Simply Powerful Workflow for Sugar

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Empowering every employee with the tools to create extraordinary customer relationships is key to a successful CRM implementation. SierraCRM's Process Manager Enterprise workflow will enable your employees to spend more time delivering world-class sales and support and your company to deliver a consistent message to all customers. From simple automated workflow such as sending emails on customer birthdays to more advanced workflow such as contract and sales opportunity management, Process Manager is the key that unlocks the power of Sugar.

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Simply Powerful Workflow for Sugar

  1. 1. SIMPLY POWERFUL WORKFLOW WITH PROCESS MANAGER ENTERPRISE Bill Convis CTO SierraCRM @sierracrm#SugarCon
  2. 2. Deliver extraordinary customer relationships with workflow • Engage the entire company in the sales and support of your customers. • Improve customer retention rates by automating the daily communications to your customers. – Automated emails and drip campaigns • Automate the day to day operation of your sales and support organizations. – Create new records, update records, assign records, notify agents • Create ‘Customers for Life’ by proactively communicating with them on important dates. – Contract Renewal – Recurring Sales Opportunities 2
  3. 3. DEMO
  4. 4. Process Manager Key Features 4 Feature Benefit Examples Query any data anytime and act on that data Find at risk sales opportunities: Ensure Service Level Contract Obligations Run daily Birthday Campaigns: Find all cases for Gold Account not closed Enhanced object filters on process triggers Complex conditions and filters on workflow triggers Send email to contact only if (a=b or c=d) and (e=f or g=h) and related account (i=h) or (j=k) Update records Keeps your data consistently up to date and agents know they can rely on that data to be accurate Set all open tasks for Cases to Completed on Case Close
  5. 5. Process Manager Key Features 5 Feature Benefit Examples Advanced Email Capabilities Email anybody anytime: Get any variable data in email templates. Send thank you emails to all contacts related to an Opportunity when Closed/Won Create New Records Create any record setting data from parent object or related objects and relate to parent object Create Sales Quotes when Opportunities status = Ready for Quote. Process Branching Concurrent Processing After one week, non converted leads branched to an entirely different process for evaluation.
  6. 6. THANK YOU @sierracrm #SugarCon

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