Cas GenesisWorld Crm Functions Brochure

Overview of functions

CAS CRMA SmartCompany of CAS Software AG

The leading CRM system

The leading CRM solution for small and medium-sized enterprises

CAS genesisWorld offers you a range of well-designed func-tions such as: smart modules, smart integrations and smart extensions. These solutions have been designed to fulfill your requirements, be they at company, departmental or even at individual workspace levels. Our numerous customer projects led to the development of industry solutions, or in other words, sector-specific CRM software that quickly contributes to company success. Today, CAS genesisWorld is the leading CRM solution for small and medium-sized enter-prises. All of the functions have been designed to establish successful and sustainable customer relationships.

We survey our customers on a regular basis, and use the feedback to continually improve our products. This con-stant development of our CRM software to include the la-test technologies provides you with the most efficient and user-friendly solution possible. This includes taking the legal requirements and data protection regulations into account, which are just as important to our customers as process support.

CAS CRM is a Smart Company of CAS Software AG located in Karlsruhe, Germany. We are the German market leader in CRM solutions for small and medium-sized enterprises. Approximately, 200,000 people work with our solutions on a daily basis.

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The leading CRM system

Increased customer loyalty and valuable follow-up business

The powerful functions of CAS genesisWorld support your customer and information management. The Standard Edi-tion consists of the invaluable components typically found in successful CRM solutions for small and medium-sized enterprises. Our Premium Edition and Suite packages of-fer extra functionality and modules designed to meet your business requirements.

In the following, the functions of CAS genesisWorld are bundled together according to themes. All the functions that are exclusive to the Premium Edition are marked with a , those of additional modules are marked with a .

Imagine yourself working with your very own tailor-made CRM solution. Additional modules and extensions, as well as partner and custom solutions are available for all our software editions.

Premium Edition

Standard Edition

Standard Edition+ Premium functions + Mobility module+ Mobile Apps

SuitePremium Edition+ Sales pro module + Marketing pro module+ Report module

The customer dossier displays all data chronologically.

The customer dossier supports service quality

The customer dossier displays all contact data at a glance such as: e-mails, appointments and tasks, caller logs, documents, opportu-nities, orders and delivery notes, correspondence and projects. Using a clear, structured, chronological presentation, the customer dossier contains all the customer informati-on that your employees need. Raise competence, service quality and customer satisfaction significantly.

The CAS genesisWorld dashboard displays important information all on one page – customized to your employees‘ needs.

Dashboards for customizable overviews

CAS genesisWorld starts with the dashboard view. Every employee starts his or her day with their individual overview or dashboard which can contain information such as: tasks, missed calls, appointments, birth-days, ongoing projects, new contacts, opportunities, reports, recently edi-ted documents, holidays and much, much more. You can use dashboards for many purposes. With the compa-ny dashboard you can display filtered corporate information in a format of your choice, so that your management team is always well informed. You can add or remove dashboard elements at will, typically these can include: cur-rent projects, sales figures and tasks.

Dashboards can also be set up according to functional areas, for example, customer service, project management, sales, marketing or support. Important information that your em-ployees need to help them do their job is available at a glance. It is not just the data records themselves that are dis-played either, but also any linked data records. For example, the project dashboard displays the "Milestone 1" appoint-ment together with any linked tasks and protocols.

The aggregated view in the dashboard evaluates the data records, for example, as table, chart or RAG rating. The RAG rating uses colors to communicate the status of a project quickly. All charts are interactive: clicking on a segment dis-plays the respective data in the list below the chart.

Functions for all departments

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High quality data through address management

CAS genesisWorld stores all contact data in one central data-base. Address management dif-ferentiates between: company addresses, contact persons and individual contacts. We use Uni-code to ensure that international characters are displayed properly in all our data records. Individu-al categorization is available that differentiates between A, B, and C customers, prospects, partners or suppliers: this means selections can be made quickly when you are putting a distribution list together. Using the "Action > Change data re-cord" function, you can edit multi-ple fields in selected data records simultaneously.

More functions for high quality data:

• The Address wizard captures addresses directly from e-mail signatures, Web pages and other documents.

• The Consistency check checks whether the address values you have entered are correct, for example, postal code/city or town and state/country or sort code/bank, and so on.

• Three options for managing your contacts: public (all users have access), user sensitive (you set access rights and users through the "Select participants" function) and private (the address is only visible to the user who made the settings).

• Duplicate check: when entering and editing addresses the duplicate function helps to prevent data redundancy.

• The free OMIKRON address center interface: integrates the duplicate cleaning functionality of OMIKRON into CAS genesisWorld extending its functionality.

• The Area map function: this function offers an integrated, interactive route planning feature which displays company, delivery or private addresses in a map and helps you to plan your routes.

Additional contact information through the integrated social media connection

You can now include social networks like Facebook, Xing, Twitter or blogs in your relationship management. With just one click you can display additional informa-tion from the social network of your choice. Real-time access using your personal logon data is simple, no data is stored, and so it complies nicely with the data protection regulations. Your administrator sets up access to this integration and defines the individual rights.

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Name, address, company, telephone and e-mail in-formation is all displayed in a clear and accessible format in CAS genesis-World.

Facebook, Xing, Twitter or Blogs – one click in CAS genesisWorld is enough to retrieve information from these social networks and then display the results.

Organizing large meetings is child‘s play with CAS genesisWorld. You can add participants, rooms and other resources directly to your appointments, as well as schedule phone calls and check immediately for overlaps.

Smart time management using clever features in appointments, calendars and processes

All of your employees can reduce the time needed for orga-nizing appointments to a minimum, using our smart and user-friendly appointment management features in CAS genesisWorld. For example, the appointment wizard searches for empty time slots in the calendars of one or more participants, and takes important variables such as time, place, duration, resources, and so on, into account. And best of all, it informs you of any overlaps. Once a com-mon appointment has been scheduled, CAS genesisWorld informs all the invited or entered participants by e-mail.

More important functions:

• Using the drag and drop operation you can easily reschedule appointments in your calendar.

