Overview of functions
Functions for all divisions
Functions for all divisions
Dashboards for individual overview
Every working day begins with the dashboard which opens
when CAS genesisWorld is started. It provides each employ-
ee with a short, individual overview of information: tasks,
birthdays, ongoing projects, new addresses, missed calls,
appointments, opportunities, reports, recently changed doc-
uments, holidays, etc. In this way, everyone is immediately
up to date.
The dashboard of CAS genesisWorld displays individually selected
information at a glance.
Greater customer loyalty and profitable
follow-on business
CAS genesisWorld supports your customer and information
management system with strong functions. The Standard
Edition consists of the indispensible aid for successful CRM
for small and midsize enterprises. The Premium Edition and
the Suite provide the company with precisely tuned addi-
tional functions and modules.
In the following, the functions of CAS genesisWorld are bun-
dled thematically. We have marked the Premium Edition
functions with , the supplementary modules with .
Compile your customized CRM solution with the editions and modules.
CAS modules, add-ons, partner and special solutions can be obtained
additionally with all editions.
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Dashboards can be used for many purposes. The company
dashboard compiles filtered information of the entire data-
base. Your management team will be ideally informed at all
times, for example about current projects, sales figures and
tasks within the company.
Customer dashboards, project dashboards, marketing dash-
boards and support dashboards can be set
up individually. Everyone has all the relevant
information at a glance. At the same time,
not only standard data records are presented,
but also their links. So a project dashboard
displays a “Milestone 1” appointment includ-
ing its linked tasks and change logs.
The aggregated view in the dashboard evalu-
ates the data records, for example as table,
diagram or RAG rating. At the RAG, a project
status for example can be read out using the
colors red, amber and green. The charts are
interactive: with one click on a segment, the
corresponding data records are displayed in
the list below.
Premium Edition Suite
+ Sales module
+ Marketing module
+ Report module
Standard Edition Premium
+ Premium functions Edition
+ Mobility module
Standard
Edition

Address management for optimised data quality
CAS genesisWorld stores addresses in a central database.
The administration of addresses is organized by dividing
them into three different data record types: companies,
their contact partners and individual contacts. With Uni-
code, such characters as Chinese, Greek or Cyrillic are
also displayed correctly in addresses. Individual catego-
rizations such as A, B, C customer, prospect, partner or
supplier enable you to quickly select the desired content
for distribution lists. With the “Change selection” function,
you can change several fields in selected data records at
the same time.
Other functions for high data quality:
• Address wizard records addresses from e-mail signatures,
websites and other documents
• Consistency check offers alternatives if fields do not
match: zip code/town/federal state/country, sort code/
Bank, first name/salutation, etc.
Name, address, company, phone and e-mail are
clearly presented.
Customer dossier stands
for competence
The customer dossier shows all data at a glance:
e-mails, schedules and tasks, caller logs, docu-
ments, opportunities, orders and delivery slips,
the entire correspondence as well as projects. You
can inform all employees throughout the company
in a clear, structured and chronological way. Raise
competence and service quality significantly.
Functions for all divisions
• Address synchronization and enhancement with data
from external address providers such as bedirect or
YellowMap. The processing is documented automatical-
ly in the “Checked on” and “Checked by” fields
• Synchronization of private customer addresses with the
YellowMap AG telephone directory is free of charge
• Address administration with three options: public (all
users have access), user-sensitive (access rights and
users are preset during selection of participants) and
private (address is only visible to the user who made
the setting)
• Elimination of duplicates when entering and changing
addresses
• Interface to OMIKRON Address Center free of charge
integrates the elimination of duplicates of the external
software from OMIKRON and thereby expands the CAS
genesisWorld functions
The customer dossier clearly compiles all data chronologically.
3
 Functions for all divisions
Clever planning with appointments,
calendar and processes
With the simple and well-organized appointment manage-
ment in CAS genesisWorld, all employees reduce their time
for appointment organization to a minimum. The appoint-
ment wizard looks for free appointments for one or more
participants, taking account of time, location, duration, re-
With CAS genesisWorld, even large meetings can be organized easily.
Participants, rooms and other resources are added to the appoint-
ment, overlaps recognized immediately.
Tasks can be prioritized, delegated, categorized and provided with
a recurrence pattern. Due date, estimated time and access rights are
defined individually.
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sources and indicates overlaps. When an appointment is
scheduled, CAS genesisWorld informs invited or registered
participants by e-mail.
Other important functions:
• Drag and drop makes it easy to reschedule
appointments in the calendar
• Reminder function reminds you in good
time of important meetings
• Recurring and group appointments are
created quickly and easily in the calendar
• Access rights can be configured individu-
ally for each appointment
• Confidential appointments are visible only
to the participants
• Team calendar shows appointments of
several users in one calendar. The team
calendar is composed by using a drop-
down list of the text input of names or
abbreviations.
• Resource administration: meeting rooms,
projectors, laptops or company cars are
registered with appointments, possible
overlaps checked.
Exchange connect
This module synchronizes data such as e-
mails and appointments between CAS gen-
esisWorld and Microsoft Exchange ®/Microsoft Outlook®. In
this way, a complete customer dossier is created, even if
CAS genesisWorld is not installed at all workstations, but
work is performed in parallel with CAS genesisWorld and
Microsoft Outlook®.
Tasks and follow-ups for efficient workflows
CAS genesisWorld administers requests, complaints, serv-
ice inquiries, holidays, absences and sick notes. The tasks
can be created as follow-ups with reminders and as lists,
Furthermore, they can be displayed with appointments,
processes and holidays on a time axis. They can be priori-
tized, delegated and categorized. Thereby, the software is
set up according to the individual employee’s working day.
Company-wide teamwork: Strong groupware func-
tions ensure the smooth cooperation of all employees.
E-mails, addresses, tasks/follow-ups and calendars
are used jointly throughout the company.

