Dynamics 365 CE
Pharma & Cosmetics

Optimized sales force in CRM

The success of your industry depends largely on competent sales and optimal shelf placement. Therefore, high-quality equipment and a well-versed approach from your sales force are crucial. Targeted customer segmentation, detailed visit reports, efficient quotation entry, sample submissions and enrichment with current market data allow you to optimize your sales force in the long term.

CRM pharma & cosmetics industry solution: Faster to the goal

With Dynamics 365 CE and awisto’s industry expertise, you can rely on a strong platform for your sales force. This allows them to access their data on the move, plan visits, create visit reports and view historical information. Maintain an overview at all times of what is currently pending with your customers and what has already happened. Comprehensive evaluations of turnover and sales, current customer service inquiries and the status of the latest quotations and orders are available to you for visit preparations.

The planned visit targets, turnover and sales targets are compared with the current actual status. This means that the sales department always has an overview of the current level of target achievement and can plan appropriate measures, visits or campaign packages.

Eine Frau mit Handtuchturban auf dem Kopf und Maskenpads unter den Augen schaut überrascht. Denn die awisto CRM Branchenlösung Pharma & Kosmetik für Dynamics 365 CE hat es in sich.


With flexible segmentation and attribute assignment, you can assign any number of attributes to your customers. If necessary, these attributes expire automatically via additional rules for time limits. All attributes can be used for simple and complex customer selections for both route planning and marketing selections.

The preparations and articles listed at the customer can be managed in Dynamics 365 CE for optimal shelf placement. Document product presentations and decorations in the Dynamics 365 app, including photos and additional features.

Use the tablet to enter orders offline or online directly on site in the pharmacy or drugstore. You can access the information from the last orders and simply copy and update them. After transferring the orders to your ERP system, the order can be initiated from there as a direct delivery or for delivery via wholesalers.

Current market data on turnover and sales per RPM segment can be transferred to Dynamics 365 CE via an interface. This data is thus available for territory analysis and for additional insights into the competitive situation. In addition to sales data for own preparations, sales of competitor preparations can also be imported. Different pack sizes are automatically converted to ensure comparability of the data.

Customer-specific purchasing conditions can be stored and accessed in Dynamics 365 CE. This means that your sales force can find out about the current purchase prices at any time. The customer-specific conditions are transferred directly from your ERP system via an interface and updated daily.

Sample dispensing in the pharmaceutical sector is documented by complete written and photographic documentation for the healthcare professional. Configurable rules for the maximum dispensing of samples can be stored.


Optimize your sales processes and increase your customer loyalty and satisfaction. With Dynamics 365 Sales, you can digitally 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.

Use target group-oriented customer journeys including 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.

Power BI helps you to 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 operational, sales process and sales success.

Create Word or PDF documents from Dynamics 365 CE at the touch of a button. Use Word templates that you can supplement with data from the CRM.

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

Industry expertise in pharma & cosmetics

Benefit from our industry expertise in the pharmaceutical and cosmetics industry. In combination with Dynamics 365 Sales and Dynamics 365 Field Service, your sales force receives valuable, holistic information for a digital and agile way of working.

Flexible and fast data availability is an important criterion for success, especially in pharmaceutical and cosmetics sales.

Our customizable CRM pharma & cosmetics industry solutions include optimized processes for field and office sales. In combination with available market data, the back office can quickly and effectively determine further demand and market potential and derive recommendations for action for sales.

Customer Voices

Logo der Louis Widmer A. Sie nutzen die CRM Pharma & Kosmetik Branchenlösungen von awisto.

Louis Widmer AG

“Dynamics CRM fulfills almost all wishes and requirements and makes day-to-day work in the office and in the field easier. Customer inquiries can now also be answered much more quickly.”
Christoph Bopp, IT Coordinator, Louis Widmer SA

Tailor-made CRM industry solutions for pharma & cosmetics optimize your sales force with order management, route planning and visit reports.

Inform now


Contakt us

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

Tobias Heck

Sales Manager

+49 (711) 490534-30

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