With the audius industry solution, consulting and software companies completely map the sales process and project management for their consulting services, service processes and license management. The solution has a modular structure and, depending on the scope of services, uses Microsoft Dynamics 365 Sales and Dynamics 365 Customer Service as a basis.
Clear and streamlined processes for services and license business!
audius:Software & Consulting was specifically developed for everyday work and the needs of the IT and consulting industries. The business processes start with the processing and evaluation of leads or sales opportunities and then focus on consulting orders, project management and software development and sales.
There is an explicit focus on the extensive and complex requirements of companies when processing offers and orders. The audius solution standardizes and structures the processes of service, service, maintenance and software usage contracts, the provision of services, the sale of licenses and the management of the customer inventory.
A uniform system, as a flexible and open platform
audius:Software & Consulting is a modular software. The scope of services ranges from customer acquisition, order and project management, product development, administration of activities as a service, maintenance or service to reporting and analysis.
The company departments work with a uniform system, but the solution itself is an open and flexible platform made up of CRM and ERP components. Expandable with tools and connectors based on the Microsoft Technology Stack.
audius:Agenda – Schnittstelle zu Agenda Rechnungswesen
audius:BankClearing – SEPA-Schnittstelle
audius:DATEV - Buchungsassistent für Dynamics 365 Sales
Konnektoren Microsoft Power Platform
Address and contact lists
Address synchronization and matching
Analysis and simulation
Quotation and order creation
Working time management
Article, customer and invoice numbers
Listing of customer purchases
Field service management
Order and complaint management
Business Intelligence (BI)
Reminder and escalation functions
Large address quantities
Basic price function
Calendar and appointment management
Customer and sales data analysis
Customer data import
Customer experience management
Customer-specific prices and article texts
Customer account overview
Customer prices, sales discounts
Customer discount systems
Multiple locations, branches, sales areas
Mobile data collection
Mobile time recording
Price discount and rebate functions
Create invoices directly
Invoices in PDF format
Invoices and delivery notes
Repair, cost estimate
Mail merge and mailing
Mail merge functions
Service field service
Master data management
Quotation price control
Hourly rate management
Sales opportunity management
Sales call planning
Sales employee management
Payment targets, installment payments
Central address management
Target group marketing
Additional database fields
- IT and software companies
- Business consulting
- Consulting companies
- Service companies
The minimum number of users for the implementation is 5 users.