Define and handle cases for every product efficiently using a single platform like Solastis CRM for a line of business
CRM for a business line, CRM for the product line, line of business CRM
Some companies have a line of business instead of just one product or service. Let us take an example of an insurance company that sells health insurance as well as motor insurance in different countries. It is quite likely that such a company might want to handle the cases for each of its products separately within the same CRM system. It would also want to track the number of inquiries for each of its product and monitor its growth concretely.
With Solastis CRM for a line of business, you can easily define cases for each of its product by classifying them into organizational units. It can specify the organizational units as per its business requirements and track every case with the utmost convenience.
Since the insurance company also operates in multiple locations, it could also categorize the cases according to territories or geographies. So, it could also create and compare cases for motor insurance in two different countries.
You can easily separate the cases for different products within the same CRM
In Solastis, you can configure organizational units for every product while setting up a case type and then categorize cases relevantly according to their organizational units. With such a capability, you can generate reports for every organizational unit and gain specific insights for every product.
You can use organizational units as a tool to define access and control authorization
When you create organizational units, you can also choose and ensure that only specific people can work on a specific organizational unit. To illustrate this functionality, let us go back to the earlier example of the insurance company. When you create an organizational unit for motor insurance, you can assign people to work only on the cases related to the specific unit. So, these people can only access the information and progress of the cases assigned to them and cannot view any other case.
Solastis CRM is easy to manage; you can configure settings to manage your line of business with just a few clicks. You can organize your product line according to their business function, organizational structure, or their target audience using organizational units. In other words, you can define the organizational units as per your business needs.
You can also arrange and separate your line of business according to their territory or geographical location. Solastis also provides sequential task management tool, so you can always resolve cases in a systematic way irrespective of their scope and scale.