xRM and CRM for small and medium-sized companies

Customer CentricityFor businesses with a great future

CAS Software is an agile, dynamic business, focused closely on innovation.

Welcome: On the way to the

customer-centric company

Prof. Dr. August-Wilhelm Scheer

Top100 Jury Member and BITKOM Executive Board Member

3

How can we help your business be successful? With our

leading-edge customer relationship solutions and services.

Because we know: Customer Centricity is the right strat-

egy to lead SMEs into a great future. With our individual

solutions, we will guide you on your way to becoming a

100 percent customer-centric company. We established

CAS Software as a small two-man operation back in 1986.

Today the CAS Group has more than 450 highly motivated

employees who are working together to develop innovative

solutions that inspire people everywhere.

Our success is founded on leading-edge innovation and on

our reputation as a top employer. We have won a number

of awards, including being voted overall winner in the "Top-

Job" and "Top100" business awards. All of this supports us

in our ambitious goal of becoming one of the world‘s most

innovative and successful xRM and CRM solution providers,

working from our strong existing platform as Germany‘s

market leader in CRM for small and medium-sized enter-

prises.

A big “thank you” to all our customers: for the third time,

CAS genesisWorld receives top grades in the customer

satisfaction survey of i2s.

We look forward to guiding you on the way to becoming

a customer-centric company, and on the road to a great

future.

Welcome

Our mission for the last 25 years: our customers‘ success

Shaping relationships.Inspiring people.

Martin HubschneiderCEO

Ludwig Neer CTO

Customers compare. We know they are looking for unique

solutions and personalized advice. We know that compa-

nies who offer standard services and products will not be

able to establish long-term relations with their customers.

The best way to keep your customers happy and loyal is to

know and meet their individual needs and wishes.

Do you fulfill your customers’ wishes most of the time?

How do you need to organize your business to offer the

best possible solutions and services to all its stakeholders?

4 Customer Centricity

Customer Centricity:

The success strategy for agile businesses

5Customer Centricity

The answer is simple: as a customer-centric company, you

place all your key stakeholders in the focus of everything

your business does. With innovative xRM/CRM solutions

offering a tailored selection of configurable apps you can

automatically make all your products, services, business

processes and touchpoints customer-centric.

Include happy customers into your own business success!

Our xRM/CRM solutions will provide you with a tailored

roadmap to becoming a customer-centric company.

Positive emotional bonding

Emotionally connected customers will stay loyal, and will

help grow your business by word of mouth. The more

"fans" you have, the more successful you will be.

Thanks to CAS genesisWorld, we are now in a position to provide our customers with highly professional customer services.

Gonzalo Larrain, Information Solutions Manager, Sanofi-Aventis Chile

The "Fan Indicator" shows how strong your customers‘

emotional ties are, and points up the customer segments

in which you need to invest.

,

Emotional ties

Above-average

Below-average

Below-average Above-average

Overall satisfaction

The fan-Portfolio®:Source: forum! basic research, www.forum-mainz.de

SubversivesMercenaries

CaptivesSympathizers

Fans

6 CRM is becoming xRM

The network of relationships linked to your business in-

cludes not only customers, but also employees, business

partners, suppliers, competitors and investors. Successful

companies utilize the power of such networks in a holis-

tic, integrated and simple way. Revolutionary xRM (any

Relationship Management) solutions provide the basis for

documenting, managing and analyzing your interlinked re-

lationships.

CRM is becoming xRM:

Your new unlimited relationship

management solution Benefit from the power of your networks

xRM expands CRM to your entire network,

providing unlimited relationship management.

Integrated data and freely configurable links enable

effective analysis for enterprise management.

Closely customizable for new dimensions

in service, dialog and partnership.

Assuring the ideal implementation of

your Customer Centricity strategy.

