Topic: CRM Software

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…
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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…
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Learn More About The ROI of Modern Sales Tools: Making The Case To Your Leadership Team

Calculating the Return on Investment (ROI) for sales tools and technology requires more than simply measuring cost reductions, workflows, or overhead. True ROI should factor in time saved, efficiencies gained, and your enhanced ability to act on data-driven insights. Needless to say, that is easier said than done. This article will guide you in building…
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Learn More About How To Choose Your Dynamics 365 Implementation Partner

Microsoft Dynamics 365 Business Central transforms business operations by integrating CRM and ERP, eliminating data silos, and optimizing operational efficiency. Its capabilities drive growth across industries, improving sales through predictive insights and enhancing customer service with personalized experiences. To maximize the benefits of Dynamics 365 requires the right implementation partner. One with the expertise to…
How to an Effective ERP Communication Plan: (Guide + Templates)

Learn More About Streamlining the Quote-to-Cash Process for Project-Based Service Firms

For project-based service firms, the end-to-end quote-to-cash process—from quoting to revenue realization—is often hailed as the holy grail of project automation. The key is to establish a “Data First” culture. This involves identifying the data your firm needs to make decisions and improve operations. Once you define the data you require, you can then find…