CAS genesisWorld – The digital office with CRM
Create exciting customer experiences, increase emotional loyalty
CRM for customer relationship management enjoy the freedom to work with the same CRM look and feel, whether you are in the office, at home or on the go. Use tablets, smartphones, smartwatches & Co. to stay in touch with your customers and keep an overview of important information, online or offline. Activate widgets on your mobile devices to access CAS genesisWorld even faster on the go.
Using the integrated XRM client for Microsoft Outlook, you get instant access to the customer file via the sidebar. Using the action menu, you can, for example, attach related data records to the current email.
Organize your video calls or online events by selecting potential participants in CAS genesisWorld, inviting them via personalized emails and starting targeted surveys after the event.
Using the mobile caller ID functions, you can now see on your iOS device which customer is calling you. Display current customer information on your smartphone before and during the phone call.
Strengthening teamwork and increasing efficiency
With the new timeline view, you can display time-related data records such as meetings, jobs, tasks, vacations, etc. in a graphical presentation.
When processing service calls, the integrated team planning view helps you keep an overview of your team. Identify and send the employee closest to the customer’s location to respond to the service call.
Use the new smart actions to change multiple data records at once. The drag and drop function is even more efficient and helps you upload documents.
SmartSearch functions are now also available in link fields. You can select connected data records according to the search-as-you-type principle.
Duplication of functions: makes processes easier and works more efficiently, because you can use existing data records as templates for new data records.
Targeted analysis and informed decisions
Using dashboard design and graphical visualizations, you can customize your dashboards. This way, all relevant KPIs can be accessed with a single click, are immediately visible through color highlighting, and provide the basis for your informed decisions.
In reports, you can create pivot tables from lists and easily analyze them using drill-down methods.
Combined filters allow you to filter and sort your customers for optimal targeted communication. Identify your top customers, for example, based on the highest turnover, a certain company size, or any other criteria.
Your smart CRM – digitally sovereign and data protection compliant
Intelligent wizards help you structure and organize your opportunities and email campaigns using automated processes, so you can focus on what matters most to you: your customers.
Data protection is a fundamental component of our software product. That is why CAS genesisWorld has once again been awarded the „Software Made & Hosted in Germany” seal of quality. The same level of data protection also applies to the more than 200 third-party system integrations provided by our certified CAS partners.
More features
- Integrate any third-party solution, e.g. collaboration solutions, into your individual system infrastructure using the CAS OpenSync framework – offering seamless integration and digital sovereignty.
- CAS CardScanner is now directly integrated into CAS genesisWorld. Scanning business cards of conversation partners and saving them directly as contacts in CRM has never been easier. This provides basic support for MDM (Mobile Device Management) functionalities.
- Now you have access to even more possibilities using the extensive scripting functions of the App Designer. The new translation editor makes language management easy.
With the extensive participant management functions, cooperation with external contacts and within your teams becomes easier. Delegate an organizer if external participants are invited to a meeting.Would you like more detailed information about the new functions? Please contact us and register for the free webinar. Contact us now