CAS CRM

A SmartCompany of CAS Software AG

Overview of functions

The leading CRM system

The leading CRM system

The leading CRM solution for small and
medium-sized enterprises
CAS genesisWorld offers you a range of well-designed functions such as: smart modules, smart integrations and smart
extensions. These solutions have been designed to fulfill
your requirements, be they at company, departmental or
even at individual workspace levels. Our numerous customer
projects led to the development of industry solutions, or
in other words, sector-specific CRM software that quickly
contributes to company success. Today, CAS genesisWorld is
the leading CRM solution for small and medium-sized enterprises. All of the functions have been designed to establish
successful and sustainable customer relationships.

Increased customer loyalty and valuable

follow-up business
The powerful functions of CAS genesisWorld support your
customer and information management. The Standard Edition consists of the invaluable components typically found
in successful CRM solutions for small and medium-sized
enterprises. Our Premium Edition and Suite packages offer extra functionality and modules designed to meet your
business requirements.
In the following, the functions of CAS genesisWorld are
bundled together according to themes. All the functions that
are exclusive to the Premium Edition are marked with a
,
those of additional modules are marked with a
.

We survey our customers on a regular basis, and use the

feedback to continually improve our products. This constant development of our CRM software to include the latest technologies provides you with the most efficient and
user-friendly solution possible. This includes taking the legal
requirements and data protection regulations into account,
which are just as important to our customers as process
support.
CAS CRM is a Smart Company of CAS Software AG located
in Karlsruhe, Germany. We are the German market leader
in CRM solutions for small and medium-sized enterprises.
Approximately, 200,000 people work with our solutions on
a daily basis.

Premium Edition
+ Sales pro module
+ Marketing pro module
+ Report module
Standard Edition
+ Premium functions
+ Mobility module
+ Mobile Apps

Suite

Premium
Edition
Standard
Edition

Imagine yourself working with your very own tailor-made CRM solution.
Additional modules and extensions, as well as partner and custom
solutions are available for all our software editions.

Functions for all departments

Functions for all departments

Dashboards for
customizable overviews
CAS genesisWorld starts with the dashboard view. Every employee starts
his or her day with their individual
overview or dashboard which can
contain information such as: tasks,
missed calls, appointments, birthdays, ongoing projects, new contacts,
opportunities, reports, recently edited documents, holidays and much,
much more. You can use dashboards
for many purposes. With the company dashboard you can display filtered
corporate information in a format of
your choice, so that your management
team is always well informed. You can
add or remove dashboard elements at
will, typically these can include: current projects, sales figures and tasks.

The CAS genesisWorld dashboard displays important information

all on one page customized to your employees needs.

Dashboards can also be set up according to functional areas,

for example, customer service, project management, sales,
marketing or support. Important information that your employees need to help them do their job is available at a
glance. It is not just the data records themselves that are displayed either, but also any linked data records. For example,
the project dashboard displays the "Milestone 1" appointment together with any linked tasks and protocols.

The aggregated view in the dashboard evaluates the data

records, for example, as table, chart or RAG rating. The RAG
rating uses colors to communicate the status of a project
quickly. All charts are interactive: clicking on a segment displays the respective data in the list below the chart.

The customer dossier

supports service quality
The customer dossier displays all
contact data at a glance such as:
e-mails, appointments and tasks,
caller logs, documents, opportunities, orders and delivery notes,
correspondence and projects. Using
a clear, structured, chronological
presentation, the customer dossier
contains all the customer information that your employees need. Raise
competence, service quality and
customer satisfaction significantly.

The customer dossier displays all data chronologically.

Functions for all departments

High quality data through

address management
CAS genesisWorld stores all
contact data in one central database. Address management differentiates between: company
addresses, contact persons and
individual contacts. We use Unicode to ensure that international
characters are displayed properly
in all our data records. Individual categorization is available that
differentiates between A, B, and C
customers, prospects, partners or
suppliers: this means selections
can be made quickly when you are
putting a distribution list together.
Using the "Action > Change data record" function, you can edit multiple fields in selected data records
simultaneously.
More functions for high
quality data:

Name, address, company,

telephone and e-mail information is all displayed
in a clear and accessible
format in CAS genesisWorld.

The Address wizard captures addresses directly from

e-mail signatures, Web pages and other documents.
The Consistency check checks whether the address values
you have entered are correct, for example, postal code/city
or town and state/country or sort code/bank, and so on.
Three options for managing your contacts: public (all users
have access), user sensitive (you set access rights and
users through the "Select participants" function) and
private (the address is only visible to the user who made
the settings).
Duplicate check: when entering and editing addresses
the duplicate function helps to prevent data redundancy.
The free OMIKRON address center interface: integrates
the duplicate cleaning functionality of OMIKRON into
CAS genesisWorld extending its functionality.
The Area map function: this function offers an integrated,
interactive route planning feature which displays company,
delivery or private addresses in a map and helps you to
plan your routes.

Facebook, Xing, Twitter or Blogs one click in CAS genesisWorld is enough

to retrieve information from these social networks and then display the
results.

Additional contact information through

the integrated social media connection
You can now include social networks like Facebook,
Xing, Twitter or blogs in your relationship management.
With just one click you can display additional information from the social network of your choice. Real-time
access using your personal logon data is simple, no data is
stored, and so it complies nicely with the data protection
regulations. Your administrator sets up access to this
integration and defines the individual rights.

Functions for all departments

Smart time management using clever

features in appointments, calendars
and processes
All of your employees can reduce the time needed for organizing appointments to a minimum, using our smart and
user-friendly appointment management features in CAS
genesisWorld. For example, the appointment wizard
searches for empty time slots in the calendars of one or
more participants, and takes important variables such as
time, place, duration, resources, and so on, into account.
And best of all, it informs you of any overlaps. Once a common appointment has been scheduled, CAS genesisWorld
informs all the invited or entered participants by e-mail.
More important functions:
Using the drag and drop operation you can easily
reschedule appointments in your calendar.
The "Reminder" function reminds you of important
meetings.
Recurring and group appointments are created quickly
in the calendar.
You can decide what access rights you want to give
each user to an appointment.
Confidential appointments are only visible to the
participants of the appointment.
The team calendar displays the appointments of
multiple users in one calendar view.
Manage your resources: meeting rooms, projectors,
laptops or company cars can all be entered as
designated resources in an appointment, and
checked for double booking.

