Enhance your case management by classifying cases into organizational units with Solastis multi-organizational CRM.
multi-organization CRM, CRM with multiple organizations, CRM to manage multiple organizations
Let us say that you manage two organizations or two legal entities, and you want to handle them with one CRM solution. You also want to keep the cases separate, and at the same time, you want to generate comparable reports for similar cases to track the growth of both the organizations. Which solution will help you here?
Often, most CRMs do not have practical tools to manage multiple organizations within one system. These CRMs recommend creating separate case types (if such a capability is available) to handle similar cases in different organizations. For example, for similar sales cases in two different legal entities you create two case types as follows:
SE01: Sales in legal entity 1
SE02: Sales in legal entity 2
As you can see, it is more of a complicated labeling system rather than a handy classification tool. If you continue to create a new case type for every case for different organizations with the method mentioned above, your organizational structure can get disorderly. It is also not the most optimal way to get detailed reports.
If you run more than one business, you must be aware that some cases involved in managing your different businesses could be similar. So, you would need a solution that can create a unified structure for such similar cases while segmenting them as per the relevant organization. A competent multi-organizational CRM system like Solastis can enable you to classify multiple cases into organizational units so that you can subdivide work according to the specific organization and streamline all your cases on one CRM.
Unlike most other CRM solutions in the market, Solastis multiple organizational CRM is flexible and offers you simple but powerful classification tools. You can separate cases for different entities and manage them within the same CRM. You can compare the data you gather from different organizations and spot the areas of improvement swiftly.
With Solastis, it is easy to define organizational units based on your business needs and then attach the relevant units to the cases being created. You can also control employee access to specific cases after you classify the cases into organizational units.
Categorize cases based on the organizational units
When you create cases in Solastis multi-organizational CRM, you can classify them into organizational units. Every time you create a case, you will be required to attach an organizational unit to it. This way you will be indicating to which organization a specific case belongs to.
You can also compare the cases by gathering data on each of them separately. The insights derived from the data can help you to identify bottlenecks quickly.
Control authorization for every case
In Solastis multi-organizational CRM, the mechanism to classify cases into organizational units also acts as an authorization tool so that you can approve access to a specific person to work on cases belonging to the specific organizational unit only.