Advanced Workflow is SugarCRM's new visual workflow designer that allows business to automate processes and communication. Available in the Enterprise edition or higher, use this functionality to increase productivity and improve communication. For a demonstration of Advanced Workflow and SugarCRM visit www.evolutionmarketing.com.au or call 1300 799 064

1. SUGAR ENTERPRISE
FEATURE FOCUS
ADVANCED
WORKFLOW
ENTERPRISE-LEVEL BUSINESS
PROCESS MANAGEMENT TOOL
PROVIDE THE RIGHT DATA, TO THE RIGHT PEOPLE, AT THE RIGHT TIME
Advanced Workflow is an advanced business process automation toolset within Sugar Enterprise and Sugar Ultimate Editions. This
new feature set allows organizations to increase efficiency and productivity across the business through automating and optimizing key
customer-facing processes.
SIMPLIFY AND AUTOMATE COMPLEX
BUSINESS PROCESSES
• Advanced workflow supports
personalized business rules, email
templates, automation flows and
monitoring
• Advanced Workflow provides the
capabilities to support enterprise-level
complex business processes through
industry standard based process-
driven architecture
• Provide expertise and team collaboration
to sell more effectively
CUSTOMIZE AND EXTEND BEST
PRACTICES
• Advanced Workflow provides the
capability to export/import across
Sugar instances to help you collaborate
on process flows
• Build and customize specific business
related flows and templates to use it
across departments for best practices
• Zero coding experience needed;
build and share complex flows using
visual designer
CONTINUOUSLY IMPROVE
EFFICIENCY
• Advanced Workflow allows individual
end users to receive, analyze, and react
to notifications through any standard
e-mail system, wireless devices, or any
standard Web browser
• Advanced Workflow lets end users and
admins model and maintain business
processes using a visual graphical tool
without coding
• It encapsulates complex and multi-
step flows to automate and streamline
business processes
BENEFITS

2. REINVENT YOUR BUSINESS PROCESSES WITH ADVANCED
WORKFLOW AUTOMATION
Manage complex processes in a
Visual Process Designer
Automate Alerts and Notifications
Deliver exceptional customer
experiences across all touch points
Workflow triggering email notifications using customizable templates
GET YOUR FREE TRIAL OF SUGAR ENTERPRISE AT
WWW.SUGARCRM.COM/FREETRIAL OR CALL +1 877.842.7276
FEATURES
PROCESS DEFINITIONS
• Visual Designer simplifies creation
of workflows with drag-and-drop
environment
• Preset forms inside Visual Designer
enable automated Approvals and
Routing
• Design-time validation and
recommendations insure successful
workflow creation
• Definitions support Self-Service Portal
Users, Team Hierarchies and User
Roles
BUSINESS RULES ENGINE
• Intuitive Rules Builder enables fast
creation of business rules
• Conditions and Actions created in
business rules engine are reusable
across multiple Process Definitions
• Email templates allow for automated,
personalized alerts and notifications
triggered by rules engine
• WYSIWYG (What You See Is What
You Get) editor speeds the creation of
HTML emails and alerts
PROCESS MANAGEMENT
• Process monitoring and audit tools
provide for faster issue troubleshooting
• User Dashboards can be configured
to capture snapshots of ongoing
workflows to monitor process status
• Dashlet view of workflow-triggered
notifications speeds time to action
• BMPN standards based workflow
can integrate to external systems to
break down silos and enforce cross-
departmental processes
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