SAP Business One Connector

Integrating SAP Business One and CRM

The solution connects and integrates data from both applications within the CRM system. The result is end-to-end customer processes and a 360° view of the customer, complete with digital customer files based on CRM and ERP data. Users can enjoy the benefits of both systems within the CRM software.

With the SAP Business One Connector for CAS genesisWorld, all key ERP information is available to you in your CRM at all times. The interface synchronises all essential master data such as companies, contacts and products. Your sales team can access documents and sales figures even whilst on the move, without an internet connection (additional modules may be required).

Open items can be displayed, for example, during a telephone call.

Key features of the solution

German and English user interface
Mapping of all SAP partner roles in the CRM system
Customer dashboards, group and network views.
Cross-cutting data (organisation, division) in a single CRM record.
Mapping of multidimensional account management structures.

Available CAS genesisWorld versions for specific sectors

Benefits & advantages

You are an expert in your sector and thoroughly familiar with the day-to-day requirements and necessary work processes – we are experts in the CRM market. Together with you, we design a bespoke solution tailored to your company’s future-proof strategy. The sector-specific modules for the genesisWorld CRM from CAS Software AG help us to tackle your specific tasks.

for management

You have direct access to all relevant information straight within CAS genesisWorld. In so-called ‘management cockpits’, you gain a comprehensive overview of sales, turnover and outstanding items relating to your customers.

for sales

You receive information about your customers: what is the sales performance like? Which products are in particularly high demand? Track your new business opportunities directly in CAS genesisWorld.

for marketing

Thanks to the comprehensive information in CAS genesisWorld, you can plan your campaigns even more effectively, easily select customers based on specific product groups and create customised mailing lists.

for the service

You receive information about the products in use and your customers’ call-out charges.

Synchronization & Integration
in CAS genesisWorld

Kunden / Lieferanten

Ermittlung und Synchronisieurung von Anfahrtspauschalen in CAS genesisWorld.

Ansprechpartner

Abgleich der Ansprechpartnerinformationen. Einzelne Ansprechpartner im CAS genesisWorld können übertragen werden.

Anfahrtspauschalen

Ermittlung und Synchronisieurung von Anfahrtspauschalen in CAS genesisWorld.

Umsätze

Ermittlung und Synchronisieurung von Anfahrtspauschalen in CAS genesisWorld.

Offene Posten

Ermittlung der offenen Posten.

Auftragsakten

Aufträge werden als CAS genesisWorld Projekte Typ „Auftrag“ angelegt. Alle Belege werden zu diesem Projekt verknüpft.

Customers / Suppliers

Identification and synchronisation of call-out charges in CAS genesisWorld.

Contacts

Reconciliation of contact details. Individual contacts in CAS genesisWorld can be transferred.

Travel Allowances

Identification and synchronisation of travel allowances in CAS genesisWorld.

Turnover

Identification and synchronisation of travel allowances in CAS genesisWorld.

Outstanding Items

Identification of outstanding items.

Order files

Orders are created as CAS genesisWorld projects of the ‘Order’ type. All documents are linked to this project.

gid GmbH

SAP Business One Connector for CAS genesisWorld

Integrating SAP Business One and CRM

Key features of the solution

Benefits & advantages

for management

for sales

for marketing

for the service