How to Improve Business Processes Using a CRM / BPM Software - Solastis

1. CRM / BPM FOR IMPROVING BUSINESS PROCESSES CRM FOR IMPROVING BUSINESS PROCESSES The competitive world of business requires every small edge a contender can achieve and attention to details is imperative to maintain a noticeable position. Customer relationship management(CRM) is the tool developed specifically to maintain and sustain impeccable customer relationships via gathering detailed customer data, to get that edge required to succeed. Virtually any business that wants to grow needs an effective way to centralize its data. However, CRM takes this a step further by incorporating communication as well as precise data managing of the customers’ information. Solastis CRM tools provide its users with the ideal platform to effectively obtain, scrutinize, store and maintain customer data for optimal use. The modern consumers are used to fast, dynamic and mistake-free customer experience, anything less will result in lost customers, and in turn, lost revenue. The Solastis CRM tool ensures a productive and stable communication channel between the customer and business, resulting in a loyal patron base and by helping to bring in more promising customers. IMPLEMENTING A BUSINESS PROCESS WITH SOLASTIS CRM Solastis CRM allows you to implement a business process easily in your CRM. For example, a website development company is using Solastis CRM for website development projects, and it has the following steps ; Then a sequential task template can be created in the CRM and it will appear as follows. The agents working on the case then will be expected to progress through this case in an orderly manner. IMPROVING BUSINESS PROCESSES WITH SOLASTIS CRM As the case is moving forward to its final stages, supervisors have the opportunity to review the progression of work completed by the case. If the effectiveness of the work done is found to be lacking compared to the expectations at any given time, the management still has time to alter the tasks to increase the success rate. It may be found in the above that there are issues after the delivery of the website work, and the incidence of complaints is rather high. So the manager can review the process and add a new step to increase customer engagement. As seen here a new 3rd task is included, which is to take a detailed review of the mockup of the site with the customer. This new step will ensure that a detailed review of the mockup of the website is conducted with the customer and a manager is involved and all the points are agreed in advance.

2. SOLASTIS CRM PROJECT MANAGEMENT CONCEPT What sets the Solstice CRM, project management tool apart from the other CRM tools is its Case project management concept. Business cases often span a longer amount of time. Solastis allows you to manage these cases by providing tools to break these long cases in its smaller logical steps. These smaller steps or ‘Task Templates’ can be completed in a few hours, or a few days. In the longer cases, these templates help to assess the case development easier and more effective manner. WHY IS SOLASTIS CRM BETTER AT IMPROVING BUSINESS PROCESSES? In current times, CRM is the answer to maintaining a clean and cutting edge advantage in the market place. Implementing a CRM that is best suited to the business ensures expanding and progressing to meet the increasing demand of customers. But what most of the CRM does not deliver is a concept of sequential task template and sequentially executing individual pieces of cases. The order and the structure this approach brings is of immense benefit to the organizations. Using the data, it is now possible to zero down on those components of the cases which are resulting in the efficiency.