Turning Interactions into Profits
- Automated WorkFlow
- Marketing Automation
- Automated Routing
Close More Business with SierraCRM's Suite of easy to use Products for SugarCRM
Process Manager Video
Time-based workflow to automatically schedule calls, create tasks or send e-mails.
Marketing Manager Video
Create Query Lists to Generate e-mails, call lists or tasks, run daily, weekly or monthly campaigns.
Routing Manager Video
Assign Leads, Projects, Contacts, Cases, Opportunities or Accounts directly to users or via a round robin distribution.
SierraCRM delivers Powerful and Flexible Solutions that will fully automate your customer Sales and Support operations for SugarCRM.
Process Manager
A robust workflow engine that can automate tasks across the entire customer life cycle. Automatically Send Emails, Schedule Calls or Tasks, Schedule Meetings or call your own custom php scripts. These tasks can be set to run immediately or queued up to run in the future. Engage the entire Sales and Support organization in servicing your customers in the best possible way.
Marketing Manager
An easy to use Marketing Campaign module that can automate your daily, weekly, or monthly communications to your customers and/or to employees of your company. Setup simple campaigns such as a daily Birthday Campaign to more complex campaigns in which your sales organizations are informed of sales opportunities that need to be closed that week.
Routing Manager
Automate the routing of new or modified objects in Sugar with Routing Manager. Assign leads, contacts, cases, opportunities, or accounts directly to individual users based on attributes of the object. Setup Round Robin distribution to equally distribute objects amongst your Sales or Support staff.
