Case Study: Steinert improves sales and lead management with CAS genesisWorld by CAS Software

Steinert - Customer Case Study

STEINERT GmbH, a mid-sized company in special mechanical engineering, faced the challenge of integrating its multiple German locations, simplifying contact management, and enabling remote work. The company needed to improve its lead qualification at events, create targeted email marketing, and gain better reporting for sales management. To address this, they partnered with CAS Software and implemented the CAS genesisWorld CRM/XRM platform.

The solution from CAS Software included specific modules for forms, marketing, and reporting, along with an integration of Inxmail Professional. This provided STEINERT with automated wizards to improve data quality and avoid duplicates, a unified data pool for cross-site collaboration, and efficient tools for following up on event leads. The implementation resulted in an improved overview of the sales pipeline, enhanced sales controlling with daily-updated reports, and enabled professional, targeted marketing campaigns.

Steinert

Tobias Ervens

Head of Sales support