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Top 4 SugarCRM Workflow Options
 

Top 4 SugarCRM Workflow Options

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In this deck we present the Top 4 solutions for workflow and sales froce automation in SugarCRM.

In this deck we present the Top 4 solutions for workflow and sales froce automation in SugarCRM.

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    Top 4 SugarCRM Workflow Options Top 4 SugarCRM Workflow Options Presentation Transcript

    • Attract. Convert. Retain. Top 4 SugarCRM Workflow Options
    • Attract. Convert. Retain. • Custom Logic Hooks • SugarCRM Workflows • SierraCRM Process Manager • Process Maker SugarCRM Edition Top 4 in order of ease of use
    • Attract. Convert. Retain. Custom Logic Hooks • Pro: No limits since they are created at a code level. • Con: Have to write code to implement the hooks.
    • Attract. Convert. Retain. SugarCRM Workflows • Pro: Comes out of the box with SugarCRM. • Cons: Only two type of triggers.
    • Attract. Convert. Retain. SierraCRM Process Maker • Pro: Significantly more features and possibilties than SugarCRM workflows. • Con: Need the manual often but great solution once you understand it.
    • Attract. Convert. Retain. Process Maker SugarCRM Edition • Pro: Configure workflow in a visual Visio like editor. • Con: Most expensive of the bunch.
    • Attract. Convert. Retain. Have Questions? Contact: Sales@AtcoreSystems.com