Respond quickly to your customers and speed up case resolution with the automated email association to a case feature in Solastis CRM.
email association in CRM, email and case association in CRM, tag email to a ticket in CRM
It is a common practice to create a new case for every email inquiry received in the CRM system. If you have to identify, tag, and attach every email to the relevant case manually, you could waste time sifting through your inbox. If you implement Solastis CRM, you can avoid doing such unproductive activities.
In Solastis, every email can have a case number in the subject line. Using the case number, the CRM automatically attaches every incoming email to the right case without any efforts on your part.
Create a new case for every incoming email
It is possible that you get many inquiries via email in a single day. In Solastis CRM, you can configure the settings so that a case is created for every new email inquiry. Once you set up the configuration, all the subsequent (but relevant) emails would be attached automatically to the right case.
View emails according to (or related to) a stage in the case
When you create a case in Solastis CRM, you can split it into orderly stages using the sequential task management tool.
As mentioned earlier, all your email interactions get extracted in the CRM and attached to the right case automatically. In addition to this, you can also view emails that are relevant to every stage in the case. So, you are always aware of the right context of any email communication, and you can respond quickly. With such a mechanism, Solastis CRM gives you better control over customer engagement and case resolution at every stage. It makes it easier for you to manage multiple cases at the same time. This feature is unique to Solastis CRM.