Exchange connect
The Exchange Connect module synchronizes data such as
tasks, appointments and addresses between CAS genesisWorld and Microsoft Exchange /Microsoft Outlook. This
provides you with a complete customer dossier, even if CAS
genesisWorld is not installed at all workstations and users
also work with Microsoft Outlook.

Tasks and follow-up tasks for efficient

workflows
CAS genesisWorld manages requests, complaints, service
requests, holidays, absence from work and sick leave.
Tasks can be created as follow-up tasks with reminders
and be displayed as lists. You can prioritize, delegate and
categorize them, and display them on a timeline together
with appointments, jobs and holidays. The software adapts
to the daily work routine of the individual employee.

Organizing large meetings is childs play with CAS genesisWorld.

You can add participants, rooms and other resources directly to your
appointments, as well as schedule phone calls and check immediately
for overlaps.

teamWorks the intranet, extranet and

company portal
With the teamWorks module, you set up your company intranet, extranet and company portal in no time at all. With
teamWorks you can coordinate all your companys information management processes by saving and making it available to employees and departments across the company.
Current company news, appointments and scheduled tasks
are just a few examples of the types of information that
you can select to be displayed on your personalized start
page in teamWorks. Employees have the option of using
either the company "Blackboard" or the discussion forum
to exchange ideas, and communicate with one another. Furthermore, you can standardize company processes, such as
holiday administration, using intelligent predefined workflows, checklists and forms.
The employee list is just one of the highlights in teamWorks. It contains essential information on every employee
such as: an overview of their contact details, lists of responsibilities and skills, birthdays and details on important
contacts. But of course, you can also opt to just manage
your appointments and tasks with teamWorks if you wish.
Another clever feature is the integrated document life cycle:
it enables you to use teamWorks to create, publish and
distribute essential documents at the touch of a button. So
you can make documents from your CRM system available
to your employees on the Intranet, and to your business
partners on the Extranet. Your administrator controls
access rights centrally, thus managing both users and
resources efficiently.

Company-wide cooperation is guaranteed:

Powerful groupware functions ensure seamless
cooperation amongst your employees. E-mails,
addresses, tasks/follow-up tasks and calendars are
shared throughout the company.

Functions for marketing

Functions for marketing

Professional search and filter functions
In addition to the specific and global search functions, CAS
genesisWorld also offers phonetic searching which helps you
to find addresses with unusual spelling. So users will also
find, for example, Mr. Marcs from Johnson Inc., even if they
were searching for Mr. Marks from Jonson. The comprehensive search and filter functions help you to compile distribution lists tailored to specific target groups. Using the "Link
search" function
, you can include the links of a data record type in your search. For example, this enables users to
search for: all addresses from the "Customer" category that
have been linked to a sales opportunity in the last two years, or all A-list customers who have not yet been visited this
year. The queries used for every link search can be saved.

Link search enables complex queries: a few quick clicks and you can find
the right data.

Campaign management for

targeted marketing

ated target group. You can create reports from current

Inxmail data for each of your mailings in CAS genesisWorld directly, and save them as PDF documents. A list
of all e-mails is displayed on the customer address tab.
The Inxmail integration itself is free-of-charge, however
licenses for Inxmail will have to be purchased separately.

Marketing pro module managing

multilevel campaigns
The Marketing pro module helps you to plan and
carry out multi-phase marketing campaigns quickly.
The graphical campaign designer provides for clarity and structured processes: addresses can be added to, or removed from distribution lists quickly
using the drag-and-drop operation, or by means of
a button. A special tab displays a list of all the
e-mails that a recipient has already received. The
preview feature displays the contents of your
mailing. When sending, the permitted and preferred contact methods are taken into consideration: addresses are automatically assigned to their
respective mailing channels depending on any data
protection laws or guidelines, for example, e-mail
or postal address.
The Marketing pro module makes it possible
to save the customers response directly in the
address, which enables consistent follow-up. This
is an invaluable aid for refining your follow-up actions. Analyses for measuring success can include
any underlying marketing budgets as well as costs
incurred by the marketing campaigns.

With CAS genesisWorld, it is easy to compile lists of specific target groups based on your central contact data.
And depending on the preferred contact method, contact
them using either: e-mail, letter, fax or telephone. A
number of templates and the campaign wizard are
available to help you with personalized mass mailings.

Inxmail enhances your e-mail-marketing

In collaboration with Inxmail, we have produced a
powerful e-mail-marketing integration in CAS genesisWorld. What makes Inxmail particularly smart is its
ability to record e-mail recipients responses, and then
use this data to refine follow-up campaigns. This process is also known as "Closed Loop Marketing", which
increases the impact of the marketing messages that
the recipients receive, and provides a clearly deline-

Marketing pro is an optional module designed for planning, carrying out and
analyzing multi-phase marketing campaigns.

Functions for marketing

Use the Survey module to find out

what your customers think of your
service
How do customers rate a completed project? Just
how satisfied are users with a solution or innovation? The Survey module helps you to create
questionnaires, capture responses and link them
with appropriate data records. For example, your
employees in support, sales or marketing, use
the questionnaires to capture data from multiple
sources such as training courses, customer complaints and many more. This data is then analyzed in CAS genesisWorld, and given added value
as the raw data becomes valuable information.
Survey is available in both the Windows Client
as well as online. Survey is a useful support tool
in telesales, where it can be used to qualify your
contacts. Customizable questionnaires function
as guidelines for conversations with prospects.
When will a decision be made? How much is With the optional Survey module you can create questionnaires for any kind of
the budget? These are just two brief examples scenario, capture the responses and add commercial value through analyses.
of how Survey users enquire about information.
Newly acquired contact data is transferred directly to the
out if a delivery reached your customer as expected. Disaddress data record, which is then updated automatically.
cover if your new customers are happy with their product,
Predetermined criteria provide a means of assigning proor if your customer service hotline meets their requireducts to potential new customers, and help you to identify
ments. You can create suitable questionnaires quickly and
new potential.
send them to your customers by e-mail. Customers open
the questionnaire by clicking a link included in the e-mail.
The Online client provides you with a useful tool for cheThis all provides a mean of enabling quick feedback. As
cking customer satisfaction and the quality of your service.
soon as you have saved the customer responses, they are
This is an easy way to routinely monitor customer satisfacready for further editing and analyses in CAS genesisWorld.
tion, for example, you can conduct a quick survey to find
This makes it easy to determine just how well your services
are received, and whether any improvements are necessary.

