New functions

CAS genesisWorld x10

C e n t r icity
er
Custom T I F I E D
CER

CRM and xRM for small and medium-sized companies

 Get off to a flying start
with the best CRM

Smart design, setup assistants that think with you, mar- The Picasso search is a further development of
keting automation and data protection - the x10 version SmartSearch that will revolutionize your daily routines.
of CAS genesisWorld offers you a wealth of new func- Before you begin searching actively, it already displays
tions from the top trends in CRM. CAS Software AG‘s CRM information which is relevant to you and your day.
flagship supports you in inspiring your customers and
employees on their way to becoming true fans of your You can configure quotes in the blink of an eye using the
company - all in the spirit of CAS Software‘s Customer new modules including the CPQ (Configure Price Quote)
Centricity mission statement. module. And the marketing automation tool Evalanche in-
tegration expands your direct customer dialog. The new
The current x10 version includes a wealth of new features version even helps you with the implementation of the
for both office and mobile working: With their smart user EU GDPR (European General Data Protection Regulation).
interfaces, the mobile apps can adapt to the user‘s in-
dividual requirements as well as being available when Transparent processes and intelligent networking save you
offline. time and ease the burden of routine tasks - even when
working mobile.

t Version x10 expands

the number of use case scenarios
for more Customer Centricity
in your company.

2 CAS genesisWorld
Outstanding design: and users. Users can simply drag and drop their own apps
into groups and save the data they use the most in perso-
smart, customizable, intelligent nalized views.

When using CAS genesisWorld x10 you will notice just how And as usual, with the help of the App Designer users can
easy it is to use and operate. As winner of the German create their own apps without needing any prior program-
Design Award 2018, SmartDesign® technology ensures ming knowledge. Your CAS genesisWorld partner can also
an unmistakable user experience across all provide you with support when creating apps so that they
mobile devices. are specifically tailored to the business processes of your
company. Consequently, your CRM will evolve into a xRM
And thanks to a comprehensive facelift of the Desktop solution, which can be applied to other functional areas,
client, we managed to significantly improve display clari- for example, to help with the management of new appli-
ty and consistency. By concentrating on what‘s important, cants, employee development in personnel and continu-
we have improved the intuitive operation of the software ing education requirements.
which also helps to simplify daily tasks.

CRM that I love:

simple, flexible, individual
No two CRM installations are the same. Individual
requirements vary depending on deployment, tasks

You can change the order 

and grouping of the apps
using drag and drop.

 You can clearly display

sales potential on maps.

CAS genesisWorld 3
 Always a step ahead
with the Picasso search

For most of us the day starts with a cup of coffee or tea, The Picasso search provides helpful additional infor-
you can enjoy an even more relaxing start when using the mation about various elements such as MyDay. This in-
Picasso search. After adopting Pablo Picasso‘s famous cludes: opportunities, projects and much, much, more.
motto of: "I do not search, I find", we designed a new per- The bottom line: Once you‘ve used the Picasso search,
sonal assistant that makes your working day much easier. you‘ll never want to be without this intelligent companion.
Armed with artificial intelligence algorithms, the Picasso
search thinks with you and knows what information is rele-
vant for users.

Based on individual data, the Picasso search highlights

selected appointments, documents, sales opportunities,
tasks and contacts and displays them in a convenient
overview.

 The perfect companion throughout your day:

The Picasso search groups important information
relevant to your day into one clear overview.

4 CAS genesisWorld
Evaluate clearly Web client. This means that information is available at a
glance while on the move. They can be analyzed down to
and rate each individual item and then used for more effective de-
cision making. Dynamic reports can be generated via xRM
With the enhanced Report module, aggregated key mails and automatically sent to the respective recipients
figures can be created, giving you new insights into your via e-mail.
customer requirements and companies. New drill-down
functions now also allow detailed evaluation options in the

 The Report module with drill-down functions

provides a 360-degree view of all the
important key figures in your company.

