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Proven industry solutions.
Faster time-to-value.

Vision 365 combines an enterprise-ready platform with proven industry practices, helping organizations deploy faster, reduce project risk and achieve measurable business outcomes sooner.

  •   Faster implementation
  •   Lower project risk
  •   Continuous innovation

Built from experience

Start with proven practices, not a blank page

Vision 365 encapsulates validated processes and implementation patterns so your organization can move from design to adoption faster, with less uncertainty and a stronger foundation for growth.

01

Faster Time-to-Market

Prebuilt capabilities and industry process patterns shorten discovery, design and implementation cycles.

02

Proven Best Practices

Validated workflows, data models, user journeys and KPIs reduce avoidable redesign and support adoption.

03

Lower Delivery Risk

A mature platform and repeatable implementation patterns improve predictability, quality and governance.

04

Designed for Your Business

Industry capabilities are adapted to your organization, rules and integrations without forcing a one-size-fits-all model.

Customer value

What this approach means for your organization

You benefit from accumulated industry experience, packaged into a flexible platform that accelerates delivery and continues to evolve after go-live.

01

Faster implementation

Reduce time spent defining standard processes and move sooner into configuration, validation and adoption.

02

Lower project risk

Use proven process patterns and a mature architecture instead of building critical capabilities from scratch.

03

Better user adoption

Role-based journeys reflect how teams actually work, making the solution easier to understand and use.

04

Continuous innovation

Benefit from platform and industry improvements while preserving customer-specific processes and integrations.

05

Scalable foundation

Start with priority processes and extend over time across business areas, channels and organizational units.

Enterprise Platform
+
Industry Best Practices
+
Your Business Processes
=
Faster, Lower-Risk Transformation
 

Industry solutions

Designed around the outcomes your industry needs

Select an industry to explore proven business scenarios, relevant capabilities and the operational benefits Vision 365 can deliver.

01

Built on healthcare best practices

Vision 365 Medical

A connected platform for patient engagement, medical sales, service coordination and healthcare journeys.

From patient acquisition to coordinated service delivery

Built on CRM, marketing, scheduling, workflow and customer journey capabilities, the Medical accelerator supports both individual patients and corporate healthcare programs.

  • Patient 360°
  • Patient journey timeline
  • Medical CRM & referrals
  • Appointment coordination
  • Corporate subscriptions
  • Medical marketing
  • Care interaction tracking
  • Billing integration
Business outcomes: faster patient onboarding, better coordination, reduced administrative effort and improved patient experience.
02

Built for relationship banking

Vision 365 Banking

Sales automation and relationship management for SME and corporate banking.

A focused workspace for relationship managers

Combines customer data, SME key figures, sales activities and product opportunities to support a structured and measurable commercial process.

  • SME Customer 360°
  • Relationship management
  • SME key figures
  • Lead & opportunity pipeline
  • Meeting planning
  • Product recommendations
  • Portfolio management
  • Sales performance
Business outcomes: higher relationship manager productivity, better pipeline visibility, improved cross-sell and faster customer engagement.
03

Built for service organizations

Vision 365 Field Services

End-to-end service management from request and scheduling to execution, deliverables and billing.

Connected commercial, maintenance and field operations

Designed for facilities, property, technical and on-site service organizations that need visibility across contracts, maintenance plans, work orders, resources and actual execution.

  • Service requests
  • Work order management
  • Maintenance planning
  • Service scheduling
  • Field workforce
  • Contract & SLA tracking
  • Execution deliverables
  • Service billing
Business outcomes: faster scheduling, better resource utilization, stronger SLA compliance and complete service traceability.
04

Built for customer lifecycle management

Vision 365 Insurance

Customer, broker and policy sales journeys supported by workflow, campaigns and analytics.

A 360° view of customer and distribution relationships

Supports acquisition, cross-sell, renewal and service journeys while integrating policy and claims information from specialist insurance systems.

  • Customer 360°
  • Broker management
  • Policy sales pipeline
  • Campaign segmentation
  • Renewal journeys
  • Claims integration
  • Customer portal
  • Performance analytics
Business outcomes: faster sales cycles, higher renewal rates, better advisor productivity and improved customer engagement.
05

Built for dealer networks

Vision 365 Car Dealership

Integrated sales and aftersales relationship management for dealers and automotive groups.

