Process Manager Workflow Module for SugarCRM Leads in Ease of Use & Functionality

Share Article

Process Manager Enterprise 2.0 release provides graphical configurator, increased automation and extensive admin control.


Process Manager Enterprise 2.0 is a must have for any implementation of SugarCRM.Reid Tattersall Back 9 Insurance

SierraCRM announces the release of Process Manager Enterprise 2.0, an integrated workflow module for SugarCRM. This release supports the latest release of Sugar, featuring a unique user experience (Sugar UX™) that is re-defining CRM with the individual in mind, empowering all customer-facing employees to connect with their customers.

Core to the new version is the all-new drag and drop wizard-like process builder. This simple, easy to use interface enables all users to create their own processes tailored to their unique way of providing outstanding sales and service to their customers. The ability to view the entire workflow including the ‘process, process stages and process tasks’ in a single browser page enables the user to quickly edit a complex business process.

Additional enhancements and new functionality within the following areas:

Administration Console: Providing the end user with the functionality to edit active workflow processes, for example in response to last minute changes. Detailed information about the process is now available to the end user allowing them to effectively monitor the process real time.

Process Conditions and Filters: Unlimited filtering on process triggers offers unprecedented process design flexibility to support the complete gamut of business’ best practices.

Updating Records and Related Records: As an example, you may have a need to close all Tasks related to a Case when the Case is Closed. Process Manager Enterprise 2.0 enables this as a single simple task in the new UI.

Converting Leads: Automatically converts leads to Contacts/Accounts/ and Sales Opportunities upon unlimited user defined triggers.

Email: Unlimited parameters for targeting any email address stored anywhere in SugarCRM, even via related objects, makes proactive communication easier. For example, define an email target list as all those affected by a particular bug fix. Process Manager Enterprise 2.0 does the daily work of sending important emails automatically, freeing up your time to spend closing more business.

"SierraCRM’s Process Manager Enterprise 2.0 enables us to do what we do best, service and support our Life Insurance Brokers and not running the day to day operation of the business. The new drag and drop user interface enables us to view the entire workflow in one page and the administration features helps us to better control our business processes. Expanded email functionality permits us to better define when and who receives communications from our company. Process Manager Enterprise 2.0 is a must have for any implementation of Sugar," says Reid Tattersall of Back 9 Insurance.

Process Manager Enterprise 2.0 will enable your company to increase profits by automating the day-to-day operations of acquiring and keeping your customers.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Bill Convis
SierraCRM, Inc
+1 (530) 272-3064
Email >
since: 04/2010
Follow >
SierraCRM, Inc

Visit website