Floatation Rescue Device

ERP and CRM Rescue and Recovery

No matter which stage your project is in and how out of control the implementation seems to be, Velosio can help you recover and rescue your investment.
Overview
Benefits
Our Approach
Insights
Contact Us

ERP & CRM Recovery Experts

Navigating an implementation project involves an investment of time, money, and resources— all of which you deserve to get a return from.

If you’re finding that your ERP or CRM implementation project is veering off course or your partner is falling short of delivering the results you anticipated, now is the time to act.

At Velosio, we specialize in transforming your failing projects into triumphs. With a proven track record in rescue, recovery, and realignment, we’ll help you salvage your implementation and get you back on track.

Speak to an Expert

Recover Your ERP or CRM Investment with Velosio

Encountering hurdles in your ERP project journey is not uncommon. Perhaps the timeline has stretched far beyond what was planned, or costs are spiraling out of control. Maybe you are starting to question the capability of the software to meet your business requirements.

Regardless of the unique challenges, the good news is it’s never too late to course-correct with an ERP implementation rescue that allows you to:

line art of face and options

Reinforce Value

Velosio helps organizations reinforce the value of their original mission and ensures the ERP or CRM solution aligns with how your company operates.

line art of three people

Minimize Costs

Address the root causes of failure, with Velosio’s proven methodologies aimed at mitigating add-on costs, schedule overruns, and unwarranted change orders.

Increase User Adoption

Velosio can assist in crafting a robust change management plan to smoothen the transition and gain employee buy-in.

Our Clients

AtriCure
BGSF Logo
E Jewelry
Midwest Industrial Supply Logo
Rudolph Libbe Group Logo

Our Latest Recognitions

2023 Microsoft Dynamics 365 Business Central US Partner of the Year Winner
2023 Microsoft Dynamics 365 Worldwide Partner of the Year Finalist
2023 Microsoft Dynamics 365 Field Service US Partner of the Year Finalist
Microsoft Inner Circle
Tipalti Microsoft Partner of the Year
2024 Bob Scotts Top 100
2023 Clutch Top Microsoft Dynamics ERP Company
2023 Comparably Best Company Leadership Award
2023 Comparably Best Career Growth Award
top solver cloud volume partner
Top Cloud Migration Partner

Rescue & Recovery Stoplight Assessment

Assess your ERP implementation with our short quiz. You’ll receive a customized report with recommendations that will help guide you on your implementation or go-live journey.

Take the Assessment

Our Approach to Successful ERP & CRM Recovery

Velosio offers a tailored approach to addressing root causes of failure, minimizing costs, and realigning projects with business objectives. Our approach includes change management strategies and leveraging existing strengths to recover investments and reinforce the value of the original mission.

Assessment

Diagnosis

Realignment

Execution

Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.

Get in Touch

ERP Recovery Process: Failed Implementation

Explore best practices for effective ERP recovery, and how businesses can overcome challenges and optimize post-implementation results.

Read More

Latest CRM & ERP Videos

Are you new to Microsoft Dynamics 365 Business Central? In this video, we’ll walk you through the foundational elements of Business Central, helping you understand its core functionalities and how it can streamline your business processes. Whether you're a small business owner looking to improve operations or an IT professional seeking to enhance your knowledge, this comprehensive guide covers everything from setup to daily operations. Join us as we explore the basics of Dynamics 365 Business Central and discover how this powerful tool can transform your business. What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio

Are you new to Microsoft Dynamics 365 Business Central? In this video, we’ll walk you through the foundational elements of Business Central, helping you understand its core functionalities and how it can streamline your business processes. Whether you're a small business owner looking to improve operations or an IT professional seeking to enhance your knowledge, this comprehensive guide covers everything from setup to daily operations. Join us as we explore the basics of Dynamics 365 Business Central and discover how this powerful tool can transform your business.

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio

YouTube Video UExpa05RWmg1eG0tem9rakl6TzBHSVhlNUxIcTlQOThuWi4yMUQyQTQzMjRDNzMyQTMy

Microsoft Dynamics 365 Business Central: Understanding the Basics

Discover the fundamentals of Dynamics 365 Business Central in our concise guide, 'Mastering the Basics: Dynamics 365 Business Central'. This video offers a clear, step-by-step walkthrough of the key features and functionalities, perfect for both beginners and experienced users. Learn to navigate the interface, manage finances, optimize sales, and improve operations, all while gaining valuable insights to enhance your business processes with Dynamics 365 Business Central. What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio

Discover the fundamentals of Dynamics 365 Business Central in our concise guide, 'Mastering the Basics: Dynamics 365 Business Central'. This video offers a clear, step-by-step walkthrough of the key features and functionalities, perfect for both beginners and experienced users. Learn to navigate the interface, manage finances, optimize sales, and improve operations, all while gaining valuable insights to enhance your business processes with Dynamics 365 Business Central.

