CRM for advanced case management
Empower your workforce to give intelligent solutions for a wide array of cases with Solastis CRM for advanced case management.
What are some of the positive aspects of using CRM for advanced case management?
Make lengthy cases more manageable
Handle elaborate cases in a logical order one step at a time. Track your progress at every stage and deliver results on time.
Identify bottlenecks
Spot areas of improvement quickly with an overview for each case. Know how and when to assign additional resources to provide the most efficient solution.
Avoid chaos
Monitor all the relevant interaction between different teams at every stage and keep them in tune with each other through simple visual tools.
Why should you select Solastis CRM for advanced case management?
Solastis CRM has a smart set of tools for advanced case management that can you can adapt in your organization. With its sequential task management tool, Solastis breaks down elaborate cases into manageable yet logical steps so that you or your employees are always in control of a business process and deliver accurate results on time to your customers. You will not need to create complicated workflows nor use any coding skills when you use Solastis CRM as a solution for advanced case management.
What is advanced case management?
It is not always optimal to apply the same approach for cases that are vastly different in their inherent nature. You can resolve most cases within the span of a few hours to a few days. For complex business processes, however, it is highly likely that your organization may need more than a few days or even a few weeks to come up with solutions. That is when you would need to implement advanced case management.
Advanced case management by definition involves deploying multiple resources, collating information from different sources, and increasing collaboration among different teams in your organization. That is why you need to resolve them with a logical and structured approach. An advanced case management solution like Solastis is exactly designed to do so.
Learn how Solastis CRM can be the optimal solution for advanced case management
Assign cases to the right people for optimum results
- Assign the right expertise to a relevant case
- Spot issues quickly and know when to intervene and offer the best outcomes
- Reassign team members as and when needed and resolve cases on time
Encourage collaboration among your teams and make the most of your resources
- Bring all your employees together on a common platform and encourage teamwork
- Use a visible CRM like Solastis and keep everyone aware of each step in a process
- See to it that every team member knows what they are expected to do and increase transparency
Use our sequential task management tool and manage lengthy cases
- Split elaborate cases in a logical sequence of steps
- Finish one task at a time and only then move to the next one
- Ensure there are no unresolved issues at any stage to provide accurate case resolution
KEY FEATURES OF SOLASTIS PLATFORM
TICKETING SYSTEM
An advanced case management platform with which you can digitize any business processes. Create multiple case types for separate business processes.
CRM TASKS
Create sequential steps in your case.This ensures that the case is moving in an efficient and predefined order. You will also know exactly where case is stuck.
ASSIGNMENT RULES
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
CRM ANALYTICS
For multidimensional analysis of cases and also for authorization control you can use these two objects and attach it to cases.
AUTHORIZATION
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
EMAIL INTEGRATION
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. You will never miss an important update.
CRM REPORTS
Data visualization at its best
CRM SECURITY
Solastis CRM takes security seriously, and we have many protective measures. 2FA, SSL and IP whitelisting are few of these.