Don’t settle for a standard CRM solution. To drive growth, efficiency and profitability, a CRM solution needs to work the way you work — tailored to your needs and integrated with your other systems and applications. Microsoft Dynamics 365 for Sales does exactly that for companies like yours worldwide. And with a custom Dynamics 365…
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A private cloud ERP deployment may be among the best ways to lower upfront costs, reduce dependency on your internal IT department, reduce your total cost of ownership, and enable the flexibility and scalability to grow your organization efficiently. Velosio offers clients a new way to implement business management software solutions – Stratos Cloud Solutions.…
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Slow paying clients cause an organization major issues. Best practice credit control management ensures the business maximizes profit. The Velosio Credit Management System is a powerful credit management solution providing advanced features to enable credit managers to reduce bad debts and improve cash flow. Built in Microsoft Dynamics AX 2012 R3 and integrated with accounts…
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In order to stay competitive and profitable, you need a centralized system that improves production efficiency and allows your front office and production facility to communicate better. Extend your process manufacturing solution further with a partner you can trust. Velosio’s Process Manufacturing solution handles all of the industry and accounting functionality you need. We provide…
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The Velosio Partner Alliance allows Microsoft Dynamics ERP and CRM Partners in North America to tap into deep resources and subject matter experts across our network of corporate and partner offices, increasing the value they can deliver to clients. Officially endorsed by Microsoft to deliver support to affiliated Dynamics Partners and Sales Affiliates through its…
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According to Panorama Consulting Solutions’ 2015 ERP Report, “the majority of organizations report extended implementation durations and over-budget projects.” Velosio’s AXIO solution, by contrast, leverages our RightPath methodology through Micosoft Lifecycle Services – reducing risk with turnkey templates and workflows based on industry best-practices for a smoother implementation. Download the infographic to learn more about…
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Of the top two CRM choices (according to Gartner), Microsoft Dynamics 365 for Sales is more flexible and lower cost. And based on our more than 30 years of CRM experience, Velosio SalesExpedite can get you up and going with a successful Dynamics 365 for Sales implementation with less investment in time and cost than…
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Of the top two CRM choices (according to Gartner), Microsoft Dynamics 365 for Sales is more flexible and lower cost. And based on our more than 30 years of experience with CRM deployment, Velosio’s SalesExpedite Dynamics 365 for Sales implementation can get you up and going with less investment in time and cost than any…
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Before you select the right CRM deployment method for your organization, you must first select the right CRM. Uncover Revenue Opportunity A pipeline is built through more calls that result in more opportunities. Do you have a CRM system that allows you to efficiently make more sales calls? Perfect the Close One key to more…
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Ok you get it, you need a CRM system. Well, of the top two CRM choices (according to Gartner), Microsoft Dynamics 365 for Sales is more flexible and lower cost. And based on our more than 30 years of CRM experience, Velosio SalesExpedite can get you up and going with less investment in time and…
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Velosio SalesConnect 365 crawls your company’s email and calendar system, intelligently searches and retrieves all useful data about your customers and prospects, organizes the information in Dynamics 365 for Sales, and presents that information as actionable knowledge you can use to improve close ratios, create more opportunities, and drive more revenue. Your sales and customer…
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Like most businesses today, your business systems are the lifeblood that keep your people, your suppliers, and your customers connected. More and more of those systems are working 24/7/365 with demands for accessibility by an increasingly mobile workforce. Yet, most small and medium sized businesses struggle with how to keep up those demands and the…
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AXIO Core Financials for Dynamics 365 Finance and Operations, Enterprise Edition streamlines deployment for global companies who have multi-entity, multi-currency, multitaxation and multi-language requirements. Our global financial solution spans all the important financial processes in your firm – accounts receivable, accounts payable, general ledger, fixed assets and banking – to give you unparalleled insight and…
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As part of Velosio’s commitment to providing solutions and services to help professional services firms meet their organizational goals, we’ve extended Dynamics 365 Finance and Operations, Enterprise Edition with broad and deep functionality built specifically to address the needs of project based companies. Our Contract and Revenue Management Module effectively handles all aspects of contract…
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ERP software serves as the focal point for managing all important aspects of a business and your chosen partner should have ideas and solutions to help you leverage ERP for your business. Velosio delivers the experience, tools and resources to ensure your enterprise software implementation goes as planned, on-time and on-budget. AXIO solutions, based on…
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AXIO Professional Services for Dynamics 365 for Finance and Operations, Enterprise edition is an end-to-end business management solution for mid-sized to multi-national project based businesses. Our solution incorporates the power of Dynamics 365 for Finance and Operations, Enterprise edition and AXIO resource management, project management, marketing, human capital management, and financial management to deploy a…
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Organizational agility — defined loosely as a combination of flexibility, nimbleness, and speed—is increasingly regarded as a source of competitive advantage in today’s fiercely competitive and fast changing markets. The ability to transform information into insight in response to market changes is critical to success. Companies who want to compete successfully in the global marketplace…
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In today’s market, customers are empowered with a great deal of information before they ever talk to a sales rep. With this body of knowledge, they expect much more from their sales experience than ever before. Rising customer expectations are making it an imperative for sales teams to meet the challenge and add value to…
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Regardless of location, size or industry, most companies face unparalleled pressures in today’s fast moving marketplace. Continuous change is increasingly the new normal rather than the exception. The same forces that have disrupted so many businesses, from manufacturing to publishing, are creating challenges and driving change in professional services. Professional services organizations that are best…
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In the current economic climate, professional service firms are acutely aware of the threat posed by the erosion of profit margins. Without proper planning and monitoring, project margin erosion can sneak up on you gradually. Everything appears to be in order until, suddenly, nothing adds up. And erosion can accelerate quickly. Margin erosion is a…
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Most would agree that you cannot, or should not, drive your car by looking in your rear view mirror. It is much safer and wiser to look forward and to focus on where you are heading or where you need to go. If we drive simply by looking through the rear view mirror, our journeys…
