All domains including Sales, Service, Risk,
Collection, Logistics, Channel and Events management required a flexible workflow. CRM4SURE provides a
highly adaptive work-flow capability which is integrated with all other features.
Flexible Business Process workflows and stages
With CRM4SURE you can configure unlimited number of
workflows for any entity or process. you can also set up approvals and
allocations on the basis of workflows. Your
employees can quickly identify their current tasks along with things such as
due date, TAT and priority etc. You can identify workload on
your employees and make automated allocations of any new task received on the
basis of queue, workload, location etc.
Process Workflow Turnaround Time (TAT) Management
CRM4SURE provides you the opportunity to improve underlying business process by setting process time benchmarks. You can greatly increase customer interaction levels of your
organization, make your employees more productive and make your process more
time bound and employee friendly. For example you can establish Sales Lead stage movement TAT, Service Request Process TAT and Complaint Resolution and Response TAT.
Sales, Service, logistics and other business Work Flows History
CRM4SURE stores a complete record of work stage movements,
activities done on work flows, dates of movements etc. you can track complete
history of any entity. It helps you to keep a complete audit check on any
entity in organization.
Conditional Process Workflow
With CRM4SURE you can also create conditional workflows.
Your organization might not need to follow a same standard
workflow while dealing with different situation or entities e.g. you can
configure a work flow where a retail sales lead passes through 4 stages but you might
choose to have only 3 stages for a corporate sales lead.
Business Rules for Escalations
With CRM4SURE you can also set up rules for
escalations and follow ups. You can set up rules for
leads processing, Service Requests, complaints, Queries escalations You
can choose multiple level of escalations in an organization depending upon
the severity of the entity or the category of the case. E.g. you can set up a
escalation rule for a lead which has been in the same stage for more than 7
days, you can create escalation rule for not resolved service request with-in 3
days etc you can also set up different kind of rules for different kind of