Specialists in CRM Implementation

Unlike your finance, accounting, and inventory solutions, customer relationship management (CRM) platforms are designed to support human-to-human relationships. 

However, unification is key to doing this successfully. A unified CRM stores and organizes customer data, providing an interface where users can manage everything related to leads, prospects, and customers. This might include emails, texts, call logs, and notes, docs like contracts, quotes, and purchase orders, and relevant insights that support employees during customer interactions. 

By unifying all of your data and making it available across teams, companies can personalize customer experiences, increase customer satisfaction, deliver proactive service, and increase lifetime value.

Velosio helps make the implementation of this seamless for our clients.

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Turning Your CRM Implementation Project into Long-Term Growth

Customer expectations are higher than ever before. For businesses to meet these expectations, customer relationship management (CRM) platforms are a necessity. Choosing the right CRM for your needs can:

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Reduce Data Silos

The right CRM keeps departments connected and plays a central role in creating a silo-free environment by ensuring that everyone is working from a single source of truth.

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Enhance Customer Relationships

CRM empowers businesses to cultivate stronger customer relationships by offering valuable insights into customer behavior, preferences, and needs.

Orchestrate Seamless Journeys

Utilizing AI-driven recommendations to help your sales team engage more customers on more channels and reliably deliver the desired results.

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Increase Profitability

When employees can make data-driven decisions on-the-fly, and with confidence, they’re actively driving profitability and sustainable growth.

One Size Doesn’t Fit All—Uncover Which CRM System is Best for You

Join us for this on-demand webinar where we dive into the emerging trend of businesses shifting from Salesforce and other CRM solutions to Dynamics 365 Sales.

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CRM Solutions that Match Your Organization’s Needs  

Velosio understands that every organization has unique needs. This understanding is reflected in our approach to helping clients determine the best CRM for their goals.

Dynamics 365 Sales

Dynamics 365 Sales helps you build strong relationships, utilize insights, and close deals faster. The platform’s scalability and customization adapt to unique business needs, making it a catalyst for growth, streamlining sales, and fostering competitive agility.

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Dynamics 365 Customer Service

Dynamics 365 Customer Service ensures your business can offer the best possible customer service through personalization and optimization. By offering omnichannel support, customers can engage with businesses on their terms, making interactions seamless and convenient. 

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Dynamics 365 Customer Insights

Dynamics 365 Customer Insights empowers organizations to deliver exceptional customer experiences through personalized customer journeys across sales, marketing, and service teams.

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Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service empowers your service organization to elevate its field service operations — improving customer satisfaction, first-time fix rates, and resource productivity through advanced scheduling, resource optimization, and mobile enablement.

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