CAS genesisWorld x15 - for successful fan relationships and forward-thinking companies
Explore the new version of CAS genesisWorld: an exciting array of innovations and new features is now at your disposal to fully maximize your company's potential. You will enjoy expanded flexibility within dashboards, views, and templates thanks to the App Designer, as well as automatic follow-up actions, such as sending a welcome email to your new customers.
With the addition of push notifications and reminders, you will never miss a single appointment again. Additionally, you will have the ability to conduct detailed analyses using customizable business metrics. The implementation of the two-factor authentication feature will ensure advanced protection of sensitive data. All this and much more awaits you in this brand-new version.
SmartTags for custom relationship management
With the new SmartTags, you can easily enrich your customer contacts with additional information. Dynamic tags indicate directly, for example, in which products or newsletters the customer is interested or to which distribution lists the contact has been added. The SmartTags are automatically added to the respective contact and continuously adapt to customer-specific changes.
CRM + AIA® for your sustainable success
CAS genesisWorld x15 is your ultimate resource for creating, expanding, and managing successful relationships, with a crucial role played by the Augmented Intelligence Assistants (AIA). These intelligent assistants accompany you throughout the entire Customer Journey, acting as enriching touchpoints that automatically guide you through each phase of the process. This allows you to quickly and accurately capture all the necessary details to shape optimal consultation and ensure impeccable support services for your customers and potential buyers.
Keep a close eye on the dynamics of your individual relationships: the dedicated guide for customer interactions provides comprehensive insights into specific customer variations using detailed reference data, such as fluctuations in revenue compared to the previous year. This approach allows you to stay constantly updated on the current state of relationships and key events, ensuring transparent tracking of every significant development.
In addition, the customer satisfaction/loyalty quadrant proposed by 2HMforum becomes a fundamental ally in your exceptional relationship management. Through this range of approaches, you have the opportunity to segment target groups based on their loyalty level and service satisfaction. This significantly enhances your company's customer base.
Consistently connected
Connect your business tools for consistent processes without system breaches: with CAS genesisWorld, you can seamlessly integrate extensions and third-party applications into one interface. For example, you can offer efficient and custom-fit configurations during the entire sales process by integrating a CPQ solution such as Merlin CPQ.
- Seamless integration: With the CAS-made OpenSync framework, CAS genesisWorld x15 can be extended with any third-party system and numerous business tools. This way, you can access data from Inxmail, Evalanche, ELO, or any existing ERP and DMS solutions in CAS genesisWorld.
- Merlin CPQ: With the unique combination of CRM/XRM and Merlin CPQ, you can create error-free configurations for variant-rich products and services. Thus, you save time in your entire sales and quote process.
Overview of all the information
All customer interactions are automatically connected and presented in a clear and structured manner within the digital dossier. From now on, associating documents with the address dossier is a straightforward task thanks to the drag-and-drop feature. When opening the dossier, you can further refine data visualization through specific filters for record types, such as contacts, activities, or appointments.
The resulting 360-degree overview, encompassing appointments, documents, emails, opportunities, tickets, and the entire contact history, becomes a crucial support pillar for your team, oriented towards a customer-centric perspective. The aggregated customer information is carefully organized and readily accessible in a centralized manner across all levels of the company.
Easy teamwork
With agile board views, the Microsoft Teams channel, and the team calendar, you always keep an overview of all relevant information. When you define graphical start views, you can see all information at a glance.
Thus, you ensure consistent teamwork, and all involved parties can view all necessary project information already in their start views. The integrated overview, for example, in the form of swimlanes, quickly and intuitively informs about the available tasks and the current project status.
Purposeful contact information
With the new version, you elevate your lead management to a new level: simply scan digital business cards using QR codes, NFC tags, or photos - taken live or from your gallery - to immediately create contacts in your CRM system.
Moreover, you can create your digital business card. In the process, you can always choose which contact information you want to share with others.
Ready to go anyplace and anytime
With CAS genesisWorld x15, you can access important data on the go. You can easily record and edit new data records while in the field so that you are best prepared and ready to go anytime.
Moreover, you will never again miss an appointment: with the new mobile push notification function, you will automatically receive a notification on your smartphone when the next appointment starts.
Personalized e-mails at the push of a button
Create personalized messages that utilize relevant contact field values with the extended e-mail campaign assistant (also available in the web client as of end of 2023). Use the extended filter functions directly in the wizard.
Define your target groups using the new SmartTag search. Tag the targeted recipients when sending the e-mail campaign and use them as the basis for your follow-up actions.
Data security for your digital independence
We do not compromise when it comes to protecting your data. Awarded with the "fair.digital" (digitally fair) quality seal and certified as software "Made and Hosted in Germany", CAS genesisWorld protects your data from unauthorized third-party access.
Complying with the EU-GDPR, the "SecureLogin - CAS & SmartWe" authenticator app is available to you to ensure a secure logon with 2-factor authentication (2FA). The open and modern QAuth2 standard is the basis for this authentication.
As of now, administrators can set up a so-called federation, that is, user logon using the Microsoft Azure Active Directory.
Further highlights of CAS genesisWorld x15 at a glance
- Transparency in real time: With product- and customer-specific real-time analyses, you can improve your processes and products and create the ideal operational planning.
- Customizable apps: Using the App Designer or scripting functions, you can easily customize the interfaces and fields of your CRM solution - no programming skills required.
- Start your day right with the personalized start view: You can define favorite start apps and thus centrally define interfaces and dashboards. Additionally, you can customize the interfaces and dashboards according to company roles and target groups.
- Celebrating milestones with webhooks: In addition to the existing notification services, webhooks help you to simplify interactions system-wide.
- Best-prepared customer visits: Whether online or offline - your service team can always access important customer information and even let customers digitally sign documents while on location.
- Knowledge can be accessed quickly and comfortably: The AI-based Picasso search is now also available in the add-ins and helps you to quickly search and find information anytime.
- Comprehensively informed: With the dashboard, you keep an overview of all values and stay best prepared even when delegating tasks. The transparent data basis ensures you are always well-informed and can provide useful information anytime.
- Proactive management for more growth: With the business metric widgets, you can view important information at a glance so that you can agilely react to market changes.