With version x17, the CAS genesisWorld CRM sets new standards in customer and contact management. Powerful features take your business processes to a new level, giving you the time to build genuine business relationships whilst ensuring your processes run more efficiently and intelligently.

The highlights at a glance:

Business Process Automation: Automate it yourself with ease

Using drag-and-drop, you can design customised workflows and set up business automation that takes the strain off teams and clearly defines responsibilities. This creates end-to-end processes that boost productivity and ensure resources are deployed effectively. So that the focus remains where it belongs: on your customers. Example: following up on quotations, sending reminders about event acceptances and cancellations, or providing genuine service recommendations that lead to cross-selling and upselling.

AI: Intelligent process thinking at the touch of a button

The integrated AI supports your staff in their day-to-day work by summarising and translating the content of emails and other texts, analysing the sentiment and optimising the tone. Efficiency and the quality of communication improve, and your team gains valuable time. Combined with Business Process Automation (BPA), this becomes a real game-changer. Here, for example, you can switch from the informal ‘du’ to the formal ‘Sie’ form, or address an IT expert or a procurement officer, who undoubtedly speak a slightly different language.

 Working across systems

Thanks to webhooks combined with business process automation, you can also trigger workflows and actions in third-party systems – ensuring seamlessly integrated processes and smooth collaboration across system boundaries. Examples: If a payment is received in your online shop, this is automatically marked as ‘paid’ for the relevant contact in the CRM and a thank-you email is sent out; or a new lead from a website form is immediately added to the relevant campaign and receives exactly the information they requested.

Social CRM: Connecting people fairly and digitally

Whether it’s personalised messages or target-group-specific channels: with Social CRM, you can tailor your communication even more precisely. Chat directly from the CRM, import prospects from We.Network and keep track of subscriptions. This is how you build genuine rapport with customers and prospects. It’s also possible to chat directly with project stakeholders within the CRM or create your own community.

SmartMaps: Visualising data

Keep track of your sales opportunities and customers, both globally and regionally, in 2D or 3D. CRM data is presented clearly and intuitively on digital maps. This allows you, for example, to get a better view of a car park, check access routes or, of course, identify further geographical areas where you have business potential. Take a look at the CAS genesisWorld x17 CRM in our video.

Conclusion: With the new CAS genesisWorld x17 version, you’ll be one step ahead of the competition: smarter, more efficient and closer to your customers. Find out more about CAS genesisWorld x17 during a friendly chat. Simply get in touch with us.