Velosio
115 Case Studies
Case Study: New Street Research achieves optimized client tracking and targeted, compliant email outreach with Velosio
A Velosio Case Study
New Street Research Optimized Client Tracking and Management
New Street Research, a London-based independent research boutique focused on Telecommunications and Technology, needed a modern CRM when launching its U.S. research group. Analysts were manually sending HTML-heavy newsletters with no tracking, struggled to search or build targeted lists in a legacy CRM, and required U.S. anti‑SPAM compliance—so they engaged Velosio to implement a web-based, automated solution using Microsoft Dynamics 365 for Sales and ClickDimensions.
Velosio customized and deployed Microsoft Dynamics 365 for Sales, implemented ClickDimensions, migrated legacy data and Outlook contacts, and built reporting to support automated distribution. The Velosio solution produced an improved customer database capturing sectors and topics of interest, fast audience segmentation, and measurable metrics (opens, forwards and clicks), while ensuring U.S. anti‑SPAM compliance and saving analysts significant time.
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