Give a clear structure to your business processes to achieve the desired outcomes with CRM for sequential projects.
CRM with project management, logical CRM, CRM tasks, CRM steps
In most of the CRM available in the market, the case is treated as a single piece of work. You create a case, communicate on it and then close it when the work is over while this approach may work in short duration cases/ tickets, it’s not the best way to handle long duration cases. Such an approach can be problematic if the case is lengthy, as the scale of all the communication and activities can confuse the assigned employees – they cannot track any information or the way as the case is progressing.
Some CRM solutions offer pipelines to move leads further. However, such pipelines are often limited in functionality because of 3 reasons;
- In SPANCO pipelines, the moving of leads from one stage to the other is left to the decision of the CRM agent, and not tied with any milestone
- All the stages of the sales pipeline are usually assigned to a single person; often there is no option to assign it to different employees
- Pipelines often concentrate only on sales processes and cannot be easily adapted for non-sales processes
When a case is not well structured, you also cannot track the time taken and measure its performance accurately. CRM for sequential projects takes care of all such issues and provides a clear outline for every case.
For example, you follow a certain series of steps when you want to convert a lead into a customer. When a lead shows an interest in your product, it is likely that you may ask the customer what his specific requirements are and only then you may send him a quote for your products or a list of options that meet his specific needs. You may then proceed to the next step of keeping the lead hooked to your product or making a sale and so on.
Now, let us assume that your employees don’t follow any sequence of steps while trying to win a customer. So, every time they receive a new inquiry from a customer, they follow their own method to resolve it. It can lead to inconsistent customer experience. You can avoid this when you set up logical steps to resolve an inquiry and ensure that your employees follow the steps sequentially while attending the inquiry.
Gain clarity for every case
When your employees follow a series of sequential steps for each case, their effort and progress are visible to everyone at every step, and so they feel more accountable to finish work on time. It also increases clarity and provides you with the data to improve any process.
Standardize the steps to resolve a case
CRM for sequential projects lets you establish a standard method of steps to resolve cases. With such an organized approach, you can get rid of inconsistent results.
Solastis CRM for sequential projects is not meant only for customer-facing processes, unlike most other CRMs. You can apply it to any processes across your organization. With its sequential project management tool, you can see if the case is heading in the right direction because Solastis can define and tie all the required steps for any cases while providing visibility at every step.
It combines the essential capabilities of an optimal CRM solution and a simple project management tool so that your organization can plan, organize and resolve cases effectively.