Case Study: Mikro Kapital achieves centralized global account management with CAS Software's CAS genesisWorld

Mikro Kapital - Customer Case Study

Mikro Kapital, a multinational non-banking financial institution, faced challenges in managing a globally dispersed sales team across 40 countries and coping with a constant increase in prospects. They required a centralized platform for transparent account management and detailed reporting to avoid customer overlap and improve productivity. To address this, they turned to CAS Software and implemented the CAS genesisWorld Platinum Suite.

The solution from CAS Software provided a central CRM platform that established clear company-wide account management and full traceability of leads. The results included comprehensive control over all accounts, the elimination of duplicate customer registrations, and the enablement of targeted marketing activities through segmentation. The geographically dispersed team now works effectively on the same platform, leading to more efficient and transparent management.

Mikro Kapital

Nicola Troilo

Chief Marketing Officer