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Airport accounting departments are typically asked to do the impossible: with ongoing budgetary constraints on new information systems, they nonetheless face increasing demand for information from management. The tools they have to work with? Often, it’s the basic accounting packages not designed specifically for airport financials, like Simply Accounting, QuickBooks or similar packages. These solutions…
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As warehousing and distribution channels grow increasingly complex, efficient management of the supply chain becomes even more critical to profitability and customer satisfaction. Manufacturers and distributors need an integrated business and warehouse management solution that can connect information from across the organization and increase visibility throughout the supply chain. Companies need to streamline processes, reduce…
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The most successful organizations are going to be the ones that find ways to differentiate themselves. Projects are the life-blood of professional services firms and these firms are increasingly recognizing that portfolio and resource management can help them make the decisions that will set them apart from their competitors. Maximizing the productivity of their most…
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Dynamic, fast-growing organizations must develop financial management solutions that can quickly adapt to their changing business needs while helping them reduce costs, make smarter decisions, and continuously innovate. Financial success for a business consists of maintaining a strong cash position, building a healthy balance sheet and sustaining profits. However, these things don’t just happen. They…
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Statistics suggest that 50 percent of new businesses will fail within their first five years of operation, and a whopping 70 percent will not last 10 years. While there are many challenges businesses must overcome as they grow, maximizing your financial assets is at the top of the list. In today’s markets, it’s tough enough…
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The distribution industry has changed a great deal over the past several years. Generational issues have led to consolidation. The web has forever changed information sourcing and is revolutionizing the purchasing function. Millennials are joining the distribution industry, margin erosion is continuing and customers demand a higher level of service. Overcoming these challenges is really…
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As the economy becomes increasingly competitive, sustaining competitiveness and profitability requires organizations to focus on product innovation, higher quality, and faster response times, all of which must be delivered at the lowest possible cost. For many manufacturing and wholesale distribution organizations, this focus falls squarely on an effectively managed supply chain. Firms with the most…
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Pressures to exploit new markets and reduce costs are the top two key drivers for companies in making the decision to “go global.” The Internet, global supply chains, new markets, and access to new labor pools make going global a necessity for many companies. However, globalization does not just happen by accident and the business…
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In the highly competitive AEC marketplace, knowing and anticipating a project’s expenses correctly provides a definite advantage when competing for a contract. But, even in the best of circumstances, cost estimating is complicated and there are myriad risks and uncertainties to consider. First, it’s important to understand the complexity of cost estimating. Companies should invest…
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Growing companies have a laser focus on managing growth while maximizing profits. Key metrics tend to revolve around boosting productivity, reducing costs, and achieving greater competitive advantage. With these objectives in mind, this checklist outlines key ERP system requirements that help growing companies realize a significant impact on the bottom line. The checklist is segmented by…
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Subcontracting work to qualified partners continues to be an effective strategy for companies who have insufficient resources or expertise in a specific area. Subcontracting in the architecture, engineering and construction (AEC) industry has greatly increased in recent years. Technology, size, and scale of projects are tending to be larger and more complex. As a result,…
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As accounting standards and regulations change, businesses need to be able to adapt quickly. Antiquated financial management tools such as accounting spreadsheets and QuickBooks can lead to errors and inefficiencies that will trickle down to stakeholders and investors, causing significant impact on a company’s value. Enterprise resource planning (ERP) tools are readily available and increasingly…
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Professional services clients lean on their partners to help them solve some of their toughest challenges. What is driving service productization? When contracting for a service engagement, clients are often taking a big leap of faith due to the fact that the very nature of services makes them difficult to comprehend — they are intangible…
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Today’s digital world is progressively changing the way that clients interact with professional services firms. Client expectations are shaped by day-to-day consumer experiences where immediate responses and on-demand self-service access to information is the norm. Now more than ever, building trusted relationships and maintaining a solid reputation depends on delivery of outstanding and increasingly distinctive…
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With business intelligence or BI tools you are able to create an organization that is constantly adapting and that embraces the changing market place to stay one step ahead of the competition. BI is not centered on data warehouses, but instead focuses on creating a learning organization, constantly aware of what your business has done…
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Franchise CFO’s battle a long list of unique challenges. Managing day-to-day financial operations is difficult enough, but with a complex, multi-entity, multi-location structure, visibility can get cloudy, fast. This eBook will help you understand how to: Improve visibility across the franchise Automate operations and workflows Optimize data flow through integration Streamline purchasing and invoice processing…
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Long-term healthcare organizations strive to keep each health facility running efficiently while providing superior care to clients. Yet when acquiring a new facility, trying to integrate their data systems into the main network is not always possible. Learn how integrated ERP systems can streamline the disparate systems into something that can be used throughout your multiple…
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AXIO ProServ from Velosio is an end-to-end business software solution for project based businesses managing global resources with multi-entity, multi-currency, multi-taxation and multi-language requirements. Our solution spans all the important processes in your firm – resource management, project management, marketing, human capital management, and financial management – to give you unparalleled insight and control of…
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The distribution industry has changed a great deal over the past several years as more companies use the internet to gather information about products or to buy from online resources or directly from manufacturers. As a result, distributors have had to provide short lead times and more value-added services to attract and retain customers than…
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