Our CRM Solution: CAS genesisWorld

CAS genesisWorld is the perfect customer relationship management (CRM) solution for small and medium-sized enterprises: smart, efficient, cost-effective and easy to use. It has a professional layout based on the latest technologies and provides a wide range of features, invaluable for your company's day-to-day customer-related activities. It can be personalized and enhanced so that it always meets your individual preferences.

CAS genesisWorld is available in different editions: The Standard Edition, Premium Edition () and as a Suite. You can also use a combination of all the editions within your company, and there are also a number of modules available that you can use with each edition, enabling you to customize CAS genesisWorld to meet the exact requirements of your company.

Editions and modules

Overview of the features

Address management		Smart and quick address management through input assistance that can be customized for your sales force, mailing lists, management of business partners, etc.
Complete view of the customer's dossier		Customer dossier chronologically lists all activities, documents, correspondences, projects, sales opportunities and invoices.
Calendar, appointments and tasks		Daily, weekly, or monthly calendar views, team or resource calendar, search wizard, invitations, personalized task lists, priority, progression status, allocation and follow-up, etc. "Numerical" planner for managing resources, personnel and holidays, with an outline of the teams in the form of graphs and lists.
Phone calls		Phone call management, including caller identification, quick dialing directly from the list or the customer's dossier, list of all received, dialed and missed calls, etc.
Correspondence and vouchers		Integration of letters, faxes, e-mails and all documents (presentations, attachments), Microsoft Word templates, traditional and electronic mail merges, links to the customer dossier or projects, integrated e-mail client application, support of other e-mail servers via POP3 / SMTP / IMAP4
Project management and project files		All project-related activities such as appointments, meetings, intermediate objectives, tasks, documents and phone call notes are clearly laid out.
Marketing campaigns and mailing lists		Targeted marketing campaigns using mailings and follow-ups, mailing lists for marketing and specific distribution operations, assistance with the selection of the addresses.
Customer care management		Management of customer care requests, from the initial contact right up until the issue is resolved.
Sales opportunities management		Managing the whole sales cycle, from customer acquisition though to after-sales support.
Sales force mobility		Well informed. Always and everywhere: data replication between establishments and laptops, HTML client and access to the data via smartphones and PDAs.
Address duplicate check		The standard version of CAS genesisWorld carries out a simple check when an address is entered, and has an assisted, partially automated merge function for duplicates when importing addresses from specific online service providers.
Analysis and reporting		Data analysis capabilities, report samples, integration of commonly used tools such as Microsoft Access, Crystal Report, Cognos, etc.
MS Exchange / Outlook integration		Simultaneous use and replication of addresses and appointments.
ERP data integration		Connection via the standard tool. ERP information, such as invoices and delivery orders, is directly accessible in the customer's dossier, and customer addresses are synchronized automatically.
Intelligent CRM with CAS genesisWorld		Advanced search and filter functions, homepage, navigator, personalized information wizard, alerts, automatic notifications, confidential data, lists, links, import and export, change logs, print option, statistical calculation functions, etc.
Customization		Various configuration options are available for the user and the administrator, such as the management of the access rights on a hierarchical basis, the modification of layouts and the introduction of new elements.
		CAS genesisWorld can be used in combination with CAS teamWorks (Intranet - company and employee portal).

CAS modules for CAS genesisWorld

Individual areas in your company such as the sales and marketing departments or the management team have specific requirements regarding a CRM system. With its CAS modules, CAS genesisWorld perfectly suits these requirements.

Marketing		With CAS Marketing, multilevel campaigns are easily scheduled and accurately implemented. Using the graphic workflow designer you can visually schedule your campaigns quickly and easily. Follow-up campaigns are easy to start using addresses from a specific address pool. Budgeting is incorporated into the campaign.
Mobility		With the Mobility module the employees have access to customer information from everywhere. Replication: Synchronization between locations or between a notebook and head office. Web access: Access via a Web browser Mobile access: Direct access via mobile devices such as PDAs and smartphones (separate CAS module available for Blackberry)
Sales		With CAS Sales, you can reach your sales targets more easily, and members of the sales team will need less time to finish their routine jobs. Sales processes are structured using milestones so that planning, implementation, quote preparation and sales controlling are always under control. All sales personnel can concentrate on sales activities.
Report		CAS Report analyzes customer relations by accessing the current data stock in CAS genesisWorld in real time. Thanks to the flexible filtering functions, you can evaluate data records, links and working hours across several levels. Tables and charts ensure a good overview (pie or bar charts or area diagrams).
Form Designer		The CAS Form Designer is used to individually design the user interfaces of different data record types. New fields and new contents for the input assistance can be created. This way, the data structure corresponds to the requirements of individual companies and meets specific demands regarding workflows.
Helpdesk		With CAS Helpdesk, support requests are acquired and processed quickly and efficiently. Your employees can write service contracts and keep records of product use and individual agreements. Supports troubleticket pools and transfer, as well as rule-based internal and external notifications.
Project		CAS Project integrates project management with structure and resource planning. The project controlling guarantees time- and cost-oriented project handling. Integration of procurement makes invoicing easier and makes sure your key figures are always up to date.
Timeclient online		Using CAS Timeclient online, you record work and travel hours, daily allowances and receipts for expenses via the Internet. Your field staff can instantly enter how much time they spent at the customer's. The electronic logbook saves mileage and is able to differentiate between personal and corporate use. All data is directly assigned to the corresponding appointments, processes, projects and customers and can be evaluated immediately.

requires the Premium Edition on all workstations.

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