ProcessMaker + CRM = True Enterprise CRM Power

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Empodere, diseñe y automatice flujos de trabajo en SugarCRM con ProcessMaker. …

Empodere, diseñe y automatice flujos de trabajo en SugarCRM con ProcessMaker.

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  • 1. CRM + BPM = True Enterprise CRM PowerYesid ContrerasTerritory ManagerColosa Inc.
  • 2. Large Enterprises…Are using SugarCRM
  • 3. • Hospital Management Systems• E-Government Systems• Non Profit Donor Systems• Insurance• Call Centers…Are using SugarCRM
  • 4. Almost all of these require complexworkflow rules
  • 5. Most are involve hardcoded programming
  • 6. Implementations often end up with 100s ofhard to understand and difficult to manageworkflow rules.
  • 7. Introducing the Solution
  • 8. Scratching our Own Itch• Lead assignment at Colosa was complex.• All the leads are assigned to a Sales Managerbased country• Some countries also have Partners that need tobe assigned and notified
  • 9. Our Solution BEFORE ProcessMaker• We found and customized a community module
  • 10. Our Solution BEFORE ProcessMaker• A Table handled all the routing rules for the leadassignments
  • 11. We had 33 Workflow Rules in SugarCRM
  • 12. We only have 10 TM on our Sales Team
  • 13. The ProcessMaker Solution• One Visual Process Map• Simple to Understand• Easy to MaintainThe Solution is a Native SugarCRM Module.
  • 14. The Solution – The Process Map
  • 15. The Solution - Configuration
  • 16. The Solution – Decision Point Configuration
  • 17. Thank YouYesid Contreras, Colosa Inc.@processmaker | www.processmaker.com