Turning Interactions into Profits
“
SierraCRM was there every step of the way for us and ensured that their
product was tailored to our needs. Even with a 3 hour time difference,
they managed to provide us with the support we needed promptly and
effectively"
Shawn Mims, Dunwell LLC February 2011
www.dunwell.com
SugarCRM Consulting
Amdocs CRM Consulting and Training
Purchase Our Products
Shawn Mims, Dunwell LLC February 2011
www.dunwell.com
SugarCRM Consulting
Amdocs CRM Consulting and Training
Purchase Our Products
See New Features for Process Manager Pro Video!
"I
wanted to automate the creation of a series of tasks which needed to be
done in a specific sequence every time a new instance of a custom
module was created. Sort of a mini-project-manager template.
No other product I looked at had the flexibility and feature set of Process Manager Pro."
Richard Cantin,
Executive Director, Wilfrid Laurier University January 2012
No other product I looked at had the flexibility and feature set of Process Manager Pro."
Richard Cantin,
Executive Director, Wilfrid Laurier University January 2012
Process Manager Pro v1.0 Features:
- Trigger business processes on create or modification of any module in sugar including custom modules
- Create 'Customer for Life' business processes that automatically communicate with your customers over time
- Automatically send emails to customers, business partners, employees when important milestones are reached in the sales and/or support lifecycle
- Automatically assign and route Sugar objects to users or groups of users based on attributes of the object on create or modify
- Setup business processes that run at anytime of the day, week, month or year
Process Manager Pro
Powerful workflow for SugarCRM
Process Manager Professional
Create Customers for Life with the new Process Manager Professional from SierraCRM. A powerful business process management module for SugarCRM, Process Manager Professional will make sure SugarCRM knows what to do when to do it. Process Manager Professional is a robust workflow engine that can automate your business processes across the entire customer life cycle from pre to post sales and support. Automatically Send Emails, Schedule Calls or Tasks, Schedule Meetings, modify records, create new records, or create your own custom process using your own custom php scripts. Processes can be set to run whenever Sugar objects are created or modified. Additionally, processes can be set to run at specific times during the day. Setup daily weekly or monthly processes that find any data in any module in sugar and kick off a business process such as communicating to your customers, partners or internal employees. Engage the entire Sales and Support organization in servicing your customers in the best possible way utilizing your companies best practices...more info
About Us
SierraCRM has been delivering CRM products and consulting services since 1996 when the founder Bill Convis joined a small CRM company called Clarify in San Jose. Clarify was one of the early CRM companies delivering a great CRM product that competed with Siebel, Vantive, and other CRM vendors. In 1996, Sierra Software Solutions was founded by Bill. Sierra Software Solutions delivered developer tools and enhancements for Clarify.
In 2005 SierraCRM was incorporated in the beautiful foothills of North California. That year, SierraCRM joined the SugarCRM community and delivered a vertical version of SugarCRM for the mortgage banking market. This product, LenderCRM had three key enhancements built for it: Workflow, Campaign Management, and Intelligent Routing. In 2006, SierraCRM took all three key products built for LenderCRM and delivered stand alone modules for each under SugarCRM 4.5. These modules Process Manager, Marketing Manager and Routing Manager were delivered to the SugarCRM community to better help SugarCRM CE users enhance their Sugar installations.
In 2007 - SierraCRM created a community version of Process Manager and posted on SugarForge. Over 20,000 downloads of Process Manager CE since its initial release. In the summer of 2007, SierraCRM was awarded Project of the Month for Process Manager CE. SierraCRM has continued to enhance all three products and in the summer of 2011, SierraCRM released Process Manager Pro which is a new product combining the best of all three products into one.