• The "Reminder" function reminds you of important meetings.

• Recurring and group appointments are created quickly in the calendar.

• You can decide what access rights you want to give each user to an appointment.

• Confidential appointments are only visible to the participants of the appointment.

• The team calendar displays the appointments of multiple users in one calendar view.

• Manage your resources: meeting rooms, projectors, laptops or company cars can all be entered as designated resources in an appointment, and checked for double booking.

Exchange connect

The Exchange Connect module synchronizes data such as tasks, appointments and addresses between CAS genesis-World and Microsoft Exchange®/Microsoft Outlook®. This provides you with a complete customer dossier, even if CAS genesisWorld is not installed at all workstations and users also work with Microsoft Outlook®.

Tasks and follow-up tasks for efficient workflows

CAS genesisWorld manages requests, complaints, service requests, holidays, absence from work and sick leave. Tasks can be created as follow-up tasks with reminders and be displayed as lists. You can prioritize, delegate and categorize them, and display them on a timeline together with appointments, jobs and holidays. The software adapts to the daily work routine of the individual employee.

teamWorks – the intranet, extranet and company portal

With the teamWorks module, you set up your company in-tranet, extranet and company portal in no time at all. With teamWorks you can coordinate all your company‘s informa-tion management processes by saving and making it availa-ble to employees and departments across the company.

Current company news, appointments and scheduled tasks are just a few examples of the types of information that you can select to be displayed on your personalized start page in teamWorks. Employees have the option of using either the company "Blackboard" or the discussion forum to exchange ideas, and communicate with one another. Fur-thermore, you can standardize company processes, such as holiday administration, using intelligent predefined work-flows, checklists and forms.

The employee list is just one of the highlights in team-Works. It contains essential information on every employee such as: an overview of their contact details, lists of re-sponsibilities and skills, birthdays and details on important contacts. But of course, you can also opt to just manage your appointments and tasks with teamWorks if you wish. Another clever feature is the integrated document life cycle: it enables you to use teamWorks to create, publish and distribute essential documents at the touch of a button. So you can make documents from your CRM system available to your employees on the Intranet, and to your business partners on the Extranet. Your administrator controls access rights centrally, thus managing both users and resources efficiently.

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Company-wide cooperation is guaranteed: Powerful groupware functions ensure seamless cooperation amongst your employees. E-mails, addresses, tasks/follow-up tasks and calendars are shared throughout the company.

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Functions for marketing

Professional search and filter functions

In addition to the specific and global search functions, CAS genesisWorld also offers phonetic searching which helps you to find addresses with unusual spelling. So users will also find, for example, Mr. Marcs from Johnson Inc., even if they were searching for Mr. Marks from Jonson. The comprehen-sive search and filter functions help you to compile distribu-tion lists tailored to specific target groups. Using the "Link search" function , you can include the links of a data re-cord type in your search. For example, this enables users to search for: all addresses from the "Customer" category that have been linked to a sales opportunity in the last two ye-ars, or all A-list customers who have not yet been visited this year. The queries used for every link search can be saved.

Campaign management for targeted marketing

With CAS genesisWorld, it is easy to compile lists of spe-cific target groups based on your central contact data. And depending on the preferred contact method, contact them using either: e-mail, letter, fax or telephone. A number of templates and the campaign wizard are available to help you with personalized mass mailings.

Inxmail enhances your e-mail-marketing

In collaboration with Inxmail, we have produced a powerful e-mail-marketing integration in CAS genesis-World. What makes Inxmail particularly smart is its ability to record e-mail recipients‘ responses, and then use this data to refine follow-up campaigns. This pro-cess is also known as "Closed Loop Marketing", which increases the impact of the marketing messages that the recipients receive, and provides a clearly deline-


ated target group. You can create reports from current Inxmail data for each of your mailings in CAS genesis-World directly, and save them as PDF documents. A list of all e-mails is displayed on the customer address tab. The Inxmail integration itself is free-of-charge, however licenses for Inxmail will have to be purchased separately.

Marketing pro module – managing multilevel campaigns

The Marketing pro module helps you to plan and carry out multi-phase marketing campaigns quickly. The graphical campaign designer provides for clari-ty and structured processes: addresses can be ad-ded to, or removed from distribution lists quickly using the drag-and-drop operation, or by means of a button. A special tab displays a list of all the e-mails that a recipient has already received. The preview feature displays the contents of your mailing. When sending, the permitted and prefer-red contact methods are taken into considerati-on: addresses are automatically assigned to their respective mailing channels depending on any data protection laws or guidelines, for example, e-mail or postal address.

The Marketing pro module makes it possible to save the customer‘s response directly in the address, which enables consistent follow-up. This is an invaluable aid for refining your follow-up ac-tions. Analyses for measuring success can include any underlying marketing budgets as well as costs incurred by the marketing campaigns.

Marketing pro is an optional module designed for planning, carrying out and analyzing multi-phase marketing campaigns.

Link search enables complex queries: a few quick clicks and you can find the right data.

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Use the Survey module to find out what your customers think of your service

How do customers rate a completed project? Just how satisfied are users with a solution or inno-vation? The Survey module helps you to create questionnaires, capture responses and link them with appropriate data records. For example, your employees in support, sales or marketing, use the questionnaires to capture data from multiple sources such as training courses, customer com-plaints and many more. This data is then analy-zed in CAS genesisWorld, and given added value as the raw data becomes valuable information.

Survey is available in both the Windows Client as well as online. Survey is a useful support tool in telesales, where it can be used to qualify your contacts. Customizable questionnaires function as guidelines for conversations with prospects. When will a decision be made? How much is the budget? These are just two brief examples of how Survey users enquire about information. Newly acquired contact data is transferred directly to the address data record, which is then updated automatically. Predetermined criteria provide a means of assigning pro-ducts to potential new customers, and help you to identify new potential.