Customer surveys and market

analyses using the Survey
module and askallo

Companies use online surveys in the form of questionnaires to find out

just how satisfied their customers really are with their products and
services. This data can then be used to optimize performance.

Using the askallo integration you can carry out

surveys over the internet without requiring a Web
server yourself. Askallo offer professional help
for all your anonymous surveys and complex customer or partner surveys. The addresses you
want to use are read out of CAS genesisWorld
and transferred to askallo directly. All further
steps in the process, such as sending invitation
e-mails and so on are all carried out in the askallo online portal. If you wish, you can also send
automatic reminders in the form of e-mails to
all parties involved in the survey. The results of
the askallo survey can be analyzed in detail and
used in CAS genesisWorld to enable continued
and optimized customer care.

Functions for sales

Functions for sales

Improve communication with document
management

Planning with opportunities for more

efficiency and reliability

Document management in CAS genesisWorld starts with

standardized templates for letters, faxes and e-mails. These
templates save a lot of time when you are working on your
daily correspondence and also when sending personalized
form letters, faxes and e-mails. The flexible interface with
Microsoft Office products provides you with a means of
creating and editing documents directly in Microsoft Office.
Version management helps you maintain all of your previous
copies. And the drag and drop operation enables the simple
movement of existing files into CAS genesisWorld. All documents are stored centrally in CAS genesisWorld. The full
text search helps users to find any document immediately.
Categories such as "Quote" or "Log" help
users to compile list views for certain documents quickly. Access rights ensure that
all documents are only accessed by those
users who have the rights to do so.

Typically, opportunities depict and map out the whole sales

process. It begins with the capturing leads phase, and continues with the quote phase, followed by the closing phase
and then ends with the after sales phase. Your sales employees can benefit from the "Next activity" feature that
displays important actions, be they phone calls, appointments or callbacks. Depending on your rights, you may be
able to analyze opportunities which can then be transferred
to Microsoft Excel.

Documents can be created through the Microsoft Office integration, for

example, in Microsoft Word and can then be archived in CAS genesisWorld. Other time saving features include: templates, drag and drop and
the global full text search.

Creating documents for mail merges quickly with templates.

Manage calls better with our phone

call integration
Using our phone call integration you can make a call with
just one click. CAS genesisWorld recognizes incoming calls
and then opens the respective customer address or caller log: you can then enter any notes on your phone call
and, once saved, the information will be available to all.
Unknown callers can be cross-referenced with an external
address service provider. Lists of missed calls and conversation transcripts are clearly organized in CAS genesisWorld.

Using the opportunities feature, you can carry out SWOT

analyses to find out who your most profitable customers
and prospects are, and where they are located, as well as
make more precise turnover forecasts. This also helps you
to specifically manage your product items.

Functions for sales

Efficient sales with Sales pro module

The Sales pro module further extends the functionality of
the opportunity data record in CAS genesisWorld. Users
can display the following hierarchically: sales structures
and processes using customized criteria catalogs, sales territories, competitor profiling, product catalogs, and so on.
For structuring the project you can freely define milestones
and activities. Your employees can find and create all the
sales documents in CAS genesisWorld: quotes, contracts
and invoices. Reports are based on all available data, leaving nothing to chance, for example, sales probability calculations take all possible influencing factors into account,
leads can be analyzed and forecasts created.

Creating quick quotes

Using Sales pro
you can compile quotes for the items
listed in an opportunity data record. And whats more,
using Microsoft Word and a suitable template you automatically insert all the relevant data into the template such
as: the linked address of your customer, the individual product items and their description, and the total amount.

Interactive views of opportunities provide a

quick overview.

Managing the sales process is easy with the opportunity data record.
You can include competitor and criteria catalogs when doing so.

Action service with automatic notifications

The notification and action service automates standard
processes. Typical examples include: informing your backoffice employees when your field staff have altered a customer file or sent an e-mail greeting to a prospective customer who has just become a customer. In addition, it can
inform you of upcoming birthdays and then send a fitting
birthday greeting, monitor deadlines, as well as create appointments, call logs and tasks for specific events such as
"Issue bill" or "Changed opportunity". Whats more your
sales employees can subscribe to actions and notifications
that have already been set up. Mandatory notifications and
notification rules are set up centrally.

ERP connect integrates enterprise

resource planning
When using the ERP connect module and an interface to a
relevant ERP system, ERP information is displayed in the
customer dossier next to the CRM. Without changing programs, users can open and view invoices, delivery notes or
quotes in CAS genesisWorld directly. The system automatically synchronizes addresses between the CRM and the
ERP programs. In CAS genesisWorld you can easily create
product catalogs that include both photographs and sales
aids, which makes our solution an essential part of your
sales activities.

Functions for service and project management

Functions for service and project management

Project management with structure and
transparency
CAS genesisWorld maps the whole project management process: from the initial acquisitions, to appointments, resource
planning, reporting and controlling based on different analyses. You can keep a close eye on your available and planned
resources, as well as your workloads, by using the team
planning view, team calendar and the project plan.

Ensuring the success of projects using the

Project module
The optional Project module extends the project management functionality of CAS genesisWorld. You can define
project workflows with milestones and templates. Employee and material resources are allocated roles. When you
create a project you can use process templates to select
and assign the necessary elements and roles to the responsible employee.
Keeping a close eye on progress and monitoring project activities is easy using the
flexible and configurable tree view with integrated Gantt chart and previous and subsequent dependencies. The system consistently displays all the project processes as
well as the workloads, and the availability of
planned resources. In addition, you can integrate planning from Microsoft Project and
Open Workbench.
Resources are planned for at the job level,
and then clearly displayed in a workload
view. Times, external expenses, labor and
travel costs are entered and compared to the
budget.

Using the optional project module you can ensure structured

project planning and focused processing.

