Reference BANSBACH GmbH
As an auditor and tax consultant, the internationally active company is a professional contact and advisor in tax and auditing matters as well as a sparring partner, co-thinker and decision-maker in almost all business matters.
The implementation of CAS genesisWorld was a concious company step in the direction of a digital future for: better transparency, more efficient network management and a significantly optimized invitation process.
Christina Gewohn, Project Lead IT
The success story at a glance
Requirements and goals
- Standardization of address management and client contact processes across all locations
- Planning, management and controlling of e-mail marketing
- Categorization and target-group formation of the contacts
- A 360-degree view of all client contact points
- Interface to DATEV
- Establish a consistent sales process
- Data protection-compliant storage of data
Benefits and advantages
- Easy data maintenance all in one place, thanks to the DATEV interface
- Consistent data quality thanks to the central overview or all the contacts, thus avoiding duplicates
- Saves time and increases the chance of success in e-mail marketing thanks to target-group language and improved analysis
- KPIs and analyses with graphic reporting
- Minimizes the effort involved in the GDPR conform saving and processing of personal data
- Raises efficiency through simplified and clarified processes
Industry
Consulting/Tax/Auditing ServicesCustomer since
2024Website
https://www.bansbach-gmbh.de/Supporting partner
itdesign GmbHCAS 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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