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The PrinceNet product is an application developed by Visionet Systems to provide you with support, guidance and controls to deliver your Prince2 project to schedule and to standard. CAS genesisWorld CRM Our CRM solution: CAS genesisWorldCAS genesisWorld is the perfect customer relationship management (CRM) solution for small and medium-sized enterprises: smart, efficient, cost-effective and easy to use. It has a professional layout based on recent technologies and provides a wide range of features invaluable for your company's daily customer-related activities. It can be personalised and enriched so that it always satisfies your individual preferences. CAS genesisWorld is available in different editions: The Standard Edition, Premium Edition ( ) and as a Suite. Within a company, a combination of all editions can be used. In addition, also a number of modules are available that can be used for each edition. This way, CAS genesisWorld adapts to the individual requirements of your company and offers service packages that can be adjusted individually for each workstation. Editions and modules Overview of the features| Address management | | A smart and quick address management thanks to data input assistances adaptable to the needs of your sales force, mailing lists, management of business partners, etc. | | | | | | Complete view of the customer's dossier | | Customer dossier indexing chronologically all the activities, documents, correspondences, projects, sales opportunities and invoices. | | | | | | Calendar, appointments and tasks | | Daily, weekly, or monthly calendar views, team or resources calendar, search wizard, invitations, personalised tasks lists, priority, progression status, allocation and follow-up, etc. "Numerical" planner for the management of resources, personnel and holidays, with an outline of the teams in the form of graphs and lists. | | | | | | Phone calls | | Phone calls management including identification of the caller, number dialling directly from the list or from the customer's dossier, automatic note at the time of the call, lists of all received, dialled and missed calls, etc. | | | | | | Correspondence and vouchers | | Integration of letters, faxes, e-mails and any type of documents (presentations, attachments), Microsoft Word models, traditional and electronic mail merge, linking to the customer's dossier or to projects, integrated e-mail client application, support of other e-mail servers via POP3 / SMTP / IMAP4 | | | | | | Project management and project files | | Clear presentation of all the activities related to a project such as appointments, meetings, intermediate objectives, tasks, documents, telephone notes, etc. | | | | | | Marketing operations and mailing lists | | Communication addressed to target customers via mailings and follow-up, mailing lists for marketing and specific distribution operations, assistance with the selection of the addresses. | | | | | | Customer care management | | Management of customer care requests from the first contact, up until the problem is solved. | | | | | | Sales opportunities management | | Follow-up of opportunities throughout the sales cycles from the retention of the prospective customers, upto the after sales service, whilst completing the different stages of the process such as the preparation of the offer and the signature of the contract. | | | | | | Sales force mobility | | Informed, whenever and wherever you want: data replication between establishments and laptops, HTML client and access to the data for the smartphones as well as PDAs. | | | | | | Address duplicate check | | The standard version of CAS genesisWorld proposes a simple detection at the time of address insertion and modification, configurable in the add-on module; an assisted and partially automated elimination of the duplicates as a result of importing the addresses from certain online service providers. | | | | | | Analysis and reporting | | Data analysis possibility, report samples, integration of commonly used tools such as Microsoft Access, Crystal Report, Cognos, etc. | | | | | | MS Exchange / Outlook integration | | Simultaneous use and replication of the addresses and the appointments. | | | | | | ERP data integration | | Connection via the standard tool. ERP information direct accessible in the customer's dossier such as invoices and delivery orders and automatic synchronisation of customer addresses. | | | | | | Intelligent CAS genesisWorld | | Advanced search and filter functions, homepage, navigator, personalised information wizard, alerts, automatic notifications, confidential data, lists, links, import and export, change logs, print option, statistical calculation functions, etc. | | | | | | Customization | | Various possibilities of configuration for the user and the administrator, such as the management of the access rights treated on a hierarchical basis, the modification of the layouts and the introduction of new elements. | | | | | | | | CAS genesisWorld can be used in combination with CAS teamWorks (Intranet - company and employee portal). |
CAS Modules for CAS genesisWorld Individual corporate areas such as the sales or marketing department or the management have specific requirements regarding a CRM system. With its CAS modules, CAS genesisWorld perfectly suits these requirements. | Marketing | | With CAS Marketing, multilevel campaigns are easily scheduled and accurately implemented. Using the graphic workflow designer you can schedule your campaigns visually fast and easily. Follow-up campaigns are simply started using addresses from a certain address pool. Budget and expense budgeting are integrated in the campaign. | | | | | | Mobility | | With the Mobility Module the employees have access to customer information from everywhere.
Replication: Synchronisation between locations or between notebook and head office.
Web access: Access via an Internet browser
Mobile access: direct access via mobile equipment such as PDAs and smartphones (separate CAS module available for Blackberry) | | | | | | Sales | | With CAS Sales, you can reach your sales targets more easily and the sales department will need less time to finish their routine jobs. Sales processes are structured by means of milestones, so that planning, implementation, quote preparation and sales controlling are perfectly under control. All sales employees can concentrate on sales activities. | | | | | | Report | | CAS Report analyses customer relations by accessing the current data stock in CAS genesisWorld in real time. Due to flexible filtering functions, data records, links and working hours can be evaluated across several levels. Tables and charts ensure a good overview (pie or bar chart or area diagram). | | | | | | Form Designer | | The CAS Form Designer is used to individually design the user interfaces of different data record types. New fields and new contents for the input assistance can be created. This way, the data structure corresponds to the requirements of individual companies and meets specific demands regarding workflows. | | | | | | Helpdesk | | With CAS Helpdesk, support requests are acquired and processed fast and efficiently. Your employees can write service contracts and keep records of product use and individual agreements. Troubleticket pools and transfer are supported, as are rule-based internal and external notifications. | | | | | | Project | | CAS Project integrates project management with structure and resource planning. The project controlling guarantees time- and cost-oriented project handling. Integration of the procurement makes invoicing easier and makes sure your key figures are always up-to-date. | | | | | | Timeclient online | | Using CAS Timeclient online, you acquire work and travel hours, daily allowances and receipts for allowances via the Internet. Your field staff can enter right away how much time they spent at the customer's. The electronic logbook saves mileages and is able to differentiate between personal and corporate use. All data are directly assigned to the corresponding appointments, processes, projects and customers and can be evaluated immediately |
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