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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AXIO Advanced Projects, offered by Velosio, is an integrated solution for Dynamics 365 Finance that revolutionizes your project ERP into a comprehensive quote-to-cash engine. This upgraded system is accessible through a monthly subscription model from Velosio, designed to streamline planning processes, cut down on service expenses, and maintain the value of your investment throughout its lifecycle. Organizations implementing AXIO Advanced Projects begin their Dynamics 365 experience with a fully operational financial and project accounting framework from the outset, allowing them to focus design efforts solely on the distinctive aspects of their business. The solution promotes adherence to industry best practices and workflows that have been validated by numerous companies, resulting in enhanced employee engagement, quicker onboarding processes, and a significant reduction in total ownership costs by at least 30%. Project-centric organizations have specific requirements that necessitate compliance with regulations, effective project accounting, and proper alignment with project management and execution strategies. Ultimately, AXIO Advanced Projects empowers businesses to harness the full potential of Dynamics 365, ensuring that they are well-equipped to meet the challenges of their unique project environments.

Description

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Comprehensive Services Yes 
Aptean CRM Yes 
Avalara Yes 
CDS Visual No 
ClearPoint Strategy Yes 
ClickDimensions Yes 
Collate No 
Inogic Lead Assignment and Distribution Automation Yes 
KwikTag Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Power BI Yes 
Microsoft Power Platform Yes 
PayFabric Yes 
Propel No 
SalesPad Yes 
Salesforce No 
Salesforce CPQ No 
deFacto Power Planning Yes 

Integrations

ADP Comprehensive Services No 
Aptean CRM No 
Avalara No 
CDS Visual Yes 
ClearPoint Strategy No 
ClickDimensions No 
Collate Yes 
Inogic Lead Assignment and Distribution Automation No 
KwikTag No 
Microsoft 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics 365 Finance No 
Microsoft Power BI No 
Microsoft Power Platform No 
PayFabric No 
Propel Yes 
SalesPad No 
Salesforce Yes 
Salesforce CPQ Yes 
deFacto Power Planning No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Velosio

Founded

1984

Country

United States

Website

www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Product Features

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Alternatives

Alternatives

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