Velaro, a leading provider of enterprise-grade website live chat software, is pleased to announce its partnership with Microsoft Dynamics, the customer relationship management (CRM) solution that helps companies improve marketing, sales, and service engagement. The partnership includes the ability to fully integrate Velaro Live Chat into Microsoft Dynamics to further strengthen the customer service-sales relationship.

mpn_logo“Customers’ expectations for experiences with customer service agents are at an all-time high,” said Chris Frascella, director, partner marketing, Velaro. “It isn’t enough to just answer the customer’s question when they ask. You have to know that particulare customer’s entire purchasing history and be able to provide a completely personalized experience. For this reason, integrating our live chat software with a CRM like Microsoft Dynamics is a no-brainer. The seamless pairing of customer service with sales results in an unparalleled customer service experience – and happy customers who are more likely to come back for repeat business.”

Features of Velaro Live Chat for Microsoft Dynamics include:
  • Agent access to Microsoft Dynamics data within the live chat window
  • Ability to create new user records in Microsoft Dynamics directly within the live chat solution for up-to-date and accurate data.
  • Ability to append live chat transcripts, metadata and survey results to Microsoft Dynamics records with a single click – minimizing burdens on customer service staff, and increasing adoption.

Learn more about all of Velaro’s integrations here.

About Velaro

Velaro is website live chat software built to support the unique needs of the enterprise. Leaders in e-commerce, higher education, health care, pharmaceuticals and more turn to Velaro’s integrated platform to optimize sales, deliver stellar service and dramatically improve rep productivity. Only Velaro offers Performance Management – a suite of in-depth analytics and reporting tools designed to drive agent excellence and customer satisfaction. Get real-time feedback, find coachable moments – and improve constantly.


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