Modules

You can combine any of the CAS modules

In a company, departments such as sales and marketing or the management board have specific CRM requirements. CAS genesisWorld fulfills these requirements precisely – find out here about the new features in version 12.

The Survey module

module Survey for creating questionnaires

The optional Survey module helps you to create questionnaires, record answers and link existing questionnaires with other data records. Employees in support, sales and marketing can use questionnaire templates to record feedback on training courses, customer complaints and various other topics in CAS genesisWorld for analysis at a later date.

• Templates: Users can create questionnaires in no time using various templates. The content of the questionnaire is organized according to topic. 
• Various different answering options: Users can select from answer selection lists, Yes/No options, number input fields, scales, rankings, templates or free-text input fields.
• Explanatory text for questions: The editor of the questionnaire can enter explanatory text for a question and even influence the course of the interview by creating dependencies: The question that follows is dependent on the respondent's previous answer.
• Navigator integration: Users can now embed questionnaires into navigators, search for them and display them in a separate tab, for example, in addresses.

The Sales module

Sales module – easily create offers

The Sales module allows you to design sales processes efficiently and hit your targets more easily.

• Customize your sales processes and standardize corporate procedures for following up opportunities.
• Manage your contacts from the initial contact to the qualified lead, through to the (won) opportunity and after-sales service.
• Develop a standardized sales method using criteria catalogs and automatic probability calculations.
• With specialized opportunity views you can carry out extensive analyses on a wide range of sales-related questions.
• Being able to create sales reports at the touch of button saves your sales staff time.
• Competitor profiling allows you to identify your competitor's strength and weaknesses in specific situations and act accordingly.
• Contact management provides you with information about the decision-makers, their attitudes and their influences, making it easier for you to close the deal.
• Easily create offers with the Sales module. All recorded product items along with explanatory notes in Microsoft Word are included automatically.
• Integrated document management features means that you have immediate access to all offers, contracts and invoices.
• Supports various sales structures such as indirect sales.
• Discount function: Product items in opportunities of the Sales module now contain the “Discount” field which can be entered asa percentage or a fixed value. Discounts are included in the calculation of the total sum, for special products, a defined period or selected customers.

The Mobility module

Many employees also need to access customer information when they are not in the office. They might work from home or use mobile devices such as smartphones on the road. To meet their individual requirements, the following functions have been removed from the Standard Edition and are now available as separate modules.

• Replication – Synchronization between offices or between a notebook and head office.
• Web access – Access via a Web browser
• Mobile access – Direct access via mobile devices such as PDAs or smartphones (separate CAS module is available for the BlackBerry)

The Mobile CRM for iPhone module

Mobile CRM allows you direct access to CAS genesisWorld using an iPhone. You have real-time access to your company data at any time and from anywhere in the world. The dashboard displays current appointments and addresses linked to these appointments. You can also access an appointment or an address to contact other persons via phone, e-mail or SMS. Addresses can be conveniently displayed on a map so that you can plan your routes better. Appointments are displayed as individual data records, in week/month calendars or in list form. Access rights assigned in CAS genesisWorld also apply to the iPhone app so you can see your colleagues’ calendars. The iPhone app will be available in summer 2010.
 

More information about Mobile CRM for iPhone

The Mobile CRM for BlackBerry module

Mobile CRM allows you direct access to CAS genesisWorld using a BlackBerry. You have real-time access to your company data at any time and from anywhere in the world. This module provides you the most frequently used functions: the search, maintenance and file view of addresses, appointments and tasks, phone calls and e-mails directly from the application, make notes on incoming and outgoing phone calls and e-mails and archive them centrally in CAS genesisWorld. The data does not have to be synchronized and/or managed locally. State-of-the-art technology protects sensitive company information.

Find out what you can do with the new mobile CRM solution for the BlackBerry!
Play video (.wmv file, 13 MB)

Further information about Mobile CRM for BlackBerry

The Marketing module

The Marketing module allows you to plan multi-phase campaigns with ease and implement them with precision.