The Online client provides you with a useful tool for che-cking customer satisfaction and the quality of your service. This is an easy way to routinely monitor customer satisfac-tion, for example, you can conduct a quick survey to find

out if a delivery reached your customer as expected. Dis- cover if your new customers are happy with their product, or if your customer service hotline meets their require-ments. You can create suitable questionnaires quickly and send them to your customers by e-mail. Customers open the questionnaire by clicking a link included in the e-mail. This all provides a mean of enabling quick feedback. As soon as you have saved the customer responses, they are ready for further editing and analyses in CAS genesisWorld. This makes it easy to determine just how well your services are received, and whether any improvements are necessary.

Customer surveys and market analyses using the Survey module and askallo

Using the askallo integration you can carry out surveys over the internet without requiring a Web server yourself. Askallo offer professional help for all your anonymous surveys and complex customer or partner surveys. The addresses you want to use are read out of CAS genesisWorld and transferred to askallo directly. All further steps in the process, such as sending invitation e-mails and so on are all carried out in the askal-lo online portal. If you wish, you can also send automatic reminders in the form of e-mails to all parties involved in the survey. The results of the askallo survey can be analyzed in detail and used in CAS genesisWorld to enable continued and optimized customer care.

With the optional Survey module you can create questionnaires for any kind of scenario, capture the responses and add commercial value through analyses.

Companies use online surveys in the form of questionnaires to find out just how satisfied their customers really are with their products and services. This data can then be used to optimize performance.

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Functions for sales

Improve communication with document management

Document management in CAS genesisWorld starts with standardized templates for letters, faxes and e-mails. These templates save a lot of time when you are working on your daily correspondence and also when sending personalized form letters, faxes and e-mails. The flexible interface with Microsoft Office® products provides you with a means of creating and editing documents directly in Microsoft Office®. Version management helps you maintain all of your previous copies. And the drag and drop operation enables the simple movement of existing files into CAS genesisWorld. All do-cuments are stored centrally in CAS genesisWorld. The full text search helps users to find any document immediately. Categories such as "Quote" or "Log" help users to compile list views for certain do-cuments quickly. Access rights ensure that all documents are only accessed by those users who have the rights to do so.

Planning with opportunities – for more efficiency and reliability

Typically, opportunities depict and map out the whole sales process. It begins with the capturing leads phase, and con-tinues with the quote phase, followed by the closing phase and then ends with the after sales phase. Your sales em-ployees can benefit from the "Next activity" feature that displays important actions, be they phone calls, appoint-ments or callbacks. Depending on your rights, you may be able to analyze opportunities which can then be transferred to Microsoft Excel®.

Creating documents for mail merges quickly with templates.

Manage calls better with our phone call integration

Using our phone call integration you can make a call with just one click. CAS genesisWorld recognizes incoming calls and then opens the respective customer address or cal-ler log: you can then enter any notes on your phone call and, once saved, the information will be available to all. Unknown callers can be cross-referenced with an external address service provider. Lists of missed calls and conver-sation transcripts are clearly organized in CAS genesis-World.

Functions for sales

Using the opportunities feature, you can carry out SWOT analyses to find out who your most profitable customers and prospects are, and where they are located, as well as make more precise turnover forecasts. This also helps you to specifically manage your product items.

Documents can be created through the Microsoft Office® integration, for example, in Microsoft Word® and can then be archived in CAS genesis-World. Other time saving features include: templates, drag and drop and the global full text search.

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Functions for sales

Managing the sales process is easy with the opportunity data record. You can include competitor and criteria catalogs when doing so.

Interactive views of opportunities provide a quick overview.

Creating quick quotes

Using Sales pro you can compile quotes for the items listed in an opportunity data record. And what‘s more, using Microsoft Word® and a suitable template you auto-matically insert all the relevant data into the template such as: the linked address of your customer, the individual pro-duct items and their description, and the total amount.

ERP connect integrates enterprise resource planning

When using the ERP connect module and an interface to a relevant ERP system, ERP information is displayed in the customer dossier next to the CRM. Without changing pro-grams, users can open and view invoices, delivery notes or quotes in CAS genesisWorld directly. The system automa-tically synchronizes addresses between the CRM and the ERP programs. In CAS genesisWorld you can easily create product catalogs that include both photographs and sales aids, which makes our solution an essential part of your sales activities.

Efficient sales with Sales pro module

The Sales pro module further extends the functionality of the opportunity data record in CAS genesisWorld. Users can display the following hierarchically: sales structures and processes using customized criteria catalogs, sales ter-ritories, competitor profiling, product catalogs, and so on. For structuring the project you can freely define milestones and activities. Your employees can find and create all the sales documents in CAS genesisWorld: quotes, contracts and invoices. Reports are based on all available data, lea-ving nothing to chance, for example, sales probability cal-culations take all possible influencing factors into account, leads can be analyzed and forecasts created.

Action service with automatic notifications

The notification and action service automates standard processes. Typical examples include: informing your back-office employees when your field staff have altered a custo-mer file or sent an e-mail greeting to a prospective custo-mer who has just become a customer. In addition, it can inform you of upcoming birthdays and then send a fitting birthday greeting, monitor deadlines, as well as create ap-pointments, call logs and tasks for specific events such as "Issue bill" or "Changed opportunity". What‘s more your sales employees can subscribe to actions and notifications that have already been set up. Mandatory notifications and notification rules are set up centrally.

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Functions for service and project management

Project management with structure and transparency

CAS genesisWorld maps the whole project management pro-cess: from the initial acquisitions, to appointments, resource planning, reporting and controlling based on different analy-ses. You can keep a close eye on your available and planned resources, as well as your workloads, by using the team planning view, team calendar and the project plan.

Ensuring the success of projects using the Project module

The optional Project module extends the project manage-ment functionality of CAS genesisWorld. You can define project workflows with milestones and templates. Emplo-yee and material resources are allocated roles. When you create a project you can use process templates to select and assign the necessary elements and roles to the respon-sible employee.

Keeping a close eye on progress and mo-nitoring project activities is easy using the flexible and configurable tree view with in-tegrated Gantt chart and previous and sub-sequent dependencies. The system consi-stently displays all the project processes as well as the workloads, and the availability of planned resources. In addition, you can inte-grate planning from Microsoft Project® and Open Workbench.

