Set clear expectations for your employees across different departments with Solastis CRM for cross-functional processes.
CRM for cross-functional cases, CRM for cross-functional projects, cross-functional CRM
It is quite routine for different departments in an organization to work on the same case. For instance, employees from marketing, sales, and finance departments could coordinate and work together to achieve sales.
The assigned employees from each of these departments are expected to know their responsibilities while making sales. Also, the transition of work from one department to another for the said sales process should be smooth. It is not efficient if you spend a lot of time and resources to assign work by sending separate notifications to every employee. However, if you implement a proper CRM for cross-functional processes, you can avoid such inefficiencies with clear visual tools.
With CRM for cross-functional processes, you can break down a case or a process in sequential steps and assign work at every stage to the right employee from the relevant department. Let us consider that you allocate a salesperson with the task of converting a lead into a customer – this could be the first step in a process. Then, you assign an employee from the finance department to raise an invoice for the customer. After the finance department has finished its task, the process can move to the final step – you assign an employee from the operations team to deliver your product or service to the customer. As you can see, a logical series of steps are implemented across different departments to close a sale. Such assignment of work can be automated, and in doing so, you save a significant amount of time. Also, as employees can view the job assigned to them at every step, there is no chaos.
Many organizations consider a process or a case as one block of work without any sequence of steps. So, there is no clear assignment of work or any structure to carry out the process. In such scenarios, cases/tickets needs to reassigned manually and repeatedly, and the entire workflow becomes opaque. However, with CRM for cross-functional processes, you can avoid such incompetence.
Automate assignment of work
When you implement a logical sequence of steps for a process in CRM, and as the case progresses from one step to the next, tasks for every following step get automatically assigned to the relevant employee of a specific department. The assignment will be immediately visible on the screen of the concerned employee.
Track progress at every stage with a structured workflow
Establish a transparent structure for a process with clearly defined steps and make its progress visible so that everyone is aware of the work assigned to them.
With its sequential project management tool, Solastis CRM for cross-functional processes automates the assignment of work on a step-by-step basis for a process or a case. Its visual template gives you and your employees instant clarity about what needs to be done by whom and by when. It makes it convenient for different departments to work on the same process without any confusion and you can ensure you resolve cases on time.