Marketing module

• Use the graphic workflow designer to visually plan your campaigns quickly and easily.
• With drag & drop or using the buttons, you can add or delete addresses from the search, the views and the distribution lists in no time.
• You can save addresses as distribution lists.
• Start follow-up campaigns easily using addresses from a particular address pool.
• Customer's responses are recorded on a separate tab, directly from the address mask or from phone calls.
• The approved and preferred contact method is automatically taken into account: The preferred contact method (e-mail, post, etc.) is assigned to the address. Missing contact details are pointed out.
• The template handling can be used to define and use templates for any campaign.
• Budget and expense planning are integrated into the campaign.
• Detailed analyses are available in the Standard and Premium Edition for assessing how successful a campaign has been.
• Inxmail integration with immediate analyses: The program lets you create detailed reports about each mailing directly in CAS genesisWorld and save them as PDF documents. Reports are created with the latest data from Inxmail. They also include anonymous information about the numbers of times links ( to further information, Web sites, etc) have been clicked.  Recipients who have looked up further information via a link can be immediately identified with just one click, if desired.
• Delayed sending of e-mail merges: You can delay when e-mail merges are sent by the application server. The progress is monitored and recorded, and can be viewed by all authorized users. This means that you can create a marketing campaign during the day and then have it sent out at night.

The Report module

Drill-Down

• Report analyzes customer relationships by accessing the latest data in CAS genesisWorld in real time.
• Flexible filtering functions allow you to evaluate data records, links and working hours across several levels.
• The results can be easily exported to Microsoft Excel or Microsoft Access and can be output as PDF or RTF files.
• Thanks to the integration of Crystal Reports, you can now incorporate Crystal Reports reports in CAS genesisWorld in no time. Naturally, all reports can be integrated into the dashboard.
• More transparency with Crystal Reports Viewer and XML export: Users can create custom reports of any kind which can then be viewed with Crystal Reports Viewer. Report data can also be exported as an XML file; and the data structure can also be adapted using XSL when exporting.
• New visualization components that support online analytical processing (OLAP) allow you to display and change groupings, filters, and so on, directly in the view.
• Drill-down features open up whole new possibilities. You can group analyses by any field and view them and even the individual data records at any time; you can also check and edit the individual data records directly.
• Interactive tables and charts provide you with a clear overview (pie, bar, and area charts).
• Integrated print and export function: You can print all analyses, or export and send them in various formats. New templates for contact reports.

The Notes connect module

Many companies deploy different tools for different tasks. Interfaces are therefore necessary to ensure smooth collaboration. Notes connect provides an interface between CAS genesisWorld and Lotus Notes® so they can both deployed in a company simultaneously.

• Appointments and tasks of all users are synchronized automatically and quickly to make them available in both systems. CAS genesisWorld users can thus schedule appointments with colleagues who work with Lotus Notes.
• CAS genesisWorld displays Lotus Notes® fields in a separate tab which provides users with a better view of all key data.

The Form & Database Designer module

With the Form & Designer module you can customize the GUIs of the different data record types in line with your corporate design. In so doing, the data structure meets the specific requirements of your company and allows you to create your own workflows.

• Filter for linked data records: The administrator can now define a filter so that only certain linked data records are shown in an opportunity (e.g. all linked customers.
• Filter for linked dossiers: The administrator decides whether or not a menu offering the company dossier, contact person dossier or overall dossier is displayed in companies and contact persons, whether filter or groupings include links and whether users can see hints for certain fields which makes some processes.
• Selected view options: The object inspector is now clearly structured and administrators have, for example, different display options for user-sensitive data record types.
• Multilingual labels: All tabs and areas can now be displayed in different languages.

The teamWorks module

The teamWorks module is installed and set up. Straightforward administration and care allows you to quickly use the Intranet in your company. The employees can access the features of teamWorks quite easily through their browser and are thus always currently informed.

• Personal start page: Current, important information at one glance, individually adjustable with various elements, e.g. company news, blackboards, my appointments today, my tasks today, current birthdays, on holiday, list of currently missing employees, news ticker, weather, personal favorites…
• Staff information: Overview of contact details of employees, responsibilities, capabilities, deputies, current birthdays, with direct contact possibilities. Automatic presentation of company hierarchy/departments with direct contact possibility.
• User/rights administration: Central, straightforward user and resource administration, role concept, group rights for employees and resources, multilevel rights systems on user, data record and field level with different rights such as, for example, read, write, duplicate, delete.
• Holiday and absenteeism administration: Complete holiday administration from the application via approval and control to overview, care and administration of absence/ absenteeism of employees, evaluation possibilities.
• Tasks management and appointment administration: Administration of personal tasks, delegation of tasks, prioritization and categorization of tasks, daily, weekly and monthly calendar views (personal and team calendar), company and department dates.
• Notification and action service: Company-wide rule definition which on occurrence of a certain event, automatically executes a corresponding action. Furthermore,  monitoring of data stock in accordance with freely definable rules and “reaction” in case of new creation or alteration to a data record.

