CRM Info Center

Companies that rely on a CRM system inspire customers, partners and employees and therefore create unique customer experiences. Let us convince you of the benefits of a CRM system in our free CAS CRM Talks, webinars and tutorials. Directly interact with our speakers during the LIVE webinars and ask them any question you may have during the session.

CAS CRM Talks

CustomerSpotlight: CRM manages the global sales at Dunavox Kft.

Do you know how to track all sales activities of a global business and how to build a simplified and accurate reporting system?

Watch now the CustomerSpotlight video CRM manages the global sales at Dunavox with Dezső Baranya, International Sales Director at Dunavox Kft. and György Biczó, CRM Dept. Manager at Pentatrade Kft. and get more insights into their experiences of a successful CRM implementation and the benefits of CRM for a global sales team.

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CustomerSpotlight: CRM turns into the central information hub and PIM

Look outside the box: CRM is much more than a customer relationship manager – it is an all-in-one solution for transparent information, efficient processes, best customer care and door opener for new business opportunities.

Watch now the CustomerSpotlight: CRM turns into the central information hub and PIM with Giel Overduin, Product Manager Travel & Maps at 62damrak and Corné van Eekelen, Commercial Director at Comaxs Software Solutions, and get more insights into their experiences of a successful CRM implementation and the benefits for more business growth.

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ExcellenceTalk CRM + Leadinfo

ExcellenceTalk CRM + Leadinfo

You might have lost sales today and didn't even know it: 98% of your website visitors leave your website without leaving any trace.

Get more insights now by watching the ExcellenceTalk CRM + Leadinfo with Millicent Pelamonia, Customer Success Manager, Leadinfo B.V. and Jeroen van Scherpenzeel, Managing Consultant, Two Visions B.V. as well as Mircea Prelipceanu, Head of International Sales, CAS CRM.

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CustomerSpotlight CRM @ Autonom

What are the benefits of CRM for car rental companies and how can you successfully implement the software and the use of it?

Mihai Nicolescu, Sales Coordinator at AUTONOM Services S.A., and Adrian Stanciu, CRM Consultant at Soft Net Consulting SRL, share insights on how they successfully implemented CRM together.

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ExcellenceTalk: Seemless integration of CRM + ERP for a smooth business process

Do you know that only a seemless integration of CRM and ERP opens up great opportunities for companies?

Watch the ExcellenceTalk video CRM + ERP with Frederic Parmentier, CRM Division Manager at Infomat n.v., Arjen Baltje, Sales Manager at KCS Wholesale, and Mircea Prelipceanu, Head of International Sales at CAS CRM, to learn how CRM and ERP work together smoothly and how your company can benefit from the full power of both systems.

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CustomerSpotlight: CRM in action at AMAZONEN-WERKE

What are the benefits of CRM for manufacturing companies and how can you successfully implement, deploy and evolve the software and the use of it?

Watch the CustomerSpotlight video with Stefan Hagmann, Digital Sales Development at AMAZONEN-WERKE H. Dreyer GmbH & Co. KG to learn how CAS CRM helps the company gain a competitive edge and how the CRM project was successfully implemented.

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CustomerSpotlight: CRM at PRF

Do you know that an innovative business structure and a mindset that strongly focuses on the customer are decisive factors for successful companies?

Watch the CustomerSpotlight video with Moiséz Ferreira, Business Development Manager at PRF Gas Solutions, and Olívio Pereira, Commercial Director at Tecnologias Imaginadas, to learn how CAS CRM helps the company gain a competitive edge and how the CRM project was successfully implemented.

