user adoption

Change management: 5 articles to help you better understand

by Patricia Rivas • 5 June 2020

Are you planning the introduction of a new technological tool in your company? Good change management practices can improve the success of your transformation. Here is our reading list on changement management to help you prepare for your transition:   1. To understand the impact of change management ➤ Read article 2. To build on […]


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 […]


How to edit a series of photos using Canvas app

How to edit a series of photos using Canvas app

by Patricia Rivas • 18 March 2019

Although Canvas app makes it possible for your company to build its own application, the challenge of making your application easy to use remains. After showing you the best way to allow your users to take pictures in your application, we proceed to showing you the next step; allowing your users to make changes in […]


The best way to take pictures for your business application using Canvas app

The best way to take pictures for your business application using Canvas app

by Patricia Rivas • 20 February 2019

  Many businesses have made it their 2019 resolution to create their own business applications using Canvas app. Following our last article on this topic, one of our readers has asked us how to enable users to take pictures in an application created by Canvas App. What makes this question interesting, is the fact that […]


4 steps that will optimize the design of your business application in PowerApps all the while maximizing its impact

4 steps that will optimize the design of your business application in PowerApps all the while maximizing its impact.

by Patricia Rivas • 18 February 2019

In the past, applications were designed based on business requirements, which were then converted into data models, from which data-entry forms were created for users. The arrival of Canvas apps in PowerApps has made creating and tailoring applications to meet user needs easier than ever before. Modern day users have higher expectations of efficiency. They […]


6 advocates for a succesful organizational change in a company

The 6 advocates for a successful organizational change within a big company

by Patricia Rivas • 3 January 2019

“Nothing is so painful to the human mind as a great and sudden change.”  -Mary Shelley    Change is an emotional thing. This can be proven by most New Year’s resolutions which are quickly given up on. If changing habits on an individual level is a tough feat, imagine changing those of an entire company. Getting […]


How can you create a sustainable vision of change within your company

How can you create a sustainable vision of change within your company?

by David Brochu • 3 January 2019

One of the first steps in having an impact on your human resources if your company is considering implementing a new CRM solution or any other technological transformation, is to have a clear vision of change.  Having a common vision will guide everyone down the right path. Your employees will be more likely to adopt […]


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 […]


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 […]



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