Resources are planned for at the job level, and then clearly displayed in a workload view. Times, external expenses, labor and travel costs are entered and compared to the budget.

You can record and insert individual custo-mer prices and discounts in the CAS genesis- World product catalog. These parameters can also be taken into account for individual customer quotes, as well as special day and

hourly rates for services. Increase the potential of your sy-stem using seamless controlling, time and cost orientated project processing, opportunity forecasting with turnover weighting and budget planning according to cost centers. Integrated escalation management functionality also con-tributes to your project success. The Project module can only be used in conjunction with the Premium Edition of CAS genesisWorld.

Using the optional project module you can ensure structured project planning and focused processing.


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Helpdesk for professional service management

With the Helpdesk module you can log and process sup-port requests quickly and efficiently. Your employees use the module to close service contracts, create service or-ders, keep an eye on product use and make agreements. The system supports you with trouble ticket pools or transfers, as well as a rule-based notification service for sending internal or external messages. With the automatic time recording function, you have full control over your service costs. You can document your customer‘s indi-vidual service requirements by analyzing the number of trouble tickets per customer; this helps you to manage your service costs and adapt budgets if necessary.

Reduce your workload using ticket actions. Ticket actions give you the ability to merge one or more work procedures into a sensible workflow. And workflows eliminate time stealing complications such as: the pressure of deadlines, forgotten or lost entries, unclear processes, or excessive training time for new employees. All of the stages of the helpdesk process are depicted as actions, from accepting a new ticket to internal assignment and, finally, com- pletion and closing of the action. At the touch of a button you can trigger any number of individual work processes, for example, updating field values, automatically compiling notes for customers, or for your internal documentation team and sending either internal or external e-mail notifi-cations. This all contributes to reducing overall costs and workloads, and support requests can be processed more efficiently.

The optional Helpdesk module - provides you with full control of your service costs and helping you to issue accurate information.

Any trouble tickets that you have already processed flow directly into an FAQ database. The FAQ documents are available to all your support employees and are searcha-ble. Selected FAQ documents can be published externally on an online portal. The Helpdesk portal is an invalua-ble service tool for your customers: they can use it to create new support tickets, or check the status of any tickets they may have open. The Helpdesk module can only be used in conjunction with the Premium Edition of CAS genesisWorld.

Calculating your expenses using Timeclient online

Using the optional Timeclient online module you can easily record all costs associated with your field staff projects over the Internet, for example, travel times, daily expenses and expense vouchers. The electronic driver‘s logbook records your mileage and differentiates between private and com-pany mileage. All data is directly assigned to appointments, events, projects or customers. The Timeclient online module can only be used in conjunction with the Premium Edition of CAS genesisWorld.

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Functions for mobile CRM

Mobile working is becoming more and more important – and CAS CRM offers a range of solutions for all commercial-ly relevant platforms:

Mobile sync – access your data when offline

Whether your employees use iOS, Android, Windows Mobile/ Windows phone, or Symbian on their smartphones – with Mobile sync they will always have mobile and offline access to all of their important CRM data and appointments. The bidirectional synchronization of addresses, tasks and ap-pointments provides users with the ability to both receive and make changes to data records when they are on the go. In addition, your mobile device will recognize an incoming call and display caller details. All of your information is up-to-date, and everyone is kept in the loop.

Mobile CRM for iPhone andMobile CRM for Android

Mobile CRM for iPhone and Mobile CRM for Android both display all your current day‘s appointments plus any linked addresses clearly in the dashboard. New addresses can be recorded quickly with these apps, and list views enable you to structure your addresses, for example, you can create a list view for all your A-list customers and another for

your colleagues. The customer dossier is displayed chronologically, so you get a 360° view of all your customers‘ data, and you can access data directly and in real time. With the shared calendar view, you can view your colleagues‘ calendars or resource calendars and schedule new appointments. And if you need directions you can use the app to calculate your route and display it on a map. Mobile CRM for iPhone and Mobile CRM for Android can both be operated comfortably using the touch screen function. When combined with Mobile sync you can access your data using your smartphone either on or off-line, which also means that cal-lers are identified and displayed correctly.

Mobile CRM for BlackBerry

With the Mobile CRM for BlackBerry module you are able to provide expert and precise customer support whether you are at the office, on the road, or working from home.

This optional module provides you with real time access to your data regardless of where you are, as well as key func-tions that are used frequently such as: address searches and views, maintenance of the current dossier, displaying addresses on a map, calendar, appointments and tasks, opportunities, phone calls and missed calls, e-mails with archiving and projects as well as their dossiers. Using the synchronize data feature on the BlackBerry, your addres-ses, appointments and tasks will all be available offline.

Mobile access

Using Mobile access you can access and edit your appoint-ments, contact data, and tasks in CAS genesisWorld through your smartphone. The neat little HTML cli-ent is user friendly, clearly laid out, and offers powerful functions. You can even access and view your colleagues‘ customer dossiers or calendars. You can enter data quickly via simple input fields, and the search func-tions find the right in-formation quickly.


Using the Mobile CRM for Android app you can view your colleagues‘ calendars or resource calendars and schedule new appointments all from your smartphone or tablet PC.

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Smart access for tablet PCs and browsers

Smart access with its modern, state-of-the-art operating concept offers even more possibilities: you can decide how you would like to interact with the software, either by mouse, touch or keyboard. Editing your contacts and appointments has never been easier. Other functions in-clude read only access to the customer dossier, and the optimized display of documents. Smart access has been specially designed to work optimally on tablet PCs and in browsers. Featuring a completely new design with a user-friendly interface and intuitive look and feel, this client is predestined for the future.

Mobile CRM for iPad

With Mobile CRM for iPad, you can comfortably use key functions on your iPad. Because of the much larger display compared to the iPhone, you can display more content and different user scenarios on the iPad: the app starts with the dashboard screen, displaying your current appointments and any linked addresses and relevant dossiers. Whi-le mobile you can display and view your Microsoft Office documents or PDF files from your customer dossiers on your iPad. Using e-mail you can enjoy immediate communication and contact with your customers or colleagues. You can open your colleagues‘ calendars and view their appointments using either an in-dividual view, or a weekly view.

