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

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

SmartDesign®: Intuitive Handling of CAS genesisWorld The SmartDesign® technology of CAS genesisWorld ensures intuitive usability on all devices – whether desktop, tablet or smartphone. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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. chevron_right Watch now

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