Driving Meaningful Relationships with Microsoft Customer Engagement Solutions

At Velrada, we believe customer engagement is more than just managing interactions, it’s about building relationships that last.

Our Approach

Our team delivers intelligent, scalable solutions using Microsoft Dynamics 365 Customer Engagement, Customer Insights, Copilot, and Power Platform.

We help organisations connect data, people, and processes to create personalised experiences across sales, service, and marketing.

Velrada has helped organisations across industries unlock the full potential of Microsoft’s customer engagement stack.

Our CRM capability is led by experienced consultants and solution architects with deep expertise across Microsoft’s business applications and data platforms.

Smarter Engagement, Stronger Connections

We help organisations modernise how they attract, serve, and retain customers with solutions that are intelligent, integrated, and insight-driven.

Unified Customer Profiles

Connect data across systems to build a 360° view of every customer using Dynamics 365 and Customer Insights.

Sales Acceleration

Empower sales teams with guided selling, pipeline visibility, and AI-driven recommendations.

Personalised Marketing

Deliver targeted campaigns and journeys using Dynamics 365 Marketing and real-time data.

Customer Service Excellence

Streamline case management, automate responses, and improve resolution times.

AI-Powered Engagement

Use Copilot to generate emails, summarise interactions, and suggest next best actions.

Data-Driven Decision Making

Leverage Power BI and Customer Insights to uncover trends, behaviours, and opportunities.

From First Touch to Long-Term Loyalty

AI That Understands Your Customers

We embed AI into every layer of customer engagement, making interactions smarter, faster, and more relevant.

Using Microsoft Copilot, Azure AI, and Customer Insights, we help organisations personalise outreach, predict customer needs, and automate routine tasks. Our AI agents assist with content generation, data analysis, and customer segmentation, freeing up teams to focus on what matters most.

We also use our own internal AI tools to accelerate delivery, validate outcomes, and ensure every solution is built for scale.

Foundations for Long-Term Engagement

Velrada doesn’t just implement CRM systems, we help organisations build the right foundations for sustainable customer relationships.

CRM Strategy & Roadmapping

Align technology with business goals and customer experience vision.

Architecture & Integration Services

Connect Dynamics 365 with ERP, marketing platforms, and legacy systems.

Governance & Data Stewardship

Ensure clean, secure, and compliant customer data.

Change Management & Enablement

Support teams with training, adoption, and continuous improvement.

Performance & Insight Frameworks

Establish KPIs, dashboards, and feedback loops to drive engagement.

Current State Assessments

Evaluate existing CRM environments and identify opportunities for uplift.

Helping You Connect with the People Who Matter

At the heart of every CRM strategy is a relationship. Velrada’s deep understanding of Microsoft’s Customer Engagement tools means we can help you connect with your customers in more meaningful, relevant ways, whether you’re just getting started or scaling up.