Web access

The usual Windows Client and key function-alities can be viewed comfortably in the "Web access" Web client. Working with Web access is really simple: you can read, edit or create data. Lin-ked data is available in the customer dossier. Oppor-tunities, receipts and distribution lists can be edited just as easily as for mass mailings and mass e-mailings. Users can work directly on documents stored in the archive, and the Web access navigator can be customized to suit your needs.

Synchronizing data using Replication

With the replication function you can make your data available at different locations. In no time at all you can completely synchronize your data between your company headquarters and a subsidiary or, selectively, between laptops. User settings are also transferred. The progress indicator let‘s you follow the replication process. WebDAV enables replication directly over the Internet. Software up-dates are also transferred when replicating.

Mobile CRM for iPad displays, among others, all of your current appointments

plus any linked addresses and the contact history.

Mobile CRM – well informed, anytime and anywhere:

Mobility module

• Mobile sync• Mobile access• Smart access• Web access• Replication

Mobile Apps

• Mobile CRM for iPad• Mobile CRM for iPhone• Mobile CRM for Android

Mobile CRM for BlackBerry

Using Smart access, the smart client for browsers and tablet PCs, you can view your office documents or PDF files from your customer dossier even when you are out of the office.

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Functions for reporting

Reliable planning with analyses and reports

Due to the centrally stored data in CAS genesis- World, creating reports is simple. Keep your users in the loop using automatic report com-piling functions that draw on the latest infor-mation. Use one-click functionality to open and edit reports. You can choose from a number of display options, all of which have been de-signed to aid clarity: tables, graphs and char-ts, for example, pie charts, bar charts or areas. Make use of more than 80 context dependent templates to create new reports in CAS genesis- World. These templates include: opportunities, expected turnover, analyses of campaigns, tasks and resources. Using the preview func-tion you can check and, if necessary, correct your reports. The report schedule provides cle-ver support by carrying out analyses at preset intervals, and then informing predetermined employees of the results using the notification and action service.

Using business intelligence functions with report

The Report module has established itself as a tool for busi-ness intelligence. Flexible filter and grouping functions ena-ble multidimensional and extremely complex analyses. The drill down function provides you with a way of reporting from top to bottom, down to the field level. Linked data records such as expenses or time records can be analyzed according to your requirements.

Displaying individual number fields, the number of linked data records and the total number of linkages are represen-ted by sum, minimum, maximum or average. Charts only include highlighted data records and, if you wish, linked


records. You can use drag-and-drop functionality to interac-tively create your analyses. Calculations based on existing data open up new perspectives, for example, what are the support costs for customer X? What share of a customer‘s total turnover represents a certain project? Which sales re-gion brings in the most turnover?

Ad-hoc analyses can be carried out using both your own, and pre-installed report templates. You can present the re-sults in the usual formats such as: RTF, Microsoft Excel®

and PDF. The Export function allows you to export the data into other systems such as, Microsoft Access® or business intelligence tools where you can continue to work on the data. You can use the Crystal Reports‘ designer to enhance, customize and display analyses.

Detailed analyses of opportunities.

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Flexibility

Flexibility for users and administrators

Every company has its own particular work processes, procedures and goals. The same applies to each of your employees. With CAS genesisWorld, no one has to adapt to new, prescribed procedures, instead CAS genesisWorld adapts itself flexibly to your company and employees.

Central defaults

CAS genesisWorld is managed from the Management Conso-le. It is here that the administrator determines the settings for user rights, and for the user interfaces in CAS genesis-World. Administrators also decide: who gets to see what, whether they can edit what they see, the appearance of the individual data record windows, which fields are displayed, who can import and export and who is allowed to edit or replicate contact data. In addition, administrators also steer processes, and firmly anchor company data protection po-licies.

Each of your employees can customize their own navigator according to their individual requi-rements. As a result, time consuming searches belong to the past.

Administrators have special tools with which they can create new fields in existing windows, and also create completely new data record types with infrastructure.

With just a click administrators can change settings for multiple users simultaneously, as well as add new subscribers to rules, and much more. These users will then be informed by e-mail when specific addresses are changed. In this way, administrators can change settings and defaults for groups of users and whole teams very quickly. Each user will always work with the same set-tings regardless of where they logon.

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Quickly integrate your new employees

When a user account is duplicated, CAS genesisWorld au-tomatically transfers the user settings. So setting up user accounts for new employees with the correct rights and settings is a matter of just a few mouse clicks.

Installations with automatic software distribution

CAS genesisWorld makes use of so-called MSI packages. These packages are included at roll out and enable the automatic installation of CAS genesisWorld updates, add-ins and modules via a software distribution application.

Designing your own interface: the Form & Database Designer

With the optional Form & Database Designer module, you can match the graphic user interfaces (GUIs) of the different data record types to your corporate design. You can use the Form & Database Designer to create fields with or without input assistance, or default field values. Formula fields cal-culate important parameters, Boolean values or text, and background colors change depending on the calculations. Administrators can decide whether or not users can see company dossiers, contact partners or the overall view in company and contact person data records. Depending on how they are defined, they can display linked data records, or Internet data. And in certain fields, administrators can arrange for a hint text to be displayed.

Moreover, administrators map your company data struc-ture using the Form & Database Designer. They can create customized data record types, for example, "Room admi-nistration" with fields for room number (number), Number of seats (number), Equipment (text), and so on. Using the Form & Database Designer, administrators can find solu-tions for managing processes that had, until now, been thought of as requiring extra programming. This saves you time and money when configuring your own CRM require-ments.

LDAP permits access to CAS genesisWorld addresses

The LDAP server or the Lightweight Directory Access Pro-tocol allows access to CAS genesisWorld addresses. Pro-grams which support this service such as Microsoft Out-look® and Thunderbird can search for addresses in CAS genesisWorld, and the addresses can be used and entered as e-mail recipients. The CAS genesisWorld rights system is taken into account; this means that users only get to view those addresses for which they have permissions. This is how CAS genesisWorld integrates external e-mail clients into your company CRM solution.