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You can record and insert individual customer prices and discounts in the CAS genesisWorld product catalog. These parameters
can also be taken into account for individual
customer quotes, as well as special day and
hourly rates for services. Increase the potential of your system using seamless controlling, time and cost orientated
project processing, opportunity forecasting with turnover
weighting and budget planning according to cost centers.
Integrated escalation management functionality also contributes to your project success. The Project module can
only be used in conjunction with the Premium Edition of
CAS genesisWorld.

Functions for service and project management

Helpdesk for professional service

management
With the Helpdesk module you can log and process support requests quickly and efficiently. Your employees use
the module to close service contracts, create service orders, keep an eye on product use and make agreements.
The system supports you with trouble ticket pools or
transfers, as well as a rule-based notification service for
sending internal or external messages. With the automatic
time recording function, you have full control over your
service costs. You can document your customers individual service requirements by analyzing the number of
trouble tickets per customer; this helps you to manage
your service costs and adapt budgets if necessary.
Reduce your workload using ticket actions. Ticket actions
give you the ability to merge one or more work procedures
into a sensible workflow. And workflows eliminate time
stealing complications such as: the pressure of deadlines,
forgotten or lost entries, unclear processes, or excessive
training time for new employees. All of the stages of the
helpdesk process are depicted as actions, from accepting
a new ticket to internal assignment and, finally, completion and closing of the action. At the touch of a button
you can trigger any number of individual work processes,
for example, updating field values, automatically compiling
notes for customers, or for your internal documentation
team and sending either internal or external e-mail notifications. This all contributes to reducing overall costs and
workloads, and support requests can be processed more
efficiently.

The optional Helpdesk module - provides you with full control of your service
costs and helping you to issue accurate information.

Any trouble tickets that you have already processed flow

directly into an FAQ database. The FAQ documents are
available to all your support employees and are searchable. Selected FAQ documents can be published externally
on an online portal. The Helpdesk portal is an invaluable service tool for your customers: they can use it to
create new support tickets, or check the status of any
tickets they may have open. The Helpdesk module can
only be used in conjunction with the Premium Edition of
CAS genesisWorld.

Calculating your expenses using

Timeclient online
Using the optional Timeclient online module you can easily
record all costs associated with your field staff projects over
the Internet, for example, travel times, daily expenses and
expense vouchers. The electronic drivers logbook records
your mileage and differentiates between private and company mileage. All data is directly assigned to appointments,
events, projects or customers. The Timeclient online module
can only be used in conjunction with the Premium Edition
of CAS genesisWorld.

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Functions for mobile CRM

Functions for mobile CRM

Mobile working is becoming more and more important
and CAS CRM offers a range of solutions for all commercially relevant platforms:

Mobile sync access your data

when offline
Whether your employees use iOS, Android, Windows Mobile/
Windows phone, or Symbian on their smartphones with
Mobile sync they will always have mobile and offline access
to all of their important CRM data and appointments. The
bidirectional synchronization of addresses, tasks and appointments provides users with the ability to both receive
and make changes to data records when they are on the go.
In addition, your mobile device will recognize an incoming
call and display caller details. All of your information is upto-date, and everyone is kept in the loop.

Mobile CRM for iPhone and

Mobile CRM for Android
Mobile CRM for iPhone and Mobile CRM for Android both
display all your current days appointments plus any linked
addresses clearly in the dashboard. New addresses can be
recorded quickly with these apps, and list views enable you
to structure your addresses, for example, you can create
a list view for all your A-list customers and another for
your colleagues. The customer dossier is
displayed chronologically, so you get a
360 view of all your customers data,
and you can access data directly and
in real time. With the shared calendar
view, you can view your colleagues
calendars or resource calendars and
schedule new appointments. And
if you need directions you can use
the app to calculate your route and
display it on a map. Mobile CRM for
iPhone and Mobile CRM for Android
can both be operated comfortably
using the touch screen function.
When combined with Mobile sync
you can access your data using
your smartphone either on or offline, which also means that callers are identified and displayed
correctly.

Mobile CRM for BlackBerry

With the Mobile CRM for BlackBerry module you are able
to provide expert and precise customer support whether
you are at the office, on the road, or working from home.

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Using the Mobile CRM for Android app you can view your colleagues
calendars or resource calendars and schedule new appointments all
from your smartphone or tablet PC.

This optional module provides you with real time access to

your data regardless of where you are, as well as key functions that are used frequently such as: address searches
and views, maintenance of the current dossier, displaying
addresses on a map, calendar, appointments and tasks,
opportunities, phone calls and missed calls, e-mails with
archiving and projects as well as their dossiers. Using the
synchronize data feature on the BlackBerry, your addresses, appointments and tasks will all be available offline.

Mobile access
Using Mobile access you can access and edit your appointments, contact data, and tasks in CAS genesisWorld
through your smartphone. The neat little HTML client is user friendly, clearly laid out, and offers
powerful functions. You can even access
and view your colleagues customer
dossiers or calendars. You can enter
data quickly via simple input
fields, and the search functions find the right information quickly.

Functions for mobile CRM

Smart access for tablet PCs and browsers

Smart access with its modern, state-of-the-art operating
concept offers even more possibilities: you can decide
how you would like to interact with the software, either
by mouse, touch or keyboard. Editing your contacts and
appointments has never been easier. Other functions include read only access to the customer dossier, and the
optimized display of documents. Smart access has been
specially designed to work optimally on tablet PCs and in
browsers. Featuring a completely new design with a userfriendly interface and intuitive look and feel, this client is
predestined for the future.

Using Smart access, the smart client for browsers and tablet PCs, you can
view your office documents or PDF files from your customer dossier even
when you are out of the office.

Mobile CRM for iPad

With Mobile CRM for iPad, you can comfortably use key
functions on your iPad. Because of the much larger display
compared to the iPhone, you can display more content and
different user scenarios on the iPad: the app starts
with the dashboard screen, displaying your
current appointments and any linked
addresses and relevant dossiers. While mobile you can display and view
your Microsoft Office documents or
PDF files from your customer dossiers
on your iPad. Using e-mail you can enjoy
immediate communication and contact
with your customers or colleagues. You
can open your colleagues calendars and
view their appointments using either an individual view, or a weekly view.

