Make work more manageable by breaking it down in clear and precise steps with Solastis CRM’s task management tool.
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Businesses often need to manage lengthy work processes that require much time and involve numerous tasks. While tickets are usually short duration, it is not uncommon to find cases or tickets that may take weeks to complete.
It will be best if you could manage such complex work processes by splitting them into several logical, simple tasks.
This is what exactly Solastis CRM provides. It has an integrated task management tool. You divide every case/ticket into manageable tasks in Solastis CRM with task integration. The tasks are then laid out in a logical sequence with the help of a visual task template. Through these visual and sequential task templates, you can methodically monitor all the tasks from a single platform, achieve greater clarity on an overall as well as on a step-by-step basis and measure the progress of your work.
Some CRM solutions offer a task management tool for such purposes, but the tool is often independent of CRM functionality and not well integrated within the CRM. What we mean here is, even if the project management tool is implemented in the same software, it pretty much operates independently from the CRM and communication channels. If you implement a CRM solution in your organization to manage work with more ease, then you shouldn’t need to keep switching tabs between different tools. If you do so, it can make the processes even more complicated to handle and perhaps inefficient. Instead, you should be able to manage all the nuances of your work processes with one CRM solution.
It increases visibility across your organization
CRM with task integration can enable your team members and managers to follow a series of sequential steps, and so they can view their progress and the tasks they need to complete as they proceed.
They not only get a clear overview but they can also track work at every stage for every case or process. If there is a need for intervention at a specific stage, managers can do so immediately and as and when needed. You can gain an enhanced clarity with just one solution, and not require any additional tool to consolidate data from different work processes.
It provides a consistent structure for all your processes
Your workforce can use only one solution to oversee all your processes at every stage with task management tool integrated into your CRM. It systemizes every process through task templates and requires your employees to follow a standard sequence of steps through the task templates. So, you can use CRM with task integration to minimize any inconsistencies that occur when you use different tools
Solastis CRM with task integration is meant to resolve a case or a process step by step with its visual task templates. For example, it makes it mandatory for employees to complete the first step of a case before they move to the second step. Such a capability makes complicated cases simpler to resolve.
You can spot the steps that are most beneficial for a process and the steps you need to improve. With such increased visibility, your organization is bound to experience improved efficiency and productivity.