Increasing performance with Loadbalancing

Using loadbalancing administrators have the possibility of distributing client logons automatically among different application servers. In this way, individual application ser-vers can be used to a greater extent for certain tasks, for example, replication. Loadbalancing is activated in the Ser-ver Manager and is controlled by monitoring three criteria: processor load, memory load and number of client logons.

Joining applications using Data connect

The Data connect module enhances ERP connect functionali-ty. This module provides you with a means of combining and synchronizing all of the data from third party applications with CAS genesisWorld.

Flexibility

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Various CAS genesisWorld modules can be adapted for individual workstations, or for teams in almost any combination.

An overview of all the CAS genesisWorld modules

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teamWorksfor company-wide cooperation

Exchange connect, ERP connect and Data connect

for comprehensive integrations

Marketing profor complete campaign management

Loadbalancingfor high performance

Surveyfor surveys both online and offline

Helpdeskfor professional service management

Timeclient onlinefor recording time and expenses

MobilityData replication, Web access, Mobile access, Mobile sync, Smart access

Mobile AppsMobile CRM for iPad, Mobile CRM for iPhone,Mobile CRM for Android

Sales profor successful sales processes

Reportfor structured reports and ad-hoc analyses

LDAP Serverfor overall address management

Form & Database Designerfor user interface design

Data connectconnecting applications

Mobile CRM for BlackBerrymobile data on BlackBerry smartphones

Timezonefor international business relationships

Functions for global business relationshipsUnicode and country formatsCAS genesisWorld is ideal for global business relation-ships. Using Unicode, all characters regardless of lan-guage, are displayed correctly in all of the various data record types. In addition, addresses are automatically displayed in the specific country code format.

The multilingual capabilities extend to the input assis-tant options and the navigator.

CAS genesisWorld is available in the following language versions:

• Czech• Dutch• English• French• German

Timezone for global business relationships

In order to use CAS products internationally, it was important to ensure that users could work across different time zones. Any time dependent functions have to display the time correctly, for example, appointments, tasks, holidays and phone calls. These are displayed in the daily and weekly views of the time zone being used.

• Hungarian• Italian• Romanian• Spanish• Turkish

Internationaler Einsatz

10Projectfor methodical project management

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Solutions world

Industry solutions and integrations

CAS genesisWorld builds bridges

CAS genesisWorld integrates Microsoft Office® data from Microsoft Outlook®, as well as from numerous ERP systems and other applications as standard. CAS genesisWorld forms the central work environment that brings together all the information a user needs in one user interface. A number of practical integrations and additional solutions simplify work in SMEs. We are constantly developing new extensions and solutions for your individual requirements. As a consequence, we have developed a number of solu-tions for various industries. You can find a detailed summa-ry and description of more than 50 certified solutions and integrations in the product area of http://www.cas-crm.com/

An overview of the extensive range of solutions based on CAS genesisWorld.

The logos are registered trademarks of the respective manufacturers.

A number of industry solutions are available which are based on CAS genesisWorld:

• Associations• Banking• Car trade• Engineering• Industry• Insurance

• IT Services• Management consulting• Research• Schools• Tourism• Universities

ERP/Commercial solutions

Address management

Archiving/Document management

Evaluations/Analyses

Mobile CRM/Mobile solutionsE-mail/Fax/Messaging

Office

Project management

Service/Support

Telephony/Voice over IP

For more information on our industry solutions go to our Web pages.

CAS genesisWorld at a glance

Function Brief description


Dashboard Dashboards display a range of important information taken from your main data stock; they can also contain interactive elements that are determined by your administrator. Dashboards include linked data, and clear easy-to-read displays containing charts or RAG ratings (traffic light indicators) and much, much more.

Managing addresses Central address management includes customizable additional fields, input assistance, distribution lists, and contact management with the capacity to add photographs. As well as, search and filter criteria, public, user sensitive and private addresses, easy data export to Microsoft Excel®, import and export in vCard format, and country codes plus area map.

Customer dossier The customer dossier is organized chronologically and contains all the data plus correspondence that relates to a given customer, data such as: activities, documents, correspondence, projects, opportunities and ERP data.

Data protection Well-designed data security measures using a rights system to protect against errors when importing and exporting data (also as vCards), defaults for copy and paste and also for drag and drop operations, form letters and list prints as well as reports.

Categories A range of individual categories such as A, B, and C customers, suppliers, cooperations for addresses and numerous other data record types is available.

Address wizard Intelligent support when entering addresses. Automatic analysis of unstructured data which is adopted as company address, contact person or individual contact.

Consistency checks of addresses Our automatic address checker, checks if the values you have entered into an address go together, for example, does the postal code match the location? Does the first name fit the salutation? Does the bank sort code match the bank?

Social Media Integration We have integrated social media network access into our products, now you can access Facebook, Xing, Twitter and blogs as an extra source of information using your own logon data when you are online.

Duplicate checking Address verification is now available for when you create or change an address. For large scale duplicate checking, for example, with mass address imports including synchronization and duplicate elimination you can use the OMIKRON Address Center – available separately.

Appointment and process management Daily/weekly/monthly views, team/colleague/resource calendars, executive calendar with special rights, easy re-scheduling of appointments using drag and drop, import and export in iCal format, overlap check for appointments with interactive capability, resource management, appointments for confidential meetings, recurring and group appointments, all-day appointments, inviting external participants, reminder function, notifications of new appointments and so on.

Appointment wizard Searching for free time slots among multiple employees and resources for a specific time period is easy.

Exchange connect Shared use and synchronization of addresses, appointments and tasks for current data stock in both systems and Microsoft Outlook® using the separate Exchange connect extension module.

Tasks/follow-ups Displaying tasks in lists, freely definable task lists organized according to task type, reminder function, task delegation with follow up, automatic notifications when you receive a delegated task, display of progress bar as well as progress duration, pri-oritizing according to A, B and C, team and recurring tasks. Workload with nominal estimated and real values.

