Topic: CRM Software
Learn More About Velosio Deepens its Investment as a Top Microsoft Partner with Acquisitions of Kopis and Acuitas
ATLANTA, GA — July 1, 2026 — Velosio, one of the nation’s largest Microsoft partners, today announced two strategic acquisitions: the commercial, non-government assets of Kopis, a Greenville, South Carolina-based custom software development and Azure solutions firm, and Acuitas, a Microsoft Dynamics consultancy with more than 20 years of experience serving the Dynamics community. Together,…
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–…
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…
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…
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…
Learn More About 2026 Release Wave 1 Highlights: Microsoft Dynamics 365
Microsoft’s Dynamics 365 2026 Release Wave 1 builds on a clear direction: delivering practical AI and intelligent automation directly inside business-critical applications. Rather than introducing disruptive new tools, this wave focuses on enhancing how finance, operations, sales, and service teams already work—making everyday processes smarter, faster, and easier to manage. Embedded AI That Supports Real Work Across the Dynamics 365 portfolio, Microsoft…
Learn More About Automating Outcomes: The Era of Agentic Sales
For more than two decades, sales tech focused almost entirely on enablement. CRMs organized data. Analytics platforms promised better forecasts. But the work of executing deals — updating systems, coordinating meetings, generating proposals, following up — still fell to human sellers. Agentic sales marks a fundamental shift: Technology no longer just enables sellers. It executes entire workflows on its own. Agents don’t wait around to be…
Learn More About Why Your Best Sellers Are Stuck Doing Data Entry
The hidden reason your top sellers are not selling. High-performing sales professionals frequently spend 28 to 40 percent of their week on administrative tasks like data entry rather than actually selling. When executive teams review lagging revenue metrics, they often look for performance issues or poor pipeline generation. However, this is rarely a problem with seller discipline; it is a…
Learn More About Microsoft Project Online Retirement: What To Do Before September 30, 2026
Microsoft has officially announced that Project Online will retire on September 30, 2026. Sales to new customers ended on October 1, 2025. After the retirement date, the service will no longer be available, and organizations will no longer have access to the platform. For many businesses, this is not an immediate disruption. But it is…