Reference Regnauer Fertigbau GmbH & Co. KG
With 95 years of experience in timber construction and a passion for building houses, we are a family business in its third generation - our history is a commitment to acting solidly and reliably. Customers benefit from the immense wealth of experience throughout the entire process that includes the consultation, planning and realization of their prefabricated timber house.
The success story at a glance
Requirements and goals
- Central data storage and address management
- Managing sales and sales territories
- Automatic assignment of addresses to sales representatives via zip code areas
- Task management with reminder functions
- Structured and simple search via filters
- Simple advertising success control
- Quick evaluation of KPIs and sales quotas
- Mapping the requirements of the GDPR, such as the right to erasure and the right to information
Benefits and advantages
- More time for customer needs with quick and easy access to relevant data and semi-automated address creation
- Smooth transfer of new addresses to the sales representatives
- Targeted and efficient action in sales, as company/customer knowledge is stored digitally and can be accessed immediately
- Provides a good overview and prevents things slipping-through-the-net thanks to automated processes with tasks and resubmissions
- Keeps us focused on successful advertising channels thanks to comprehensive evaluation options
- Ensures GDPR-compliant work
CAS genesisWorld
The powerful CRM solution
CAS genesisWorld is the complete customer relationship management solution. It's so flexible that it can be tailored precisely to your needs and so powerful that you can get started straightaway – CAS genesisWorld can be seamlessly extended as your business expands. A range of smart modules and interfaces means that there is a solution for every requirement. CRM means that you can concentrate on your core businesses, while CAS genesisWorld deals with your processes.
Start today with your CRM success story
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