Velaro Engagement for Dynamics

Velaro helps you deliver seamless and consistent customer

experiences across channels including live chat, chatbots, voice, messaging,

knowledge base, and self-service tools, improving customer satisfaction and

driving engagement. With Velaro, you can capture valuable customer data such as

chat and messaging transcripts, chat surveys, forms, and visitor monitoring

insights that you can leverage for personalized service, business intelligence, and new opportunities for business growth.

By combining Velaro’s engagement platform with your Dynamics

CRM, you can increase your team’s productivity by automating and streamlining

processes and reducing the time and effort required to manage customer

interactions. The result is increased efficiency and improved ROI, making this

integration an asset to any business looking to stay ahead of the competition. Open a trial account to connect Velaro to Dynamics and start a conversation with Velaro.

Key Features and Benefits

• Improve customer experience: Velaro’s robust live

chat platform has all the features your agents need to communicate in real-time with your customers and prospects. Agents can view incoming visitor

information, observe website behavior, capture customer data, and engage and

serve customers at scale, all in one place.

• Increase efficiency: Use Velaro chatbots to automate

processes such as greetings and invitations, answer common questions, create

cases, capture, and qualify leads, schedule events, and streamline basic

customer service tasks for improved efficiency. Provide a service that is available at

all hours and provides immediate help to your customers.

• Better data management: With Velaro customizable

engagement reports and analytics, gather valuable insights about customer

behaviors, nurture leads, and improve service level and team collaboration, all

while working directly with your CRM records with one-click access in the

Velaro platform.

• Increase sales opportunities: With the integration,

your sales and service team can nurture leads and respond quickly, leading to

increased sales.

• Enhance collaboration: A centralized platform for

customer interactions, making it easier for teams to collaborate and share

information.

• Seamless integration: Velaro's out-of-the-box

integration is straightforward, ensuring that businesses can get up and running

quickly and easily, reducing the time and effort required to implement the

solution, and making it a cost-effective option for businesses of all sizes.Advanced Security and Compliance

Velaro provides advanced security and compliance tools and supports government and proprietary cloud deployments, including cookie opt-in, CDPA, GDPR, HIPAA, PCI Secure Form, Azure Active Directory, and other SSO services and partner apps. We offer government and on-premise deployments and can dynamically offload data to secure systems with Azure Container and SQL Server integrations.