Find out more about xRM.

www.cas-crm.com/xrm

Customer Relationship ManagementManagement of relationships with all the

business stakeholders

Satisfied customers Committed "fans"

Standard software, limited customization

and expandability

Routinely updating standard solution, flexibly

scalable and customizable

Standalone systems: additional

functionality through third-party providers

App-based enterprise software:

including groupware and project management

Restrictions on mobile useMobile xRM/CRM – with native apps for all

relevant operating systems and platforms

Common business software user interfaceCross-platform CAS SmartDesign usability

concept for all devices

Customer files with communication historyUnlimited relationship management

based on smart data linking

Classic one-dimensional reportsMulti-dimensional reports and interactive analysis options

Geographic address listingComprehensive geomarketing functionality including heatmaps

Numerically based customer classificationCustomer classification additionally based on emotional ties

Manual data maintenanceWizards assure data quality: Help functionality for corrections, data enrichment, duplicate che-cking, data synchronization based on unique IDs.

Simple data protectionSoftware-assisted data protection and security

Customer-centricxRM/CRM solutions:

Standard CRM systems:

Choose your future

CAS genesisWorld:

The number one for your

customer relationships

88 CAS genesisWorld

CAS genesisWorld is your powerful xRM/CRM standard

solution for successful, interconnected relationship man-

agement:

Scalable and flexibly customizable, with intelligent

modules and interfaces – for integrated, centralized

data storage and handling within a modern, paperless

business.

Extensive xRM/CRM functionality – for successful

business management and organization.

Mobility and customizability on all user devices

incorporating intuitive control – for unlimited data

access and freedom in Sales, Marketing, Service and

Management.

New dimension in xRM thanks to integrated data

– for detailed analysis and unlimited relationship

management.

CAS genesisWorld impresses customers

CAS genesisWorld has been rated above average in terms of satisfaction in

i2s CRM studies based on direct comparison with other CRM solutions.

CAS genesisWorld is rated as well above average.

Frank Naujoks, Director Research & Marketing Intelligence, i2s

from idea to solution − www.i2s-consulting.com © i2s GmbH, Zürich

1 = very dissatisfied 2 3 4 very satisfied = 5

Sector-specific suitability

Stability

Value for money

Customizability

Release capability

Performance

Interfaces

Ergonomics

Functionality

Overall system impression

Overall market n = 168- Vendors: 11<n <21© i2s research, Zürich 2012

Zufriedenheitsaspekte nach System

CAS genesisWorld

Overall market

SAP CRM

Microsoft CRM

9CAS genesisWorld

The solution world. Choose your apps!

We decided on CAS genesisWorld because of the user-friendliness of the solution and its overall flexibility.

Ugur Gürses, IT Manager, Eren Enerji Elektrik Üretim A. S.

1010 Mobile xRM/CRM

Regardless of where or when you use your CRM system, or

on what device, the groundbreaking CAS SmartDesign user

interface turns CAS genesisWorld into an essential mobile

xRM/CRM solution.

Work cross-platform on different mobile devices, on all rel-

evant operating systems (iOS, Microsoft Windows, Android,

BlackBerry), with breathtaking comfort: enjoy extensive

xRM/CRM functionality and full data access in a tailored

solution with freely configurable apps.

The vision:

The world‘s most mobile CRM

Contact

Access all customer and sales lead

data and contact the relevant people

directly from the address view.Calendar

Choose between flexible calendar

view options, such as your own,

a colleague‘s or a team calendar.

Heatmap

Use heatmaps and

charts to generate clear,

informative geographic

data analyses.

Phone calls

Create phone

calls and log the

results directly in the

phone notes.

Sales opportunity

Keep a clear overview of the

entire selling process, from the

initial lead, through the quote

stage, to closing the sale.

Find out more about

CAS SmartDesign.

www.cas-crm.com/mobile

Whether on tablet, smartphone, laptop, smart TV, smart

watch or PC, you will enjoy the benefits of an intuitive,

cross-platform software user interface. Responsive design

enables CAS genesisWorld to adapt fluidly to different

display sizes and the specific features of your devices,

incorporating touch, mouse and keyboard control.

11Mobile xRM/CRM

Contacts map

View your contacts on a map,

and use it to plan your route

when visiting them.

Dashboard

Configure your

custom dashboard,

for quick access to

all relevant data.

