Efficient CRM processes
for your company

Are you looking for a solution that perfectly maps your business processes digitally? We offer you suitable process solutions based on Dynamics 365 CE (CRM). Increase your performance with efficient CRM processes and the experience of awisto.

We transform
your business

Our Know-how Process consulting

Optimize and automate your CRM processes to reduce costs and save time. Increase your sales through greater efficiency and improve overall customer satisfaction with the help of sophisticated digitalization. Stay flexible and adapt quickly to market changes or customer needs. At awisto, we help you with best practice processes and years of experience in modeling digital processes.

A businessman with many arms, one for each task. It would be better to structure the processes with a CRM.

Step by step
well advised

Efficient sales processes
from lead to deal

Thanks to efficient CRM processes, your sales employees benefit from easier tracking of customer interactions. Well-structured processes allow you to keep track of all actions such as calls, emails or personal meetings.
Clear processes enable your teams to better identify individual customer needs and respond to them with tailored, personalized offers.
Sales cycles are also shortened. This means less time passes between initial contact and closing the deal.

  • Customer and dealer management
  • Contact management
  • Lead management
  • Sales opportunity tracking
  • Pipeline management
  • 360° view of the customer

Quote processes
for flawless work

Shorten the sales cycle and generate more sales by addressing customers individually, creating convincing quotations and tracking quotations. We automate your quotation processes in Dynamics 365 CE (CRM).

  • Design quotes with templates, customized content and dynamic pricing
  • Provide quotes with electronic signatures and track their status at any t
  • Synchronize and share quotes with other Microsoft applications such as Outlook, Word or Excel
  • Measure and optimize quotation performance
  • Quotation revisions
  • Product catalog (integration)
  • Quotation tracking
  • Order confirmation
  • Invoicing

Customer Service processes
Customers always in focus

Do you want to support your customers with professional customer service, promote communication, build trust and retain them in the long term? Then we can automate your customer service processes.

  • Central recording and management of all information and interactions with your customers
  • Inquiry & task management
  • Competent service hotline
  • Chatbot integration
  • Increase and measurement of service quality
  • Knowledgebase, portal integration

Field Service Prozesse
for mobile field service

Do you want your field service team to proactively support your customers? The right tool for this is efficient processes to satisfy customers and retain their loyalty in the long term. Installation, maintenance or repairs can be managed, planned and analyzed more easily in CRM, especially on the move.

  • Service requests
  • Service deployment planning
  • Skill level management
  • Assignment tracking
  • Mobile service completion
  • Route planning and address visualization
  • Service orders
  • Preventive maintenance appointments (predictive maintenance)
  • Alerts (IoT integration)

Visit management
for a transperent overview

With the right visit processes, you can provide your customers with more targeted support and identify their needs. This means you always have an overview of the visit history. We help you to manage your visits efficiently.

  • Simple planning of customer visits by area, visit frequency, turnover
  • Systematic management of your customer visits with visit reports
  • Overview of appointments, protocols, contracts, contact persons, appointment history
  • Evaluation and recording by turnover, employee, territory, month, quarter, year
  • Obtain feedback on customer satisfaction

Contakt 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 into the digital future and transform your business processes for greater efficiency.”

Tobias Heck

Sales Manager

+49 (711) 490534-30

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