Functions for marketing
Professional search and filter functions
In addition to the specific and global search, CAS genesis-
World provides a phonetic search, which can make a find
even in the case of the different spelling of addresses. For
example, Mr. Meyer from Schmitt & Co. can also be found
even if the user searches for Maier from Schmidt & Co. The
extensive search and filter functions are also useful for
compiling distribution lists with specific target groups.
The search for links makes complex queries possible: data is
selected by defining just a few filter criteria.
The link search includes links of a data record type during
the search. So users can find, for example, addresses in the
“Customer” category, which were linked with an opportunity
during the last two years. The filter criteria for a link search
can be saved in the navigator.
Campaign management for
targeted marketing
With CAS genesisWorld, specific target groups
can be selected easily on the basis of the central
address database and activated depending on the
desired communication channel by e-mail, letter
or telephone. To do so, numerous templates and
the campaign wizard are available for personal-
ized mass mailing. So companies have their daily
campaign business well in hand.
Functions for marketing
Inxmail integration expands e-mail marketing
The cost-free connection enables the cooperation of
CAS genesisWorld and Inxmail, an e-mail marketing tool,
which must be obtained separately. The special feature
of Inxmail is that recipients responses are measured and
taken into account in follow-up campaigns. This proce-
dure, which is called “Closed Loop Marketing”, raises the
relevance of the messages for the recipient and ensures a
clearer image of the target group at all times.
Marketing controls multilevel
campaigns
With the separate marketing module, multilevel
campaigns are also planned and implemented
quickly. The graphical workflow designer ensures
an overview and structured implementation
right from the start. The standard functions of
CAS genesisWorld are also used here: addresses
can be added or withdrawn quickly from the dis-
tribution list with the drag and drop function or
by pressing a button. When sending messages,
permitted and preferred communication channel
types are taken into account: addresses are au-
tomatically assigned to the corresponding stand-
ard actions (e.g. e-mail, by post). The Marketing
module makes it possible to save the customer’s reaction
directly in the address, which enables consistent follow-up.
It also includes the budget as well as costs and provides
extensive evaluations for measuring success.
With the optional marketing module, campaigns with different phases
can be planned, implemented and their results evaluated.
5
 Functions for sales

Functions for sales

Communicate better through Telephony connection creates
document management good contacts
Document management begins with standardized templates The telephony connection sets up the desired connection
for letters, faxes and e-mails. This saves a lot of time in daily with a click. CAS genesisWorld recognizes incoming calls,
correspondence, but also when sending personalized mail opens the corresponding customer address or a caller log
merges, faxes and e-mails. The flexible interface to Microsoft in which the contents of the call are recorded. The caller
Office® products makes it possible for the documents to be log is automatically linked with the correct address data
recorded or changed directly in Microsoft Office ®. Previous record. Unknown callers can be checked by an external ad-
versions are retained through version administration. In or- dress service provider. CAS genesisWorld compiles missed
der to integrate existing external files in CAS genesisWorld, calls and other lists with examples of caller logs.
there is the drag and drop function.
In this way, you can concentrate
all documents which are centrally
stored in CAS genesisWorld. You
can find every user at any time
by using the full text search. List
views for certain documents are
quickly created by filtering for cat-
egories such as quote or protocol.
All documents are protected by ac-
cess rights.