Web access
The usual Windows Client and key functionalities can be viewed comfortably in the "Web
access" Web client. Working with Web access is
really simple: you can read, edit or create data. Linked data is available in the customer dossier. Opportunities, receipts and distribution lists can be edited
just as easily as for mass mailings and mass e-mailings.
Users can work directly on documents stored in the archive,
and the Web access navigator can be customized to suit
your needs.

Mobile CRM
well informed, anytime and anywhere:
Mobility module

Mobile sync
Mobile access
Smart access
Web access
Replication

Mobile Apps
Mobile CRM for iPad
Mobile CRM for iPhone
Mobile CRM for Android

Mobile CRM for iPad displays,

among others, all of your current appointments
plus any linked addresses and the contact history.

Synchronizing data using

Replication

With the replication function you can make your data

available at different locations. In no time at all you can
completely synchronize your data between your company
headquarters and a subsidiary or, selectively, between
laptops. User settings are also transferred. The progress
indicator lets you follow the replication process. WebDAV
enables replication directly over the Internet. Software updates are also transferred when replicating.

Mobile CRM for

BlackBerry

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Functions for reporting

Functions for reporting

Reliable planning with analyses
and reports
Due to the centrally stored data in CAS genesisWorld, creating reports is simple. Keep your
users in the loop using automatic report compiling functions that draw on the latest information. Use one-click functionality to open and
edit reports. You can choose from a number
of display options, all of which have been designed to aid clarity: tables, graphs and charts, for example, pie charts, bar charts or areas.
Make use of more than 80 context dependent
templates to create new reports in CAS genesisWorld. These templates include: opportunities,
expected turnover, analyses of campaigns,
tasks and resources. Using the preview function you can check and, if necessary, correct
your reports. The report schedule provides clever support by carrying out analyses at preset
intervals, and then informing predetermined
employees of the results using the notification
and action service.

Detailed analyses of opportunities.

Using business intelligence functions

with report
The Report module has established itself as a tool for business intelligence. Flexible filter and grouping functions enable multidimensional and extremely complex analyses. The
drill down function provides you with a way of reporting
from top to bottom, down to the field level. Linked data
records such as expenses or time records can be analyzed
according to your requirements.
Displaying individual number fields, the number of linked
data records and the total number of linkages are represented by sum, minimum, maximum or average. Charts only
include highlighted data records and, if you wish, linked

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records. You can use drag-and-drop functionality to interactively create your analyses. Calculations based on existing
data open up new perspectives, for example, what are the
support costs for customer X? What share of a customers
total turnover represents a certain project? Which sales region brings in the most turnover?
Ad-hoc analyses can be carried out using both your own,
and pre-installed report templates. You can present the results in the usual formats such as: RTF, Microsoft Excel
and PDF. The Export function allows you to export the data
into other systems such as, Microsoft Access or business
intelligence tools where you can continue to work on the
data. You can use the Crystal Reports designer to enhance,
customize and display analyses.

Flexibility

Flexibility
for users and
administrators
Every company has its own particular work processes,
procedures and goals. The same applies to each of your
employees. With CAS genesisWorld, no one has to adapt
to new, prescribed procedures, instead CAS genesisWorld
adapts itself flexibly to your company and employees.

Central defaults
CAS genesisWorld is managed from the Management Console. It is here that the administrator determines the settings
for user rights, and for the user interfaces in CAS genesisWorld. Administrators also decide: who gets to see what,
whether they can edit what they see, the appearance of the
individual data record windows, which fields are displayed,
who can import and export and who is allowed to edit or
replicate contact data. In addition, administrators also steer
processes, and firmly anchor company data protection policies.

Each of your employees can customize their own

navigator according to their individual requirements. As a result, time consuming searches
belong to the past.

With just a click administrators can change

settings for multiple users simultaneously,
as well as add new subscribers to rules,
and much more. These users will then be
informed by e-mail when specific addresses
are changed. In this way, administrators can
change settings and defaults for groups of
users and whole teams very quickly. Each
user will always work with the same settings regardless of where they logon.

Administrators have special tools with which they can create new fields in existing windows, and
also create completely new data record types with infrastructure.

15

Flexibility

Quickly integrate your new employees

When a user account is duplicated, CAS genesisWorld automatically transfers the user settings. So setting up user
accounts for new employees with the correct rights and
settings is a matter of just a few mouse clicks.

Installations with automatic software

distribution
CAS genesisWorld makes use of so-called MSI packages.
These packages are included at roll out and enable the
automatic installation of CAS genesisWorld updates, addins and modules via a software distribution application.

Designing your own interface: the

Form & Database Designer
With the optional Form & Database Designer module, you
can match the graphic user interfaces (GUIs) of the different
data record types to your corporate design. You can use the
Form & Database Designer to create fields with or without
input assistance, or default field values. Formula fields calculate important parameters, Boolean values or text, and
background colors change depending on the calculations.
Administrators can decide whether or not users can see
company dossiers, contact partners or the overall view in
company and contact person data records. Depending on
how they are defined, they can display linked data records,
or Internet data. And in certain fields, administrators can
arrange for a hint text to be displayed.
Moreover, administrators map your company data structure using the Form & Database Designer. They can create
customized data record types, for example, "Room administration" with fields for room number (number), Number
of seats (number), Equipment (text), and so on. Using the
Form & Database Designer, administrators can find solutions for managing processes that had, until now, been
thought of as requiring extra programming. This saves you
time and money when configuring your own CRM requirements.

16

LDAP permits access to

CAS genesisWorld addresses
The LDAP server or the Lightweight Directory Access Protocol allows access to CAS genesisWorld addresses. Programs which support this service such as Microsoft Outlook and Thunderbird can search for addresses in CAS
genesisWorld, and the addresses can be used and entered
as e-mail recipients. The CAS genesisWorld rights system
is taken into account; this means that users only get to
view those addresses for which they have permissions.
This is how CAS genesisWorld integrates external e-mail
clients into your company CRM solution.

Increasing performance with

Loadbalancing
Using loadbalancing administrators have the possibility of
distributing client logons automatically among different
application servers. In this way, individual application servers can be used to a greater extent for certain tasks, for
example, replication. Loadbalancing is activated in the Server Manager and is controlled by monitoring three criteria:
processor load, memory load and number of client logons.

