Case Study: Schüllermann und Partner AG boosts customer care and marketing success with CAS genesisWorld from CAS Software

Schüllermann und Partner AG - Customer Case Study

Schüllermann und Partner AG, a tax consulting and auditing firm with over 200 employees across 12 locations, faced the challenge of moving away from inefficient stand-alone solutions and Excel dependencies. They sought a professional digital system to optimize customer relationship management, improve internal processes, and integrate with their existing DATEV software.

CAS Software implemented its genesisWorld CRM/XRM solution in partnership with itdesign GmbH. The platform created a digital workplace, providing a 360-degree customer view, automating sales processes, and enabling targeted, analyzable marketing campaigns. The DATEV integration synchronized master data, eliminating duplicate entries. The results included more efficient, automated processes that freed up time for clients, increased marketing campaign success, and provided seamless mobile access to data for all employees.

Schüllermann und Partner AG

Roman Klein

Project Manager