Reference Severn Consultancy GmbH
Severn Consultancy is a management consultancy specializing in the national and international financial market. Its unique expertise lies in the effective realization of success-critical change processes in the back office - this includes excellent consulting and immediately effective solutions for clients.
Effective project management is a prerequisite of our professional technical and management consulting. With CAS genesisWorld we found a solution which best suits our requirements.
Norman Nehls, Partner
The success story at a glance
Requirements and goals
- Optimization of central data storage
- All the stored information on customers and projects should be accessible to our employees
- Enable the management and billing of projects
- Create analyses at the touch of a button
- Replace a variety of Excel listsStandardized processes
Benefits and advantages
- Better informed employees thanks to the contact person dossier which contains all documents, correspondence, phone calls and appointments
- Saves us time with routine administrative tasks such as billing travel expenses and reporting back project costs
- Simplified contact management and improved data quality
- Efficient project management with a process and control system, direct billing of time worked, analyses for quality assurance
- Central control and evaluation of resource planning and deployment
Industry
Consulting/Tax/Auditing ServicesCustomer since
2007Website
www.severn.deSupporting partner
itdesign GmbH, TübingenCAS Consulting
The CRM for Company Consultants
As a company consultant you must have as much information about your customer as possible. CAS Consulting helps you to record, edit and analyze customer information systematically and across different teams. With the latest information from the CRM software, your consultants are always up to date and impress customers and partners with advice tailored to your needs.
Start Today with your CRM Success Story
We are happy to assist and support you.
Our CRM experts will provide you with help and advice by phone or e-mail. Further, our Info Center contains handy tips and detailed information on current CRM topics.