FAQ: The Chamber deploys a new CRM

Q.  What is a CRM?

R.  A customer relationship management (CRM) system is a tool we use to manage all relationships, interactions and business transactions between you and our organization. The CRM system enables us, among other things, to manage our members’ membership and renewal processes as well as the reservation processes for all our events, whether in-person or virtual.

Q.  Why is the Chamber launching a new CRM? 

R.  This launch is the Chamber’s biggest technological project in many years, one that modernizes a system that is at the heart of our operations and which serves as the foundation for marketing our products. This replacement meets the objectives set by the Chamber to focus its digital transformation on new work systems that are more efficient and better suited to the technological needs of today. 

Q.  I already have a member account. Does this upgrade affect me?

R.  Yes, all users are affected by this upgrade. One of the biggest changes for users is that the “My Profile” section has been removed. Authentication via the home page as well as your purchase history, subscription preferences, access to event participant lists and online payment have been removed and will eventually be replaced by an equivalent system.  

Q.  Does my login information remain the same?

R.  No, your login information has changed. When you first log in to the new ticket system, you will need to reset your password using the email registered with your Chamber account to update your credentials. This step only applies to delegates with a membership in good standing with the Chamber.  

Q.  What is the new procedure for accessing my online account?

R.  Authentication using a unique email address for members is still required in the new ticket system. Non-members must fill out an identification form for each new transaction.

Q.  What is the new procedure for making purchases?

R.  The new procedure for purchasing our products is simple and intuitive. After the authentication step, which is mandatory if you are a member, the product you have selected will be displayed for confirmation. You will then be asked a few questions about the participants attending our activity. Lastly, a summary of your order will be displayed and you will be able to apply your discount codes and available credits before making your payment.

If you purchase multiple tickets, you will be able to assign participants to an event yourself without having to call the Chamber’s reservation service. You will also be able to purchase your tickets and come back later to modify your reservation with the names of your participants or guests.

Q.  I don’t see the My Profile tab anymore. What should I do?

R.  The “Log In / My Profile / Cart” tab that you used to see at the top right corner of our site no longer exists. You will have to confirm your identity in the new ticket system after selecting the product you wish to purchase.

Q.  I would like to sign up for one of your activities. How do I go about it?

R.  To sign up for an activity, go to the page for the relevant activity and look for the red “Registration” button. Click the button. You will be redirected to our new online ticket system.

Q.  Does the upgrade affect my membership credits?

R.  No, your membership credits are not changing. They remain as is and they will be applicable to your next purchase via our new online ticket system.

Q.  I am unable to register for any of your activities. What should I do?

R.  If you encounter a problem during a transaction, you can contact our reservation service at 514871-4001 or at reservations@ccmm.ca.

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