For more information, such as system requirements and pricing, see Fact sheet teamworks module

Further information about the teamWorks module

The Project module

The Project module combines project management with structure and resource planning. Project controlling ensures time and cost-oriented project management.

Project module

• Beginning with the initial acquisition date, all data, plans and activities are stored in the project in a clear and well-structured way.
• Daily and hourly rates for the services offered can be registered easily in the  CAS genesisWorld product catalog, and are supplemented by price and discount lists for individual customers and descriptions of services provided. Using these items, users can create individual quotes in the corporate design with just a few clicks of their mouse.
• More efficiency: A mixed list with projects and items enables you to quickly analyze project items and enter invoice recipients in a project.
• Templates support the flexible planning of project phases and work stages that come up frequently. In addition to processes in any nesting depths and milestones, you can include  appointments, tasks, phone calls, document templates, and quote positions with and the estimated costs. This way only the required elements are selected and assigned to an employee when an acquisition project is created. This will save you a lot of work, especially because the projects can be adjusted in each phase.
• The flexibly configurable tree view with integrated Gantt chart and the predecessor/successor dependences provide you with an excellent overview. The utilization and availability of the planned resources are also displayed.
• Costs, travel expenses and contracted services are recorded accurately at the project or handling level. At the touch of a button you can create up-to-date project reports, cross-project cost and sales evaluations as well as sales forecasts – anytime. Project controlling guarantees time- and cost-oriented project handling. Integration of the procurement makes invoicing easier and makes sure your key figures are always up-to-date.
• Recording expenses: You can enter deductions for breakfast, lunch and dinner. You can define default general deductions in the Management Console. The new fields “Billed internally/externally on/by”, “Enter costs as turnover value” and “Set turnover to Null” support you to create the bill of expenses with less effort. Expenses can now also be entered as receipts, daily expenses, travel costs or as a lump sum.
• Time records: The automatic time recording feature allows the time spent on a project or task to be easily and comprehensively recorded. Appointments, holiday taken, or phone calls can now be transferred directly from the CAS genesisWorld or Microsoft Outlook calendar.
• Cumulative values for time records: You can view a total of all time records within a project/job.

The Helpdesk module

Helpdesk module

• With the Helpdesk module you can log and process support requests quickly and efficiently. Your employees can generate service contracts and keep records of product use and individual agreements. This module also supports troubleticket pools and transfer, as well as rule-based internal and external notifications.
• The processed troubletickets are transferred to an FAQ database for the product or functional area in question. Support staff can then access and search the FAQ documents quickly and easily. You can post selected FAQ documents on an online portal for external use.
• The automatic time recording feature ensures full control of service costs. The handling time and equipment used are recorded automatically or you can record then manually. Evaluations can be related to troubletickets or customers. This way the entitlement to benefits of individual customers is also documented.
• New design: The completely redesigned ticket window provides you with all the key information on the customer at a glance. For example, the "Last change of status" field is now displayed on the overview page.
• Advanced FAQ search: Notes and text fields in FAQ documents and tickets are now included in the search. If more than one search term has been entered, the hits are shown in which each search term appears in at least one of the search fields. All search terms are then highlighted in the search results to make them easier to find. You can also refine your search by entering other search terms or filtering by product or area.
• Automatically recording duration of phone calls: Recording the of support calls is now child's play. As soon as the mask is opened, the system starts recording the time. When the mask is closed, the recording is stopped. This ensures that the duration of each support call is accurately recorded. The customer is then charged an hourly rate, which can be globally set in CAS genesisWorld.

The Timeclient online module

Timeclient online allows you to log work and travel hours, daily expenses, and expense receipts easily over the Internet. This means that field sales operatives can immediately and easily log how much time they have spent with the customer. Data is directly assigned to the associated appointments, jobs, projects and customers and can be evaluated at the touch of a button.

the Premium Edition must be installed on all relevant workstations.

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