Systemize your internal processes by assigning them the right resources and the right structure with Solastis CRM for internal work.
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Organizations have processes that do not involve their customers or clients at all or may involve them only for a limited time. For instance, there are internal work processes like onboarding new employees, implementing company guidelines, establishing payrolls among many others. Instead of using a CRM solution for external work and a separate project management tool for internal work, it is much better to choose a CRM that can take care of both internal work processes as well as customer-focused processes.
However, even the most comprehensive CRM brands in the market today don’t offer the tools to manage both internal and external processes. With most of such solutions, you can only create one default case type or ticket type. They advise that you can categorize different work processes by tagging them with different names, but they still operate with one default case type. This capability is not sufficient because you cannot segregate the processes efficiently and gather accurate data or reports on different processes because you manage all of them by assigning them to one case type.
Internal processes are equally important as customer-centric processes, and you should be able to manage them within the same CRM that you use for external work processes.
Improve internal processes so that you can meet your business goals
Even if an organization intends to offer or sell something to customers, it is just as crucial for it to improve internal processes. All your interactions are not necessarily customer facing. Once an order is received, you may have a series of activities which is internal. Ultimately, you can only offer superlative customer service when your internal and external work in sync with each other. When considered separately, each of your processes may involve distinct tasks, but in the end, they need to collaborate effectively to achieve the business objective.
Get a comprehensive overview of all your processes in one place
If your organization uses different CRM / project management solutions for internal processes and customer-facing processes, it is difficult to tie their efforts together affecting your outcome. So, you need to use CRM that can create multiple case types or ticket types to manage multiple processes and give you a thorough view of your internal as well as external work.
With an efficient CRM solution like Solastis, you have the feature to create multiple case types or ticket types. This feature helps you to organize all your different processes by creating a relevant case type and generate separate metrics for every process.
Let’s consider that you want to use CRM for internal work like onboarding new employees.
You can create a separate case type just for this purpose in Solastis CRM. Further, you can also use the sequential project management tool in our CRM through which you can create a task template. Within the task template, you can define a sequence of steps that need to be followed for onboarding any new talents. You can also assign the right person to carry out the tasks step by step. With such manifold capabilities of Solastis CRM, you can structure an internal work process effectively.