Documents are created through the Microsoft Office ® connection e.g. with
Microsoft Word ® and archived in CAS genesisWorld. Templates, drag and
drop as well as the global full text search save a lot of time.

Documents for e-mail merges are

created faster with templates.

6

Efficiency and planning reliability
with opportunities
The opportunity forms the entire sales process from the
recording of the lead through the quote phase and the con-
clusion of a sale through to After Sales. The sales staff are
supported for example by the “Next activity”, which shows
the short-term actions, be it a phone call, appointment or
call-back. Evaluations of the opportunities are possible de-
pending on access rights and can be easily transferred, e.g.
to Microsoft Excel®.
Strengths-weaknesses analyses of opportunities can also
be implemented in order to localize the most profitable
customers and prospects and to make more accurate sales
predictions.
The sales process can be controlled more efficiently through
the sales opportunity.
Action service with automatic messaging
The notification and action service quickly automates stand-
ard procedures. For example, it informs the Sales Office if the
Field Service has made an addition to a customer dossier or it
sends a welcoming e-mail when a lead becomes a customer. It
draws attention to upcoming birthdays and sends a prede-
fined birthday greeting, monitors deadlines, sets up appoint-
ments, caller logs and tasks if certain events such as “issue
invoice” or “set up opportunity” occur. A Sales employee can
easily define subscribed messages. Mandatory messages
and messaging rules can be set centrally.
Functions for sales
More efficient selling with sales
The optional Sales module extends the functions of the op-
portunity in CAS genesisWorld, so that all sales structures
and methods with their own criteria catalogs, sales territo-
ries, observation of the competition, product catalogs, etc.
can be illustrated hierarchically. Milestones and activities
can be freely defined. Employees find and create all sales
documents in CAS genesisWorld: quotes, contracts and in-
voices. The reporting is based on the entire database: in
this way, the probability of a sale is included in the cal-
culation of all influence factors, leads are evaluated and
forecasts prepared.
Interactive views of sales opportunities enable a quick
general overview.
ERP connect integrates enterprise
resource planning
With the ERP connect module and an interface to the par-
ticular ERP system, the customer dossier as well as the CRM
and the ERP information can be seen. Without having to
change the application, the user opens invoices, delivery
slips or quotes directly in CAS genesisWorld. The system
synchronizes addresses automatically between the CRM
and the ERP application. An easily prepared product cata-
log with photos and sales aids make CAS genesisWorld the
central system for Sales.
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 Functions for service and project management
Functions for service and project management
Project administration with structure
and transparency
CAS genesisWorld illustrates the complete project manage-
ment function: from acquisition through to appointment
and resource planning, Reporting with reports through
Controlling on different bases of evaluations. With the
team planning view, the group calendar and the project
plan, utilization and availability of planned resources are
always in view.
Plan projects in a structured way and handle them accurately
with the additionally available Project module.
8
The Project module ensures the success
of projects
The optional Project module extends the project manage-
ment functions of CAS genesisWorld. Workflows are defined
with milestones and templates for projects. Employees and
material resources are assigned roles in the process. Accor-
dingly, only the particular required modules and roles have
to be selected and assigned to the responsible employees
when setting up an acquisition project.
The flexible, configurable tree view with
integrated Gantt diagram and the predecessor-
successor dependencies guarantee a well-struc-
tured overview. Extensive project sequences
as well as the utilization and availability of the
planned resources are presented consistently
in this way. Plans from Microsoft Project® and
Open Workbench can also be included.
Resources are planned on the predecessor le-
vel and presented clearly in a utilization view.
Times, expenses and third-party services are
recorded and synchronized with the budget.
For individual quotes, users record the daily
and hourly rates for services quoted and cu-
stomer-specific price and discount lists in the
CAS genesisWorld product catalog.
Seamless controlling, time and cost-oriented handling of
projects, opportunity forecast with turnover weighting and
budget planning according to cost account, expand the ran-
ge of possibilities. The integrated escalation management
also makes a contribution towards arranging projects more
successfully.
 Functions for service and project management

Helpdesk for professional

service management
With the additional Helpdesk module, support
inquiries are recorded and handled efficiently.
The employees write service contracts, are in-
formed about the product in use and maintain
individual agreements. Trouble ticket pools
and transfers are supported, as are rule-based
internal and external notifications. Automatic
or manual time recording guarantees complete
control over service costs. During the evalua-
tion of trouble tickets, the service performed
for individual customers is documented per
customer and the coverage of the service
costs can be adapted at regular intervals.

