In the earlier two points we have seen how a Case, or a big piece of work, can be broken down into number of Tasks. CRM key features also allow for the automatic assignment of tasks to users. For example, if after the Sales process the next step is billing, the task can be automatically assigned to a user or user group in finance department for the billing task. The assignment of task to specific user can be specified during configuration, so that after one Task is closed and a new Task opens up, it can be automatically assigned to a relevant User.
An Advanced Case Management platform using which you can digitalize any business processes. Create multiple case types for separate business processes.
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 the case it stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. Never miss an important update.