CAS genesisWorld 5
 Important data
available offline

With CAS genesisWorld x10, sales managers and service After a customer visit, field staff can record their working
technicians always have access to their data when on the and project times. Receipts and invoices can be uploaded
move. The SmartDesign® technology ensures the uniform in parallel in the form of photos.
operation of smartphones, tablets, notebooks or any
other mobile device.
Limitless mobility
In the new version, we have expanded mobile functionality
significantly. In preparation for a customer visit, existing Even if the Internet is not available, CAS genesisWorld
information such as service agreements, project times and can still be used thanks to its offline capability. Users can
product usage can be viewed. And during customer nego- access the dashboard at any time. Any data records which
tiations, you can adopt items from the sales opportunities are available offline are displayed in the dossier - including
such as quantity, price and discount and then include them any attachments from archived e-mails. The same applies
in a quote. The appropriate apps make things like mobile to products, product groups and product usage. New
signatures or digital signatures for tablets and smart- business contacts or contact persons can be created and
phones possible. In addition, the new version of the mobile edited while mobile. The data is then synchronized with
app enables the editing of documents from the archive. the central database at a later time.

Contacts On the road with 

CAS genesisWorld x10:

Dossier Calendar Mobile signing with

corresponding apps.

rojects Opportunities

Documents Phone calls

Tasks
 CRM meets
Marketing automation

How do companies inspire a constantly growing with a stronger customer focus. And new contacts can
number of customers who value individual communi- be gradually pre-qualified in Evalanche. On the basis of
cation and support? The combination of CRM and marke- individual-marketing measures and campaigns, they are
ting automation supports an interactive and cross-media developed into sales-relevant leads in the sense of lead
dialogue which meets the individual information needs nurturing. In this way, interested parties receive exact-
and wishes of customers in a targeted way. ly the information that is individually tailored to them -
such as invitations, training offers or personal consulting
With the integration of the marketing automation tool services - and are introduced to the company and their
Evalanche into CAS genesisWorld x10, companies can de- desired product much more efficiently and in a more tar-
sign their customer communications more consistently geted manner.

With the help of Evalanche 

Marketing Automation the
journey from being a
prospective customer to
becoming an actual customer
can be accelerated via Website-tracking
different channels.

@
E-mails
Marketing
automation

Letters

Lead Client

8 CAS genesisWorld
EU GDPR - Expertise and security
for CAS customers

Since the European Data Protection Regulation (EU GDPR) In addition, CAS Software AG offers its customers
came into force, companies have been faced with the comprehensive support and know-how on the road to
challenge of storing customer-related data in a legally digital sovereignty. Best practice recommendations, we-
secure manner. binars and the CRM Guide: EU General Data Protection
Regulation provide CAS customers with information and
CAS genesisWorld x10 supports the design of data assistance in implementing legal requirements.
protection compliant processes, for example, with decla-
rations of consent or the automated deletion of data in
due time.

You can download the

CRM Guide EU General Data
Protection Regulation for free from:
www.cas-crm.com/gdpr

CAS genesisWorld 9
 More highlights

Configuring quotes Smart communication

The new module CPQ (Configure Price Quote) combines Numerous other highlights are included in the Smart
CRM and quote configuration on one platform. Offers can communication area: This includes smart telephony via
thus be calculated intuitively and quickly. The new add- voice over IP (Skype for Business and Swyx). The e-mail
on module is particularly suitable for products that are campaign wizard provides step-by-step assistance when
offered in different variants or contain different compo- creating personalized e-mail campaigns to enable target-
nents according to the modular principle. group specific forms of address.

The advantage: Offers are created in the sales opportunity

directly. Optional items, alternative product descriptions
and different total prices are included.

The e-mail campaign wizard provides 

step-by-step support for the creation of
professional e-mail campaigns.

10 CAS genesisWorld
Simple integration Extended modules

With the new CAS genesisWorld OpenSync framework, From now on, mandatory fields can be used in the Survey
integrating any third-party systems (including ERP) into module. If desired, questionnaires can be sent automati-
the existing system landscape is now easier and faster cally via the notification and action service.
than ever.
Document creation in Easy Invoice has been enhanced for
billing. This makes it possible to create specific invoices
Calendar overview for a selection of addresses, e.g. for the billing of monthly
contributions.
The cross-calendar display of public holidays and the avai-
lability status of colleagues for upcoming appointments In addition, there are improvements in project invoicing,
helps to simplify planning and avoid overlaps. for example through different currencies.

You‘ll find these and many other highlights of

CAS genesisWorld x10 on
www.cas-crm.com

You can create quotes quickly 

and intuitively using the
new CPQ module.

 The new appointment view

shows the availability of the
participants and ensures
overlap-free planning.
Contact

08.18
CAS CRM
A SmartCompany of CAS Software AG

CAS Software AG
CAS-Weg 1 - 5
76131 Karlsruhe, Germany
Phone: +49 721 9638-188
E-mail: info@cas-crm.com
www.cas-crm.com