Choosing the right CRM can be quite complex, as different CRM systems offer different capabilities and place varying degrees of importance on digital autonomy and priorities such as business areas.

The differences lie, on the one hand, in availability – the CAS genesisWorld CRM is available both as a cloud-based solution and on-premises – and, on the other hand, in the approach. Whilst many CRM providers often focus on sales, the CAS genesisWorld CRM offers benefits for all departments within the company: from order processing with CPQ (as an add-on) through to project and quality management, right through to fully compliant e-invoicing in the legally prescribed format.

CAS genesisWorld and Pipedrive – one business software solution that benefits all departments

Essentially, the CAS genesisWorld CRM is a corporate platform for business relationship management. This encompasses customers and suppliers, as well as member management and the administration of contacts in various roles. Importantly, the CAS genesisWorld CRM can be customised so that small and medium-sized enterprises, as well as large corporations, can each access precisely the modules that suit their needs.

Small and medium-sized enterprises benefit from the CAS genesisWorld CRM solution compared to Pipedrive not only because of the different pricing models. With CAS genesisWorld, for example, you can purchase a licence, meaning there is no monthly subscription. There is then only an annual update service fee, which is very reasonable. A wide variety of models are also available for the cloud version.

In terms of functionality, CAS genesisWorld enables you to map supplier, customer and member relationships in a structured way and to integrate sales, marketing and service processes within a single database. If required, billing logic and complex configurations (CPQ) can even be modelled directly within the system.

A key feature of the CAS genesisWorld CRM system is its modular structure, which allows functions such as contact management, task management, campaign management and quotation processes to be expanded as required. Integration into existing IT environments plays a central role here, particularly in conjunction with ERP systems, email clients, marketing automation tools and document management solutions. For example, DocuWare can be integrated, including deduplication, version control, workflows and much more.

Another aspect in the context of CRM systems is the mapping of workflows. CAS genesisWorld supports the automation of recurring processes, for example in lead management, the sales process, procurement and customer service. This enables the definition of standardised workflows that guide users through their daily tasks whilst ensuring data remains consistent within the system. Automation for recurring processes can even be managed seamlessly across multiple clients using gid microservices.

Many of these workflows can be set up very easily in the CAS genesisWorld CRM using drag-and-drop, and they are highly scalable. This means they can grow alongside your business.

There are various other CRM solutions on the market, which differ in terms of their objectives and architecture. Pipedrive is a highly successful cloud-based CRM system. Prospective customers of CRM systems are quick to ask about the costs. Overall, the costs include not only the direct licence and implementation costs, but also factors such as partners, migration and exit scenarios, as well as issues relating to data sovereignty. It is advisable to consult your data protection officer when selecting the CRM system that is right for you.

When selecting a CRM system, the key considerations for businesses are which internal processes need to be supported and to what extent these need to be integrated into existing system landscapes. Factors such as data sovereignty, customisability, long-term scalability and future-proofing also play an important role.

In practice, therefore, the decision in favour of a CRM solution usually stems from a combination of business requirements, technical constraints and strategic objectives, which also include compliance with legal requirements.

What’s particularly important for you is this: in most cases, it’s not so much about the individual CRM tools or CRM systems, but rather how well they integrate into your environment, so that you don’t end up with the best tools but still have to keep copying data back and forth between Excel and CSV files. After all, that’s exactly what you want to avoid.