The processed trouble tickets flow into an FAQ

database. The FAQ documents are available to
the support employees who can search through
them easily. Selected FAQ documents can be
made available externally in an online portal.
Competent information and full cost control in the Service
Department with the optional Helpdesk module.

MindManager connection for

CAS genesisWorld
The integration of Mindjet MindManager®, the market leader
in the Mindmapping sector, into CAS genesisWorld extends
the clear graphical presentation of CAS genesisWorld data
and its links. The various data records such as addresses,
opportunities, appointments, tasks, etc., can be processed,
extended and fed back into CAS genesisWorld again. Users
require the Mindjet MindManager ® for this purpose.

Timeclient online for

expense accounts
With the Timeclient online module, which can be
obtained separately, the Field Service records
project and travel times, daily expenses and ex-
pense vouchers conveniently over the Internet.
The driver’s log book records the number of
kilometers and distinguishes between busi-
ness and private travel. All data are assigned
directly to the related appointments, proce-
dures, projects and customers.

9
 Functions for mobile CRM
Functions for mobile CRM
Mobility – Well informed at any time
and anywhere
With the Mobility module, customer advisors can process
addresses, appointments and tasks from the CAS genesis-
World CRM system at any time using their mobile device
or via the Internet and create new data records. Company
headquarters and branch offices can also work with the
same database.
Web access makes it possible to work with CAS genesisWorld
via the Internet. All key functions are available.
Always have the right information to hand with CAS genesisWorld
in the office, at home and out of the office. Employees become
more flexible, the flow of information is accelerated.
10
The following possibilities are available for this purpose:
• Data replication facilitates the synchronization of CAS
genesisWorld databases at different locations and on
laptops
• Web access ensures online access through an Internet
browser
• Mobile access facilitates direct access using mobile ter-
minal devices such as PDAs and Smartphones
Mobile CRM for Blackberry
Even Blackberry users have direct access to CAS genesisWorld.
Mobile CRM for Blackberry offers the most frequently used
functions: search, update and dossier view of addresses,
appointments and tasks, telephony connection and e-mail.
Synchronize data with Mobile sync
Mobile sync is ready for all companies which replicate their
data. Data synchronization can – depending on the device
– take place at the workplace using a docking station, ca-
ble connection, infrared or Bluetooth; synchronization is
also possible through WLAN, GSM or GPRS, as long as the
Symbian or Windows Mobile operating system has been
installed on your terminal device. CAS genesisWorld Mobile
sync is based on mobiaccess technology from InfomatiX.
 Functions for reporting

Functions for reporting

Evaluations and reports create
planning reliability
All kinds of reports can be created easily with
CAS genesisWorld on the basis of the entire data-
base. Automatically updated reports and compila-
tions of various reports bring the user up to the lat-
est level of knowledge. With one click, each one of
them can be opened and processed. The overview
is provided by the table, graphic, diagram display
formats, … (pie chart, bar chart or area graph).

New reports can also be created quickly in

CAS genesisWorld through more than 80 context-
dependent templates: From opportunities to ex-
pected sales potential, through evaluations of
campaigns up to tasks and resources. With the
preview, reports can be checked and corrected if
necessary. A schedule for reports provides smart
support for the evaluations which are prepared at Sales opportunities are evaluated in detail.
prescribed time intervals and sent via the notification and
action service to selected employees.
Analysis makes evaluations easier

The Report module complements The Analysis module extends the standard functions of
functions for reports CAS genesisWorld for multidimensional analyses and evalua-
tions of company data. In this respect, ERP and CRM data are
Report is available as an additional module for CAS gene- presented in a structured way, for example, the turnover per
sisWorld. Flexible filter functions make it possible to unit of time according to sales territories and sales channels.
evaluate all data records, links and working hours across Analysis uses OLAP technology and is based on the HaPeC-
several levels. Individual numerical fields, the number of Xstream and Cognos Powerplay programs.
linked data records as well as the total quantity of links
can be displayed as total, minimum, maximum or average,
and the results exported easily to Microsoft Excel® or Mi-
crosoft Access®. With the integration into Crystal Reports,
Crystal Reports are integrated in CAS genesisWorld and
presented graphically.

