Digital sales transformation has progressed in stages. Organizations first digitized seller activity inside customer relationship management (CRM) systems. Then they integrated platforms to reduce silos. Predictive dashboards and artificial intelligence followed, helping leaders anticipate outcomes instead of reacting to them. Now a new phase is emerging, and it is not optional. This shift is already…
In 2026, B2B buyers prefer digital self-service over traditional sales conversations. That shift changes how Chief Sales Officers (CSOs) lead. Sales management software is no longer just a tracking tool. It must turn passive data into strategic relationship intelligence and guide daily execution. Recent leadership research underscores why this shift is urgent. 82% of executives…
Microsoft’s Dynamics 365 2026 Release Wave 1 builds on a clear direction: delivering practical AI and intelligent automation directly inside business-critical applications. Rather than introducing disruptive new tools, this wave focuses on enhancing how finance, operations, sales, and service teams already work—making everyday processes smarter, faster, and easier to manage. Embedded AI That Supports Real Work Across the Dynamics 365 portfolio, Microsoft…
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…
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…
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…
AI Continues to Help Sales Reps and Sales Managers Work More Efficiently Artificial intelligence impacts the way just about everybody works, and this holds especially true in the sales realm. With the 2024 release wave 2 plan for Dynamics 365 Sales, Microsoft continues to prove its ability to deliver cutting-edge AI capabilities. Between October 2024…
In the sales world, we have reached a new inflection point. Customers across sectors have high expectations for personalized and seamless interactions. And at this point, it should not come as a surprise to anyone. It is just the new normal in a digitally native world. Whether through various digital touchpoints or face-to-face interactions, customers…
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…
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…
