Our industry experience and vertical CRM implementations

Netwise completed numerous Dynamics CRM implementations in many industries, for mid-market and enterprise organizations in Poland and accross Europe. Although we do not focus on particular industries our experts have huge specific domain knowledge in some verticals. We also have ready-to-deploy components for those industries.


Netwise completed the largest CRM implementations for B2B segment in telecommunication industry in Poland.


Interested in goal management or loyalty program for your resellers? We covered that in our CRM for Wholesale template.

Financial Services

We specialize in Franchise and Partner Management in the banking sector. Not to mention our leasing experience.


So far, we deployed more than a dozen projects for Manufacturing customers. The largest of which was in 43 countries.

CRM for telecommunication

  • Generating leads and managing the B2B sales pipeline
  • Administration of technical interviews and calculation of cost for opportunities
  • Calculations of quotes, rates, markups, LTV, customer’s ARPU
  • Sales goals monitoring and management
  • Administration of partner channels in the B2B, Mid-market and SOHO sectors
  • Administration of new sales, additional sales and anti-churn processes
  • Integration with billing systems
Cyfrowa transformacja w branży finansowej Microsoft dla Biznesu

CRM for wholesale

  • Portfolio management
  • Vendor management
  • Managing partners, resellers and resellers’ end customers
  • Market potential monitoring and management
  • Administration of new sales and product penetration (cross-sell, up-sell)
  • Soft debt collection and workflow
  • Task lists for sales representatives
  • Management and monitoring of goals for sales representatives and their partners
  • Integration of financial data, financial history and aggregators with ERP systems
  • Making offers and quote calculations

CRM for Financial Services


  • Sales management of leasing and leasing-related products
  • Administration and management of banks’ partners (and franchises)
  • Self-service portals for leasing companies’ customers
  • Self-service portals for banks’ partners
  • Complaint management and services
  • Sales goals management for related agencies
  • Lead generation and acquiring new merchants and points-of-sales

CRM for manufacturing

  • Customer portfolio management (customer’s data, business potentials)
  • Sales pipeline management
  • Tracking sent offers and calculation generation in ERP systems
  • Task list generation for points-of-sale / sales representatives
  • Market sales potential planning
  • Complaints, requests, contracts administration
  • Contracts, warranties, and product lifecycle management