Your CRM

for top-class service

e n t r i c ity
er C
Custom T I F I E D
CER

A solution tailored to the needs of IT companies

 Make room for outstanding
customer relationships

Whether IT service providers or software manufacturers: CAS IT Services – a tailored,

impressing your customers will safeguard the long-term
success of your business. Top-class service, efficient pro- yet flexible complete solution
ject execution and optimal customer support are key to
success. Benefit from a CRM solution which effectively CAS IT Services is the right fit from the beginning, and
supports all staff in customer management. That saves can be expanded as required at workstation level. That
time and money, and provides you with the freedom to means you have the right solution for your business at all
focus on what really matters: giving your customers top- times - all integrated behind a visually appealing, intuitive
class service. user interface meeting the highest demands in terms of
usability and data security.

More competitiveness for your

IT business
What are the benefits
In the fast-moving, highly competitive IT sector, profita-
ble customer relationships and fast response to custo-
of CAS IT Services for
mers‘ needs and to market changes are key to success. your business?
The CAS IT Services solution is specially tailored to the
needs of the IT sector. It will assist you in marketing pro- Improved closing rate based on a
ducts requiring explanation throughout the customer comprehensive sales process
lifecycle: from acquisition, through the advisory stage, to
Higher contribution margins thanks
release management and support.
to unified operations

Increased business volumes based on utili-

zation of your complete knowledge base

Shorter project runtimes thanks to

efficient processes

Greater customer satisfaction

2
 Benefits of using CAS IT Services

Always well informed about Promote inter-departmental

the customer collaboration
 Access to up-to-date address data,  Simple coordination of appointments
anywhere, any time and task management

 Customer dossier with all details  Efficient, unified correspondence

for a transparent 360° view  Centralized document management with
 Target group-specific selection for quick overviews of all key information
successful marketing campaigns

 Identify and effectively exploit selling

opportunities and potential

Efficient project planning, » Using the CAS IT Services

management and calculation CRM solution has a positive
 Efficient project and resource
effect on all our working pro-
planning with time recording cesses, and is now an integral
 Transparency in relation to processes
part of our business. «
and current project status

 Project controlling with nominal/actual comparisons Ingo Kubatschka

CEO
K-iS Systemhaus GmbH & Co. KG
Impress with fast,
competent service
 Helpdesk support in handling service inquiries

 Hotline backed by knowledge database,

FAQs and online support

 Full cost control

CAS IT Services 3
 Live a customer-oriented philosophy
throughout your business

A new standard of address At the core: the customer

management dossier, providing a 360° view

CAS IT Services automates address maintenance. After The customer dossier provides all staff with at-a-glance
simply recording addresses, these addresses are checked customer information. All appointments, tasks, phone me-
for correctness and for duplicates at the click of a but- mos, service contracts, product usages, correspondence,
ton, cross-checked against current reference databases, sales opportunities, support inquiries, invoices and pro-
and enriched with decision-maker data as necessary. The jects are chronologically sorted in a structured way.
address dialog box adapts in terms of content and ergono-
mics to users‘ individual needs.
Transparency for inter-depart-
Access to data any time, mental collaboration
anywhere A single centralized database for all supports appointment
coordination, task management, document editing, joint
Wherever your staff are working, and whatever device project working, and handling of support cases. Your staff
they are using: CAS IT Services provides intuitive access to are able to provide expert advice and information, make
continually updated data and adapts to any user interface sound decisions, and are greatly aided in their day-to-day
thanks to its responsive design. Information is available on work. That motivates them, and saves them time to focus on
tablet, smartphone and laptop by replication or via online what really matters: your customers.
access. That means your staff are ideally informed at all
times.

Customer dashboard –
quick overview of all
key information.

44 CAS IT Services
Effectively and successfully
exploit selling potential

CAS IT Services will enhance your selling success, because

it enables you to retain an overview of sales opportunities
from the initial contact through to closing. The automated
notification and actions service provides prompt notifica-
tion of events such as key account managers‘ birthdays,
schedule changes, or escalations. Forecasts and reports on
sales potential can be generated at the press of a button.
The complete sales process is made transparent, efficient,
and successful.

