If you use Dynamics 365 Business Central, Microsoft is making it much more cost-effective to integrate your ERP functions with your sales and service functions. Dynamics 365 Business Central Premium customers can now attach two Dynamics 365 Customer Engagement modules (Sales Enterprise and Customer Service Enterprise) at a reduced cost. The licensing fee for each…
This is the final article in a series highlighting the 7 ways field service operations can increase customer satisfaction. Be sure to check out the first six articles on Enhancing Communication, Field Service Feedback, Field Service Mobility, Field Service Training, Going Beyond the Break-Fix Model, and Providing Personalized Service by Knowing Your Customers. Field service businesses thrive on…
This article is the sixth in a series highlighting the 7 ways field service operations can increase customer satisfaction. Be sure to check out the first five articles on Enhancing Communication, Field Service Feedback, Field Service Mobility, Field Service Training and Going Beyond the Break-Fix Model. Delivering personalized service is essential for businesses to succeed in today’s competitive…
You might hit all your financial targets for the year and have your technicians hit team-high first-time fix rates, but if you are not providing reliable customer service, you might still lose customers. Worse, you might not even know why. High-quality customer service is critical in any industry, especially in highly-competitive field services. You may…
Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing and scheduling its network of home healthcare licensed providers – including physicians (MD/DO), nurse practitioners, physician assistants, and medical technicians – with Salesforce. Approaching a hefty price increase from Salesforce, the company…
Delivering field services takes a great deal of effort. You have salespeople talking to customers, you have administrators scheduling jobs, placing work orders, and ordering inventory, you have technicians visiting customer locations, installing assets, servicing assets, and providing maintenance. And yet, you can get all that right and still have customers dissatisfied if your customer…
Customer expectations have been rising for a long time. This is old news, of course, dating all the way back to the dawn of the smartphone and the emergence of tech power players like Amazon, Uber, Google, and Facebook (or, uh, Meta). Many industries – CPG, ecommerce, hospitality, among others – learned an important lesson…
Forgive us for bringing up something so incredibly obvious. But – today’s customers expect personalized, connected experiences from the companies they work with. It doesn’t matter if they’re ordering paper towels via Prime or Pad Thai from an app. Blame Amazon, Uber, or your least favorite 2010s tech unicorn, but the proliferation of “big data”…
As Microsoft Copilot features make their way through preview and into general release, some of you might be getting antsy to get your hands on the latest AI features designed to help sellers to be more productive. You’re not alone. Release and stability will take a bit of time. While we wait, we thought that…
There’s no shortage of opinions on how AI advances will change your business. At Velosio, we think that it will have an impact for sellers early, and Microsoft is headed in the same direction. Sales is the lifeblood of every business. Time is a seller’s most valuable commodity. High-value engagement with customers is the best…
