Sales pipeline

How to access the sales pipeline, following Dynamics 365 updates

by Patricia Rivas • 2 April 2019

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

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 […]


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, […]


New online tools; assess the maturity of your CRM and optimize your business practices.

by Patricia Rivas • 1 May 2018

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.

by Patricia Rivas • 20 March 2018

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.

by Patricia Rivas • 5 March 2018

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?

by David Brochu • 27 November 2017

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 […]


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