Manage business across different functional areas and geographies with ease when you implement Solastis CRM for complex organizational structures.
CRM for complex organizations
Let us consider a small enterprise that offers more than one service. It has a workforce of ten employees at its main office in the USA as well as a back office in India. And for some specific business operations, it has also contracted freelance vendors in the UK. Its scope of operations goes beyond one geographical territory, and its services could involve resolving cases of different nature.
As you can see, organizations can have complex structures irrespective of the scale of their business operations. Even small to medium-sized businesses could operate in multiple locations or work with freelancers from all over the world. They could also have multiple lines of business or more than one legal entity.
It is highly likely that your organization has a complex structure too. It will be convenient if you can handle all the distinct operations and the business divisions with one system. That is where CRM for complex organizational structures comes in. With such CRM, you can have a better grip over cross-functional areas of your business at multiple locations and grow your business efficiently.
Solastis can categorize your cases into relevant organizational units.
You can configure organizational units as per your business needs and, so, you can classify your cases into different lines of business, different legal entities or as per your specific classification requirements.
Solastis CRM for complex organizations offers the mechanism to organize your cases according to geographical location.
Solastis CRM is also a multi-territory CRM, and you can implement it across different geographies conveniently.
In Solastis CRM for complex organizations, you can combine both the above capabilities.
Consider a multi-disciplinary insurance enterprise that operates in different cities like Singapore, London, and San Francisco and offers services like marine insurance, life insurance, and hospital insurance among others. At some point, the insurance company would want a business report of cases about specific insurance line in a specific location. With Solastis CRM’s categorization tools, it can obtain the specific report conveniently.
With Solastis CRM for complex organizational structures, you can split any case into tasks and assign any task to specific employees across geographies.
In Solastis CRM, you can divide a case into sequential tasks and resolve it step by step. You can assign any tasks for the case resolution to a specific person at a specific location. For example, a complex organization based in Singapore wants to resolve a case involving different territories and functional areas. The case can require completing five tasks for a successful resolution; the first three tasks can be assigned to employees in Singapore, the fourth task to a service provider in the Philippines, and Singapore team members can again execute the fifth task. So, you can deploy employees from different territories for specific functional areas within one CRM and resolve a case in both adaptable yet orderly manner.
Many organizations have a variety of needs to manage and improve their business operations efficiently. They need to establish standard structures across different business divisions, but at the same time, they need to categorize work according to their business goals. Currently, most CRM solutions in the market can classify cases only according to a geographical location, and they do not usually offer versatile tools for complex organizations. However, Solastis CRM for complex organizational structures has powerful tools mentioned above that can cater to the multifaceted needs of complex organizations.