awisto VisitPLUS
for Dynamics 365 CE

Tour planning and visit reports

Plan your field service visits efficiently. Document your visit in the corresponding visit report, preferably on the spot.

Tour planning & visit reports – mobile and up-to-date with awisto VisitPLUS

Would you like to set up your sales force more efficiently and know what has happened with your customers at all times? Support your sales force with VisitPLUS when planning appointments and creating visit reports.

VisitPLUS offers an intuitive user interface that has been specially adapted to the needs of the sales force. This means you can record your data anywhere and at any time, preferably directly at the customer’s premises when everything is still fresh in your mind.

Automatic or manual creation of tours according to due date, visit frequency or individual criteria
Clear dashboards and list views for tasks, visit reports and visit tours
Automatic suggestion list of companies for next visits
Creation of new due dates based on the specified visit frequency
Automatic notification of visits by e-mail/fax
Outlook synchronization for appointments
Planning of joint visits with internal colleagues or external partners
Creation and assignment of follow-up activities or tasks directly from the visit report
Expandability to include functions such as promotions, sales events, workshops or serial appointments
Possible integration of Azure Maps for route planning and optimization or map display

Simple and mobile recording and management of visit reports in Dynamics 365 via tablet or smartphone
Save time with mobile documentation
Complete visit report history always at hand
Automated visit suggestions based on defined criteria (radius, due date, turnover, industry, etc.)
Structured, evaluable visit reports (checkboxes)
Extensive evaluation options for visit efficiency

Young man in white T-shirt extends his hand in greeting. He does his tour planning and visit reports with awisto VisitPLUS in Dynamics 365 CE.

More functions in your CRM with VisitPLUS – test it now!

Try VisitPLUS free of charge for 3 months – we will take care of the installation and look forward to your feedback on our extended CRM functions!

Contakt us

“How can you optimize route planning and document appointments on site? I’d be happy to show you how.”

Tobias Heck

Sales Manager

+49 (711) 490534-30
tobias.heck@awisto.de

awisto VisitPLUSfor Dynamics 365 CE