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio

YouTube Video UExpa05RWmg1eG0tem9rakl6TzBHSVhlNUxIcTlQOThuWi5EMEEwRUY5M0RDRTU3NDJC

Mastering the Basics: Dynamics 365 Business Central

This video gives an overview of the Dynamics 365 Business Central. Does your cloud enterprise resource planning (ERP) allow you to adapt to market changes? Learn how Microsoft Dynamics 365 Business Central connects your finance, sales, service, project, warehousing, and manufacturing teams to help you adapt faster, work smarter, and perform better. What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. https://www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio #microsoftdynamics365businesscentral #microsoftpartner

This video gives an overview of the Dynamics 365 Business Central. Does your cloud enterprise resource planning (ERP) allow you to adapt to market changes? Learn how Microsoft Dynamics 365 Business Central connects your finance, sales, service, project, warehousing, and manufacturing teams to help you adapt faster, work smarter, and perform better.

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

https://www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio #microsoftdynamics365businesscentral #microsoftpartner

YouTube Video UExpa05RWmg1eG0tem9rakl6TzBHSVhlNUxIcTlQOThuWi41NkI0NEY2RDEwNTU3Q0M2

Overview of Microsoft Dynamics 365 Business Central

We'll guide you through the crucial steps to master Accounts Payable in Microsoft 365 Business Central. Discover how to optimize your workflows, leverage key features, and analyze your financial data for better decision-making. Whether you're new to Business Central or looking to refine your skills, this tutorial will enhance your efficiency and accuracy. Subscribe for more insights and practical tips! What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio

We'll guide you through the crucial steps to master Accounts Payable in Microsoft 365 Business Central. Discover how to optimize your workflows, leverage key features, and analyze your financial data for better decision-making. Whether you're new to Business Central or looking to refine your skills, this tutorial will enhance your efficiency and accuracy. Subscribe for more insights and practical tips!

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio

YouTube Video UExpa05RWmg1eG0tem9rakl6TzBHSVhlNUxIcTlQOThuWi5ENDU4Q0M4RDExNzM1Mjcy

Mastering Accounts Payable in Microsoft Dynamics 365 BC

With Microsoft Dynamics 365 CRM you have a wide variety of components to meet your business goals with speed and efficiency. In this Dynamics 365 sales presentation we go over how Dynamics 365 can help you with sales, accounting, ERP management and more. Presenters: Bill Kinahan, Senior Solutions Architect --------------------------------------------------------- What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #Velosio #Dynamics365 #microsoftdynamics365salesdemo

With Microsoft Dynamics 365 CRM you have a wide variety of components to meet your business goals with speed and efficiency.

In this Dynamics 365 sales presentation we go over how Dynamics 365 can help you with sales, accounting, ERP management and more.

Presenters:
Bill Kinahan, Senior Solutions Architect
---------------------------------------------------------
What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#Velosio #Dynamics365 #microsoftdynamics365salesdemo

YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS4xMkVGQjNCMUM1N0RFNEUx

Microsoft Dynamics 365 Sales Demo

Are you wasting time on administrative tasks like manual data entry in your CRM system? You may be losing out on time spent selling or working with clients. Microsoft Sales Copilot can help you work more efficiently. Watch this short overview on the features to learn how you can maximize your time. Unleash the power of AI I your selling journey. Chapters: 00:00 Introduction 00:27 Examples 00:57 Sales Copilot in Teams 01:14 How It Benefits Sales Calls What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio #copilot #microsoftpartner #ai #microsoftcopilot

Are you wasting time on administrative tasks like manual data entry in your CRM system? You may be losing out on time spent selling or working with clients.

Microsoft Sales Copilot can help you work more efficiently. Watch this short overview on the features to learn how you can maximize your time. Unleash the power of AI I your selling journey.