Target marketing
Quote and receipt campaigns efficiently
drafting made easy
With CAS IT Services campaigns are implemented quickly
Safeguard your professional image by drafting quotes and and in a targeted way. Using the sophisticated search and
receipts quickly and correctly. You can handle these com- filter criteria, you can, for example, identify cross-selling
mercial tasks in CAS genesisWorld via the interface to your potential, find all current service contract customers, and
ERP system using ERP connect or with the Easy Invoice mo- display them in a map view. The appropriate channels of
dule. Changes to quotations are documented and made communication are selected according to the preferred
transparent. When an order is placed, you can generate a and allowed contact methods. Customer responses are
project from the quote, importing key data such as licenses logged, acquired leads are forwarded directly to Sales, and
or services. revenues are recorded. User-friendly reports provide you
with status updates at any time.

» With CAS IT Services we

were able to improve our
service support, make our
business processes leaner,
and so save on costs and
strengthen our competi-
tiveness. «
The revenue forecast and the order book provide a complete picture
of expected and actual sales revenues.
Markus Hengstenberg
Managing Partner and co-founder
of oraïse GmbH

CAS IT Services 5
 Impress with smooth project execution
and outstanding services

Efficiently manage projects Helpdesk maximizes efficiency

and resources in handling service inquiries
CAS IT Services enables you to plan and structure your The helpdesk records tickets, error reports or inquiries, as
projects. Project risks, phases, milestones, goals, tasks, re- well as managing handovers and competencies. Your Sales
sources, budgets, costs and times are incorporated right Department is notified of incoming inquiries, and your cu-
from the beginning. You keep your projects on course at stomers are able to track tickets online. Automated recor-
all times based on the project status, ad-hoc reports, and ding of processing times and equipment used ensures full
an early warning system. The graphical view allows you to cost control. In this way, your customers experience highly
monitor your staff capacity utilization and avoid appoint- professional services.
ment collisions.

Knowledge database and

Transparent project online support back up hotline
controlling and reporting
All completed service inquiries are stored in a knowledge
The assignment of working times to projects is the starting database, from where they can be quickly retrieved using
point for comprehensive project controlling. CAS IT Ser- sophisticated search functions. The FAQs database pre-
vices provides detailed time recording – specific to custo- sents the most frequently asked questions together with
mer and project – including residual expenses and internal supplementary information such as charts and illustrated
charging of different hourly rates. Even budget and mate- guides for your customers.
rial and external procurement costs are included. Compre-
hensive reports indicate the current status of your projects
– specific to a single project or across multiple projects as
required. Daily updated status reports form the basis for
your project billing.

Impress with service

CAS IT Services aids fast, competent provision of advice and
information. Your service staff have an overview of speci-
fic agreements, including service levels, response times, With the project plan, milestones can be defined and staff
capacity utilization monitored at any time.
and selected contacts, and are able to process and forward
inquiries efficiently. The integrated contract management
feature gives an immediate indication of what services are
included, in what volume and at what cost.

66 CAS IT Services
 CAS Software AG – market leader with
30 years CRM experience

CAS IT Services is a product by CAS Software AG. Over CAS Software AG

20,000 companies and organizations including global mar-
ket leaders, such as Daimler, Airbus, Fraunhofer, OKI and  Owner-managed business
many others, employ our solutions and rely on our exper-  Over 300,000 delighted users in more
tise. We have received several awards in recognition of our than 40 countries
innovative product range and our commitment to the SME
 German market leader in CRM for the SME sector
sector. CAS Software AG is a TOP 100 Innovator, and as
 Over 200 certified distributors and solution partners
Germany‘s best IT employer has been recognized as one
of the country‘s TOP Employers in 2016. Our software has  Investment in innovation per year: 22 % of turnover

been awarded the "Software Made in Germany" and "Soft-  Multi-award winning solutions
ware Hosted in Germany" seal.

For more information visit

www.cas-crm.com/products/cas-it-services
Top-Arbeitgeber
2016

» (...) Dynamic reports

provide us with a constant
overview, and unified
project templates make
our day-to-day business
operations easier. «
Tobias Hammerschmidt
CEO
Director of Hübner IT Solutions GmbH

CAS IT Services 7
 11.17
Contact

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

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