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. Discover the 7 main reasons driving this transition and gain valuable insights into crucial considerations before you decide to make the move.

Our webinar covers essential topics including pricing, deployment, integration, reporting, artificial intelligence, and more! If you’re contemplating the adoption of Dynamics 365 Sales to elevate your sales department, this is a must-watch webinar.

Complete the form to access the webinar.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Copilot for Sales

Sales Companion is an artificial intelligence (AI) assistant designed to enhance the productivity and efficiency of sales teams in their day-to-day tasks.

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
How To Gain Efficiencies with Dynamics 365 Sales and AI
YouTube Video UExpa05RWmg1eG0td2pzZVNJYU9JalFDU1FRN05sWEUzby41MzJCQjBCNDIyRkJDN0VD
We understand the evolving landscape of sales and the critical role technology plays in driving success. This video covers the immense potential of AI as a catalyst for sales growth. We will discuss how AI-powered solutions can revolutionize your sales processes, empower your sales teams, and unlock new opportunities for revenue generation. Whether you're a sales manager, executive, or a sales professional looking to optimize your performance, this video is tailored to meet your needs. What this video covers: - Understanding the impact of AI on sales: Gain valuable insights into how AI is reshaping the sales landscape and redefining traditional sales approaches. Discover the latest AI technologies and their applications in sales systems. - Building a successful sales system: Learn proven strategies and best practices to establish a robust sales system within your organization. Explore how AI can be integrated into various stages of the sales process, from lead generation to customer retention. - Maximizing seller efficiency with AI: Uncover the ways in which AI can streamline repetitive tasks, automate workflows, and provide valuable predictive analytics. Discover how sales teams can leverage AI to focus on high-value activities and forge stronger customer relationships. - Overcoming challenges and driving adoption: Address common concerns and roadblocks when implementing AI in sales. Gain practical insights into change management and fostering a culture of innovation within your sales team. Chapters: 0:00 Introduction 2:03 Too Many Sales Systems Fail 2:50 What Keeps Sellers from Using CRM? 3:47 What Helps Sellers Sell 4:35 Put Sellers at the Center 6:09 Generative AI Drives Seller Adoption 7:50 Demonstration 28:18 Take the First Step Toward the Right CRM 29:12 Q&A 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 #crm #ai #sales #microsoftpartner
Leverage AI For A More Efficient Sales System | Velosio
YouTube Video UExpa05RWmg1eG0td2pzZVNJYU9JalFDU1FRN05sWEUzby4xMkVGQjNCMUM1N0RFNEUx
Join Jason Wietharn, Practice Director of Customer Experience at Velocio, as he dives into the transformative power of next-generation AI in enhancing customer experience. Discover how Dynamics 365 Customer Engagement can revolutionize your approach, connecting every role seamlessly and ensuring a streamlined customer journey. Learn to speed up sales and close deals faster. 00:00 Introduction 00:28 Cross-Organization Impact 02:10 A Day in the Life 03:05 AI Assistance with Customer Views 04:08 Seamless Customer Journeys 05:30 Customer Expectations 07:02 How to Meet Customer Expectations 09:02 Outcomes with Dynamics 365 CE 10:42 Chipotle Case Study 12:41 Let's Get Started 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/ #Dynamics365 #AI #CRM #velosio
Next-Gen Customer Journeys: Unleashing AI in Dynamics 365
YouTube Video UExpa05RWmg1eG0td2pzZVNJYU9JalFDU1FRN05sWEUzby45NDk1REZENzhEMzU5MDQz
AI is shifting how business is done today for every individual, team, and industry. From enriching employee experiences to reinventing customer engagement, AI is full of opportunities. Learn how Copilot for Dynamics 365 can turbocharge your workforce in every role. 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 #microsoftcopilot #aibusiness
The New Era of AI-Powered Business
YouTube Video UExpa05RWmg1eG0td2pzZVNJYU9JalFDU1FRN05sWEUzby5GNjNDRDREMDQxOThCMDQ2
Join Customer Engagement Practice Director, Jason Wietharn as he delves into the world of AI Copilot in this informative video. With insights on security measures, productivity enhancements, and the diverse applications of Copilot across various business functions, this discussion sheds light on Microsoft's groundbreaking innovation. Learn how Copilot is revolutionizing CRM, ERP, and beyond, empowering organizations to drive efficiency and deliver exceptional customer experiences. 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
Demystifying Copilot: Security, Productivity, and the Future
YouTube Video UExpa05RWmg1eG0td2pzZVNJYU9JalFDU1FRN05sWEUzby5DQUNERDQ2NkIzRUQxNTY1

Recent CRM Insights

Meet Our Experts

Quick Links