CRM with Review Task-Solastis

1. CRM WITH REVIEW TASK YOU CAN CREATE AUDIT / REVIEW TASKS IN SOLASTIS CRM Conduct Random Audits for Certain Percentage of Cases One of the Solastis CRM key features is Audit Task functionality. Audit Task functionality activates the audit function in 2% of the total Cases. It implies that the system randomly picks up 2% of the total Cases for audit. These Cases are then flagged to specific managers for review. Audit Task helps the company in monitoring whether the Cases are progressing in the desired manner or not. Also, since the employees are aware that any Case can be picked up for audit, they ensure that the case is progressing in a desired manner. As a result, the overall productivity goes up. KEY FEATURES OF SOLASTIS PLATFORM TICKETING SYSTEM An Advanced Case Management platform using which you can digitalize any business processes. Create multiple case types for separate business processes. CRM TASKS Create sequential steps in your case.This ensures that the Case is moving in an efficient and predefined order. You will also know exactly where the case it stuck.

2. ASSIGNMENT RULES You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents. CRM ANALYTICS For multidimensional analysis of cases and also for authorization control you can use these two objects and attach it to cases. AUTHORIZATION Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles. EMAIL INTEGRATION Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. Never miss an important update. CRM REPORTS Data visualization at its best CRM SECURITY Solastis CRM takes security very seriously, and we have many protective measures. 2FA, SSL and IP whitelisting are few of these.