Chapters:
00:00 Introduction
00:27 Examples
00:57 Sales Copilot in Teams
01:14 How It Benefits Sales Calls

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio #copilot #microsoftpartner #ai #microsoftcopilot

YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS4wMTcyMDhGQUE4NTIzM0Y5

Microsoft Sales Copilot: The Ultimate Overview

Empower your sales team to stay ahead of the game with Microsoft Copilot for Sales. Designed to elevate your sales experience and maximize productivity, Copilot has many benefits that will get you ahead of the competition. Watch this video to learn more about the benefits and supercharge your sales efforts now! 00:00 Introducing Microsoft Sales Copilot 00:16 Increased Sales Productivity 00:35 Improved Writing and Presentation Skills 00:52 Personalized Communication 01:13 Improved Collaboration 01:29 Reduced IT Costs 01:48 Expertise at Your Fingertips 2:10 Enhanced Security What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio #microsoftpartner #ai #copilot #sales

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio #microsoftpartner #ai #copilot #sales

YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS41NkI0NEY2RDEwNTU3Q0M2

The Benefits of Using Microsoft Sales Copilot

In this video, Bill Kinahan, a senior solution engineer with Velosio, provides a comprehensive walkthrough of how Dynamics 365 Sales, coupled with embedded AI, can significantly enhance sales efficiency. He delves into various aspects of the sales process, including deal review, lead qualification, automation, and deal management. Bill also demonstrates the practical application of AI within Outlook and the use of sequences to move a deal forward. This video is a must-watch for anyone looking to leverage technology to streamline their sales process and achieve better results. 📈🤖 🔖 Chapters: 00:00-03:14 - Introduction 🎙️ Bill Kinahan introduces himself and sets the stage for the discussion on how to make sellers more efficient using Dynamics 365 sales and embedded AI. 03:15-07:44 - Reviewing Deals from Dashboard 📊 Bill explains how sellers can review their deals and take actions directly from their dashboard. He discusses the role of AI-produced data and manual entries in this process. 07:45-12:29 - Reviewing Deals from Deal Pipeline 📈 Bill introduces the concept of a deal pipeline and explains how it allows a salesperson to monitor and make quick changes to their deals. 12:30-14:59 - Qualification of a Lead and Automation 🤖 Bill discusses the process of lead qualification and how to automate steps to move the deal forward. 15:00-17:59 - Introduction to Sequences 🔄 Bill introduces the concept of sequences to automate the sales process. 18:00-19:01 - Using AI within Outlook 📧 Bill demonstrates how AI can be used within Outlook to build an email response, pulling in data from Dynamics and Outlook. 👍 If you found this video helpful, please give us a Like, and don't forget to Subscribe for more insightful discussions! 💡 🔔 Hit the Notification Bell to stay updated on our latest videos 🔔 📧 For any questions or more information, feel free to reach out to us! 📧 What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1 Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio #AI #dynamics365 #dynamics365sales #salestraining

In this video, Bill Kinahan, a senior solution engineer with Velosio, provides a comprehensive walkthrough of how Dynamics 365 Sales, coupled with embedded AI, can significantly enhance sales efficiency. He delves into various aspects of the sales process, including deal review, lead qualification, automation, and deal management. Bill also demonstrates the practical application of AI within Outlook and the use of sequences to move a deal forward. This video is a must-watch for anyone looking to leverage technology to streamline their sales process and achieve better results. 📈🤖

🔖 Chapters:

00:00-03:14 - Introduction 🎙️
Bill Kinahan introduces himself and sets the stage for the discussion on how to make sellers more efficient using Dynamics 365 sales and embedded AI.

03:15-07:44 - Reviewing Deals from Dashboard 📊
Bill explains how sellers can review their deals and take actions directly from their dashboard. He discusses the role of AI-produced data and manual entries in this process.

07:45-12:29 - Reviewing Deals from Deal Pipeline 📈
Bill introduces the concept of a deal pipeline and explains how it allows a salesperson to monitor and make quick changes to their deals.

12:30-14:59 - Qualification of a Lead and Automation 🤖
Bill discusses the process of lead qualification and how to automate steps to move the deal forward.

15:00-17:59 - Introduction to Sequences 🔄
Bill introduces the concept of sequences to automate the sales process.

18:00-19:01 - Using AI within Outlook 📧
Bill demonstrates how AI can be used within Outlook to build an email response, pulling in data from Dynamics and Outlook.

👍 If you found this video helpful, please give us a Like, and don't forget to Subscribe for more insightful discussions! 💡

🔔 Hit the Notification Bell to stay updated on our latest videos! 🔔

📧 For any questions or more information, feel free to reach out to us! 📧
What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio

YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS41MjE1MkI0OTQ2QzJGNzNG

How To Gain Efficiencies with Dynamics 365 Sales and AI

Latest ERP & CRM Articles

Latest Case Studies

Don’t become a statistic in the Gartner-estimated 55-75% of failed ERP projects. Partner with Velosio to defy these odds and steer your systems back on track.

Get in Touch