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Category: Dynamics 365 Customer Engagement
Learn More About Global Strategy Group Tackles CRM, PSA and ERP in Modernization Project with Microsoft Dynamics
Client Overview Founded in 1995, Global Strategy Group (GSG) began as a Democratic polling firm operating predominantly in the New York market. Over two and a half decades, the firm has evolved into a full-service research, public affairs, and communications agency, working with top Fortune 100 companies at the center of some of the nation’s…
Learn More About The Importance of Integrated CRM & ERP for Distributors
Your business is distribution, but increasingly, every business is in the technology industry. In order to build a resilient operation that can withstand pandemics, supply chain disruptions, and whatever else may come along, you need the right technology stack. Historically, enterprise resource planning (ERP) and customer relationship management (CRM) systems have been separate, siloed platforms.…
Learn More About Firm Tackles Customer Management with Marketing Automation System
When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the…
Learn More About What is the Difference Between ERP and CRM?
On the surface, an ERP and a CRM system might look like they have a lot in common. Both are data repositories that provide a single source of truth for the entire business. Both are used to streamline operations and improve the customer experience. And – both play a central role in optimizing revenue. But…
Learn More About Combine CRM and Powerful Reporting to Understand Customer Behaviors
If you have multiple silos of customer data—Excel spreadsheets, a marketing database, an e-commerce website, and an accounting system—it’s difficult to get a 360-degree view of customers. You spend endless hours trying to identify buying habits so you can target customer segments with specific messaging. Think about the time you spend in a day, a…
Learn More About Dynamics 365 Customer Engagement: What’s Next?
In October, Microsoft announced the Dynamics 365 Customer Engagement (CE) 2022 Release Wave 2 enhancements that will be available between October 2022 and March 2023. To give you a preview of the improvements and an idea of which new functions might help your business, Bill Kinahan, a Senior Solutions Architect for Velosio, presented Dynamics 365…
Learn More About Power BI and Microsoft Dynamics 365 CE — the Dynamic Duo You Need to Meet
We often tout the advantages of being part of the Microsoft family — specifically the ability to leverage complementary products that boost functionality and add real value. In this case, the value is in combining actionable data from multiple applications into useful reports and dashboards. These reports and dashboards enable your marketing, sales, and customer…
Learn More About 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 your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other…
Learn More About Ditch the Crystal Ball: Truly Understand What Your Customers Think
To truly understand what your customers think, it’s time to “ditch the crystal ball” trying to find the answers on your own. Instead, give your customers a “voice” so they can tell you themselves. That’s the only way to know for sure how they feel about your products and services and to determine the needs…