11
Flexibility for users
and administrators
Every company has individual working processes, procedures
and objectives. This also applies to every individual em-
ployee. With CAS genesisWorld, no one has to adapt to new,
program-specific procedures, but rather CAS genesisWorld
adapts flexibly to existing needs and individual proce-
dures. Each user can, for example, adapt list formats, filter
functions, (team)calendars and navigation elements to his
requirements. The navigator views can be saved on request
and sent to colleagues.

The settings are stored in the database, so that the user can
work at any desired PC workplace. Furthermore, it can be
determined who is allowed to import and export data, and
who may enhance addresses or who is allowed to execute
replications. The administrator implements the tasks easily
with the assignment of rights.
The navigator is structured individually towards the requirements of each
employee. Long search times are a thing of the past.

Form Designer for

individual interfaces/
masks
With the Form Designer, interfac-
es/masks of various data record
types are arranged individually and
thereby adapted to the company’s
requests. New fields can be creat-
ed with selection aids and field as-
signments. The data structure then
corresponds to the requirements of
the individual company and fulfils
the special needs with respect to
working procedures and company
structure.

The administrator retains all means in order to create new fields in existing
masks as well as complete data record types with infrastructure.

12
 Flexibility

LDAP permits access to

CAS genesisWorld addresses
The LDAP server enables access to addresses in CAS gen-
esisWorld through the Lightweight Directory Access Pro-
tocol (LDAP). Accordingly, it is possible to search for ad-
dresses in programs in CAS genesisWorld which support
this service; they are then entered, for example, as e-mail
recipients.

The CAS genesisWorld rights system is applied, i.e. only

those addresses are made available to the user for which
he has access. Frequently, the LDAP server is used by us-
ers who do not work with the internal CAS genesisWorld
e-mail Client.

Database Designer illustrates

company structures Data connect connects applications
The administrator illustrates the internal company data The Data connect module extends the services of ERP con-
structure with the help of the Database Designer. He can nect. With it, all data from third-party applications can be
create individual data record types or adapt fields to exist- connected and synchronized in CAS genesisWorld.
ing data record types. For example, he can create a new
data record type or a new “room administration” object us-
ing the Room number (number), Number of seats (number),
Equipment (text), etc. fields.

Loadbalancing creates performance

With Loadbalancing, administrators have the possibility of
automatically distributing the reports from clients to differ-
ent application servers. In this way, individual application
servers can be used to a greater extent for certain tasks,
e.g. replication. The load distribution is set in the Server
Manager and can be controlled through three criteria: proc-
essor utilization, memory utilization and number of client
logons.
Flexible procurement
CAS genesisWorld also offers the required flexibility during
procurement: in addition to purchasing a licence, CAS Soft-
ware AG offers an “SME lease”, whereby CAS genesisWorld
is leased and operated on the company’s own computers.
Only the number of licences actually used will be paid for
in the month of billing. The changeover – from lease to
purchase – is possible with all data at any time, which
guarantees the CRM investment.

13
 Solutions world

Branch solutions and connections

CAS genesisWorld builds bridges
As standard, CAS genesisWorld integrates Microsoft Office®
package data from Microsoft Outlook®, through 20 ERP Special solutions on the basis of CAS genesisWorld
systems and other applications. CAS genesisWorld forms are available for the following sectors:
the central working environment, which compiles all infor-
mation for the user under one interface. • Automotive • IT services
• Banking • Schools
Many practical connections and additional solutions simplify • Research • Tourism
the work for small and midsize enterprises. New add-ons and • Universities • Management consulting
solutions are continuously being developed – even for individ- • Industry • Associations
ual demands. This results in solutions for numerous sectors. • Engineering services • Insurance

ERP/Commercial solutions

The logos are registered

trademarks of the particular
manufacturer.

Telephony/Voice over IP Address management

Service/Support Archiving/Document management

Project management
Evaluations/Analyses

Office

E-mail/Fax/Messaging Data synchronization/Mobile solutions

Extract of the comprehensive world of solutions

around CAS genesisWorld.

