CAS genesisWorld x8 with new functions for customer focused companies
Shaping customer experiences, intelligent functions and efficient business processes - the latest version of CAS genesisWorld - x8 – is an all-round talent. Employing the globally unique CAS SmartDesign® Technology this market-leading CRM & xRM solution provides companies with new functions for cultivating customer centricity.
Users can create their own apps without having any programming knowledge as well as send xRM e-mails. And, with the help of the integrated CAS SmartSearch 3.0 search engine, users can find anything they are looking for quickly whether in the CRM system, PDFs or in office documents. In addition, the dynamic analysis and filter options are now available in the Web variant for tablets and smartphones too.
Digital sovereignty through trustworthy communications
"More and more companies are facing the challenge of having to rethink their relationship management and increase their professionalism in this regard, because of the increasing pressure of digital networking", said Martin Hubschneider, CEO of CAS Software AG, when speaking at the release of the new x8 version of CAS genesisWorld. "The new version offers companies exactly the functions they require to give them legal peace of mind and trustworthy communications with their customers, business partners, suppliers and employees, this is particularly important when striving to successfully implement the customer and employee centric company philosophy: Customer Centricity."
Create your own apps with the App Designer
Running on CAS SmartDesign® Technology, the App Designer is one of the highlights of the x8 version. It enables users to create or extend their own apps with ease, without any programming knowledge. Users can create their own information, elements and charts by simply using drag & drop according to their requirements. These apps are then available on the Web and also in the mobile solutions.
xRM e-mails take communications to the next level
With immediate effect, users can create personalized e-mails using all kinds
of information from CAS genesisWorld in their message text - for example,
information from events, phone calls or opportunities. This makes the
whole communications process much leaner, content more relevant and
salutations more personal than ever. Consequently, the whole process is leaner, thus helping to make major time-savings when creating consistently designed communications.
CAS SmartSearch now extended to cover PDFs and Word documents
Intelligent full-text searching in the form of CAS SmartSearch 3.0 is an integral feature of CAS genesisWorld x8. It has revolutionized searching in CRM and xRM systems by using the search-as-you-type-principle, comparable to the Google search method, while you are typing the system is already searching - helping you to find what you are looking for in record time. As well as being able to search any data record types in the CRM system, the search has been extended to include PDF and Word document content
Dynamic analysis and filter capabilities now also online
The Web variant of CAS genesisWorld offers new reporting options, for example, users can now dynamically create all their analyses of customer and project data using drag & drop to form pivot tables. These can also be displayed in the Web and in the mobile solutions where they can be edited interactively. Filter options have been extended and drill-downs are now also possible. Filter options have been extended and now form the basis of customer-oriented communications in letter and e-mail correspondence. Additionally, other key professional functions have been added to the areas of: project, sales, and service management ensuring smoother processes, better resource planning and the efficient recording of working time and expenses.
Intelligent data monitoring
CAS genesisWorld x8 has a number of new functions designed to continually improve the quality and structure of any saved data records. A self-diagnosing system which uses intelligent rules to monitor the system and informs users of possible inconsistencies when managing data, users either receive notifications of potential problems or the system can be configured to clean-up problems automatically.
Internationalization: CRM & xRM in 11 languages
The new x8 version is also available in 11 languages, marking the further expansion into more international markets.
New in version x8: