A general view of the CAS genesisWorld features

Straightforward, effective and lastingly inexpensive with a short instruction period and intuitive operation. At the same time highly professional: with broad basic features adaptable and extendable to the latest technology – always abreast of your individual requirements.

CAS genesisWorld is a CRM solution tailor-made for small and medium-sized businesses for more efficiency and customer transparency. Convince yourself of the extensive scope of features.

CAS genesisWorld is available, alongside German, in the following languages:

• Croat
• Czech
• Dutch
• English
• French
• Italian
• Polish
• Romanian
• Spanish
• Turkish
• Hungarian

Dashboard/navigator

Dashboard

• Personal, individually adjustable and all important information directly accessible
• The “company dashboard” can access and display data from the complete data stock
• Apart from this, dashboards can be displayed for any type of data record, e.g. in addresses or projects for an individual customer or project cockpit
• In the same way as navigators, dashboards can be stored, for example, to create distribution dashboards, marketing dashboards and support dashboards
• Definition of your own modules in the cockpit through an assistant, such as, for example, my delegated tasks or coming birthdays
• Linked data records at one glance: All data records linked to a customer or project can be presented simply: e. g. all appointments linked to a project, data records or tasks
• The module "Aggregated View" displays certain data records of a data record type in a summarised form, for example, as table, diagram or as RAG rating. This is also possible for linked data records.
• Large selection of pre-fabricated modules, e.g. all tasks which have been completed, due today or open etc.
• Presentation of personal lists
• Use of filters and sorting criteria
• MultiList: Chronologically sorted tasks, e-mails, telephone calls, appointments etc.

Customer/address management

Adress record

• Convenient address management with company addresses, contacts, private contacts, categorisations, customer number management and further additional individual fields and input assistance
• To each address record you can add a photo of the contact person or the company's logo.
• The address assistant will support you in collecting addresses: Conversion of unstructured contact information into structured address records, duplicate check and direct creation in CAS genesisWorld.
• Integrated duplicate check in creating addresses
• Consistency check in entering or altering the address: postcode/city/country, sort code/bank, first name/title, e-mail address/type of contact, homepage etc.
• Check reference data bases of address service providers such as bedirect or YellowMap, correct and enhance addresses in accordance with requirement
• Data from the phone book of the YellowMap AG can be added to details on individual contacts and contact persons. The individual check for addresses listed in the yellow pages, which is implemented online, also comes for free.
• If an address is set to "personal", it can only be viewed by the person who applied this setting. This way, three options are available for address management: public (all users can access all addresses), user-sensitive (the access and the number of users can be set via the user selection function) and personal (some addresses are marked as "personal" and other addresses as "public").
• Who was the last one that contacted the customer or prospective customer? This information can be gained easily via the contact status field.
• Since version 9, CAS genesisWorld has offered the option to map corporate structures by linking the parent company to the subsidiaries (1:n). In version 10, this structure can be viewed graphically and edited easily via the "Corporate structure" tab.
• Distribution list for exact address of target groups
• Search and filter criteria
• Im/export
• Campaigns directly retrievable from the address mask, e. g. creation of a new appointment, e-mail, letter, follow-up or direct call possibility
• Geographical presentation and Internet-based route planning
• Assignment of contacts to companies through import
• Generation of short notes (jointly or separately) in case of several addresses

Cost-free add-on CAS Info@Click

The cost-free add-on, CAS Info@Click, makes for noticeable work alleviation in collecting addresses. CAS Info@Click creates addresses from e-mail signatures, Word/PDF files, Internet pages or similar directly in CAS genesisWorld as an individual/company contact or contact, checks possible duplicates and starts interactions such as telephone calls and e-mails. Mature search features across several applications – e.g. CAS genesisWorld, yellow pages, city map or various web pages – are just as fully integrated in CAS Info@Click as also a translation feature.

CAS Info@Click is ready to download as a cost-free add-on under www.cas.de/infoclick.

Input assistance and categories

• Two-step classification "type and status": CAS genesisWorld allows for a two-step input assistance with the new fields "type" and "status". The values in the "status" field vary according to the values selected in the "type" field. Depending on the type/status combination, individual fields can be defined as compulsory fields. Via the "type" field you can also control the displayed tabs in the data record masks. The user receives exactly the information he or she requires. For example, addresses of the type "customer" have an additional tab for all related customer information such as discounts and bank details.
• Hierarchical input assistance and categories: Input assistance and categories can also be saved in a hierarchical structure. For each field, you can assign a multiple selection to the input assistance. For example, the user can select the category "supplier" for a new address – and the individual input assistance will automatically be displayed as a drop-down menu: office supplies, promotional articles, food, beverages. Depending on the language version, the multiple selection is displayed in the according language.

