Background Sunless, Inc. puts the consumers at the heart of everything they do to deliver healthier, better-looking skin. They use the highest quality ingredients and latest innovations to provide the most natural-looking color. Its founders created the original automated spray tan booth that continues to be the #1 booth on the market today. Its products…
The initial hope for CRM (Customer Relationship Management) software was to revolutionize sales by automating processes, assisting sales professionals with prospect management, providing timely reminders for sales pursuits, and transforming a traditional Rolodex into an interactive, continuously updated tool. However, the reality of traditional CRM use has often not lived up to these expectations, with…
Background City Facility Management is a global organization providing facility management services to clients as a one-stop-shop for proactive and reactive facilities-based initiatives. City manages everything from HVAC systems, freezers, lawn care, and much more for its clients – Wal-Mart being one of the largest. Velosio engaged with City when its incumbent Microsoft partner demonstrated…
As the Enterprise Resource Planning (ERP) software marketplace continues to grow and evolve, evaluating and selecting a solution for your company has grown along with it. With so many different solutions for different industries, company sizes, and use cases, it can be challenging to narrow a search down to only the providers who offer software…
Why you should consider changing the way you manage suspects and prospects in Dynamics 365 The idea of using Leads in Dynamics 365 for Sales is attractive as it allows you to completely separate “suspects” from prospects and customers however this is an area that we see sales teams struggle with. Why? Mainly because the…
Salesforce and Microsoft Dynamics 365 Sales are powerhouse two CRM software solutions at the top of their games. Comparing them is similar to comparing AT&T Wireless to Verizon, Google to Safari or McDonald’s to Wendy’s. In other words, the two are very similar in many ways — both will get you texting, searching and lunching.…
As a Microsoft partner, we’re often asked by prospective clients why they should consider Microsoft Dynamics 365 CE (short for Customer Engagement, and formerly CRM) over other leading competitors. There used to be a saying, “Nobody gets fired for choosing IBM” — a reference to the company’s early domination of the server market and reputation…
Field Service inventory management involves monitoring parts and supplies, managing product movement, consumption, adjustments, and other related activities. It is one of the most challenging aspects of running a field service business. The margins of error are exceedingly small. Stock too little, and you delay work. Overstock and your overhead costs skyrocket. The problem gets…
ServiceTitan and Dynamics 365 Field Service are two leading software solutions for managing field service operations. Both platforms offer an extensive, service-centric suite that streamlines and optimizes scheduling, dispatching, customer management, mobile field operations, and other “standard: FSM tasks. But beyond those overlapping features, ServiceTitan and D365 don’t have all that much in common. Battle…
FieldEdge and Dynamics 365 Field Service are both FSM solutions. They both help providers optimize field operations, streamline processes, and stretch limited resources. Both have roots dating back to decades-old software and have seen their fair share of changes. Despite the surface similarities, the two platforms ended up in two very different ecosystems. FieldEdge vs…
