employee retention and customer satisfaction with our solution 

by Patricia Rivas • 27 April 2020

Over the past decade, there have been many new technologies which have revolutionized our daily lives. Sooner or later, companies will need to modernise themselves in order to stay competitive and satisfy the changing behaviour of consumers. In fact, this is even more true for compagnies offering technological tools.  This reality rang true for Centris, who we had the pleasure […]


10 benefits of using a technology platform designed for group insurance brokers 

by Patricia Rivas • 20 April 2020

The world of group insurance is undergoing major changes. Insurers used to be brokers’ suppliers; they are now becoming competitors. To stand out, brokers need to increase their service level as well as their added value for their clients.  But it’s not that simple. Brokers’ administrative processes are complex, but the technologies supporting them are often obsolete. In fact, many players in the industry are slow to modernize, […]


8 ways to stay productive while working remotely with Microsoft technologies

by Patricia Rivas • 16 April 2020

So far, XRM Vision has not talked much about the COVID-19 pandemic. We do not want to exploit the current critical circumstances from an entrepreneurial perspective. However, technology plays a critical role in supporting the every day work of businesses. Over the last weeks, millions of people have switched to working from home. This was […]


Four reasons to talk to a Customer Success Manager to get the most of your technology projects

by Patricia Rivas • 6 December 2019

In 2018, XRM Vision set up a Customer Success Manager (CSM) position, held by Pierre Moreau. The CSM’s key role is to advise clients to increase the success of IT solution implementation with users. But what exactly does a CSM do to help you? How can it be a key player in the success of […]


Our 5 most popular articles of the year

by Patricia Rivas • 22 January 2019

It is good to look back on the highlights of the past year as 2019 begins. Here is a list of the articles that interested you the most in 2018.  5- 5 Quebec-born companies that achieved a successful digital transformation  If you had to name companies that shine because of their digital strategy, Amazon, Uber […]


The 9 best management practices

The 9 best change management practices

by David Brochu • 2 January 2019

With rapid growth of technologies, companies have no choice but to adapt themselves to the new demands and expectations of their clients. The implementation of a new CRM solution is often at the heart of their transformation. Most technological projects do not achieve the set goals.   In a great majority of cases it is the […]


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 […]


5 artificial intelligence applications that will transform your CRM

by Patricia Rivas • 9 July 2018

It is often said that artificial intelligence (AI) will revolutionize the way companies do business in the years to come. Many companies are already using AI applications that are significantly transforming their opportunities. These companies can now analyze their customer interactions with a depth and speed that has never been seen before. However, not all […]


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 […]



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