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Velaro Engagement for Dynamics

Velaro, Inc.

Velaro Engagement for Dynamics

Velaro, Inc.

View, add, and edit Dynamics records in Velaro. Save chat transcripts and data to Dynamics.

Transform Customer Experiences and Get a Single View of Your Customers’ Interactions

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.

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