14
 Internationalisation

Internationalisation
Unicode and country formats Timezone for global business
relationships
CAS genesisWorld is ready for international use. With
Unicode, such characters as Chinese, Greek or Cyrillic are With international use of CAS products, there is the necessity
also displayed correctly in addresses. In this respect, the of being able to work across different time zones. The
addresses are presented in the specific country formats. important thing here: the correct presentation of time zone-
sensitive activities such as appointments, tasks, holidays
and phone calls. They are displayed in the daily and weekly
CAS genesisWorld is available view of the time zone used.
in the following language versions:
• German • Czech
• English • Hungarian
• French • Croatian
• Italian • Rumanian
• Dutch • Turkish
• Spanish • Polish

The multilingualism is continued in the input assistance

and in the navigator.

Add-ons: modules for CAS genesisWorld

page page page
ERP connect, Data connect 4, 7 Mind Manager-Add-on Form Designer
and Exchange connect 13 for professional 9 for individual interfaces 12
for extensive connections mindmapping

Marketing Mobility Database Designer

for complete campaign 5 for mobile CRM 10 for the display of company 13
management structures

Sales Mobile CRM LDAP Server

for successful sales 7 for Blackberry 10 for comprehensive address 13
procedures management

Project Mobile sync Loadbalancing

for methodical project 8 for synchronizing with mobile 10 for high performance 13
management devices

Helpdesk Analysis Standard/ Timezone

for professional service 9 Premium 11 for global business 15
management for multidimensional analyses relationships

Timeclient online Report

for the recording of time and 9 for structured reports and
expenses
11
adhoc evaluations

Various modules for CAS genesisWorld can come into use

optionally at individual computers or in working groups in almost
any desired combination.

15
 At a glance

CAS genesisWorld CAS genesisWorld is the customized CRM solution for the
small and midsize enterprise. Smart, effective and perma-
nently economical. With short introductory time and intui-
at a glance tive operation, and highly professional at the same time:
with a wide range of basic functions, latest technology,
adaptable and extendable – your individual requirements
will be fulfilled optimally.

Function Short description

Functions for all divisions

Dashboard Company, customer and project dashboards with all important information from the
database and interactive modules. Targeted summary of linked data, clear presentation
as a table, chart, RAG rating, etc.

Address management
Central address management with individual optional fields, input assistance and
tasks, distribution lists, contact partner administration with the possibility of entering
portrait photos, search and filter criteria, etc. Public, user-sensitive and personalized
addresses. Smart export of data according to Microsoft Excel®, contact status, Uni-
code, country formats.

Customer dossiers Chronological customer dossier with all activities, documents, correspondence, projects,
opportunities and ERP data.

Categories Individual categories such as A, B and C customer, supplier, cooperation for addresses
and other data record types.

Address wizard Intelligent support during address recording. Automatic analysis of unstructured data
which are made available as company address, contact partner or individual contact.

Consistency check with addresses Automatic check of whether the input values fit together within an address, e.g.
whether the zip code matches the town, the first name the salutation or the bank sort
code the bank.

Duplicate check CAS genesisWorld provides an easy check when adding/changing addresses. Complete
duplicate check during mass import with check, synchronization and deletion of dupli-
cates through the OMIKRON Adress Center.

Appointment/Process management Daily/weekly/monthly views, team/colleague/resource calenders, executive calender

with special administration rights, simple changes of appointments with the drag and
drop function, check for overlapping appointments with possibility of interaction,
resource administration, appointments for confidential discussions, recurring and
group appointments, whole day appointments, reminder function, notification for new
appointments, etc.

Appointment wizard Easy search for free appointments with several employees and resources in a defined
timeframe.

Microsoft Outlook® integration Mutual use and synchronization of addresses, appointments and tasks for an up-
to-date database in both systems with the Exchange connect module which can be
obtained separately.

Tasks/Follow-ups Presentation in list form or integrated in calendar views, freely definable task lists
and/or according to task types, reminder function in case of due date, delegation of
tasks with follow-up, automatic notification on receipt of a delegated task, display of
the processing status as well as processing duration, prioritizing according to A-B-C,
team and recurring tasks. Administration of expenses with values for target, estima-
ted and actual. Preassignment of priorities (i.e. all tasks are first assigned Prio A as
per the default setting).

E-mail integration
CAS genesisWorld in the Standard Edition is used for e-mails (POP3/SMTP/IMAP4),
direct archiving of e-mails with convenient archiving assistants, automatic linking to
projects and addresses, sending of personalised e-mail merges. Spelling check, out of
office assistant, e-mail signatures, UTF-8 and MAPI support. SSL and TLS encryption
for SMTP.

