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SIMPLY POWERFUL WORKFLOW WITH
PROCESS MANAGER ENTERPRISE
Bill Convis
CTO
SierraCRM
@sierracrm#SugarCon
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
DEMO
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
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.
THANK YOU
@sierracrm #SugarCon

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Simply Powerful Workflow for Sugar

  • 1. SIMPLY POWERFUL WORKFLOW WITH PROCESS MANAGER ENTERPRISE Bill Convis CTO SierraCRM @sierracrm#SugarCon
  • 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
  • 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. 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.