Insurance brokers: 5 factors to finding the right management tool
Finding the right platform to manage various interactions is essential for a broker. Whether it is your customers, service users, collaborators, suppliers or others, your comprehensive business solution must facilitate the management of all your relationships. How do you choose? Your platform should be able to: Support the entire lifecycle of the relationship with your customers Facilitate […]
Smash these 4 business problems with Power Apps
Business problems can persist even when investing in a high-performance management system. Your employees are not filling out their time sheets and you are unable to follow in real time the management of a project? What to do when some of your management solution problems fall into the cracks? Designing an application is often the best […]
How to access the sales pipeline, following Dynamics 365 updates
A few months ago, Microsoft announced that some elements in the Dynamics 365 Customer Engagement universe would become obsolete. If you are using older versions of the Dynamics 365 application suite (8.0 or earlier), you may encounter some challenges. This is due to the fact that some entities on which a specific business process is […]
Our 5 most popular articles of the year
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 […]
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, […]
New online tools; assess the maturity of your CRM and optimize your business practices.
Following the requests of many people, we are proud to announce the arrival of our CRM maturity assessment kit! We have created this set of tools to help companies improve their business practices and increase the success of their CRM implementations. Tools built around our methodology These tools that were designed by our experts are […]
Increase your CRM maturity: 4 good practices to optimize the management of your sales opportunity.
What are the best practices to increase the CRM maturity of your business processes (sales, marketing, customer service processes, etc.)? After introducing the sound practices that will improve your customer service management, we continue this series by providing you with practices that will maximize the management of your sales opportunity. The efficiency of a company […]
Improve the maturity of your CRM; The best practices to optimize the management processes of your customer service.
Following our last seminar and series of articles on the maturity of client relations management, a great number of you reached out to us asking to know more about what practices need to be used to improve the maturity of your CRM. This incited us to provide you with a more in-depth introduction to some […]
Do you know the maturity levels of your CRM?
Although companies are working hard to implement powerful CRM solutions, more than 47% consider the implementation of their solution to be a failure. Why such a low success rate even when these companies choose the right solution and implement it by following all the recommended steps? The problem stems mostly from the misidentification of objectives […]