Services at Velebit
At Velebit, we help organizations unlock the full potential of Dynamics 365 Customer Engagement through expert guidance, hands‑on delivery, and industry‑proven practices. Our work is grounded in deep CRM expertise, with a particular focus on the financial and healthcare sectors. Two industries where precision, compliance, and customer trust matter most.
CRM Strategy & Advisory
We help you define a clear CRM vision, align it with your business goals, and translate it into a practical roadmap. Whether you’re modernizing legacy systems or scaling an existing platform, we ensure every step supports long‑term growth.
Dynamics 365 CE Implementation
From requirements to configuration, automation, and integration, we deliver solutions that are robust, scalable, and tailored to your processes. Our experience in financial and health environments ensures your CRM is built with the right controls, data structures, and governance in mind.
Process Optimization & Automation
We streamline customer journeys, case handling, onboarding flows, and internal operations. The result is a CRM that reduces friction, increases efficiency, and supports your teams in delivering exceptional service.
Training & Capability Building
We don’t just implement, we empower. Through workshops, reskilling programs, and tailored learning paths, we help your teams build the skills they need to own and evolve your CRM long after the project ends.