Reference RSM Ebner Stolz
What makes RSM Ebner Stolz unique is not numbers, facts or figures. It is the attitude behind them. Our goal is to always be there for our clients and help them meet their objectives. That’s how we think, how we act, and how we’re set up. As one of the Top 10 in our industry and one of the largest independent mid-size audit and consulting firms in Germany, we are not only there when our clients need us, but where they need us – right on site, with a nationwide presence in all important German business centers.
The new way of working is more efficient, more transparent and more intelligent than before.
RSM Ebner Stolz
The success story at a glance
Requirements and goals
- Modern client and data management
- Bundling of all information in one central system – also across branch offices
- Requirements of auditors, tax advisors and lawyers under one roof
- Access to all data at every workplace as well as mobile when travelling
- Organisation of events and administration of participants
- Smooth interplay of different systems
Benefits and advantages
- Uniform address data at central location
- Better data quality with less effort required for updating
- Cross-branch office calendar simplifies scheduling
- Complete client-file with all, already-issued and completed orders
- Standardised, cross-system working interface
- Support during correspondence; uniform appearance by using templates
- Complete overview of the status of invitations
- Greater efficiency, transparency and intelligence
Industry
Consulting/Tax/Auditing ServicesCustomer since
2007Website
www.ebnerstolz.deSupporting partner
itdesign GmbH, TübingenCAS 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
We are happy to assist and support you
Our CRM experts will provide you with help and advice by phone or e-mail. Further, our Info Center contains handy tips and detailed information on current CRM topics.