Sugar Workflow | Process Manager 4.5 : SierraCRM

SierraCRM Publishers of Powerful Sugar Workflow

SierraCRM is one of the oldest Technology and ISV Partner’s in the Sugar ecosystem. Our Advanced Workflow Product, Process Manager 4.5 is the leading Business Process Management add-on for Sugar.

Tired of letting sales Opportunities fall through the Cracks? You will sleep well knowing that you have fully automated the Sales and Support process for your company with powerful process automation software from SierraCRM.

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Upgrade your customers journey from Economy to First Class with

Process Manager 4.5

  • Contract Management

    Contract Management

    Avoid the hassle of managing your Contracts with Process Manager 4.0. Map your contracts signature and approval process in Process Manager and let advanced automated workflow take it from there.
  • Sales Opportunity Management

    Sales Opportunity Management

    Manage your companies entire sales cycle and avoid those lost revenue opportunities by implementing business process management. Eliminate all those sticky notes covering your monitor and do what you do best - sell your products!
  • Support Management

    Support Management

    Don't let your support organization drown in paperwork and miss important milestones for your support contracts. Apply automated workflow and business process management to your support cases and service level agreements and guarantee that you deliver to your customers what they are entitled to and expect.

Customer Testimonials

Brian Minnick

Hands down great workflow product. If you do anything complex inside of your CRM platform, this product is a NO BRAINER. I have worked very closely with Bill to button up a few proccess’ that I had questions on and his customer support is top notch. Quick responses, instant phone calls. Great product, great company, great service…stop looking at this product, just buy it, you won’t be let down.

Jerome Pepin

One of the key benefits of CRM is automating the selling process workflow. We use this automation of the selling process to improve our “close rate”, plus we use it to solicit additional business opportunities.
Here at WBParts we use SierraCRM’s Process Manager Enterprise 2.1 to alert our sales people on key “follow-up” events that occur during the sales cycle – because Process Manager Enterprise 2.1 allows us to set up event and data driven automation, this follow-up activity is “smart” – it reflects the actual sales cycle conditions, which can vary from opportunity to opportunity Once a sales has occurred, additional follow-up events are scheduled automatically by Process Manager – these are helpful is cultivating repeat business opportunities.
WB Parts

Peter Jakob

We are a financial services firm servicing data validation products such as Fraud, ID Validation and Vendor Vetting solutions to the US lending industry.

SierraCRM has provided us with both the Process Manager SugarCRM Workflow tool plus professional services to develop some custom code. We have created all our own custom modules within SugarCRM and found the basic internal workflow insufficient to meet our needs. After reviewing various other workflow tools we chose Process Manger as our solution. The SierraCRM team have both the product and the expertise that helped us effectively automate some very specific needs in our modules.

The two things that impressed me the most are the ease to install and configure the Process Manager product and the ability of the professional services team to understand our custom modules and provide correctly working custom code as quickly as they did.

If anyone is looking to automate processing within the SugarCRM solution especially in custom modules then you must consider SierraCRM and their Process Manager product.
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