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Webinars

Experience CAS CRM in practice

Join this webinar to find out how CAS genesisWorld will help you to engage prospects, delight customers, measure results and grow your business. You will get a first impression of best practice scenarios in which CAS genesisWorld CRM is preferably used and how easily CRM supports you to:

  • Increase sales efficiency
  • Implement highly targeted marketing campaigns
  • Deliver exceptional customer service

 Friday, June 7, 2024                       9:00 - 9:45 am

 Thursday, August 15, 2024           10:00 - 10:45 am

 Thursday, October 17, 2024         3:00 - 3:45 pm

Register

Maximizing Sales productivity with Mobile CRM

In order to maximize sales effectiveness it is essential to have immediate access to all relevant customer data, regardless of whether you’re in the office, in the field or in the homeoffice. A sales team with a mobile CRM not only provides flexibility and autonomy, but it’s also a proven way to increase sales, boost productivity and generate more revenue from existing clients. Find out more in our webinar how CAS genesisWorld can optimally support your sales team in its daily work and achieving its goals.

 Thursday, July 25, 2024                9:00 - 9:45 am

 Thursday, Sept. 12, 2024             3:00 - 3:45 pm

 Tuesday, December 12, 2024      3:00 - 3:45 pm

Register

 

Tutorials

Access your CRM data offline

In a connected world, it is important that you can access your data anywhere and at any time. In this tutorial, we will show you how to make your CRM data visible offline in CAS genesisWorld.

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Mobile signing from anywhere

Obtain the electronic signature of your customers and business partners directly on site via your tablet or smartphone and have your offers, minutes or proof of activities digitally signed.

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CRM & CPQ: Integration of CAS genesisWorld and CAS Configurator Merlin

In this tutorial, we will show you how to benefit from the seamless integration of CRM and CPQ for the automatic transfer of customer data as configuration parameters.

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Win Loss Analysis in Sales

Win loss analysis in sales

In this tutorial, we will show you how you can easily integrate a win loss analysis into your sales process with CAS genesisWorld in order to systematically identify potential for improvement.

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Intuitive handling of CAS genesisWorld with CAS SmartDesign®

The SmartDesign® technology of CAS genesisWorld ensures intuitive usability on all devices – whether desktop, tablet or smartphone.

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CRM Outlook-Integration

In this tutorial, you will learn how to connect Microsoft Outlook to our CRM system CAS genesisWorld and how to link your communication conveniently and easily between CRM and mail client.

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Targeted Marketing

With CAS genesisWorld as your CRM solution, you can plan and manage target audience-specific marketing activities. In this tutorial, we will show you how to design targeted customer communication.

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x15 – Highlights of the new Version

Be inspired by the new functions: From innovative SmartTags to thinking assistants, the new version x15 of CAS genesisWorld supports you in a time-saving, efficient and transparent way along the entire customer journey - even on the road, of course.

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x14 – Highlights of the CAS genesisWorld Administration

CRM + AIA® – limitlessly adaptable and as individual as your business needs: CAS genesisWorld adapts to your individual needs & company structures. You always have the choice and decide for yourself which information you want to see in your dashboards and how the processes are supposed to run.

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x14 – Highlights for CAS genesisWorld users

CRM + AIA® – the foundation for your smart company: Whether desktop client, web client or mobile app CAS genesisWorld offers the best support for an efficient and successful daily business as well as optimal team work from anywhere.

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CAS App Designer: Create individualized dashboards easily

In this tutorial you will learn how to create role-based dashboards and work efficiently with business metrics & charts.

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CAS App Designer: Adjust the CAS CRM sales process easily to your needs

In this tutorial you will learn more about system-supported user guidance, flexible and individual sales processes and efficient organisation.

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CAS App Designer: Adjust your address management in CAS CRM

Learn to put your customer at the centre of your actions. Achieve optimal contact management with a 360° view in your customer dossier.

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CAS App Designer: Flexibly design individual forms and dashboards

Keep an eye on the most important key figures and daily tasks and easily integrate them into your workflow. With the App Designer, you can structure and customise your dashboard according to your requirements using drag-and-drop.

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White paper

You want to get even more out of your CRM? We have prepared suitable white papers for you so that you can dive even deeper into our CRM world.

Check out all white papers