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.
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.
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.
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.
Along with the dashboards, enhanced reports are also available. These reports give the data behind dashboards in a list format.
Solastis CRM takes security very seriously and we have many protective measures.
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.
The system is securely encrypted using SSL encryption. This includes wildcard encryption for your specific domain.
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.
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.
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.
Understanding and configuring Solastis CRM is very easy. There are only few concepts which once you understand you can start configuration.
In our onboarding plan we offer from simple guidance to personalized configuration services for your organization.
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.