Objectives and requirements

-Transparent, complete client data available for every employee

-Mobile access to all information about each client

-Secure client data on our central server

-Communication with the payroll department via e-mail

-Correct and complete contact data

-Document management

-Customer file

-Microsoft Exchange® interface

-We are also planning to further integrate CAS genesisWorld with our finance software so that we have one central database (eliminating duplicates)

Uses and benefits

-Record of all communication with the client

-All client information (e.g. contact details) available at the touch of a button

-Efficient processes and better teamwork

-Logs all missed calls

-Up-to-date, accurate data for direct correspondence and mass mailings

-Mobile access to calendar

-Communication with client via Extranet platform ensures increased client involvement

Conclusion

Klaas Kleijn, managing director and owner:

"CAS genesisWorld lets us share client data with one another. Thanks to the central pool of client information, we can quickly identify each client's needs and provide them with the best possible service at all times."

 

For more info about this case, please download the brochure HERE