Dynamics 365 CE
Medical technology

Digital sales & service for manufacturers and specialist retailers

Reorganize your sales with digital, mobile CRM medical technology solutions.

Sophisticated process solutions from awisto cover the entire sales cycle, from customer acquisition to customer care and after-sales service, completely and digitally.

The holistic automation of sales and service processes plays a decisive role in your long-term economic success.

CRM medical technology industry solution: efficient sales & reliable service

Our CRM industry solution based on Dynamics 365 CE is specially adapted to your processes, requirements and needs. Benefit from best practice and our many years of experience in the medical technology sector.

Sales benefit from extended customer data management for complex clinic and hospital structures, sales processes for different product lines and easy-to-use visit planning and documentation.

Service benefits from clear device management, handling of service contracts for MTK and STK and service order management. Optionally, service orders can be assigned to the appropriate employee in terms of time and geography via a planning dashboard.

Ein Arzt mit Stetoskop in der Hand lächelt den Betrachter an - er freut sich über die CRM Medizintechnik Lösung von awisto.


Access to all company-relevant data gives you an overview of your customers’ turnover and sales figures, current service requests, offers 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/tablet simplifies your day-to-day work (VisitPLUS).

Maintain an overview of your customers’ installed base of devices.

Manage devices digitally in Dynamics 365 CE: track changes to the device, e.g. as a result of maintenance, repairs and configuration changes, software updates, replacement of parts requiring serial numbers or batch numbers (electronic device file).

In addition to the basic device and configuration data as well as the component list, the last and upcoming dates for MTK (metrological check) or STK (safety check) are also displayed. In addition to your own devices, relevant competitor devices can also be recorded and used for your sales and marketing activities.

Use different sales processes depending on the product line for your sales opportunities. Maintain an overview of competitors, decision-makers and the buying center.

This allows your sales forecast to capture potential sales more accurately and gives you a decisive competitive advantage.

Clearly map complex customer structures such as clinics, hospitals, clinic associations or medical and group practices and maintain an overview. With the flexible assignment of characteristics, you can classify your customers more easily and use this information successfully for cross-selling and upselling or in marketing.

With the additional information on purchasing associations and purchasing groups, you can see how your customers order and on what terms.

Assign field service teams according to product lines, self-defined regions or postcode-based areas.

You can manage temporary or permanent device loans in your CRM system. You always know where which loaned device is located, when the next STK or MTK is due and how long the loan is planned for. Rental or leasing devices can also be mapped.


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.

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

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.

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.

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

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

Industry expertise in medical technology

Benefit from our industry expertise in medical technology. In medical technology sales and service, processes relating to customer acquisition and support through to after-sales service are crucial criteria for success.

In combination with Dynamics 365 Sales and Dynamics 365 Field Service, our customizable CRM medical technology industry solutions can provide your field service with additional valuable information for a digital and agile way of working.

Customer voices

Logo ulrich medical aus Ulm, awisto unterstützt bei der Optimierung von Vertrieb und technischem Service

ulrich GmbH & Co. KG

Optimization of sales and technical service
Reference information follows

Logo von ERBE Elektromedizin, der Medizintechnikhersteller hat alle Serviceprozesse und Wartungsverträge inklusive Geräteakte im CRM abgebildet. Erbe profitiert zudem von der mobilen App für den Service-Außendienst.

ERBE Elektromedizin GmbH

Improved service processes:
“With Dynamics 365 CE CRM, we work much more efficiently in sales and service. Thanks to the shorter throughput times, we can bill service cases within one day.”
Wolfgang Werz – CRM Project Manager

Logo Roeser Medical, setzt mobiles Besuchs- und Angebotsmanagement von awisto ein

ROESER Medical GmbH

Mobile visit and offer management

Tailor-made CRM industry solutions for medical technology optimize your service and digitalize your field service with efficient customer and device management, route planning and visit documentation.

Inform now

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

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