Joining applications using Data connect

The Data connect module enhances ERP connect functionality. This module provides you with a means of combining and
synchronizing all of the data from third party applications
with CAS genesisWorld.

Internationaler Einsatz

Internationalization

Functions for global business relationships

Timezone for global business
relationships

Unicode and country formats

CAS genesisWorld is ideal for global business relationships. Using Unicode, all characters regardless of language, are displayed correctly in all of the various data
record types. In addition, addresses are automatically
displayed in the specific country code format.
The multilingual capabilities extend to the input assistant options and the navigator.

In order to use CAS products internationally, it was

important to ensure that users could work across different
time zones. Any time dependent functions have to display
the time correctly, for example, appointments, tasks,
holidays and phone calls. These are displayed in the daily
and weekly views of the time zone being used.

CAS genesisWorld is available in the

following language versions:

Czech
Dutch
English
French
German

Hungarian
Italian
Romanian
Spanish
Turkish

An overview of all the

CAS genesisWorld modules
teamWorks

Page

for company-wide cooperation

Exchange connect, ERP

connect and Data connect

5, 9,
16

for comprehensive integrations

Helpdesk
for professional service
management

for recording time and

expenses

Mobility

for complete campaign

management

Data replication, Web access,

Mobile access, Mobile sync,
Smart access

Mobile Apps

for surveys
both online and offline

11

Mobile CRM for iPad,

Mobile CRM for iPhone,
Mobile CRM for Android

11

14

for user interface design

16

12,
13

for overall address

management

16

Loadbalancing
for high performance

16

12,
13
Data connect

connecting applications

Mobile CRM for BlackBerry

mobile data on BlackBerry
smartphones

16

12
Timezone

Project
for methodical project
management

for structured reports and

ad-hoc analyses

LDAP Server

Sales pro
for successful sales
processes

Page

Report

Form & Database Designer

Timeclient online

Marketing pro

Survey

Page

10

for international business

relationships

17

Various CAS genesisWorld modules can be adapted for individual workstations,

or for teams in almost any combination.

17

Solutions world

Industry solutions and integrations

CAS genesisWorld builds bridges
CAS genesisWorld integrates Microsoft Office data from
Microsoft Outlook, as well as from numerous ERP systems
and other applications as standard. CAS genesisWorld
forms the central work environment that brings together
all the information a user needs in one user interface. A
number of practical integrations and additional solutions
simplify work in SMEs. We are constantly developing new
extensions and solutions for your individual requirements.
As a consequence, we have developed a number of solutions for various industries. You can find a detailed summary and description of more than 50 certified solutions and
integrations in the product area of http://www.cas-crm.com/

A number of industry solutions are available

which are based on CAS genesisWorld:

Associations
Banking
Car trade
Engineering
Industry
Insurance

IT Services
Management consulting
Research
Schools
Tourism
Universities

For more information on our industry solutions go to our Web pages.

ERP/Commercial solutions

The logos are registered

trademarks of the respective
manufacturers.

Address management

Telephony/Voice over IP

Service/Support

Archiving/Document management

Project management
Evaluations/Analyses

Office
E-mail/Fax/Messaging

Mobile CRM/Mobile solutions

An overview of the extensive range of solutions

based on CAS genesisWorld.

18

Overview

CAS genesisWorld at a glance

Function

Brief description

Functions for all departments

Dashboard

Dashboards display a range of important information taken from your main data stock;
they can also contain interactive elements that are determined by your administrator.
Dashboards include linked data, and clear easy-to-read displays containing charts or
RAG ratings (traffic light indicators) and much, much more.

Managing addresses

Central address management includes customizable additional fields, input assistance,

distribution lists, and contact management with the capacity to add photographs.
As well as, search and filter criteria, public, user sensitive and private addresses, easy
data export to Microsoft Excel, import and export in vCard format, and country codes
plus area map.

Customer dossier

The customer dossier is organized chronologically and contains all the data plus
correspondence that relates to a given customer, data such as: activities, documents,
correspondence, projects, opportunities and ERP data.

Data protection

Well-designed data security measures using a rights system to protect against errors
when importing and exporting data (also as vCards), defaults for copy and paste and
also for drag and drop operations, form letters and list prints as well as reports.

Categories

A range of individual categories such as A, B, and C customers, suppliers, cooperations

for addresses and numerous other data record types is available.

Address wizard

Intelligent support when entering addresses. Automatic analysis of unstructured data

which is adopted as company address, contact person or individual contact.

Consistency checks of addresses

Our automatic address checker, checks if the values you have entered into an address
go together, for example, does the postal code match the location? Does the first name
fit the salutation? Does the bank sort code match the bank?

Social Media Integration

We have integrated social media network access into our products, now you can access
Facebook, Xing, Twitter and blogs as an extra source of information using your own
logon data when you are online.

Duplicate checking

Address verification is now available for when you create or change an address.
For large scale duplicate checking, for example, with mass address imports including
synchronization and duplicate elimination you can use the OMIKRON Address Center
available separately.

Appointment and process management

Daily/weekly/monthly views, team/colleague/resource calendars, executive calendar

with special rights, easy re-scheduling of appointments using drag and drop, import
and export in iCal format, overlap check for appointments with interactive capability,
resource management, appointments for confidential meetings, recurring and group
appointments, all-day appointments, inviting external participants, reminder function,
notifications of new appointments and so on.

Appointment wizard

Searching for free time slots among multiple employees and resources for a specific
time period is easy.

Exchange connect

Shared use and synchronization of addresses, appointments and tasks for current
data stock in both systems and Microsoft Outlook using the separate Exchange
connect extension module.

Tasks/follow-ups

Displaying tasks in lists, freely definable task lists organized according to task type,
reminder function, task delegation with follow up, automatic notifications when you
receive a delegated task, display of progress bar as well as progress duration, prioritizing according to A, B and C, team and recurring tasks. Workload with nominal
estimated and real values.

E-mail

E-mail clients such as Microsoft Outlook and Thunderbird can be integrated into
CAS genesisWorld easily. Additional plug-ins enable the further processing and
archiving of e-mails in CAS genesisWorld.

included in the Premium Edition

Optional module

Subject to changes, errors and omissions excepted.

