Reference BOAGAZ
European experts in the area of flexible gas installation systems with more than 40 years of experience. The company operates throughout Europe and stands for safety, quality and customer proximity through personal support.
CAS genesisWorld is the perfect CRM solution for us: Easy to use and clear and concise in the mapping of our processes. Thanks to the great support provided by fixed contact persons at SALDO, we feel we are in good hands.
Waltraud Lechner, MBA, Managing Director
The success story at a glance
Requirements and goals
- Replace Excel lists in sales
- Contact management with assignment and categorization
- Lead reports
- Estimation of potential and probability of conversion
- Project management
- Follow-up system
- Analyses (also of the frequency of customer visits, newly created customers etc.)
Benefits and advantages
- Cumbersome Excel lists in sales were replaced by CAS genesisWorld
- End-to-end sales process e.g. visit reports are generated directly in the CRM system in a standardized way and can be viewed across departments
- Transparency thanks to mapping of the entire project management process, from acquisition to scheduling and resource planning
- Time savings through standardized processes and continuous efficiency gains thanks to reduced organizational effort
- Simplification of day-to-day work: Contact management with reminders and priorities
- Clear analyses and structured company knowledge
Industry
TradeCustomer since
2020Website
www.boagaz.comSupporting partner
Saldo EDV-Beratung Gesellschaft mbH, St. PöltenCAS 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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