Dynamics 365 CE
Care & nursing

Digital request and contract management

Do bureaucratic tasks take up a lot of time? Our CRM industry solution for nursing and care supports you with everything related to inquiries for care places and assisted living, the creation of contracts and the optimization of your facilities’ capacity utilization. Reduce administrative work in the facility and in controlling.

CRM maintenance & support industry solution:
Inquiries and contracts always under control

If bureaucratic requirements and tasks take a lot of time to process requests and create contracts, you can save valuable working time with our solution. Let us simplify these processes and make them efficient.

With a CRM maintenance & setup solution that is specifically tailored to your requirements, you can optimize your inquiry and contract processes. Standardized entries and processes help to avoid errors, sustainably improve your customer communication and automate repetitive tasks. This helps you to concentrate on the essentials: Your residents, patients and employees.

Eine ältere Dame in farbenfroher Kleidung. Sie freut sich, dass mit der awisto CRM Pflege & Einrichtung Lösung in der Verwaltung alles rund läuft.

Features

Use an intuitive quick entry system for all inquiries from relatives, residents or hospitals. Efficient processes support you in recording all relevant data to check whether admission to one of your facilities is possible. This means that no more customer inquiries are forgotten and you can optimize your workload.

Add further functions to your CRM at any time, such as connecting your website or external agent portals. Whether by telephone, e-mail or connected web portal – inquiries from all channels can be recorded, processed and assigned to the facilities in one place.

Create accommodation contracts at the touch of a button with awisto OfficeIntegration. PDF documents are automatically filled with the contract information entered. Whether short-term care, long-term care or assisted living – store document templates for each type of accommodation and automatically create contracts including associated attachments.

Define role-based, complex key figures from your data in dashboards for top management, facility management or employees on site. Use the dashboards optimized by awisto to keep track of occupancy rates, move-ins or inquiries per caregiver, referrer and agent or provide your management with more complex evaluations with Power BI.

We connect your documentation software to Dynamics 365 CE. This transfers customer master data and contract information to avoid duplicate processing and errors. CRM users in the care facilities then also have access to selected information from the documentation system in Dynamics 365 CE.

The integrated security and role concept can be used to control which employees have access to which customer and contract data. All data is stored in compliance with the GDPR at a server location in Germany.

Synergien

Digitize all sales processes and increase your customer loyalty and satisfaction. With Dynamics 365 Sales, you can cover and track your entire customer journey. The solution offers integrated lead management and automated sales processes.
Simply define templates and processes for sales opportunities and offers.

LEARN more

Use target group-oriented customer contact histories (incl. A/B testing) and convincing mailings for all customer segments. The intuitive editor, templates for marketing emails, open rates and click tracking are helpful. Manage newsletter subscriptions and unsubscriptions in compliance with GDPR. Event management can be used for offline and online events. Landing pages, lead scoring models and lead qualification complete this comprehensive solution.

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With Power BI, you can visualize large amounts of data in dashboards and balanced scorecards to provide a professional basis for decision-making. Use existing data from the CRM in real time for deep insights into your operating and sales process and sales success.

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Easily create Word or PDF documents in Dynamics 365 CE. Use Word templates that you supplement with data from the CRM.

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Industry expertise Care & nursing

Benefit from our industry expertise in maintenance and support for your inquiry and contract management.

Maintain control and an overview of inquiries and contracts with our CRM maintenance and support solutions.
Use intelligent processes for your inquiry and contract management and create documents at the touch of a button. Integrated analysis tools help your controlling department to gain a better overview of future occupancy rates and capacity utilization. This enables efficient and cost-sensitive planning.

customer voices

Logo der Korian Deutschland AG. Sie nutzen die CRM Pflege & Betreuung Branchenlösung von awisto.

Korian Deutschland AG

“Especially in the difficult sales situation during Corona, we can see how well we are able to coordinate demand using a CRM system and ensure that the people entrusted to us receive the best possible support.”
Dirk Friedl
Outpatient Services – Managing Director Homecare,
Korian Deutschland AG

Logo Evangelische Heimstiftung

Evangelische Heimstiftung GmbH

Our CRM industry solution for care & support optimizes your request and contract management for better capacity utilization.

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Inform now

der SOUDRONIC AG

Contact us

Our awisto Sales Manager Tobias Heck advises you on open questions about CRM, Power Platform, CRM Service, industry solutions & CRM add-ons

“We accompany you individually on the path of your digital transformation with our expertise.”

Tobias Heck

Sales Manager

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

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