Reference FILTRA S.r.l.

Filtra is a leading Italian company in the design and manufacture of filtration systems for cooling lubricants and for the conveyance and treatment of chips for the metalworking industry.

The success story at a glance

Requirements and goals

  • Utilize an instrument that is simple and fast
  • Provide a centralized solution for contact data management
  • Georeference address data to optimize the sales process (also required for mobile working)
  • Accelerate processes using intuitive software, control and improve sales
  • Help to improve internal communications
  • Determine what kinds of documents can be stored for e.g. email, offers, brochures...
  • Allow customer satisfaction analyses and – actions
  • Implement a system of access rights
  • Control and improve sales performances

Benefits and advantages

  • Helped to automate processes resulting in considerable savings in time for the sales team
  • Sales process made as efficient as possible: Careful workflows ensure that no opportunities are missed
  • Faster response times to customer requests through fully digitized customer dossiers
  • Major improvements to data transparency: All relevant information can now be viewed while out of the office
  • The system is very easy to configure
Read the full success story here Reference Report

CAS 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.

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