There are many good reasons to move from Salesforce to Microsoft Dynamics 365. Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other people’s mistakes. Since we know you’re smart, we thought you…
Background Founded in 1994, the goal at NovaVision is to continuously improve its customer’s ability to protect their products and property from counterfeiting, tampering, and pilfering. NovaVision conducts business globally and has over 5,000 active customers for its tamper-proof products each year. Their major customer groups include governments (USA federal, state, county, municipal and international),…
Increasing Customer Satisfaction While Optimizing Technician Productivity Providing services to customers in the field is all about increasing first-time fix rates and improving customer satisfaction. At the same time, service organizations need to keep costs low by optimizing resource productivity—through advanced scheduling and giving technicians mobile capabilities. No matter the size of your operation, Microsoft…
It’s All About Improving Agent and Customer Experiences When businesses focus on streamlining their service processes, they make things a lot easier for their service agents. That enables the agents to deliver great service, which forges long-term customer relationships. Streamlining customer services is what Microsoft Dynamics 365 Customer Service is all about. The solution enables…
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…
Customer Relationship Management, (CRM), is a must-have in today’s competitive marketplace. In fact, if a company has 10 or more employees, CRM is used 91% of the time. CRM solutions help organizations satisfy customers and improve their loyalty, help get rid of rotten sales leads, spike sales revenue, and much, much more. Learn Why Dynamics…
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…
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…
