Manage cases efficiently by splitting them into sequential tasks and assign these tasks to relevant departments automatically with Solastis departmental CRM
multi-departmental CRM, cross-department CRM, multi-department CRM, cross-departmental CRM
Often, different departments work on the same case at different points of time in an organization. For example, the marketing, sales, finance, and customer delivery departments might need to collaborate to close a deal successfully. To resolve such scenarios, you need to assign specific work to specific people in each of these departments. Moreover, the progress of any case from one department to another should be systematic. If you assign the work to every department manually and through separate communication threads, it would not be the most productive way as you would spend a lot of time and efforts in the process. However, you can automate the transition of work among multiple departments with a departmental CRM.
Let us say that you assign a salesperson with the task of finalizing a sale. Consider this as the first step for the case. After that, the finance department needs to attend to the next step of raising an invoice for the sale. The last step in the case could be assigned to customer delivery department so that it delivers the product to the client. As you can see, the case followed a logical order of steps and involved multiple departments. Departmental CRM automates the assignment of work for each of these steps and systemizes the case resolution. It also ensures that every department is aware of the work expected of them, and there is no confusion. So, it is essential that you split every case into subsequent tasks to get instant clarity and visibility. Also, when you implement departmental CRM, you can replace the manual assignment of work for every task with automatic allocation.
Automate the process of assigning work
In Solastis departmental CRM, you can break down any case into sequential tasks. For every subsequent task, the assignment of work for a specific department and even a specific person can be automated. When a case moves into that stage, the person can be assigned automatically.
Implement every task in an orderly way
You can define precise tasks and the sequence to execute every task in a case in Solastis. In this way, the progress of every case is visible to the departments involved, and they are aware of the work assigned to them.
Solastis’ sequential case management tool sets it apart from most other CRMs in the market today. With Solastis, you can apply a logical order of steps for any case resolution, so despite multiple departments working on the same case, there is a clear structure and efficient assignment of tasks. The assignment of every task at every step of any case can be automated and monitored. Such functionalities ensure you resolve potential bottlenecks quickly and meet your deadlines.