Benefit from a tour and route planner that uses the resources of your CAS genesisWorld in a unique way for optimal and effective route planning.
Thanks to a deep integration into your CAS genesisWorld system, tourify is unbeatable as a route planner in sales as well as for logistics and transport management.
Regardless of your industry, area of operation and other visit parameters, tourify can save up to 20% of the kilometres driven - an advantage you should not miss. Discover tourify as your new route planner for your CAS genesisWorld and save time and money through efficient and up-to-date route planning.
Thanks to its unique, modern and trend-setting technology, with ideal integration into CAS genesisWorld and optimal orchestration of resources, tourify offers simply superior tour planning.
Your valuable and confidential customer and order data remains with you and is not stored in the cloud. This means you can handle your route planning in complete confidence with tourify
Centralized and central tour planning in one interface. tourify requires no interfaces and is an integrated component of the CRM - therefore no communication break.
With vehicle planning, vehicle tracking, fleet management and dispatching. With open map material and flexibly expandable technology. The map material can also be enriched with your own layers.
The intelligent route planning fills in gaps in your schedule, suggests hotels for overnight stays and informs your customers about your upcoming visit. In short: the ideal partner.
Advantages
tourify uses the standard CAS genesisWorld web service via https
Set-up and configuration in 30 minutes
Supported versions: from CAS genesisWorld version X6
Supported editions: Premium, Suite, Platinum
CAS Report is required for evaluations and statistics
Integration and expansion in addresses (route planning, areas)
Integration and extension in appointments (calendar)
Integration and expansion in project
Integration and expansion in campaign (sales)
Integration and expansion in sales opportunity (Sales)
Integration and expansion in document (order entry)
New data record types: Tour, driver, vehicle
Integration and expansion in document (order entry)
New data record types: Tour, driver, vehicle
Integration and expansion in document (order entry)
Plan the delivery of created delivery notes (ERP documents) from SOKRATES.ERP, including pickup/take-up times for intermediate deliveries.
If the standard route planning should also take into account things like: last sales (invoices) from the file, current sales opportunities, open offers (receipts).
Assign territories and area aliases for your CAS genesisWorld addresses (fixed or dynamic). A fixed up to 3-level hierarchical assignment can be made for your employees or external partners (sales structures).
Tickets, processes or documents (ERP delivery notes, orders) created in CAS genesisWorld must be processed in an optimised manner and approached for this purpose. Short-notice requests must be responded to, and the right fitter must be found in the vicinity and guided to the construction site.
Vehicle and driver location and display on the tourify map. Recording of location data and assignment to customers and tours, as well as service technician assignments.
Contact us, so that we can discuss your requirements together and find a solution that suits you.