Being able to use multiple dimensions for grouping Cases is one of the CRM key features. Most of the CRMs provide only one dimension to classify Cases. Solastis CRM Plus Platform has gone a level up by providing the feature of two organizational units, where first is referred to as Organizational Unit and the other as Territory. So every Case that is created can be assigned one Organizational Unit and one Territory.
Let’s see some examples of how Organizational Unit and Territory can be used in the Solastis CRM Plus Platform:
A company has business in 2 different geographical locations – San Francisco and New York. To assess the progress and performance of businesses in these two geographical locations, the company can assign territories to the Cases, and can separately monitor the progress of each Case in different territories. This also helps the company to get a comparative analysis of how its businesses are doing in different geographical locations.
If the company has more than one business type running in different geographical locations, then Cases can be grouped on the basis of business type which will be the Organizational Unit, and geographical locations, which will be the Territory. For example, if it’s an insurance company that sells Home Insurance and Life Insurance, in San Francisco and New York, then it can make Home Insurance and Life Insurance as 2 organizational Units, and San Francisco and New York as two Territories. Each Case can then be grouped into 1 Organizational Unit and 1 Territory.