Topic: CRM Software

Is Your ERP Partner Holding You Back? Top 4 Tips to Maximize Benefits from Your ERP System

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…
Velosi Employees Collaborating

Learn More About Velosio Acquires Strava Technology Group, Expanding Customer Engagement Capabilities Across the Microsoft Cloud Portfolio

Atlanta, GA – Velosio, a leading provider of digital transformation services, managed services, and managed cloud subscriptions for the Microsoft Dynamics ecosystem, announced today that it has acquired Strava Technology Group, a Microsoft Partner with deep expertise and unique capabilities in Dynamics 365 Customer Engagement (CE), Microsoft’s Power Platform (PP), and the broader Microsoft cloud…
2025 Release Wave 1 Highlights

Learn More About 2025 Release Wave 1 Highlights: Dynamics 365 Finance and Supply Chain Management

Artificial Intelligence Continues to Drive Greater Efficiencies Across Financial and Warehouse Process   For manufacturers, distributors, and other companies that operate warehouses, Dynamics 365 Finance and Dynamics 365 Supply Chain Management provide a powerful combination. Dynamics 365 Finance, a modern ERP platform, delivers comprehensive functionality to manage financials. By leveraging advanced analytics, AI, and seamless…
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Learn More About Beyond Go-Live: Continuous Improvement with Dynamics 365 Sales

You can breathe a sigh of relief, you’ve got Dynamics 365 Sales up and running. So, now what? It’s a question many organizations face after the initial rush from deployment fades. And it’s often accompanied by the worry that the new system won’t take off like you’d hoped. Unfortunately, that’s a well-founded concern. Forrester Research…
Comparison of Dynamics 365 Field Service to Salesforce Field Service

Learn More About Salesforce Field Service vs. Dynamics 365 Field Service

Salesforce Field Service and Dynamics 365 Field Service stand out as leaders in the crowded FSM landscape. Both are powerful, AI-driven FSM platforms that use big data to fuel service operations and drive customer outcomes. Both provide a unified workspace for managing customers, communications, service requests, and ever-changing schedules. And, both offer robust customization options,…
Business Person Researching Microsoft Dynamics Licensing on a Computer

Learn More About Microsoft Dynamics 365 Licensing Guide

Microsoft Dynamics 365 offers businesses an expansive suite of applications to streamline operations, enhance decision-making, and drive growth. However, understanding the licensing of Dynamics 365 can be a challenge due to its complexity and flexibility. With over 60 pages of detail in Microsoft’s official licensing guide, navigating these options can feel daunting. Here, we provide…
Businessman using tablet analyzing sales data and economic grow

Learn More About How To Secure Buy-In from Dynamics 365 Sales from Stakeholders

You already know migrating to Microsoft Dynamics 365 Sales will significantly enhance your team’s efficiency and productivity. But you’re not the only one who needs to be convinced. To make the purchase, you must obtain buy-in from key stakeholders, including executive leadership and your IT team. Then, you need to get your users onboard if…
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Learn More About Boosting Workflow Efficiencies Helps Consulting Firms Create Raving Customers

When consulting firms start out, they usually deploy foundational applications such as PSA and Accounting. As the firm grows, they typically implement additional applications: CRM to manage sales & quoting processes; HR to manage Resources; Robust Analytics solution. The firm might also tap into external data sources to track and forecast customer and industry trends.…
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Learn More About How Dynamics 365 Drives Results for Sales Leaders

What if your sales teams always engaged with the right prospects at the right time? What if your marketing campaigns consistently resonated with customer needs and delivered a strong ROI? Every decision is data-driven, perfectly timed, and optimized for success. That sounds like a sales leader’s dream—one they might never see in our messy day-to-day…