Customer Insights Across the Enterprise
Microsoft Dynamics 365 Customer Engagement (CE) is a powerful, easy-to-use cloud-based Customer Relationship Management (CRM) platform that elevates the customer experience at each stage of the customer journey. It consists of several discrete application which deliver powerful functionality and generate sustainable value to your organization, your teams, and your customers.
Velosio will help you explore each of the applications and determine the best fit for your organization and its teams.
What Dynamics 365 Customer Engagement Can Do For You
Create Seamless Experiences
Reach across departments with connected processes that allow you to triage leads, automate transfer to sellers, and empower others with strategic customer insights.
Make Informed Decisions
AI-powered reporting and analysis tools provide decision makers with the data that helps them track marketing performance and make smart, effective decisions.
Win Customers Faster
Design end-to-end journeys that increase engagement, target the right audience with the right messaging, nurture leads and accounts, and win new customers faster.
Real-Time Customer Data
Encourage customer action by sending reminders and repeating messages until a qualifying event or activity occurs.
Easily begin new customer journeys without developing code. Create holistic journeys based on real-time data changes across any Dynamics 365 app.
Simplify the Journey
Create compelling one-on-one experiences through digital channels and interactions across marketing, sales, and service. Engage with customers when they want and on their preferred channel using AI-driven recommendations.
Microsoft Dynamics 365 Customer Engagement — More Than the Sum of Its Parts
The Microsoft Dynamics 365 Customer Experience suite includes Sales, Customer Service, Field Service, and Customer Insights. You choose which plan works for you by selecting individual Dynamics 365 CE applications or bundling them together in a comprehensive Microsoft Dynamics CRM solution.
Our experts will tailor your Customer Engagement products to fit your unique landscape, whether that includes integration with other systems or complex customization.
Midwest Industrial Supply Improves Inventory Accuracy, Boosts Productivity With Dynamics 365
Midwest Industrial Supply (MIS) was manually tracking their field service activities but new that they wanted to standardize their processes.
With support from partner Velosio, MIS adopted Microsoft Dynamics 365 Field Service and Power BI. Now, the company has dramatically increased operational efficiency and productivity, reduced waste, accelerated order-to-cash time, and improved line of insight in the performance of the business.
“With Dynamics 365 Field Service and Power BI, we have instantaneous data, which gives our sales team and inventory managers greater decision- making confidence.” says Eric Ludwig, IT Manager and Special Projects.
An Essential Guide for the Modern Professional Services Firm
Professional services firms are at an inflection point.
New competitors, a rapidly evolving tech landscape, and the looming presence of uncertainty were already forcing firms to redefine legacy business models and processes. And then COVID hit and kicked things into high gear. Despite all the upheaval, services remain at the core of professional services businesses across the spectrum.
Read our essential guide for modern professional services to learn how your firm can stay ahead of these events.