Solastis CRM key features has the functionality where the main Case or the parent Case can be further broken down into sub Cases or child Cases under the parent Case. For example, a company has undertaken a project to implement SAP for a client. It’s a dynamic case which will involve many aspects. The various aspects can be procuring license from SAP, engaging a consultant company who can analyze the business process of the client, procuring server, and so on. In this case, the main Case can be SAP Implementation, broken down into multiple sub-cases pertaining to the various aspects involved in the completion of the main Case. The main Case will close only after all the sub cases are completed and closed successfully.
Solastis CRM Allows Creation of Sub Cases
Break the Main Case into Sub Cases for Easier Management
KEY FEATURES OF SOLASTIS PLATFORM
TICKETING SYSTEM
An Advanced Case Management platform using which you can digitalize any business processes. Create multiple case types for separate business processes.
CRM TASKS
Create sequential steps in your case.This ensures that the Case is moving in an efficient and predefined order. You will also know exactly where the case it stuck.
ASSIGNMENT RULES
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
CRM ANALYTICS
For multidimensional analysis of cases and also for authorization control you can use these two objects and attach it to cases.
AUTHORIZATION
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
EMAIL INTEGRATION
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. Never miss an important update.
CRM REPORTS
Data visualization at its best
CRM SECURITY
Solastis CRM takes security very seriously, and we have many protective measures. 2FA, SSL and IP whitelisting are few of these.