Start screen

The well laid-out start

screen sets out all your

key appointments,

contacts and favorites.

See more Geomarketing – Cluster data informatively with

integrated Georeferencing functionality in digital maps.

Heatmaps and charts for geographic data

analysis of sales, leads, and much more.

Identification of sales potential

Provide tailored advice Offer and product configuration – Configure

complex products and offers in a simple way.

Incorporate recorded customer wishes

Tailored, error-free product configuration

Professional quote generation based on

defined pricing models

Generate enthusiasm*"fan-Indikator" – Turn your customers into fans:

Manage and measure your customers‘ loyalty.

Calculate degrees of loyalty

Classify by customer clusters

Present results in reports

Basis for investment decision-making

Integrated methodology –

forum!-Marktforschung GmbH

The highlights:

Simple, smart, flexible and

customer-oriented

Appeal to your customers with real xRM/CRM highlights and groundbreaking CAS SmartDesign technology:

*Only available in the English and German versions.

We profit from an exact overview of all figures. We can now make reliable forecasts with regard to many different business processes.

Koen Snoeys, B2B manager, VAB

13Highlights

Make better decisionsData quality – Make the right decisions based

on valid, up-to-date data.

Error-tolerant duplicate checking

Data enrichment through Unternehmensverzeichnis.org

business listings*

Data maintenance with input aids and

consistency checks

Work on the goCAS SmartDesign – Use groundbreaking technology

to create "the world‘s most mobile CRM".

Unified look and feel on all mobile clients

Responsive design for all display sizes

Native applications for all operating systems

Customizable set of configurable apps

CAS genesisWorld brings together all data sources and

processes to open up new horizons for your relationship

management: add-ons and interfaces to third-party appli-

cations are seamlessly integrated into one user interface.

All data from applications such as Office, archiving and

communications solutions, materials management and ERP

systems is interlinked, providing you with the ideal resourc-

es to manage your business effectively.

CAS genesisWorld comes in various editions and indus-

try-specific solutions, as a full suite and with modules

to enhance the software at any individual workstation.

Whether you are a small business, a medium-sized enter-

prise or a large organization, CAS genesisWorld is a scal-

able, future-proof platform, adapted to the needs of your

business right from the start and capable of growing with it.

Find out more about CAS genesisWorld in the function-specific brochure

Boundlessly adaptable to your business

*Currently only available in Germany.

www.cas-crm.com/ overview-of-functions

14 CRM for SMEs

Your partner for long-term collaboration:

CAS Software AG was founded in 1986 in Karlsruhe by Mar-

tin Hubschneider and Ludwig Neer. The 6,500 square meter

CAS Campus offers space for ideas and room for further

growth. Over 300 employees on the Campus and at the

CAS App Center develop innovative xRM/CRM solutions for

successful businesses from a variety of different sectors.

Find out what our team and our solutions can do for you.

Become part of a community of businesses with a great

future!

CAS Software AG:

Because we know your business

15CRM for SMEs

Over 7,500 small and medium-sized enterprises, as well as

global market leaders such as Daimler, Airbus, Fraunhofer,

OKI and many others, employ our solutions and rely on

our expertise.

Customer voices.

www.cas-crm.com/references

With the help of CAS genesisWorld, we can now convey the Almdudler life-style more authentically, and accelerate our expansion across our national borders.

Sabine Steindl, Project Manager Finance, Almdudler-Limonade

German market leader for customer relationship

management (CRM) for small and medium-sized

enterprises.

Owner-managed business

Over 200,000 enthusiastic users in 37 countries

Present in 25 countries through 200 certified

sales and solution partners

Investment in innovation per year:

20-30 % of sales turnover

Multi-award winning solutions

Established methodology for successful

xRM/CRM implementation

Leading companies place their trust in the "Made by CAS Software" label:

Your contact

Phone: +49 721 9638-188

E-mail: sales@cas.de

www.cas-crm.com

CAS Software AG

CAS-Weg 1 - 5

76131 Karlsruhe

Germany

CAS CRMA SmartCompany of CAS Software AG