E-mail E-mail clients such as Microsoft Outlook® and Thunderbird can be integrated into CAS genesisWorld easily. Additional plug-ins enable the further processing and archiving of e-mails in CAS genesisWorld.

included in the Premium Edition Optional module

Subject to changes, errors and omissions excepted.

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E-mail integration in CAS genesisWorld

Using CAS genesisWorld as a standard client for e-mails (POP3/SMTP/IMAP4), direct archiving of e-mails with comfortable templates, automatic linking to addresses and projects, sending personalized e-mails with progress indicator, sending with time delay. Global signature, predefined letter salutations, spell checker, out of office wizard with reminder function, e-mail signatures, UTF-8 and MAPI support. SSL and TLS encryption for SMTP.

Unicode The Unicode feature ensures that characters from all languages are displayed correctly in all fields.

Smart working Reminders, notifications, confidential data, lists, linked views, import and export, drag and drop, user protocols, wizards for multilevel processes such as extending your navigator and much, much more.

teamWorks teamWorks is the intranet and company portal module. It accesses the CAS genesis-World data stock. You can configure it to display any of the following: your persona-lized start page, employee lists, appointments, tasks, notifications and action service, check lists, workflows and holiday planning. Simple administration without the need for any prior programming knowledge.

Links Links between data records can now be assigned using defined values. You can define and display the following: why data records are linked, how they are linked (their roles e.g. parent/child) and what the type of cardinal relationship is, for example, (m:n, 1:n, 1:1). The links are all logged and can all be subsequently tracked.

Primary links Primary links are hierarchical links that are particularly useful for project management. All data relating to a project is allocated to an address.

Group structure Companies can be linked with one another using the parent-child relations model (1:n). Group structures can be depicted graphically and edited.

Treeview A quick overview of links and hierarchies for all data record types.

Type and status Two-stage input assistance for "Type" and "Status" with mandatory fields and dynamic tab display for all data record types.

Automatic number generation Automatic number generation according to company specific number ranges, for example, every new document or address that you create is automatically awarded a new number.

Hierarchical input assistance The input assistance function provides you with a range of possible values from which you can select one. Using hierarchical input assistance, and depending on your preference, additional lists appear containing more ever more detailed terms. For ex-ample, in the case of a food wholesaler you could select groceries from the first input assistance list, and the subsequent list could contain more detailed terms like frozen foods > fish.

Tab To navigate more quickly between views, you can open navigator views in a separate tab without having to close any existing views.


Search and filter Sophisticated filter searches in all data record types. When searching, you can set your filter to include or exclude data record fields.

Searching for links This function includes links in your search criteria which increases the precision for your target group search.

Full text search Searches documents and the complete document archive when you are using the Microsoft Indexserver.

Phonetic searching This function searches addresses for related spellings, for example, Marcs and Marks or Johnson and Jonson.

Campaign management Supports target groups and action selection for (form letter, form e-mail or tele-phone actions) and also the execution of such actions. Comfortable search and filter criteria, distribution list, campaign assistant, HTML e-mail merges, and templates.

Managing marketing documents You can manage all of your marketing documents centrally with the help of search and analysis functions.



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Event management Event planning including room management, organizing invitations and analysis.

E-mail campaigns You can use the professional permission marketing solution from Inxmail (which is available separately) to manage, archive and analyze your e-mail campaigns and newsletters.

Marketing pro Optional module for managing and carrying out multiphase marketing campaigns. It uses a graphical representation of the various phases which includes mailings, distribution lists and response quotas. Provides you with an overview of your completed mailings, including a preview. Permitted and preferred channel of contact conforming to legal requirements. Comprehensive, targeted analyses.

Survey Optional Survey module. Design your own questionnaires and save them as templates. Online questionnaires, record, link and analyze responses. Transfers address informa-tion from the survey directly into an address. Sections organized thematically, suitable follow up questions and self-explanatory texts for users. Questionnaires, market surveys or complex customer/partner questionnaires including integration to askallo, our survey service provider.

Functions for sales

Documents and correspondence Integrating letters, faxes, e-mails as well as all other documents, Microsoft Word® tem-plates, form letters/e-mails, archiving in customer/project files, classification of docu-ments e. g. according to quotes, log files, reports. Document mass archiving, versioning, favorites, simple exchange with external equipment, label printing and much, much more.

Creating quotes Using the Sales pro module and items listed in an opportunity you can create a quote directly in Microsoft Word® that takes any discounts into account.

Leads Data record type for processing new contacts quickly. After being qualified, these data record types can be transferred into an opportunity.

Telephony Telephony including caller recognition, call direct from the customer list, or dossier, auto-matic caller log for calls with subsequent address linking, automatic time recording of the call duration, call and call back lists, telephone appointments in the calendar and so on.

Caller recognition Phone numbers that have not been registered in CAS genesisWorld can be cross- referenced with an external address service provider. Once you have found the right address, you can then store it as a data record in CAS genesisWorld and link it with a caller log. In the case of transferred phone calls, the original caller is displayed and linked with the caller log.

Caller log Opens automatically with phone calls, is completed by the user, and automatically linked with the corresponding address.

Appointment notifications Callers are automatically notified if the colleague they are calling has an appointment in their calendar that is about to start. A discreet pop-up window displays the end of the appointment.

Opportunities All the phases of an opportunity are processed, from lead acquisition to quotes and closing the deal and finally after sales, search and filter functionality for all fields, item management, competitors and contacts and much, much more.

Notification and action service System wide definitions and freely definable rules allow automatic, individual and perso-nalized notifications or follow-ups. Either the whole or parts of your data stock can be monitored for changes: this monitoring also takes the types of links into account.

Integrating ERP data/ Enterprise Resource Planning

You can access both CRM and ERP information in the customer dossier without having to change application. Direct access to your invoices and delivery notes is possible with the optional ERP Connect module.

Twin list Any two data record types can be displayed and linked with each other, for examp-le, addresses and opportunities. All of the related information can be combined and filtered interactively. This enables quick calculations for parameters such as how much turnover could be attributed to contacts made at a trade fair. Additional calculations are possible through the subsequent reports.

