CRM Consulting & Analysis

for Dynamics 365 CE

Do you have a vision for a digital company? This means automating, digitizing and simplifying business processes in sales, marketing and service in order to remain competitive in the long term.
With our CRM consulting and a detailed requirements analysis, we create the most important prerequisite for the successful digitalization of your company. The aim is to achieve a sustainable increase in efficiency and customer satisfaction.

Your company – our CRM consulting

Individual CRM consulting and analysis

In addition to your business goals, broad user acceptance is very important to us. That’s why we strive for a customized Dynamics 365 CE solution that meets your individual requirements.

Process consulting: Identification of all possibilities for comprehensive digitalization in your sales, marketing and service
Initial analysis: Systematic recording of current business processes and joint evaluation of suitable implementation
Joint design: development of a holistic concept in conjunction with your existing IT landscape
Installation and configuration of a customized Dynamics 365 CE solution
Benefit from synergies: through integration with other Microsoft products such as Teams, SharePoint, Office 365 and Power BI
Training for users and administrators
System and user support for competent assistance
Long-term support for digitalization through active further development of the solution so that you don’t miss any trends

Building blocks of digitization

With our CRM consulting and a detailed requirements analysis, we create the most important prerequisite for the successful digitalization of your company. The aim is to achieve a sustainable increase in efficiency and customer satisfaction. At the start of a joint CRM project, we analyze your points of contact with customers, interested parties and stakeholders and evaluate them for optimization potential. We involve your specialist users at an early stage in order to utilize their existing process knowledge.

Automate processes between field and back office with workflows and the help of Power Automate
Provision of customer and partner portals with Power Pages or integration of your existing customer portal
Integration of Office 365 so that your employees can work more efficiently and in a more connected way
Use of AI functions for process automation and simplification
Connection to your IoT data for targeted customer service
Intelligent controlling and management of your sales with dashboards and Microsoft Power BI

A woman sits in front of a laptop and talks on the phone - the image symbolizes awisto's CRM consulting.

If you want to automate and digitize your business processes, we would be happy to advise you. We look forward to receiving your inquiry for a CRM consultation.

Contact us

“We accompany you individually on your digitalization journey with our CRM consulting.”

Tobias Heck

Sales Manager

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