Dynamics 365 CE solutions
Mechanical engineering industry

The machine and plant engineering sector is one of the figureheads of the German economy - but the industry is under enormous international competitive pressure. Thanks to awisto's long-standing industry knowledge we can provide tailor-made solutions for a futureproof digital company solution that will help enormously to secure your market position by using intelligent business software.

Digital Transformation, Internet of Things & Industry 4.0
These terms are on everyone's lips. Behind the empty words hide great expectations. In reality, there are countless consultants in these fields who say a lot but know little. Most digitization projects fail due to lack of strategic planning and lack of support by top management. awisto looks back on more than 15 years of experience in CRM successful process consulting and implementation in the mechanical engineering industry and accompanies you with innovative ideas on the way to digitized products and services.

Stay competitive with agile working methods
Dynamics 365's cloud-based solutions enable you to capture data in real time in the field, process it in the office, review it in purchasing and have it confirmed in production. Thanks to the secure Microsoft Azure Cloud, you can network your business without worries. The versatile possibilities of Microsoft Azure Services also open up new digital business models such as Digital Services.

Experience proofs that in most company the creation of complex documents takes a lot of time since the documents are created manually. The awisto OfficeIntegration is the solution for automated compley document creation directly our of your CRM solution.

With the Dynamics 365 Sales Intelligence and the automated document creation of the awisto OfficeIntegration you can create highly complex documents within seconds. Keeping demand constant through optimal customer focus. Thanks to centralized lead and opportunity management, you always have an overview of all relevant customer information, budgets and conditions. Dynamics for Marketing & multilingual user interfaces allow you to process in your branches worldwide.

Sales Project Management & Forecast
Plan and control your sales projects with sales opportunities in Dynamics. A configurable sales process supports you in every step of the sales cycle and in collecting and documenting the information required for this step. All activities such as e-mails and appointments for the opportunity provide a comprehensive view of the opportunity and its current status. By estimating the potential sales and products, the sales opportunities can be used for the sales forecast, weighted according to phase. For visit preparation, extensive evaluations of the customer's turnover and sales, current customer service inquiries and the status of the last quotations and orders are available at the touch of a button.

Mobile Customer Service
With Dynamics 365 you can start to work mobil right away. Capture orders on the go, view customer data shortly before customer visits, update important data on the go and initiate the right processes. The Dynamics 365 for Field Service module in particular offers exciting possibilities here.

Customer administration
In addition to the customer master data, all branches can be assigned to the customer. They segment and classify their customers according to individual criteria. Directly in the customer file, they have a 360-degree view of all customer activities, sales opportunities, offers and orders. In addition, they always see the current turnover and sales figures

Sales statistics
The data for the sales statistics is transferred from your ERP into Dynamics or directly into Power BI and can be evaluated in a targeted manner according to buying syndicate/shopping ring, customers and areas and compared with the current visit data and targets

Individual customer and sales territory planning
Plan targeted turnover and sales targets overall or for product groups and articles for individual customers, customer groups, customer rings and purchasing groups. The system calculates the current actual figures and the degree of target achievement on a daily basis. The planned visit targets and sales/turnover targets for this customer are compared with the current actual status, so that ADM always has an overview of how its current target achievement is and can plan appropriate measures.