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    • New version x12 of CAS Genesis World - 18/08/2020

14/08/2020

NEW x12 VERSION OF CAS GENESISWORLD

CRM_genesisWorld_x12

Shape your digital workspace with CRM

With CAS genesisWorld x12, you get the best start to shaping your digital space. New features help you create optimal customer relationships in sales, marketing, and service, and promote efficient business cooperation. We are sure you will be impressed with the new CAS genesisWorld version.


Create exciting experiences for customers, increase emotional loyalty

CAS genesisWorld x12 Mobile CRM

Enjoy the freedom to work with the same CRM look & feel whether you’re in the office, at home or on the go. Use tablets, smartphones, smartwatches & Co. to stay in touch with 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 built-in XRM client for Microsoft Outlook, you get immediate access to the customer file via the sidebar. Using the actions menu, for example, you can attach data records linked to the current email.

Organize your video calls or events online by selecting potential participants at CAS genesisWorld, inviting them by personalized emails and starting targeted surveys after the event.

Using the mobile caller identification features, you can now see on your iOS device which customer is calling you. View current customer information on your smartphone before and during the call.

 

Strengthening teamwork and increasing efficiency

CAS genesisWorld x12 pianificazione

Con la nuova visualizzazione della sequenza temporale, è possibile visualizzare record di dati relativi al tempo come appuntamenti, lavori, attività, vacanze, ecc. in una panoramica grafica.

When processing service calls, the integrated team planning map view helps you maintain an overview of your team. Identify and send the employee closest to the customer’s location to answer the service call.

Use new smart actions to edit multiple data records simultaneously. The selection drag feature is even more efficient and supports you in uploading documents.

Smartsearch functions are now also available in the links fields. You can select linked data records based on the search principle while typing.

Duplication functions: simplify processes and work more efficiently as you can use existing data records as templates for new data records.


Targeted analysis and informed decisions

CAS genesisWorld x12 Cockpit Gestione Progetto

Using the dashboard design window and graphical views, you can customize the dashboards. Therefore, you can access all relevant Kpis with one click, they are immediately visible by color highlighting and provide the basis for informed decisions.

In reports, you can create pivot tables from lists and analyze them easily using Drilldown methods.

Combined filters allow you to filter and sort your customers for optimal targeted communication. Identify your best customers, for example, based on most turnover, a specific business size or any other criteria.


Your smart CRM: digitally sovereign and data protection compliant

CAS genesisWorld x12 Protezione Dati Personali

I wizard intelligenti ti aiutano a strutturare e organizzare le tue opportunità e le campagne e-mail utilizzando processi automatici in modo da poterti concentrare su ciò che è più importante per te: i tuoi clienti.

Data protection is a key component of our software product. This is why CAS genesisWorld has once again been awarded the "Software Made & Hosted in Germany" quality mark The same level of data protection also applies to over 200 additional third-party system integrations provided by our certified partners CAS Partners

 

Further details on x12

• Integrate any third party solution, for example, collaborative solutions into your individual system infrastructure using the CAS Opensync framework - providing seamless integration and digital sovereignty.

• CAS Cardscanner is now directly integrated into CAS genesisWorld. Scanning the business cards of your interlocutors and saving them directly as contacts in your CRM has never been easier. Therefore, basic MDM (Mobile Device Management) functionality support is provided.

• Now you have access to even more possibilities using the extended scripting features of App Designer. The new translation editor makes it easy to manage your language.

• With the extended participant management functions, cooperation with external and team contacts becomes easier. Delegate an organizer if external participants are invited to an appointment.

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