Premium Edition Optional module

16
 At a glance

Function Short description

Primary links Links between data records can be assigned different values. The following can be de-
fined and displayed: why data records are linked, how they are linked (role of the link
between data records, e.g. headquarter/subsidiary in company group) and in which
ratio (m:n, 1:n, 1:1). Links are jointly recorded in the change log and can be reprodu-
ced on request.

Group structure Primary links are useful, for example, in the project business if all data stored in the
system should be assigned to the project and the project itself must be assigned to
an address.

Tree view Companies can be linked with each other through parent/child relationships (1:n). The
group structure can be viewed graphically and processed through the Group Structure tab.

Type and Status Rapid overview of links and hierarchies with all data record types.

Automatic numbering
Two-stage input assistance, “Type” and “Status” with mandatory fields and dynamic
tab display for all data record types. The values in the “Status” field vary according to
the values selected in the “Type” field. Via the “Type” field you can also control the
displayed tabs in the data record masks. The user receives exactly the information he
or she requires. For example, addresses of the type “Customer” have an additional tab
for all related customer information such as discounts and bank details.

Hierarchical input assistance Automatic number generation according to company-specific range of numbers: every
new document or every new address is automatically assigned a new number.

Tabs For the classification of data records by hierarchical structure, e.g. company group with
sales territories Continent, Country, Federal State, …

Smart working Views in the navigator can be presented in new tab cards without closing the existing
views – parallel work with rapid navigation without having numerous windows open.

Smartes Arbeiten Personal information wizard, reminder function, messaging, confidential data, lists, link
views, import and export, drag and drop functions, change logs, print function, wizards
for multilevel processes such as navigator extensions, and so on.

Functions for marketing

Search and filter Fast and detailed filter search in all data record types. The filter search can be inclu-
ded or excluded in all fields of a data record type.

Link search Includes links in the search which raises the target group accuracy. For example, all
addresses which are linked with an opportunity can be selected in no time at all.

Full text search Search in the entire document archive also within documents. Information is always
found in this way.

Phonetic search Also search for similar spelling: Schmidt, Schmitt or Schmied.

Campaign management Supports selection of target group and action (form letter, e-mail merge or telephone
campaign) and the implementation of this action. Convenient search and filter
criteria, distribution lists, campaign assistant, HTML e-mail merge and templates
make the work easier.

Administer marketing documents All documents for Marketing are managed centrally. Mailings from recent years are
found quickly, evaluations of success rate prepared rapidly.

Event management Complete event planning with room management, invitation organization and
evaluations.

E-mail campaigns Newsletters, archiving and evaluation of e-mail campaigns with the professional
e-mail and Permission Marketing solution from Inxmail.

Marketing Optional module for control and implementation of multilevel campaigns. The
graphical display of the various phases with mailings, distribution lists and response
quotas simplify the daily work during campaigns.

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 At a glance

Function Short description

Functions for sales

Documents and correspondence
Integration of letters, faxes, e-mails as well as all documents (presentations, attach-
ments), Microsoft Word® templates, form letters/e-mail merges, archiving in custo-
mer/project dossiers, classification of the documents e.g. by quote, protocol, report;
mass archiving of documents, version administration, favorites, simple exchange of
external attachments, label printing, and so on.

Telephony Telephony with caller recognition, direct dialing from the customer list or dossier, notes
are automatically created for incoming calls and linked with the address, automatic
time recording of call duration, call/callback lists, etc.

Call number recognition
Telephone numbers which are not yet known in CAS genesisWorld can be checked
automatically by an external address service provider. Upon recognition of a suitable
address, this is saved on request as a data record in CAS genesisWorld and also linked
with the caller log. In the case of transferred calls, the original caller is displayed and
linked with the caller log.

Caller log Appears during telephone calls, is filled in by the user and automatically linked with
the corresponding addresses.

Absence notification for caller Caller automatically receives a message if the colleague called has registered a current
appointment in the calendar. The end of the appointment is indicated by a small popup.

Opportunities Illustration of all phases of an opportunity from recording of leads through quote
and conclusion of a transaction through to After Sales; search and filter possibilities
across all fields, and so on.

Notification and action service System-wide definition, freely-definable rules which initiate individual messages or
follow-up actions automatically. The entire database or parts are monitored for changes
including different link types.

