CRM software from the German market leader
for CRM + AIA®

CRM (Customer Relationship Management) is a corporate strategy that uses all customer information to improve customer relationships in the long term.

CRM software offers a solution to manage customer data efficiently and aims to use the data to fulfill customer wishes and address them in a targeted manner.

CRM software enables cross-departmental synchronization of all your customers' data. Both marketing and sales thus have access to the latest information, ensuring that the data is used as profitably as possible.

In marketing, the CRM system can be used for a personalized approach, for example in e-mails or newsletters. Target group-specific marketing activities are also simplified by the enrichment of customer data. In sales, employees can use the CRM system to find out about customer purchases already made, resulting in cross-selling and up-selling measures. In addition, new sales opportunities can be discovered through precise documentation of customer interests.

Further advantages of customer relationship management are:

• Central networking of data in the CRM system
• Profitable use of customer data and information
• Simplified implementation of customized marketing and sales measures
• Recognizing potential sales opportunities
• Comprehensive overview thanks to a holistic CRM solution

The main functions of a CRM system include:

• Contact management
• Sales management
• Marketing automation
• Customer analysis and reporting
• Customer support and service
• GDPR-compliant data protection

The functions of a CRM system are heavily dependent on the respective company requirements. Based on these individual needs, companies can have their customized CRM software solution configured by professional CRM providers.

There are generally three classic types of CRM systems, which differ in terms of their functionality and focus:

• Operational CRM - optimization of customer interaction
• Analytical CRM - keeping an eye on customer behavior
• Collaborative CRM - strengthening cooperation

The main differences are the objectives and areas of application. This must be taken into account in order to select the right CRM system for the specific requirements of the respective company. Many CRM systems combine conceptual approaches and features from two or three of these orientations. This results in a holistic approach, as the different directions can complement each other very well.

To find the right CRM, define your goals and requirements, such as contact management and automation, and determine your budget and the desired number of users.

Then compare different CRM systems on the basis of functions, flexibility and scalability, request demo versions and test them to get to know the user-friendliness and customization options. Pay attention to the integration with your existing tools and whether the software can grow with your company.

Yes, a CRM system can be connected to other systems in order to seamlessly integrate processes and data.

CAS solutions offer a wide range of integration options via APIs and connectors that enable bidirectional data synchronization. Extensions and interfaces to various third-party applications can be integrated, including ERP and merchandise management systems, archiving and communication solutions as well as Microsoft 365.

The CRM costs for CAS solutions differ depending on the solution, edition and license model and vary depending on the modules, number of users and individual customizations.

Offers and promotions can reduce the price. CAS is thus positioning itself with its professional CRM solutions with a flexible pricing model that is tailored to the needs of its customers.

The differences between a local (on-premise) and a cloud-based CRM system lie primarily in the storage location, accessibility, operating costs and IT administration.

Storage location, access and security:

• Local CRM is installed on the company's own servers and the data remains in the company's own network. This gives you full control over your data and IT infrastructure.
• Cloud CRM stores the software and data on external servers (cloud) and can be accessed from anywhere via the Internet (with appropriate authorization). The cloud providers take care of the security and IT structure.

Flexibility and scalability:

• Local systems often offer more control and customization options, but can be scaled less flexibly.
• Cloud CRM is highly scalable, can be quickly adapted to new requirements and can be used anywhere.

Implementation, operation and costs:

• Local solutions have to be purchased, installed and maintained by your own IT department. This can result in high acquisition costs.
• Cloud solutions are rented as a service (SaaS), with updates and maintenance provided by the software provider.

To ensure that the CRM project can get off to a smooth start, areas of the company are analyzed in advance. Project goals defined and communicated. Using the project methodology specially developed by CAS Software, the CAS project method, individual areas are analyzed as part of a workshop.

In addition to organizational and process-relevant procedures, the existing IT environment is also closely examined. All fundamental processes are incorporated into project implementation from the outset. This ensures a successful, step-by-step CRM introduction. Employees recognize the value of CRM, live the strategy and enjoy using the processes.

The CAS project method integrates the following success factors into CRM project management:

• The management team stands united behind CRM
• Active communication about the CRM project ensures that employees are informed and involved at an early stage
• Participants from all relevant areas of the company are integrated at an early stage
• Responsibilities are clearly distributed
• The processes in the company are defined
• Gradual introduction of CRM - by area or by function