References Longstanding clients & successful projects
Our reference clients come from medical technology, pharmaceuticals & cosmetics, industry, and care & support. Together, we have built solutions with Dynamics 365 CE, Power Platform, add-ons, and interfaces. Mid-sized companies benefit from CRM solutions and automated processes for sales, service, and marketing.
Real-world experience from mid-market projects
250+ Projects
From more than 250 projects, we know the typical challenges, proven approaches, and successful methods.
20+ Years of Experience
For more than 20 years, we have worked as a Microsoft CRM & Power Platform partner on solutions for sales, service, and marketing.
Industries in Focus
Our projects in industry, medical technology, pharmaceuticals, and care reflect the requirements we know well.
Reference projects CRM, Power Platform, interfaces & add-ons
Sales & service connected digitally
Ulrich GmbH & Co. KG
Products: Dynamics 365 CE, Field Service, CRM Add-ons, ERP interface
ulrich medical develops and sells medical devices for spinal surgery, contrast media injection, and tourniquet systems.
Dynamics 365 CE now connects sales, technical service, and mobile processes on a single platform. Field staff work on the go with a sales and service app, even offline. Service orders are processed systematically through Field Service, and master data stays in sync via an ERP interface. With Power Automate service reports are sent automatically.
Digitally organizing field sales
Max Zeller Söhne AG
Products: Dynamics 365 CE, CRM Add-ons
The Swiss family-owned company develops, produces, and distributes herbal medicinal products.
Together with Zeller, we implemented a CRM pharma solution that plans field sales activities systematically, provides sales information centrally, and supports collaboration between sales and marketing.
Digital inquiry & contract management
KORIAN Deutschland GmbH
Products: Dynamics 365 CE, CRM Add-ons, interface to care documentation
With more than 250 facilities, Korian is the leading provider of care and support services in Germany. Together, we digitized and automated inquiry and contract management for residential care, day care, and assisted living. The interface to the DANtouch care documentation system prevents duplicate data entry. With Power BI, management gets up-to-date insight into occupancy and capacity at all facilities at any time.
Service processes digitized
ERBE Elektromedizin GmbH
Products: Dynamics 365 CE, CRM Add-ons, Field Service App
For more than 150 years, Erbe has developed, produced, and distributed medical devices and surgical systems for use in the operating room. In the regulated medical device market, strict requirements apply to the traceability of maintenance and repairs. Together, we optimized and digitally expanded all service processes and maintenance contracts, including device records, in Dynamics 365 CE. Service technicians document maintenance and repair work on-site using a mobile app. Even complex clinic and hospital structures, as well as the entire product portfolio, are mapped in the CRM.
Mobile field sales
Louis Widmer SA
Products: Dynamics 365 CE, CRM Add-ons, Custom Sales App,
ERP interface
Louis Widmer is a Swiss family-owned company that has been developing high-quality cosmetics and skincare products since 1960 and distributing them through pharmacies.
Together, we developed a custom mobile app for the sales field team. Customer visits can be planned, documented, and orders captured directly on-site. In addition, territory management gives sales the overview it needs at all times. An ERP interface also ensures seamless data exchange between the app and headquarters.
Mobile visit and quotation management
Roeser Medical GmbH
Products: Dynamics 365 CE, CRM Add-ons, Mobile Sales App
ROESER Medical is one of the leading specialist dealers for medical devices and medical technology in Germany. Together, we introduced mobile visit and quotation management using the Dynamics 365 app. Lead qualification, institution and contact management, and the sales process for developing sales opportunities are fully mapped in the CRM.
Analyzing IoT data intelligently
Dr. Otto Hartmann Chemische Fabrik und Apparatebau GmbH & Co. KG
Products: Power BI, Power Apps, Azure
Dr. Hartmann is a leading specialist in industrial process water treatment and plant monitoring. Together, we implemented the processing of IoT sensor data for water circuits via Microsoft Azure. With Power BI, Dr. Hartmann creates individual reports and dashboards that give customers access to up-to-date analyses of water metrics and fill levels at any time. In addition, a Power App is used to manage the configuration data of the connected IoT systems.
Digital marketing for international mechanical engineering
LEWA GmbH
Products: Customer Insights Journeys
LEWA GmbH is one of the world’s leading manufacturers of pumps, systems, and metering units.
Together, we introduced Dynamics 365 Marketing and adapted it to the corporate design. As a result, the marketing team now creates email campaigns, plans webinars, and manages customer journeys.
Target group segments, opt-ins, and newsletter distribution run automatically.
Managing care inquiries centrally
Evangelische Heimstiftung GmbH
Products: Dynamics 365 CE, Mobile Sales App, CRM Add-ons
Evangelische Heimstiftung is the largest provider of social services in Baden-Württemberg, with a focus on elderly care in almost 100 residential care homes.
The goal of our joint project was to digitize the processing of inquiries for care places and assisted living apartments, and to ensure faster allocation of care services.
Dynamics 365 CE is now used as the central CRM platform in more than 100 facilities.
Managing members and donations centrally
Bundesverband Kinderhospiz e.V.
Products: Dynamics 365 CE, Customer Insights Journeys
Bundesverband Kinderhospiz represents residential children’s hospices and outpatient services. It advises families with critically ill children.
Together, we introduced a central CRM platform for managing patient and family member information. In addition, donor and fundraising activities are now tracked more effectively, and routine tasks and workflows have been digitized.
Marketing automation processes donations and keeps members informed. It also supports the planning of targeted campaigns.
Managing marketing digitally
Technologieberatungsstelle beim DGB NRW e. V.
Product: Customer Insights Journeys
TBS NRW supports works councils, staff councils, and employee representatives in North Rhine-Westphalia on topics such as digitalization, IT implementation, work organization, and health protection. Together, we introduced Customer Insights Journeys for automated customer journeys, central management of contacts and segments, and transparent analyses for well-informed marketing decisions.
Reference customers
Many other companies in medical technology, industry, care & support, and pharmaceuticals & cosmetics rely on CRM solutions, apps, and add-ons that we developed together with them. Dynamics 365 CE and the Power Platform form the technological foundation for this.
Selected customer testimonials Behind every project are people who work with our solutions every day.
“Especially during the difficult sales situation of the pandemic, we saw how well the CRM system helped us coordinate demand while ensuring that the people entrusted to our care were looked after optimally.”
Dirk Friedl
Managing Director Homecare, Korian Deutschland AG
“Dynamics 365 CE meets our needs and requirements and makes everyday work easier in both inside sales and the field. In addition, we can now answer customer inquiries much faster.”
Christoph Bopp
IT Coordinator, Louis Widmer SA
“Microsoft Dynamics CRM is relatively easy to use, so employee acceptance is very high. In addition, working with awisto works very well.”
Marco Stork
Head of Organization, Caritasverband Bruchsal e.V.
“With Microsoft Dynamics CRM, we work significantly more efficiently in sales and service. Thanks to shorter turnaround times, we can invoice service cases within a single day.”
Wolfgang Werz
CRM Project Manager, ERBE Elektromedizin GmbH
Ready to discuss your project?
Our references show how companies have advanced their processes and successfully embedded digital solutions into everyday work. So let’s talk about your plans.