For awisto, the digitalization of sales means transforming companies so that the right information can be provided quickly and systematically with the right resources. This is usually detailed customer information for the sales force or information about commissioning, billing, shipping or complaints for the sales force. This combines a flow of information from lead generation through sales to completion and subsequent customer care. This process is also known as the customer journey.
The goal of the Microsoft Dynamics 365 Sales module is to enable companies to design, record and accompany the entire customer journey This includes integrated lead management, the possibility for standardized sales processes, definable templates and processes for sales opportunities and offers, and comprehensive product management. Ideally, the existing ERP system is connected via a bidirectional interface. Then, thanks to Dynamics 365 Sales, internal and field service processes flow seamlessly into one another.
Realize a digital, customer-oriented business model in your company. Dynamics 365 Sales enables a 360° view on your customers and their customer journey. Track tasks, activities, requests, offers and business relationships at a glance. Documents, such as offers can be created and sent directly from CRM. Documents can be systematically assigned directly to customers, contacts or sales opportunities.