Topic: CRM Software

AtriCure Surgeons Operating

Learn More About AtriCure Builds a Unique Medical Device Management Solution With D365 Field Service

Client Overview As a leading provider of innovative technologies for the treatment of Atrial Fibrillation (Afib) and related conditions, electrophysiologists and cardiothoracic surgeons around the globe count on AtriCure to deliver best-in-class solutions that can treat even the most complex cases. AtriCure’s Isolator® Synergy™ Ablation System is the first medical device to receive FDA approval…
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Learn More About Automate Field Service Operations with Dynamics 365

“There aren’t enough hours in the day.” If you lead a field service operations team, you’ve probably heard that phrase often enough that you’re sick of it. But it’s often true. There are simply too many things to micromanage between processing work orders, scheduling techs, restocking parts, and sending invoices. Instead of wishing for more…
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Learn More About 5 Major Challenges in Field Service Management

Field Service Management Challenges and Solutions The modern field services industry face many challenges. There’s the pressure to keep up with rising customer demands and get ahead of growing competition from both new entrants and well–resourced incumbents. There’s also the fact that managing and coordinating large, distributed teams is always a struggle – even under…
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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…
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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…
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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…
illustration of Colored arrows- Dynamics 365 2022 Release Wave 2

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…
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Learn More About 5 Signs That your Field Service Company is Ready for a Modernized Field Service Management Solution

Is your company ready for a state-of-the-art field service management solution? Dynamics 365 for Field Service can empower your technicians to function more efficiently. I’ve identified five signs that can help you realize it’s time to take the next steps with Connected Field Service. Before we analyze these signs further, we need to understand what…
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Learn More About Why Digital Transformation Needs a Platform

Companies in all industries are ramping up tech investments to modernize operations, enable new ways of working, get ahead of competitors, and, of course, boost that bottom line. But, focusing on capabilities alone isn’t enough. If you want to be successful, you’ll need to build a platform that combines disparate data sources, unifies systems and…
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Learn More About How the Microsoft Ecosystem Enables Digital Transformation

The Microsoft ecosystem was designed for transformation. It’s flexible, adaptable, and easy to customize. It can be scaled up or down in response to demand fluctuations. You can add, remove, or replace modules and integrations based on real-time needs and changing requirements. But, let’s be clear: most of the benefits Microsoft has to offer don’t…