19

Overview

Function

Brief description

E-mail integration in
CAS genesisWorld

Using CAS genesisWorld as a standard client for e-mails (POP3/SMTP/IMAP4), direct

archiving of e-mails with comfortable templates, automatic linking to addresses and
projects, sending personalized e-mails with progress indicator, sending with time delay.
Global signature, predefined letter salutations, spell checker, out of office wizard with
reminder function, e-mail signatures, UTF-8 and MAPI support. SSL and TLS encryption
for SMTP.

Unicode

The Unicode feature ensures that characters from all languages are displayed correctly
in all fields.

Smart working

Reminders, notifications, confidential data, lists, linked views, import and export,
drag and drop, user protocols, wizards for multilevel processes such as extending
your navigator and much, much more.

teamWorks

Links

teamWorks is the intranet and company portal module. It accesses the CAS genesisWorld data stock. You can configure it to display any of the following: your personalized start page, employee lists, appointments, tasks, notifications and action service,
check lists, workflows and holiday planning. Simple administration without the need
for any prior programming knowledge.
Links between data records can now be assigned using defined values. You can define
and display the following: why data records are linked, how they are linked (their roles
e.g. parent/child) and what the type of cardinal relationship is, for example, (m:n, 1:n,
1:1). The links are all logged and can all be subsequently tracked.

Primary links

Primary links are hierarchical links that are particularly useful for project management.
All data relating to a project is allocated to an address.

Group structure

Companies can be linked with one another using the parent-child relations model (1:n).
Group structures can be depicted graphically and edited.

Treeview

A quick overview of links and hierarchies for all data record types.

Type and status

Two-stage input assistance for "Type" and "Status" with mandatory fields and dynamic
tab display for all data record types.

Automatic number generation

Automatic number generation according to company specific number ranges, for

example, every new document or address that you create is automatically awarded
a new number.

Hierarchical input assistance

The input assistance function provides you with a range of possible values from
which you can select one. Using hierarchical input assistance, and depending on your
preference, additional lists appear containing more ever more detailed terms. For example, in the case of a food wholesaler you could select groceries from the first input
assistance list, and the subsequent list could contain more detailed terms like frozen
foods > fish.

Tab

To navigate more quickly between views, you can open navigator views in a separate
tab without having to close any existing views.

Functions for marketing

Search and filter
Searching for links

Sophisticated filter searches in all data record types. When searching, you can set
your filter to include or exclude data record fields.
This function includes links in your search criteria which increases the precision
for your target group search.

Full text search

Searches documents and the complete document archive when you are using the
Microsoft Indexserver.

Phonetic searching

This function searches addresses for related spellings, for example, Marcs and Marks or
Johnson and Jonson.

Campaign management

Supports target groups and action selection for (form letter, form e-mail or telephone actions) and also the execution of such actions. Comfortable search and filter
criteria, distribution list, campaign assistant, HTML e-mail merges, and templates.

Managing marketing documents

You can manage all of your marketing documents centrally with the help of search
and analysis functions.

included in the Premium Edition

20

Optional module

Overview

Function

Brief description

Event management

Event planning including room management, organizing invitations and analysis.

E-mail campaigns

You can use the professional permission marketing solution from Inxmail (which
is available separately) to manage, archive and analyze your e-mail campaigns
and newsletters.

Marketing pro

Optional module for managing and carrying out multiphase marketing campaigns. It uses
a graphical representation of the various phases which includes mailings, distribution
lists and response quotas. Provides you with an overview of your completed mailings,
including a preview. Permitted and preferred channel of contact conforming to legal
requirements. Comprehensive, targeted analyses.

Survey

Optional Survey module. Design your own questionnaires and save them as templates.
Online questionnaires, record, link and analyze responses. Transfers address information from the survey directly into an address. Sections organized thematically, suitable
follow up questions and self-explanatory texts for users. Questionnaires, market surveys
or complex customer/partner questionnaires including integration to askallo, our survey
service provider.

Functions for sales

Documents and correspondence

Integrating letters, faxes, e-mails as well as all other documents, Microsoft Word templates, form letters/e-mails, archiving in customer/project files, classification of documents e. g. according to quotes, log files, reports. Document mass archiving, versioning,
favorites, simple exchange with external equipment, label printing and much, much more.

Creating quotes

Using the Sales pro module and items listed in an opportunity you can create a quote
directly in Microsoft Word that takes any discounts into account.

Leads

Data record type for processing new contacts quickly. After being qualified, these data
record types can be transferred into an opportunity.

Telephony

Telephony including caller recognition, call direct from the customer list, or dossier, automatic caller log for calls with subsequent address linking, automatic time recording of the
call duration, call and call back lists, telephone appointments in the calendar and so on.

Caller recognition

Phone numbers that have not been registered in CAS genesisWorld can be crossreferenced with an external address service provider. Once you have found the right
address, you can then store it as a data record in CAS genesisWorld and link it with
a caller log. In the case of transferred phone calls, the original caller is displayed and
linked with the caller log.

Caller log

Opens automatically with phone calls, is completed by the user, and automatically
linked with the corresponding address.

Appointment notifications

Callers are automatically notified if the colleague they are calling has an appointment
in their calendar that is about to start. A discreet pop-up window displays the end of
the appointment.

Opportunities

All the phases of an opportunity are processed, from lead acquisition to quotes and
closing the deal and finally after sales, search and filter functionality for all fields, item
management, competitors and contacts and much, much more.

Notification and action service

System wide definitions and freely definable rules allow automatic, individual and personalized notifications or follow-ups. Either the whole or parts of your data stock can
be monitored for changes: this monitoring also takes the types of links into account.

Integrating ERP data/

Enterprise Resource Planning
Twin list

Sales pro

You can access both CRM and ERP information in the customer dossier without having
to change application. Direct access to your invoices and delivery notes is possible
with the optional ERP Connect module.
Any two data record types can be displayed and linked with each other, for example, addresses and opportunities. All of the related information can be combined and
filtered interactively. This enables quick calculations for parameters such as how much
turnover could be attributed to contacts made at a trade fair. Additional calculations
are possible through the subsequent reports.
Using the Sales pro module, you can map your whole sales structure, sales methods
and criteria and product catalogs hierarchically. Phases, milestones and activities including deadlines add structure. Detailed reporting.

