Dynamics 365 CE
Industry

for your digital transformation in plant and mechanical engineering, manufacturing and trade

Take a modern, digital approach with our CRM industry solutions based on Dynamics 365 CE (CRM). Get an integrated and customized solution that is easily adaptable to global changes and makes service and sales processes more efficient. Interfaces, Field Service and Power BI optionally extend your CRM solution.

CRM industry solutions:
Your platform for digital sales & service

Our industry solutions give your sales and service teams all the tools they need for digital and mobile working. For an agile way of working, Dynamics 365 CE (CRM) as a cloud-based solution offers everything you need for hybrid working. Access your data anytime, anywhere, whether you’re in the office or on the move, whether you’re using a laptop, tablet or smartphone. This means you always have the latest customer information to hand. You can also enter and edit new data offline in the field, create quotes and plan and carry out service orders.

Offer digital services. Provide your customers or dealers with a portal to keep them up to date and receive customer service inquiries.

Our customizable CRM industry solutions specifically for mechanical engineering, plant engineering, manufacturing and dealers include optimized processes and best practices for sales, field service, back office and marketing.

Lächelnder Arbeiter mit Gehörschutz zeigt den Daumen hoch bei der awisto CRM Branchenlösung Industrie für Maschinenbau auf Basis Dynamics 365 CE.

Features

Our solutions combine the service, sales and marketing areas of your company. See all relevant activities such as emails, appointments and tasks relating to your customers at a glance.

Integration with your ERP system gives you an all-round view of your customers, sales projects, quotations, orders, turnover and sales figures. You can analyze data in real time with integrated Power BI dashboards to make informed decisions.

Segment and classify your customers based on individual criteria.

Plan and manage your sales projects easily and effectively with the integrated sales opportunity management of Dynamics 365 CE. Use individually configurable sales processes.

Track sales activities such as emails and appointments in CRM and assign them directly to the relevant sales opportunities. By estimating the potential turnover and products, the sales opportunities can be weighted and used for the sales forecast depending on the phase.

Transfer your data for sales statistics from your ERP to Dynamics 365 CE or Power BI. Use interactive dashboards to evaluate sales and turnover by purchasing groups, purchasing ring, customers and territories.

Give your customer service team everything they need for digital and mobile working.

Process your service and repair orders on the go at the customer’s premises. Checklists support you in the repair process and are used for documentation and quality assurance in service. Order spare parts and items for your vehicle stock conveniently while on the move.

Access data on the installed base of machines and systems and keep track of changes with the digital device file.

Plan specific turnover and sales targets: for product groups, articles for individual customers, customer groups, customer rings or purchasing groups.

Monitor the degree of target achievement by employee and territory in real time.

Create sales and service documents in Word or PDF format at the touch of a button based on Word templates in the company CI with OfficeIntegration.

Create quotations with customer-specific conditions quickly and easily. In combination with automated document creation, this creates attractive quotation documents.

Access to all company-relevant data gives you an overview of your customers’ turnover and sales figures, current service requests, quotations and orders. Use this information directly in your visit planning to identify the right customers for a visit. A clear display of upcoming visits and visit documentation via smartphone or tablet simplifies your day-to-day work. Try out our PLUS add-on VisitPLUS.

Take your industry solution to the next level with AI. Evaluate and prioritize your sales opportunities and optimize your sales forecasts. Identify service problems and measure your service quality to further increase productivity.

Improve your service with IoT and integration in Dynamics 365 CE. Connect machines, systems and devices and receive their data in real time. Use these options for preventive maintenance (predictive maintenance), for example.



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.

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Always have an overview of service orders, deployment planning and service and repair appointments in real time.

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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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Plan your field service visits and document your appointments in the corresponding visit report, preferably on site.

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Industry expertise Mechanical engineering

Benefit from our industry expertise, particularly in mechanical engineering and manufacturing, and make your sales and service processes more efficient.

Maintain control and an overview of your daily business.
This is because the data for sales statistics is transferred from your ERP to Dynamics 365 CE or directly to Power BI and can be analyzed by purchasing groups, purchasing ring, customers and territories and compared with the current visit data and targets. These can then be accessed in the cloud on the move and in real time.

Visit reports & tour planning Mobile app

Customer Voices

Logo Roma

Individual CRM industry solutions optimize your service field service with service reports, service data and predictive maintenance order management. We will be happy to advise you in detail.

Inform now

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er SOUDRONIC AG

Contact us

Unser awisto Sales Manager Tobias Heck berät Sie zu offenen Fragen rund um CRM, Power Platform, CRM Service, Branchenlösungen & 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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