Why Solastis? because its a better CRM

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Why Solastis? because its a…

Create multiple case types (Or ticket types)

In any business, having multiple business processes of a similar type is normal. For example, you can have separate business processes for ;

Sale of laptops
Sale of software development
Sale of mobile app developments
Sale of iOS app development

It is often not possible and logical to club all opportunities in one opportunity type (Or case type). Many CRMs fall short on this. They offer only one opportunity type(Or service case type, deal type, case type) for this.

Solastis identifies this needs and provides a feature to create different case types. Ability to create separate case types to represent different business processes is fundamental to any better CRM / Case Management platform.

CRM Project Management case level | Solastis CRM

Solastis offers a basic sequential project management for each case type

In most of the CRMs, the case (or ticket, opportunity, deal, a request by whatever name it is called) is considered as a single piece of work. But in reality, it is rarely so. The case can be further subdivided into various sequential steps.

For example, a sales process may be divided into 6 logical steps as follows ;

Gather initial information
Submit proposal
Call /Meeting with client
Further adjustment discount
The final conclusion of the case

A better CRM should offer?a feature to create a step template and attach it to each case type, which Solastis Provides. Then every case created under that case type has to follow the sequent of steps defined.

For example, a case created with specific task template will appear as shown in the diagram.

This approach has the following benefits.

It brings consistency and a repeatable structure to how you manage your business processes, as all the cases pass through the predefined steps.
You know exactly at which stage a case is stuck.
Deploying new processes becomes easy. As you can easily add new steps and employees will understand it with limited training and knowledge transition.

Any other business processes

Solastis CRM is not restricted only to sales and support cases. Since you can create any number of case types and for each case type, you can have step template, it becomes a powerful case management platform. Any process that needs systematic steps execution, Recording of details/communication, keeping it as a proof of something was done, and recording conclusion can be implemented in Solastis CRM. Some example of such processes are;

AR Collection process
HR Internal process
Employee onboarding process
Month end closing process
Incidence investigation process
Complaints
Fraud investigation

This makes a Better CRM + BPM platform for businesses.

Automatic assignments of steps

In the above sections, you have understood the concept of step template. The steps created in step template can be assigned to the same person or to different people as they are activated. This allows a seamless transition of casework from one person/ department to the other. For example, after the first few steps, the work moves to back-office for further processing. This can be achieved easily now. Cross geography, cross-functional area cases are easy to manage with Solastis Platform.

Multiple Dimensions (Client definable) to analyse the case

While CRM agents are often interested in specific cases, managers want to analyze case performance at a specific group level. For this Solastis offers two dimensions called Organisational unit and territory, which can be assigned to each case. Then analyzing cases of a specific organizational unit or a territory (or a combination thereof) is a breeze.

What’s more important is, you can define the values of these dimensions as per your requirements. For example, one client may define Organisational units to represents the legal entities in their setup whereas another client may define it as sales teams.

This feature really moves Soalstis?from a better CRM to one of the best.

Above Dimensions are also Authorisation objects

The dimensions defined above also act as an authorization object. So in the above example, it is possible to create an authorization role for a specific organizational unit and assign it to specific CRM agents so that nobody else can view cases belonging to that organizational unit.

Since the dimensions itself are definable by you, you have perfect control over how you want authorization roles to work.

Simple configuration

In spite of being such a capable system, the configuration is very simple. You don?t need any programming knowledge. The configuration can be finished in a matter of 1-2 hours. You obviously need to spend some time on listing your processes and steps. But that?s it. After configuration, changing the setup is also very easy ( if need be). Creating new processes, adding new steps, adding org units, etc is super simple.