Maximize your organization’s potential with Solastis CRM and create more than one case type to handle multiple business processes smoothly.
Every organization has various business processes in place to achieve its business objectives. For instance, your organization sells products and services, but it also provides after-sales support for the product. Additionally, you may have other business processes like AR collection, employee onboarding, digital marketing and so on.
Now imagine if you handle all these processes through a CRM solution that cannot logically separate these business processes. How efficient do you think managing such distinct operations through a single ticket type can be?
Processes mentioned above have different goals. By not having a way in CRM to segregate this, you can expect the data and method of operations to be complicated.
So, it only seems reasonable to have ways to manage them within CRM.
Many CRM solutions in the marketplace do not have a feature to create more than one ticket type or case to manage different business processes. They only recommend how you can work around with one case type. Usually, their suggestion is to create separate labels for different processes but within the limited functionality of one case type. It can be confusing for many CRM users, and it is not the most optimal way to achieve precise outcomes.
If you use only one ticket type or case type to handle all your customer queries before and after selling your product, and also to manage other business processes, you cannot categorize the data and the information you gather correctly. As a result, the reporting may not be accurate, and it may be difficult to understand where your teams are falling short and what exactly you could do to improve and grow your sales further. Also, you may need to give access to specific users to manage specific business processes which may not be possible with your current CRM.
However, when you create separate sales processes, you enable your sales and support teams to work more efficiently with more options, and you receive accurate feedback through useful metrics.
With Solastis CRM, you can create multiple business processes and separate them by creating a suitable case type (or ticket type). Case type is a one-time configuration to map different processes efficiently within CRM.
When you create multiple business processes, it is not only beneficial to your salesforce, but it also improves your customer experience.
With a CRM solution like Solastis, you can set up and organize multiple business processes within minutes. You can assign them to a case type according to their functions, goals, territory or priority. However, you should align the factors you would consider to create any business processes with your organization’s business goals.