New functions in CAS genesisWorld x3

Mobile CRM for iPad offers new possibilities for using CAS genesisWorld. The bigger screen size, when compared to the iPhone, opens up a whole new area of application and use scenarios.

• Dashboard displays actual appointments and linked addresses and also the associated conctact history.
• Office documents or pdf files from the customer dossier can be viewed on the iPad while on the go.
• Contact customers or colleagues immediately by e-mail.
• View the appointments in the week calendar view or alternatively in the list view.

With Mobile sync you have access to all the important CRM data and appointments, on the move and offline, an on all types of current mobile devices.

• Platforms: iOS, Android, Windows Mobile/Windows Phone, Symbian
• Receive and edit data changes while on the move with the bidirectional synchronisazation of addresses, tasks and appointments.
• Incoming calls are recognized and displayed on the mobile device.

Mobile CRM for iPhone

• Add or remove colleagues from an appointment online with the new improved participant handling.
• In the shared calendar you can view colleagues’ appointments as well
  as resources and groups.
• Touch operations allow even more ease of use, like for example, the wiping action in the dashboard that allows you to turn pages, or to get
  rid of unwanted content.

Mobile CRM for Android*

• Mobile CRM for Android clearly shows all of your appointments for the current day, as well as any linked addresses.
• New addresses are captured quickly and various lists help you to structure the addresses and to highlight the important customers and colleagues.
• You can quickly check colleagues‘ calendars or the availability of
  meeting rooms.
• New appointments can be created quickly.

• You can access project while on the go.
• View your missed calls.
• Display any addresses in a map of your choise (either Google or BlackBerry maps).
• You can periodically export addresses, tasks and appointments, even with an optional notes field if you wish.
• The copy and paste function is available for notes fields.

Customer feedback is value-added knowledge that can be used to optimize your products and services. With Survey online you can instantly create online surveys and send them via a link in your e-mail.

• Conduct an online-survey easily an quickly.
• Send your online-surve out to your customer by e-mail. Customers are sent an e-mail containing a link to the online survey.
• You have a range of options available to you, for example, you can design surveys to enquire about service quality and delivery times, or even check the validity of address data.
• As soon as your customers have saved their responses, you will find the results in CAS genesisWorld where they can be further processed and detailed analyses made.

• Convenient service management: Ticket actions are designed to make your work easier by combining one or more work procedures. All of the process steps related to the Helpdesk process are emulated through actions, from the receipt of a new ticket, to internal assignment, to the completion of a job.
• Individual work procedures can be initiated at the touch of a button, for example, updating field values, creating automatic notes for customers, or internal documentation, and/or internal and external e-mail notifications.
• Texts that have to be sent by e-mail or entered into notes can be checked in a preview and, if you wish, changed.

What are the support costs for a customer? Which sales area brings the most turnover? In CAS genesisWorld x3, the Report module initially offers calculations based upon existing data and establishes itself as a business intelligence tool.

• Report module uses pre-calculated and calculated fields to carry out the various calculations.
• The result is displayed as its own field in the report and can also be integrated into further calculations.
• Calculated fields are used to compute or analyze all types of results. These can be numbers, Boolean values or texts.
• Also dependencies and conditions can be included in the analysis, – as in what share of total turnover a customer project represents.
• Also new is the ability to combine join-queries with logical AND or OR parameters. In this way, for example, you can find out which customers bought a certain product, OR, which customers represent a sales opportunity.

E-mail editing

• Monitor IMAP folders: Automatically archive an e-mail with predefined links by simply dragging it from the inbox and dropping it in a monitored folder.
• Users can file important e-mails in the CRM system in a structured manner using different e-mail clients and also mobile devices.

Optimized e-mail correspondence

• Default entries for salutations make communication easier.

Saving important customer contact data

• Your contact person is changing companies, no problem: re-allocate them to their new company entry either directly or if you prefer, duplicate their entry.
• Also any links associated with them can be duplicated.
• You can also automatically deactivate their original entry in your contacts list.

You can get detailed information on our products and services from a CAS partner, or via the contact form. You can contact us directly, or speak to one of our certified partners. We are looking foward to hearing from you.