Velosio’s Online CRM Summit
October 29-30, 2018

Join us and your industry peers for an online event focused on the latest in CRM technology driving everything from sales and marketing to the customer experience! The Summit includes five webinars on important topics facing nearly every business.

Register for all five or just those that relate to a current challenge or need in your business. Don’t miss this chance to hear about the latest insights and tools for small and medium sized business. Review Summit sessions below and register today!


Turn Prospects into Profitable Business Relationships Faster

1:00-1:45pm ET

Industry leaders are using automation and customer data to deliver a uniquely customized prospect and client experience. Learn how Velosio is helping sales and marketing teams use Microsoft Dynamics 365 for Sales and Marketing to drive targeted marketing, implement effective campaigns and increase win rates. We’ll demonstrate how to  personalize your buyer’s journey from initial response through nurture and sales close. Plus, see how real-time dashboards give you a clear picture of key measures and how the new AI capabilities found in Velosio’s SalesConnect tool aggregates data from multiple systems.

Keep Customers for Life! Here’s the Latest Technology for Delivering Great Customer Experiences

2:00-2:45pm ET

According to recent research, the customer experience will be the #1 differentiator by 2020. What is your customer strategy? Join us and hear how to earn customer loyalty by providing personalized, contextual interactions through multiple service channels with the convenience of serving your customers on the device they prefer. Empower your agents with intuitive access to everything they need to deliver fast and effective service experiences.

How Intelligent Field Service Management can Become Your Competitive Advantage

3:00-3:45pm ET

Velosio has deep expertise helping companies improve customer satisfaction, first time fix rates and resource productivity. In this session, you’ll learn how you can connect your field service organization digitally using Dynamics 365 for Field Service to empower your employees and technicians with 360⁰ information from any location to improve service response times, resource productivity and customer satisfaction.

Erica Ellis, Sr CRM Consultant
Tom Totten, CRM Solutions Architect


Chris Harris, CRM Consulting Mgr
Tom Totten, CRM Solutions Architect


Tom Totten
CRM Solutions Architect




End-to-End Management for Project Planning, Resourcing, Delivery and Billing

1:00-1:45pm ET

Come see how Dynamics 365 for Project Services Automation gives you real-time intelligence to balance resource utilization and to increase productivity across projects and programs while fostering team collaboration. Learn how equipping your company with D365 for PSA leads to improved operations, more satisfied clients and increased profits.

How You Benefit from an Integrated CRM and ERP

2:00-2:45pm ET

Operational, Financial and Service leaders have the most to gain by using a fully integrated platform bringing CRM and ERP together. Learn how we help companies like yours increase speed and visibility from sales to cash. Imagine your entire team having complete visibility to customer information and performance metrics with just a few clicks. Come hear how Velosio is digitally transforming key operations by providing an integrated CRM and ERP environment.

Erica Ellis, Sr CRM Consultant
Tom Totten, CRM Solutions Architect


Jen Johnson
Principal Consultant/Solutions Architect