ProcessMaker + CRM = True Enterprise CRM Power

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

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ProcessMaker + CRM = True Enterprise CRM Power

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

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