Linking method - primary links

• Primary links form hierarchies: The new linking method is a special 1:n linking which is used to map a linking hierarchy. The use of primary links can, e.g. be useful in the project business if direct projects are assigned to a customer's address and data stored in the system are assigned to the project. The special thing about this: The hierarchy tree can be displayed graphically as an interactive tree view.

Customer file

adress dossier

• Chronological customer file with all activities, documents, correspondence, projects, sales chances and goods management documents ..., this means the perfect basis for all telephone calls
• With just one mouse click, you can create or edit existing entries directly from the customer file.
• Further information, sample calculations and a general view of their special benefit

Search functions

CAS genesisWorld works according to the motto: find the right information quickly. New, fully developed search functions support you in this matter:

Search

• Phonetic search for addresses: Considers different spelling possibilities of the term searched for. This way, you will even find Mr. Meyer of the company Schmitt & Co if you search for Maier and Schmidt.
• Search including links: Includes links for the search. As a result, customers that, e.g. have not reacted to any quote in the last two years, can easily be found. Each search including links can be saved in the navigator.

Appointments/process management

Calender weekly view

• Daily/weekly/monthly views
• All-day appointments– for even clearer scheduling
• Recurring appointments– If desired, a notification can be set to remind you that a series of appointments is coming to its end.
• If desired, all successive appointments can be displayed in a list.
• In case several persons are to take part in an appointment, the reminder can be set and changed individually for each person.
• All appointments of a week or day can be displayed in the usual calendar format or as a list.
• Team/resource diary
• Boss’s diary with special rights administration
• Recurring and group appointments
• More straightforward working with colleagues’ diaries – drop-down list with text input: Separated by a comma, several names can be entered which are to be displayed as a group diary. It is possible to enter abbreviations for names
• Quick view of a group diary about the participants in an appointment
• Assistant-supported search for free appointments with several employees and resources
• Straightforward appointment changes with drag and drop feature
• Overlapping check for appointments with interaction possibility
• “Secret” appointments for confidential meetings
• Reminder feature, notification in case of new appointments
• User-defined setting of renewed reminder at different intervals
• Sorting possibility for calendar favourites – by name or individual
• Export of appointments in vCal format
• Support of the iCAL format– for easy data exchange

Tasks/reminders

• Presentation in list form or integrated in the diary view
• Freely definable task list, e.g. in accordance with the type of task
• Alarm feature in case of due date
• Delegation of tasks to other employees with tracking
• Automatic notification in case or receipt of a delegated task
• Display of the editing status also in a percentage and the duration of processing
• Prioritisation in accordance with A-B-C
• Team and recurring tasks

Deployment and holiday planning

• “Digital” wall calendar for resources and staff deployment planning
• Holiday administration with recording of absenteeism
• Team overview in graphic and list form

Telephone calls

• Telephone call management with call recognition
• Telephone number recognition: Telephone numbers which are not yet known in CAS genesisWorld can be automatically checked through an external address service provider. On recognising a matching address, this is created on request as a data record in CAS genesisWorld and linked with the telephone note.
• Selection directly from the customer list or file
• Automatic note for a call with subsequent link to the address
• Automatic time record created for length of conversation
• Call and callback lists
• In the case of redirected calls, the original caller is displayed and linked with the telephone memo
• Selection of telephone numbers in case of open calls

Tabs/navigator tabs

• Views in the navigator can be presented through the context menu in the new tab without closing existing views – parallel working through quick change without numerous open windows

Documents and correspondence

Document templates

• Integration of letter, fax, e-mail and all documents
• Microsoft Word templates
• Automatic creation of a new CAS genesisWorld data record per drag and drop from Microsoft Word, Microsoft Excel, PDF, graphics documents etc.
• Linking of data records by drag and drop
• Form letters/form e-mails
• Archiving in customer/project files
• Classification of documents e. g. offer, record, report
• Mass archiving of documents
• Version management
• Template favourites
• Simple replacement of external attachments
• Full text search in document archive
• Quick opening of documents for reading and editing (in data record window and with key combination).
• Display of users who edit a document
• Sorting according to document type, e.g. PDF/Word/PowerPoint

Evaluations and forecasts with reports

Evaluations can now be created even faster using:

• the context-dependent templates: According to the task, the user selects the template that meets his requirements from a list of report templates.
• the preview function:  Reports can be checked, corrected and saved.
• the agenda for reports: Following a defined and set agenda, evaluations are generated, saved and sent automatically to selected employees.

