Ticketing System
An Advanced Case Management platform using which you can digitalize any business processes
Central Case Management
A central case management platform where all cases are registered and accessible. Instant clarity about all cases and work.
Multiple Case types
Create multiple case types to match to your business processes. Do the finer segregation of processes for reporting and authorization.
Sales, support and other processes
Digitalize any business process ? sales, support or internal business processes.
Subcases
Break the large piece of work in smaller segments by creating subcases.
CRM Project Management
Create sequential steps in your case.This ensures that the Case is moving in an efficient and predefined order.
Task Template at Case Type Level
Create a task template and attach it to case type. Then every case created under that case type will follow the steps.
Review Tasks
Randomly pick up cases and flag it for review. When your employees know that the cases are randomly reviewed, they will be extra careful.
Questions at Task Completion
Specify questions to be answered on task completion. Capture information relevant for next steps.
Know the exact stage of each case
Easily understand at what stage each case is. If its moving well or stuck in some issues.
SLA Management
Activate SLA, and track the actual and planned time for each task. This way you can analyse the performance of CRM agents.
Email Notifications
System can be configured to send automatic notifications on happening specific events. This is useful to keep customers updated as case moves to next steps.
Assignment Rules
Automatically assign the tasks to CRM agents.
Automatically assign task to person
In configuration you can specify the assignment rules. When task is activated it derives the CRM agent to assign the task to.
Direct vs User group assignment
In assignment rules you can specify the direct CRM agent or do it via user group. The second option is better for assigning tasks for large teams.
Manage cross functional / Cross geography cases easily
Creating a task template and assigning tasks automatically makes it possible to execute complex multifunctional or multilocational cases easily.
CRM Analytics
For multidimensional analysis of cases and also for authorization control you can use these two objects and attach it to cases.
Multidimensional Case Analysis
You may want to take a case and group it with other cases or compare it with against. For this you need capture some characteristics of the cases like geography and business line.
Authorizations by multiple dimensions
Organizational unit, territory and case type are not only used in reports but are also available for defining authorization roles for cases.
Cross organization views
The three-dimensionalstructure we generate above is particularly useful in generating cross functional, cross geography views of cases. For example you may want to view the performance of cases across geographies or business lines.
CRM Agent Authorization
Solastis CRM provides a rich functionality to design authorization roles to suit your exact needs.
Authorization for Leads, Contacts, Cases
Authorization for leads contacts and Accounts is by the type action you may perform. For example you can specify authorization for create, change, delete, list and export.
Authorization at Case type level
Authorization for cases are based on combination of Organizational unit, territory and case type. Whichever combination an agent is authorized, he can then do all the actions for cases belonging to that combination.
Authorization by roles
You create an authorisation role and then assign it to the user. One role can be granted to many users. So the authorization work need not be done again and again.
CRM Email
Emails is perhaps the most important aspect of a CRM system. Solastis CRM provides many options in this regards.
Email options
You can use your company domain email account or you can use the inbuilt email account in the CRM system for your account.
Full Email integration
Full fledged email client in the CRM system. Send and receive emails directly from the CRM system.
Email association to case
Emails received in the CRM system as well as emails send are automatically associated to the correct case.
Email to case
Specify to create a new case from incoming emails if the right case for association is not found. This is particularly helpful for emails where new enquiries keep on coming in.
CRM Dashboard
Data visualization at its best
Meaningful Dashboards
The dashboards we provide are shown as a collection of tiles, interconnected to each other to present one single dataset in meaningful manner. If you click on any data point the other tiles get adjusted automatically.
Bespoke Dashboards
Expecting that a single dashboard will suffice all businesses may be a oversimplification. For your specific business needs, we will design a dashboard only for you.
Enhanced Reports
Along with the dashboards, enhanced reports are also available. These reports give the data behind dashboards in a list format.
CRM Security
Solastis CRM takes security very seriously and we have many protective measures.
Recaptcha protection
Every login screen and signup screen has a recaptcha protection. The system will try to determine if a human being is logging in or is it some bot.
SSL Encryption
The system is securely encrypted using SSL encryption. This includes wildcard encryption for your specific domain.
Password policy
A proper password policy ensures that users don’t use easily breakable passwords.
2 Factor Authentication (SMS)
For some plans, 2FA via SMS is available. When a users logs into the system, an SMS consisting of OTP will be sent to the user’s registered mobile. Only after entering this code he will be able to access the CRM system.
IP Whitelisting
Here you can specify the list of ip addresses from which your staff can access the CRM system. If anybody tries to access the system from any other ip the system will not allow the login.
CRM Implementation Services
Implementation support is crucial for some organizations. While Solastis CRM is very easy to understand and implement we also provide managed implementation services for the same.
Simple configuration
Understanding and configuring Solastis CRM is very easy. There are only few concepts which once you understand you can start configuration.
Onboarding options
In our onboarding plan we offer from simple guidance to personalized configuration services for your organization.
Data migration
If you are already using any CRM and want to switch to Solastis CRM then migration of your leads, contacts, and accounts will be necessary. We provide a service to migrate this on your behalf.
Marketing plan option
Small businesses often lack the powerful marketing plan. Under our marketing support we will review your website, create a new landing page if required, prepare organic reach plan and setup a professionally designed google advertising campaign.