Category: CRM & Customer Engagement

What is Microsoft Dynamics 365?

Learn More About What is Microsoft Dynamics 365?

ERPs aren’t new. They’ve long been used to manage and integrate the front and back-office activities that create value, serve customers, and keep lights on and systems online. Historically, ERP systems were these huge, monolithic platforms. They were hosted on-premises and didn’t talk to other systems, making it impossible to make decisions in context. Think–…
Digital Butterfly Floating Out of Data- role of ai in digital transformation

Learn More About Why Digital Sales Transformation Now Leads to the Agentic Era (and Why Subscriptions Make Churn Automation Mandatory)

Revenue growth today depends less on closing the next deal and more on protecting the revenue you already have. In volatile markets, recurring revenue models put pressure on renewal rates, churn prevention, and predictable forecasting. Sales leaders are no longer measured only by pipeline performance. They are measured by retention and revenue durability. Digital sales…
What is the Point of AXIO Core Financials with Dynamics 365 for Operations?

Learn More About Sales Forecasting with Dynamics 365 Sales: Why the Agentic Era Demands Orchestrated Execution

Digital sales transformation has progressed in stages. Organizations first digitized seller activity inside customer relationship management (CRM) systems. Then they integrated platforms to reduce silos. Predictive dashboards and artificial intelligence followed, helping leaders anticipate outcomes instead of reacting to them. Now a new phase is emerging, and it is not optional. This shift is already…
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Learn More About Key Features CSOs Need in Sales Management Software to Improve Sales Execution

In 2026, B2B buyers prefer digital self-service over traditional sales conversations. That shift changes how Chief Sales Officers (CSOs) lead. Sales management software is no longer just a tracking tool. It must turn passive data into strategic relationship intelligence and guide daily execution. Recent leadership research underscores why this shift is urgent. 82% of executives…
Ai for Sales

Learn More About Revolutionizing Sales Success with AI-Powered CRM Strategies

AI is no longer a feature layered on top of CRM. It’s the engine that drives prioritization, actions, and continuous learning loops across the entire sales motion. When AI becomes the operating model inside your CRM, it doesn’t simply assist sellers with isolated tasks. It continuously senses what’s happening across your revenue engine, determines what…
CS-Cannaseur-4

Learn More About Beyond the crop: How cannabis companies build stronger customer and partner relationships

Running a cannabis business has always been about balancing cultivation and compliance, quality and consistency, and growth and control. As the market matures, your success increasingly depends on more than producing a great crop or product. It depends on the strength of your relationships with distributors, retailers, partners, and consumers. These relationships are complex. The…
Penn State's Materials Research Institute

Learn More About Penn State’s Materials Research Institute (MRI) Powers Materials Innovation with the Right-sized CRM

Overview Penn State’s Materials Research Institute (MRI) is a leading center for materials science innovation, bringing together researchers from across the university and partnering with industry to advance the development of metals, ceramics, polymers, composites, and next-generation electronics. MRI operates world-class core facilities, supports collaborative research, and serves a diverse network of sponsors, faculty, students,…
silipint

Learn More About Silipint Quenches Operational Gaps with NetSuite

Background Wanting to serve beer at his company’s trade show booth to promote Tazlab’s new travel silicone AquaFur Dog Bowl, Rick Fredland discovered an incredible hole in the drinkware market. The simple, durable, and versatile silicone material, he thought, could make a perfect pint “glass” marketing piece, if he could customize it. Silipint, which holds…
Velosi Employees Collaborating

Learn More About Velosio Acquires Strava Technology Group, Expanding Customer Engagement Capabilities Across the Microsoft Cloud Portfolio

Atlanta, GA – Velosio, a leading provider of digital transformation services, managed services, and managed cloud subscriptions for the Microsoft Dynamics ecosystem, announced today that it has acquired Strava Technology Group, a Microsoft Partner with deep expertise and unique capabilities in Dynamics 365 Customer Engagement (CE), Microsoft’s Power Platform (PP), and the broader Microsoft cloud…
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Learn More About Beyond Go-Live: Continuous Improvement with Dynamics 365 Sales

You can breathe a sigh of relief, you’ve got Dynamics 365 Sales up and running. So, now what? It’s a question many organizations face after the initial rush from deployment fades. And it’s often accompanied by the worry that the new system won’t take off like you’d hoped. Unfortunately, that’s a well-founded concern. Forrester Research…