Tutorials
Discover practical instructions for working with our solutions in our free and non-binding tutorials. Deepen your knowledge and become an expert yourself. In a compact and clear way, you will receive all the important information that will support you in your daily work.
Tutorials for CAS genesisWorld
x16 – Highlights of the new version
Smart functions for optimal workflows, intuitive dashboards and intelligent assistants such as the revolutionary Business Process Automation Assistant support and relieve you of your daily tasks.
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Don’t search, find!
In this tutorial, you will learn how the intelligent search functions in our CRM solution CAS genesisWorld help you quickly and efficiently access all important information and directly edit it.
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Work quickly and easily with templates
Templates simplify entire processes, especially in sales. You can use them to great impact for sales opportunities, quotation items and the creation of quotes in Word through to the follow-up telephone calls.
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Win-loss analysis in sales
In this tutorial, we will show you how you can easily integrate a win-loss analysis into your individual sales process with CAS genesisWorld in order to systematically uncover potential for improvement.
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Improving data quality simple and fast
Data management can be so simple: We will show you how you can use CAS genesisWorld to check and maintain your addresses efficiently and actively in order to improve address quality considerably.
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Track goals easily and clearly
In this video, we show you how to design your individual target cockpit and make your target and actual data available transparently. This allows you to identify deviations promptly, initiate countermeasures in time and achieve your goals efficiently.
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x15 – Highlights of the new version
From innovative SmartTags to intelligent assistants, the new version provides you with time-saving, efficient and transparent support along the entire customer journey - even on the move, of course.
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Manage gifts and compliance rules digitally
Our CRM solutions support you in the digitalisation of all your processes. We will show you how you can also use CRM to digitalise your gift management and transparently map your compliance rules.
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Digital CIP – Continuous improvement process
Simple and effective with crm. In this video we show you possibilities and ideas on how you can digitalize processes and map them in our crm software.
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SmartDesign®: Intuitive Handling of CAS genesisWorld
The SmartDesign® technology of CAS genesisWorld ensures intuitive usability on all devices – whether desktop, tablet or smartphone.
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Access Your CRM Data Offline
In a connected world, it is important that you can access your data anywhere and at any time. In this tutorial, we will show you how to make your CRM data visible offline in CAS genesisWorld.
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CAS Outlook Integration
In this tutorial, you will learn how to connect Microsoft Outlook to our CRM system CAS genesisWorld and how to link your communication conveniently and easily between CRM and mail client.
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Mobile signing from anywhere
Obtain the electronic signature of your customers and business partners directly on site via your tablet or smartphone and have your offers, minutes or proof of activities digitally signed.
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Targeted Marketing
With CAS genesisWorld as your CRM solution, you can plan and manage target audience-specific marketing activities. In this tutorial, we will show you how to design targeted customer communication.
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Efficient Use of Graphical Board Views
Graphical board views through CAS SmartDesign® in CAS genesisWorld Web provide a good opportunity for a more efficient workday and improve clarity.
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Starting MS Teams Chat & Call in CAS genesisWorld
In this tutorial, we will show you how you can easily store MS Teams meetings and chats in CAS genesisWorld and start them from here.
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CRM & CPQ: Integration of CAS genesisWorld and CAS Merlin CPQ
In this tutorial, we will show you how to benefit from the seamless integration of CRM and CPQ for the automatic transfer of customer data as configuration parameters.
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Emojis – Dynamic Masks for User Enthusiasm
Bring even more life to the screens of CAS genesisWorld. This is how you inspire your users in their daily work with CRM.
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x14 – Highlights for CAS genesisWorld users
CRM + AIA® – the foundation for your smart company: Whether desktop client, web client or mobile app CAS genesisWorld offers the best support for an efficient and successful daily business as well as optimal team work from anywhere.
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x14 – Highlights of the CAS genesisWorld Administration
CRM + AIA® – limitlessly adaptable and as individual as your business needs: CAS genesisWorld adapts to your individual needs & company structures. You always have the choice and decide for yourself which information you want to see in your dashboards and how the processes are supposed to run.
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CAS App Designer tutorials
CAS App Designer: Create individualized dashboards easily
In this tutorial you will learn how to create role-based dashboards and work efficiently with business metrics & charts.
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CAS App Designer: Adjust your address management in CAS CRM
Learn to put your customer at the centre of your actions. Achieve optimal contact management with a 360° view in your customer dossier.
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CAS App Designer: Adjust the CAS CRM sales process easily to your needs
In this tutorial you will learn more about system-supported user guidance, flexible and individual sales processes and efficient organisation.
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CAS App Designer: Flexibly design individual forms and dashboards
Keep an eye on the most important key figures and daily tasks and easily integrate them into your workflow. With the App Designer, you can structure and customise your dashboard according to your requirements using drag-and-drop.
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