Automatic notification and action service

• System-wide rule definition which automatically executes a corresponding action on occurrence of a certain event.
• Automation of numerous procedures and routine tasks in a company
• Monitoring of data stock and “Reaction” on new creation or alteration to a data record
• The actions to be executed can be freely set
• Parallel to reminders, telephone calls and sales chances can be created to data records as a follow-up action
• Check for "Field value is achieved" (e. g. turnover > 10,000 euro)

Links

• Links can be given attributes to define roles, for example, “person in charge” or “decision-maker” in the company
• Relations/cardinalities can be deposited between data records (m:n, 1:n, 1:1), for example, parent and subsidiaries in case of groups
• Filtering of attributed links
• Links are recorded in the journal, all alterations to the links can be reconstructed on request.

Twin list

• The twin list represents any two data record types combined with one another and filtered via link logic.
• Analysis of data through two tables
• Analysis of the list through following reports

Project administration & project files

• Clear presentation of all activities belonging to a project such as appointments, meetings, milestones, tasks, documents, telephone memos
• Presentation of the general view of the project as graphic or project file in list form
• Quick overview of the overdue tasks still being edited
• Presentation of appointments, tasks, processes, holidays on a time axis in the vertical bar chart

Marketing campaigns & distribution lists

Marketing modul

• Exact target group address with form mailings and their tracking
• Distribution lists for specific marketing and distribution campaigns
• Convenient working with the address selections

Campaign management

• Exact target group address by means of the campaign assistant: Selection of the target group, selection of the action (form letter, form e-mail or telephone campaign) and execution
  of the action
• Selection of the target group through convenient search and filter criteria on the address list

 Sales chances

• Imaging of all project phases of a sales chance from leader detection via the offer phase and conclusion to after-sales
• Search and filter possibilities over all fields
• Analysis of all relevant data of the sales chance through reports
• Taking over of products on duplication of sales chances
• Communication possibility directly from the sales chances, e.g. e-mail, telephone calls
• Further advantages for you in an overview

Analytical CRM with the additional module CAS genesisWorld analysis

• Sound decisions require extensive and detailed analysis of actual statuses. With the additional module, CAS genesisWorld Analysis, you can create any necessary reports and analyses.

Mail integration

• Standard client for e-mails (Pop3/SMTP/IMAP4)
• Assignment of categories, projects and addresses
• Redirection of several emails at the same time
• Appointments can be postponed for despatch by drag & drop in emails.
• Time stamp in the memo field of an email
• Spelling test for text and HTML emails
• Out of office assistant
• Rule assistant Determination of automatic campaigns for incoming emails, e.g. move to a directory or archive
• Drawing up and sending of personalised form emails in HTML format using style templates and company layout
• SSL capability Emails can be sent SSL-encoded if they are sent by means of the CAS genesisWorld E-mail client
• Display of sent emails in the address file
• HTML signatures
• Desktop notification for incoming mails
• despatch of newsletters, archiving and analysis of email campaigns with the professional email and permission marketing solution of Inxmail
• Execution of rules by server
• Extended MAPI support for connection of other e-mail clients

Microsoft Exchange/Outlook

• Special register for CAS genesisWorld users in Outlook with CRM-specific features such file, journal and others

Internationalisation

• Multi-lingual and group-sensitive input assistance
• Support of DIN 5008 for the entry of telephone and fax numbers
• Entry of international bank details over the fields account holder, the international account number IBAN and the international bank code BIC (SWIFT) in the record window of the addresses possible
• Unicode for addresses: The users can use the desired local collation for addresses e.g. Greek or Cyrillic.
• Country formats: For addresses, country formats for almost all European countries and additional international formats are available.
• Multilingual navigator: Navigators can be saved in several languages.

