Tutorials

Discover practical instructions for working with our solutions in our free and non-binding tutorials. Deepen your knowledge of CRM or CPQ 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

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.
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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. 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

Effiziente Nutzung Grafischer Boardansichten 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 Configurator Merlin 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 View 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 View 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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