Sales pro Using the Sales pro module, you can map your whole sales structure, sales methods and criteria and product catalogs hierarchically. Phases, milestones and activities inclu-ding deadlines add structure. Detailed reporting.



Project management and the project dossier

All data related to a project is displayed clearly, e.g. appointments, tasks, documents, caller logs. Overall status of projects using red, amber or green indicators (RAG).

Planning project structure Tree view with interactive Gantt chart for project structure plans that includes flexible job hierarchy with milestones and predecessor/successor relationships.

Resource planning Managing employees and work time, capabilities management plus an overview of workload and available resources.

Time and expenses recording Time recording for customers, projects and processes. Recording of expenses using integrated functions for receipts, daily expenses and travel costs.

Quote and order management Lists of offered items can be created from the product catalog. You can create quotes or ERP receipts with a click of your mouse.

Project controlling Analyzing all time recordings, expenses and external services, synchronizing with the budget plan.

Helpdesk The Helpdesk module helps your support employees. Ticket pool, process automation through ticket actions, ticket and FAQ portal, intelligent time recording, recording service costs and much, much more.

Service enquiries Creating and tracking service requests from beginning to end (problem fixed). Including termination, persons responsible, priorities, delegation and so on.

Service agreements An overview of products used, maintenance rates and contract runtimes. Billing through the ERP system.

Service portal Enter service requests including an overview of existing open requests and access to the FAQ database via the Internet.

Microsoft Project Integration Work on projects in Microsoft Project and Open Workbench.


/ Replication Data synchronization between different domains using the locations and laptops of all your field staff.

/ Web access Online access using a browser. Easy and convenient – work at any PC with an Internet connection. All the key CRM functions are available. Ideal for home office. Includes all of the most important ERP data.

/ Mobile sync Addresses, tasks and appointment offline on smartphones, caller recognition. Data synchronization for all market relevant platforms: iOS, Android, Windows Mobile / Windows Phone or Symbian.

/ Mobile access Online access for mobile devices such as PDAs/Handhelds etc. Data and functions are available live.

/ Mobile CRM for iPhone The Mobile CRM app for the iPhone includes dashboard, addresses, customer dos-sier, appointments, team and resource calendar and addresses marked on a location map. Easy and convenient search functions with direct access to CAS genesisWorld.

/ Mobile CRM for Android App for Android smartphones including a dashboard, addresses, customer dossier, appointments, team and resource calendar, shows addresses on a location map and in documents. Easy and intuitive search functions with direct access to CAS genesisWorld.

Mobile CRM for BlackBerry The BlackBerry app allows online access to addresses, customer dossier, appoint-ments, tasks, projects, the complete project dossier, opportunities and missed phone calls, as well as e-mail archiving with links. Offline capabilities through the bidirectional synchronization of addresses, appointments and tasks.

/ Mobile CRM for iPad iPad app includes dashboard, addresses, customer dossier and appointments, weekly, team and resource calendar, and is able to display Office, PDF or JPEG documents. Intuitive search functions and direct online access to CAS genesisWorld.



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/ Smart access The smart client for tablet PCs and browsers, easy to operate using either your mouse or touch control. Online access to addresses, appointments and complete customer dossiers. It can also display Office, PDF or JPEG documents.


Reports and analyses Automatic report updating whether in table, diagram or graphic format. Numerous context dependent report templates. Time-triggered sending, for example, automatic weekly report scheduled to always be sent on a Friday.

Report Additional professional functions for reports, multi-dimensional analyses including calculations and drill down. Interactive diagrams and report templates. Easy export into different data formats and interfaces with Microsoft® and Crystal Reports.

Flexibility and Administration

Navigator Contains folders and views in a tree view structure. Each employee can create their own personalized navigator. In addition, company-wide navigators can also be created for specific functions or departments. Navigators can be both exported and imported.

Administration Intuitive administration with flexible customization options. Creating and editing data record types which include, for example, their own fields is easy. Transparent manage-ment of users and modules.

Rights system A well designed rights system with both user and group management: using detailed rights allocation down to the field level and data records that are simple and easy to manage. Multiphase administrator rights and hierarchical groups.

Central defaults Administrators can determine the central defaults for dashboards, team calendars and im-port and export rights all at the user level. These central defaults also apply to Web access.

Duplicating When duplicating a user‘s data records, CAS genesisWorld accepts the existing settings for rights, navigators and view formats and so on.

Data record types CAS genesisWorld contains numerous data record types such as appointments, tasks, addresses, projects, processes, documents, holidays, e-mails, phone calls and opportunities.

Loadbalancing Optimizes server work loads.

Customizing Users and administrators have a variety of settings at their disposal including the ability to customize various elements according to their needs, for example: the navigator, the dashboard including creating data record types, fields with input assistance, manda-tory fields and changes to masks, automatic software updates and so on.

Form & Database Designer This is an optional module that is used for: creating individual data record types, editing and changing the user interfaces of various data record types, and creating new fields with selection guides and field assignments as well as mandatory fields.

Multitenancy Is the ability to access different databases using one application server.

Data connect Is a module that enables you to link and synchronize data from third-party applications with CAS genesisWorld.

LDAP Using the Lightweight Directory Access Protocol (LDPA) you can access addresses in CAS genesisWorld with another application such as Microsoft Outlook. The CAS genesis-World rights system still applies here.

Automatic software distribution You can use the automatic MSI packages to install CAS genesisWorld modules, add-ins and so on.

International use

International address formats Country specific address formats are available in CAS genesisWorld.

Unicode Data records can be displayed correctly in any character set, and then used in searches or form letters and so on.

Time zone ability Successful collaboration despite differing time zones. This feature ensures that time zone sensitive activities are displayed correctly.



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www.cas-crm.com

CAS CRMA SmartCompany of CAS Software AG

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Cas GenesisWorld Crm Functions Brochure

Documents

Transcript of Cas GenesisWorld Crm Functions Brochure