CAS genesisWorld Web access

Webaccess calender

• Web Client with individual adaptation possibilities of the navigator and integrated mail client for reading and sending emails; basis is CAS teamWorks, the Internet and employee portal
• Integrated filter search parallel to filter search of Windows Client
• Definition statistics filter
• SSL encoding
• Actions as the own data record type are also usable for CAS genesisWorld Web access
• Editing of individual items in sales chances and receipts
• The individual data are divided into various registers – parallel to the Windows Client
• Archiving of several emails
• Full text search
• Editing of view format
• Moving of periodical appointments
• Form letters
• Mass  e-mails
• Adaptations of features to the Windows Client and usability improvements

Replication and mobile data

• Complete data comparison between the company head office and the branch
• Partial replication: Selective data comparison for the transmission of selected data to notebooks
• Comparison of all user-defined settings
• ‘Easy mode’ interface with straightforward progress display
• Replication via WebDAV allows replication directly via Internet
• ActiveX client with complete functionality of the Window Client
• Automatic distribution of hotfixes and service packs in the replication compound
• New replication interface of the CAS genesisWorld application server
• Meaningful status displays such as the condition of the input agents, active replication server, active connection

Inter-division features

• Use of field comparison during filtering
• Search settings can be reset by mouse click to default settings
• HTML editor for notes and emails
• History of the last ten opened data records: Display for quick selection in the menu “File”
• Suppression of returning indication messages on option within the message

CAS genesisWorld Mobile access

For administrator and user

Easy administration with the Management Console

• Client capability: support of several clients which work on one server with completely separated data stock
• Central administration of the e-mail client
• Active directory connection with assumption of user accounts and synchronisation of alterations
• Coloured marking of alterations in the journal
• Alphabetical sorting of input assistances
• Automatic Hotfix and service pack mechanism through live update via Internet
• Office 2007 and Vista support

Additional module CAS genesisWorld Exchange connect

• The additional module allows mutual use of CAS genesisWorld und Microsoft Exchange®/Microsoft Outlook®
• Automatic comparison of address data between CAS genesisWorld and Microsoft Exchange®
  Additional comparison of appointments and tasks
• Guarantees constantly current data stock

Additional module CAS Mobile sync

• Complete synchronisation solution for the comparison of mobile devices, e.g. Windows Mobile 5.0, Symbian Series 60 with the company applications
• Mobile access to addresses, appointments, notes and tasks
• Bi-directional synchronisation allows alteration to be made at any time and everywhere
• Private data are protected during comparison, i.e. these data are not sent
• Filter functionalities define the data to be synchronised

Further smart functions

• Edit globally: In addition to the editing options that have been offered already, now relative editing is possible, e.g. to change the date of all data records 5 days forwards or backwards.
• Tabs: The dossier of one or more data records can be opened in a new tab via the context menu of the list or using the "Extras" menu. The order of the tabs opened can be edited via drag & drop. All open tabs can be saved as a tab group and be loaded again if desired.

• RAG rating of projects

  Interactive twin list: It only takes one click to open and be able to edit the data records directly in the twin list.
• Easy data export to Excel via drag & drop, data can now easily be exported to Microsoft Excel.

• Total status of projects: The project status is visualized by a traffic light which is either green, amber or red.
• Automatic number generation for different data record types for continuous planning.
• Interactive elements and improved usability in Cockpit for an even better overview.

Additional integrations

• bedirect: address validation and accumulation with address data from bedirect, a joint company of AZ Direct and Creditreform
• Inxmail: despatch of newsletters, archiving and analysis of email campaigns with the professional email and permission marketing solution of Inxmail
• YellowMap: address search, assumption and validation with the online yellow pages YellowMap With check for postal correctness
• MindManager – connection to the market leader in the area of mind mapping Clear graphic presentation of CAS genesisWorld-Data and its links;
• CRM data can be presented; processed, supplemented as Mindmap and from there transmitted back again; CRM data can be combined with Mindmap elements and presented as an image; visualisation of links
• OMIKRON address centre: check, comparison and replacement of duplicates with duplicate check

Customising

• Varied setting possibilities for the user and the administrator from the individual adaptation of the navigator, of the dashboard to the creation of new data record types
• Fields with input assistance
• Obligatory fields and mask changes

Rights system

• Mature rights system for professional claims, with user and group administration
• Detailed issue of rights up to field level of data records with straightforward and clear administration
• Multilayer administrator rights Selective access to individual areas of the management console for selected users (e.g. access to user management, licences)

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