Case Study: planetroll achieves more efficient communication with CAS Software's CAS genesisWorld

planetroll - Customer Case Study

planetroll GmbH & Co. KG, a company in the industry and manufacturing sector specializing in stirring technology and drive systems, sought to optimize its sales process and improve communication. Their challenge involved accessing ERP data within their CRM, efficiently managing customer information, and creating visit reports. CAS Software implemented its CRM solution, CAS genesisWorld, which was integrated with the company's existing Sage ERP b7 system.

The solution from CAS Software enabled automatic data synchronization between the ERP and CRM, ensuring address changes were updated across both systems. This provided a comprehensive customer dossier with all information available in one place, optimized the sales process with better filing systems, and facilitated efficient teamwork with centralized data. The results included more effective marketing, mobile access to data, and easy recording of visit reports, leading to more efficient and cross-departmental communication.

planetroll

Hans Joachim Wunn

Managing Director