Learn More About Dynamics 365 Sales

Win Customers Faster with Dynamics 365 Customer Engagement
Article

Win Customers Faster with Dynamics 365 Customer Engagement

As competition across all markets intensifies and customer expectations evolve, businesses must forge deeper, more meaningful connections with their audience. That is where...

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Make Informed Decisions with Dynamics 365 Customer Engagement
Article

Make Informed Decisions with Dynamics 365 Customer Engagement

In modern business's fast-paced and competitive landscape, nothing is more challenging—nor more critical—than your ability to make informed decisions. Good decision-making demands a...

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Ultimate Guide to Moving from Salesforce to Dynamics 365 Sales
eBook

Ultimate Guide to Moving from Salesforce to Dynamics 365 Sales

Making the decision to move from Salesforce to D365 CE can be challenging and overwhelming. Let us walk you through the two solutions.

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Balancing Resource Allocation: How VPs Can Ensure Fairness
Article

10 Mistakes to Avoid When Moving from Other CRM Solutions to Microsoft Dynamics 365 CE

There are many good reasons to move from another CRM solution to Microsoft Dynamics 365 Customer Engagement (we outline eight of them in this article). Whatever...

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Top 5 Reasons Why Microsoft Dynamics 365 CE Is an Ideal Replacement for your CRM System
Article

Top 5 Reasons Why Microsoft Dynamics 365 CE Is an Ideal Replacement for your CRM System

Since this article caught your eye, likely you’re already considering a replacement for your CRM solution. (If you’re still evaluating the available CRM...

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Hubspot and Oracle comparasion
Article

CRM Software Solutions Throwdown — Microsoft Dynamics 365 CE Vs. HubSpot and Oracle Features and Price

Customer Relationship Management, (CRM), is a must-have in today’s competitive marketplace. In fact, if a company has 10 or more employees, CRM is...

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Copilot for Sales

Sales Companion is an artificial intelligence (AI) assistant designed to enhance the productivity and efficiency of sales teams in their day-to-day tasks.

Client Case Studies

Havtech
Case Study

Havtech Moves CRM to the Cloud and Integrates with ERP and Data Lake for Better Customer Experience

Background Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both...

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Case Study

Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing...

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Payment Processing Company
Case Study

Payment Processing Company Consolidates CRM Systems to Microsoft Dynamics 365 Customer Engagement

Benefits Brief Assist customers from any location and using any device Access one, 360-degree view of its customers Tight integration with its Microsoft...

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Veseris farmer spraying pesticides in the field
Case Study

Veseris Clears Up its Tech Environment by Moving to the Modern Cloud

Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from...

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shi cryogenics and dynamics 365 customer service
Case Study

Cryogenics Manufacturer Improves Customer Service with Dynamics 365

Velosio Case Study: SHI Cryogenics Manufacturer Download “Cryogenics manufacturer streamlines product service by more than 75 percent” About the Company Sumitomo Heavy Industries, Ltd....

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Case Study - Shaeffer's Investment Research
Case Study

Schaeffer's - Investment Advisory Firm Builds Revenue with Dynamics CRM

Velosio Case Study: Schaeffer's Investment Research Download “Investment Advisory Firm Builds Relationships and Revenue” About the Company Schaeffer’s Investment Research is a privately held...

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Case Study - Rotex Global
Case Study

Rotex Global LLC - Industrial Machinery Manufacturer Gets Integrated International Solution with Dynamics GP & CRM

Velosio Case Study: Rotex Global LLC Download “Velosio Builds Robust ERP and CRM Solution for Rotex Global LLC” About the Company INDUSTRY: Dry Material...

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Case Study

Neundorfer - Pollution Control Equipment Company Eliminates Waste with Dynamics GP & CRM

In the early 1970s, with the passage of the Clean Air Act, electric utilities and companies in other heavy industries (like steel and...

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