Subject to changes, errors and omissions excepted.

21

Overview

Function

Brief description

Functions for service and project management

Project management and the
project dossier

All data related to a project is displayed clearly, e.g. appointments, tasks, documents,
caller logs.
Overall status of projects using red, amber or green indicators (RAG).

Planning project structure

Tree view with interactive Gantt chart for project structure plans that includes flexible
job hierarchy with milestones and predecessor/successor relationships.

Resource planning

Managing employees and work time, capabilities management plus an overview of

workload and available resources.

Time and expenses recording

Time recording for customers, projects and processes. Recording of expenses using
integrated functions for receipts, daily expenses and travel costs.

Quote and order management

Lists of offered items can be created from the product catalog. You can create quotes
or ERP receipts with a click of your mouse.

Project controlling

Analyzing all time recordings, expenses and external services, synchronizing with the
budget plan.

Helpdesk

The Helpdesk module helps your support employees. Ticket pool, process automation
through ticket actions, ticket and FAQ portal, intelligent time recording, recording service
costs and much, much more.

Service enquiries

Creating and tracking service requests from beginning to end (problem fixed). Including
termination, persons responsible, priorities, delegation and so on.

Service agreements

An overview of products used, maintenance rates and contract runtimes. Billing through
the ERP system.

Service portal

Enter service requests including an overview of existing open requests and access to
the FAQ database via the Internet.

Microsoft Project Integration

Work on projects in Microsoft Project and Open Workbench.

Functions for mobile CRM

/

Replication

Data synchronization between different domains using the locations and laptops of
all your field staff.

Web access

Online access using a browser. Easy and convenient work at any PC with an
Internet connection. All the key CRM functions are available. Ideal for home office.
Includes all of the most important ERP data.

Mobile sync

Addresses, tasks and appointment offline on smartphones, caller recognition. Data

synchronization for all market relevant platforms: iOS, Android, Windows Mobile /
Windows Phone or Symbian.

Mobile access

Online access for mobile devices such as PDAs/Handhelds etc. Data and functions
are available live.

Mobile CRM for iPhone

The Mobile CRM app for the iPhone includes dashboard, addresses, customer dossier, appointments, team and resource calendar and addresses marked on a location
map. Easy and convenient search functions with direct access to CAS genesisWorld.

Mobile CRM for Android

App for Android smartphones including a dashboard, addresses, customer dossier,

appointments, team and resource calendar, shows addresses on a location map
and in documents. Easy and intuitive search functions with direct access to CAS
genesisWorld.

Mobile CRM for BlackBerry

Mobile CRM for iPad

The BlackBerry app allows online access to addresses, customer dossier, appointments, tasks, projects, the complete project dossier, opportunities and missed
phone calls, as well as e-mail archiving with links. Offline capabilities through the
bidirectional synchronization of addresses, appointments and tasks.
iPad app includes dashboard, addresses, customer dossier and appointments, weekly,
team and resource calendar, and is able to display Office, PDF or JPEG documents.
Intuitive search functions and direct online access to CAS genesisWorld.

included in the Premium Edition

22

Optional module

Overview

Function
/

Smart access

Brief description
The smart client for tablet PCs and browsers, easy to operate using either your mouse or
touch control. Online access to addresses, appointments and complete customer dossiers.
It can also display Office, PDF or JPEG documents.

Functions for reporting

Reports and analyses

Report

Automatic report updating whether in table, diagram or graphic format. Numerous context
dependent report templates. Time-triggered sending, for example, automatic weekly report
scheduled to always be sent on a Friday.
Additional professional functions for reports, multi-dimensional analyses including
calculations and drill down. Interactive diagrams and report templates. Easy export
into different data formats and interfaces with Microsoft and Crystal Reports.

Flexibility and Administration

Navigator

Contains folders and views in a tree view structure. Each employee can create their own
personalized navigator. In addition, company-wide navigators can also be created for
specific functions or departments. Navigators can be both exported and imported.

Administration

Intuitive administration with flexible customization options. Creating and editing data
record types which include, for example, their own fields is easy. Transparent management of users and modules.

Rights system

A well designed rights system with both user and group management: using detailed
rights allocation down to the field level and data records that are simple and easy to
manage. Multiphase administrator rights and hierarchical groups.

Central defaults

Administrators can determine the central defaults for dashboards, team calendars and import and export rights all at the user level. These central defaults also apply to Web access.

Duplicating

When duplicating a users data records, CAS genesisWorld accepts the existing settings
for rights, navigators and view formats and so on.

Data record types

CAS genesisWorld contains numerous data record types such as appointments, tasks,
addresses, projects, processes, documents, holidays, e-mails, phone calls and opportunities.

Loadbalancing
Customizing

Form & Database Designer

Multitenancy

Optimizes server work loads.

Users and administrators have a variety of settings at their disposal including the ability
to customize various elements according to their needs, for example: the navigator, the
dashboard including
creating data record types, fields with input assistance, mandatory fields and
changes to masks, automatic software updates and so on.
This is an optional module that is used for: creating individual data record types,
editing and changing the user interfaces of various data record types, and creating
new fields with selection guides and field assignments as well as mandatory fields.
Is the ability to access different databases using one application server.

Data connect

Is a module that enables you to link and synchronize data from third-party applications
with CAS genesisWorld.

LDAP

Using the Lightweight Directory Access Protocol (LDPA) you can access addresses in
CAS genesisWorld with another application such as Microsoft Outlook. The CAS genesisWorld rights system still applies here.

Automatic software distribution

You can use the automatic MSI packages to install CAS genesisWorld modules, add-ins
and so on.

International use
International address formats

Country specific address formats are available in CAS genesisWorld.

Unicode

Data records can be displayed correctly in any character set, and then used in searches
or form letters and so on.

Time zone ability

Successful collaboration despite differing time zones. This feature ensures that time
zone sensitive activities are displayed correctly.
Subject to changes, errors and omissions excepted.

23

1.500/01.12

CAS CRM
A SmartCompany of CAS Software AG

www.cas-crm.com