With SOKRATES.ERP you build up optimal distribution and sales processes. Through the seamless integration of SOKRATES.ERP with CAS genesisWorld, you benefit from the many advantages of an integrated system. 

Your sales staff no longer has to switch between different systems in order to be able to create reliable offers, for example. The information that is recorded with SOKRATES.ERP and the documents that are created are directly visible to your employees in the file of the relevant address in the CRM system without detours. 

What advantages does the integrated enterprise resource planning SOKRATES.ERP offer in CRM Sales?

Mapping the complete commercial document flow

SOKRATES.ERP enables you to map the complete commercial document flow within one integrated system. 

Starting with the preparation of quotations in sales, through the creation of order confirmations and delivery notes, to the writing of an outgoing invoice, your employees can work in one system and annoying switching between several systems is no longer necessary. 

Your employees benefit from such an integrated process and save valuable time that can be used to build better customer loyalty.  

Comprehensive reports and forecasts

With SOKRATES.ERP in combination with CAS genesisWorld, time-consuming Excel lists will soon be a thing of the past.

Your employees will always receive up-to-date information on sales and order volumes that is tailored to them in the course of the rights concept. These evaluations can also be filtered and displayed according to article groups, representatives, customers, locations and many other parameters. 

To create these evaluations, SOKRATES.ERP uses the Report module of CAS genesisWorld, which provides you with a wide range of display options for the desired information. 

Mobile work in sales

Mobile working and the use of various devices is becoming increasingly important.

SOKRATES.ERP is the solution for your mobile working requirements in sales. Regardless of the device you choose, you have direct access to all the information you need at any time and can create quotations directly via your mobile device, taking the noted stock into account.

Definition of customer groups

SOKRATES.ERP adapts to your individual requirements. 

Customer groups can be defined by freely selectable indicators. Certain indicators for the definition of customer groups are already supplied in the standard system. In addition, your individual requirements can be included and implemented in such a way that evaluations can be carried out according to these indicators and reporting can be created based on the customer groups you have defined.

Structuring sales processes in large teams

Even in large sales teams, SOKRATES.ERP in combination with CAS genesisWorld ensures structured work in sales.

Customer-specific release processes depending on various parameters such as order volume can be implemented without great effort. In addition, changes to documents can always be tracked in the course of document versioning, so that a document history can be displayed throughout the entire sales process. 

Of course, the rights concept from your CRM system is taken into account when providing information, so that each employee only sees the information to which he or she should have access.