One customer and vehicle journey across sales and service

Connects prospects, vehicles, test drives, offers, orders and aftersales activity in a unified commercial and service view.

  • Dealer CRM
  • Lead & opportunity management
  • Vehicle lifecycle
  • Test drive management
  • Vehicle sales
  • Service campaigns
  • Customer retention
  • Dealer portal
Business outcomes: better lead conversion, increased workshop utilization, stronger loyalty and higher aftersales revenue.
06

Built for products & services suppliers

Vision 365 Retail Distribution

Integrated platform for products and services suppliers — from sales to post-contracting.

From lead generation to portfolio management

Covers sales, contracting and operational processes for the existing client base, with automated control of the commercial offering based on predefined parameters, rules and levels of authority.

  • Customer self service
  • Sales & client management
  • Contract management
  • Operations management
  • Inventory & commercial packages
  • Pricing catalogue administration
  • Portfolio risk assessment
  • Platform administration
Business outcomes: streamlined sales lifecycle, better contracting control, flexible commercial packages and efficient portfolio management.
07

Built for B2B distribution

Vision 365 Wholesale Distribution

End-to-end sales and warehouse automation suite for B2B distribution.

End-to-end workflow from customer order to delivery

Connects sales, customer orders, provider orders and deliveries in one flow, with barcode-driven warehouse automation and real-time correlation between customer demand and provider purchasing.

  • B2B self-service portal
  • Sales & client management
  • Providers management
  • Warehouse automation
  • Barcode reader application
  • Sales pricing engine
  • Real-time reports & dashboards
  • ERP integration
Business outcomes: full supply chain traceability, faster order processing, fewer errors through digitalized warehouse operations and real-time decision support.

Vision 365 in action

Click a screenshot to open a larger preview.

Insurance overview
Patient overview
Marketing campaign overview
Leads pipeline
Audience segmentation
New audience segment — step by step
 

Capability view

One platform, focused industry outcomes

Each solution combines the capabilities most relevant to its business context, reducing implementation effort and accelerating value realization.

IndustryCRM & SalesMarketingOperationsWorkflowAnalyticsIndustry extension
MedicalPatient CRMMedical campaignsScheduling & servicesPatient journeysAcquisition & retentionClinical context
BankingSME salesPortfolio campaignsRelationship activitiesSales governanceKey figuresSME financial profile
InsurancePolicy pipelineSegmentation & renewalsService journeysBroker workflowsPortfolio performancePolicy / claims context
Field ServicesContracts & ordersService campaignsJobs & maintenanceSLA & approvalsJob profitabilityField execution
Car DealershipDealer CRMSales & service campaignsAftersalesSales / service flowsDealer performanceVehicle lifecycle
Retail DistributionSales & contractsCommercial offersOrders & deliveryApproval workflowsPortfolio riskCommercial packages
Wholesale DistributionB2B sales & ordersCustomer portal offersWarehouse & logisticsPricing approvalsReal-time dashboardsBarcode & ERP integration
 

A solution that evolves with you

Standard where it helps. Flexible where it matters.

The layered Vision 365 model gives you a stable enterprise foundation, proven industry practices and the freedom to adapt processes that differentiate your organization.

Foundation

Enterprise Platform

A secure, integrated base that avoids unnecessary custom development.

  • Unified data and processes
  • Workflow and automation
  • Security and audit
  • Integration and analytics

Experience

Industry Best Practices

Proven domain patterns that shorten implementation and improve adoption.

  • Industry data models
  • Validated process variants
  • Role-based workspaces
  • Relevant KPIs

Your differentiation

Your Business Solution

Adapt the platform where your operating model, services or customer experience are unique.

  • Specific business rules
  • Required integrations
  • Tailored user experiences
  • Customer reporting
 

Tailored demonstration

See Vision 365 in your industry

See how proven industry practices can reduce implementation time, lower delivery risk and accelerate measurable results for your organization.