Velosio is excited to offer Sales Velocity Framework, a free integration for Microsoft Dynamics 365 Business Central that can bring Dynamics 365 Sales data into BC. This integration allows you to unlock the full potential of your customer data. By integrating customer and sales data into your BC-based workflows, you can pull even more data…
Creating a unified view of customers is essential for delivering exceptional service and building long-lasting, mutually beneficial relationships. However, creating a unified view of everything about your customers is easier said than done, especially if your field service company relies on a mishmash of different applications with data stored across many different systems. Dynamics 365…
While attracting new customers is important, retaining existing ones is often more cost-effective and reliable for sustaining revenue over time. Businesses that excel in customer retention build long-term relationships and benefit from increased customer loyalty, repeat business, and positive word-of-mouth referrals. Dynamics 365 Sales is a powerful tool designed to help businesses increase customer retention…
No matter whether it is in the bustling corridors of a trade conference, the boardroom of a client’s office, or the comfort of a home office, sales professionals need to remain not just productive but agile and responsive to unexpected customer needs. In just a few short years, the ability to stay connected and productive…
You may have reliable data collection tools that provide a highly granular view of your past performance. That is important, of course, but knowing where you have been is only so useful. Your business software should also be able to help inform where you are going. Consider this: Companies that move from legacy manual forecasting…
As the premier cloud applications partner for midmarket companies, Velosio has earned the 2024-2025 Microsoft Business Applications Inner Circle award. Velosio, a leading technology partner specializing in innovative business solutions across various industries, has earned the Microsoft Business Applications Inner Circle award for the 29th year, placing the company in the top 1% of Microsoft partners…
The boundary between sales and marketing teams continues to blur in many organizations. And with good reason: close collaboration is critical to business success. When sales and marketing work together seamlessly, they create a unified strategy that drives customer engagement, improves lead quality, and ultimately boosts revenue. It’s no wonder that over 78 percent of…
It is cutthroat out there. Across sectors, we are seeing tighter margins and increased competition. That means businesses must constantly seek innovative ways to enhance their sales processes, engage more effectively with customers, and, ultimately, drive growth. Dynamics 365 CRM is a comprehensive sales and customer management solution designed to meet these demands head-on. It…
The backbone of your business is your ERP and CRM solutions. They help your team access critical information, place orders for customers, control inventory and production, manage finances, and much more. Whether you’re a small startup or a large enterprise, having a support plan for Dynamics 365 is not just a luxury; it’s a necessity.…
Good Data is Everything in Today’s Sales World The days of just winging it on important sales decisions are long gone. Expert insights will always have their place in decision-making. Still, time and time again, the value of high-quality customer data has proven to be the most reliable foundation on which sales teams should build…
