CRM Tutorials

CRM inspires and ensures unique customer experiences. In our free CRM tutorials, we show you how to work efficiently with our CRM systems.

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 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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Want to watch more free tutorials?

Here you can find our exclusive CRM tutorials for a deeper insight into CAS genesisWorld.

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 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: 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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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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You want to get even more out of your CRM?

We have prepared suitable CRM white papers for you so that you can dive even deeper into our CRM world.

Check out all white paper