Sales features

Opportunities are the cornerstone of sales, they bring efficiency and planning security. As a central sales element, they provide you with a way of tracking leads from the first enquiry to the closing of a sale.

• Opportunities map the whole sales process: you can track every action with respect to a prospect - from making a note of a prospect (lead) through to the offer phase, closing the deal and after sales.
• Our software provides intelligent functions that support sales activities. For example, the "Next activity" function always shows the next required action, be it a phone call, an appointment or returning a call.
• To make life even easier, you can search opportunities using filters.
• Make exact turnover forecasts by analyzing all of your data. The results can be presented in report form or copied into Microsoft Excel.
• From an opportunity you can send e-mails, write letters or call a customer.
• Another nice feature is the ability to carry out a SWOT analysis within the opportunity so that you can locate your most profitable customers.

• Manage your documents, for example, letters, e-mails or contracts all in one central CRM database.
• Use default templates to save valuable time in your day-to-day correspondence. Any document you send out is always conform to corporate style.
• With personalized form letters or e-mails, you can add that personal touch to your communications with targeted customers.
• Integrating Microsoft Office products allows you to compose or edit documents directly in Microsoft Office.
• By using drag-and-drop, you can move documents from Microsoft packages to CAS genesisWorld where they are created as CAS genesisWorld data records; they can then also be linked with each other or to other data records in CAS genesisWorld.
• Using categories such as offer or log, you can classify documents, some documents can even be organized quickly into lists.
• Documents can be archived in the customer dossier.
• If you use version management, then earlier versions of a document remain intact.
• And thanks to the full text search employees can find every document.

• Make phone calls using the telephony integration.
• When someone calls, either the caller log opens or the respective customer address.
• Phone numbers that have not been registered in CAS genesisWorld can be cross-referenced with an external address service provider. Addresses from the address look up service can be saved as data records in CAS genesisWorld or be linked to the caller log.
• Call duration is recorded automatically.
• Never miss a call, or an opportunity, again with the call and callback lists.

• Manage your leads using a framework of clearly defined sales processes: from the first contact report, through to the qualified lead phase, the sale itself and finally to after sales support.
• Sales pro provides you with a seamless sales workflow with method. Create your own sales structures by creating a criteria catalog, marking clear sales regions, actively considering your competitors and maintaining your product catalog.
• Create reliable forecasts using automatic probability calculations.
• Comprehensive analyses are possible with the special opportunity view.
• Being able to create sales reports at the touch of button saves your sales staff time.
• Keep an eye on the competition. Knowing your competition's strengths and weaknesses in sales is essential, so with the possibility of recording such information you will be able to react accordingly.
• Manage relevant contact persons in your CRM software. Knowing the decision makers, and their attitudes and influences, makes it easier to win an order.
• Integrated document management features means that you have immediate access to all offers, contracts and invoices.
• The multicurrency concept supports international sales.
• Sales pro supports different sales structures such as indirect sales.

Many employees need to access customer data while on the move. They want to access information from home, from their mobile devices or via Internet. With the Mobility module, you have a wide range of functions available to you. The Mobility functions are included in the Premium Edition.

• Replication helps you to synchronize information between different locations, or between laptops and head office.
• With Web access, you can access your data via an Internet browser.
• With Mobile access, you can directly access information using mobile devices like PDAs and smartphones (we offer a separate module for BlackBerry devices).
• Thanks to Mobile sync, you can access all important CRM data on almost all devices offline. When synchronizing bidirectionally, changes can be made anytime and anywhere.
• The Mobility module is further enhanced with Smart access, the smart client solution for tablet PCs.

• Mobile CRM for iPad:
  Accessing your CRM data from anywhere, without compromises and with an easy-to-use iPad touch screen. The dashboard shows you a well-structured display of all current appointments, linked addresses and the customer dossier. You will find your linked documents in the customer dossier.
• Mobile CRM for iPhone and Android:
  Current CRM data can now be viewed and maintained in your iPhone or Android device. Your customers will appreciate the professional support from where ever your are. After having downloaded the app, you can immediately start trying it.
• When combining this solution with Mobile sync, you can also access your data offline on your smartphone.