Integration of ERP data CRM and ERP information in the customer dossier without changing application, invoice,
delivery note vouchers can be accessed directly with the optional ERP connect module.

Twin list This list presents any two desired data record types together interactively, combined,
filtered and via link logic. Further evaluations are possible through reports. For exam-
ple, addresses can be presented with opportunities – how much turnover was already
achieved with all contacts generated at the trade fair? Open sales opportunities and
their status provide the answer in the twin list view.

Functions for service and project management

Project administration and document Clear presentation of all key data belonging to a project such as appointments, tasks,
lists for projects documents and caller logs. Total status of projects (RAG rating: red, amber, green).

Project structure planning Tree view with interactive Gantt diagram for project structure plans in flexible pro-
cess depth with milestones and predecessor/successor relationships.

Resource planning Planning of effort by employees, capability management and overview of the wor-
kload and availability.

Recording of time and expenses Time recording on the customer, project and procedure level. Recording of expenses
with integrated functions for vouchers, daily subsistence and travel costs.

Quote and order management Quote items can be generated from the product catalog. You can create quotes or
ERP vouchers with a mouse click.

Project controlling Evaluation of all time records, expenses and third-party services and comparison with
the budget plans.

Service inquiries Preparation and tracking of service inquiries from the first contact through to solution
of the problem. With scheduling, responsibilities, priorities, delegation, etc.

Service contracts Overview of the products used, maintenance rates and runtimes for service contracts.
Billing through the ERP system.

Web client Input of service inquiries with overview of open inquiries and access to the FAQ data-
base over the Internet.

Microsoft Project integration Processing of projects in Microsoft Project and Open Workbench.

Premium Edition Optional module

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 At a glance

Function Short description

Functions for mobile CRM

Replication Data synhronization with different domains, which is facilitated with the field service
staff's laptops or company portals.

Web access Online access using an internet browser. Convenient use at every PC with Internet
access. Perfect when working at home.

Mobile access Online access for mobile devices such as PDAs/Handhelds. Data and functions are
provided in realtime.

Mobile CRM for Blackberry Special solution for the Blackberry: online access to CAS genesisWorld. Central
functions are integrated.

Mobile sync Data synchronization with devices on which Symbian or Windows mobile is installed.

Functions for reporting

Reports and evaluations Automatically updated reports as a chart, diagram or graphic. 80 content-dependent
report templates. Time-controlled shipment e.g. on Fridays to the line managers.

Analytical CRM Multidimensional possibilities of evaluation (OLAP) of all data from CAS genesisWorld
with the Cognos/HaPeC Business Intelligence solution.

Report module Other professional functions for reports and evaluations. Connection to Crystal
Reports.

Flexibilty for companies

Navigator Includes entries for fast navigation between views. It can create an individual navigator
tree with its own views. Export and import of navigators possible. Navigator produces
structures for working areas.

Administration Intuitive administration with flexible possibilities of adaptation. Easy attachment and
adaptation of data record types with e.g. personal fields. Clear user and module admi-
nistration.

Rights system Mature rights system for professional demands with user and group administration;
detailed assignment of rights up to field level of data records with easy and clear
administration. Multilevel administrator rights and hierarchical groups.

Data record types CAS genesisWorld contains numerous data record types as standard, such as appoint-
ments, tasks, addresses, projects, processes, documents, holidays, e-mails, phone
calls, opportunities.

Databases Supported by Microsoft SQL 2000® in the Standard or Desktop Edition (MSDE, SQL
Express), Oracle 9i/10g in the Standard or Enterprise Edition.

Loadbalancing Optimum server utilization through automatic client distribution.

Customizing Various setting possibilities for the user as well as the administrator: from the individu-
al adaptation of the navigator and the dashboard through to the creation of new data
record types, fields with input assistance, mandatory fields and mask changes, automatic
hotfix and service pack mechanism through live update over the internet, and so on.

Multitenancy Support of several tenants which work on one server with separate databases.

International use
International address formats CAS genesisWorld makes country-specific address formats available.

Unicode Addresses can be presented and used during searches, form letters, etc., in any desired
character sets, e.g. Chinese.

Time zone capability Easy cooperation in different time zones. Correct presentation of time zone-sensitive acti-
vities such as appointments, tasks, procedures, holidays and phone calls

Subject to changes. Errors and omissions excepted.

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