Turning Interactions into Profits
All Product Demo Videos
Process Manager Professional
Process Manager Professional Overview
An overview of SierraCRM's new product release, Process Manager Pro. Short subject slides showing the key features then an extensive demo of the product showing how to setup a simple process on new leads. Brief coverage of the new features of Process Manager.
Released 8/9/2011 by SierraCRM
Process Manager Professional Installation
Installation and Setup.
Released 8/5/2011 by SierraCRM
Process Manager Professional New Features
New features.
Released 8/5/2011 by SierraCRM
Process Manager Professional Route New Leads
How to setup a Process to route all leads from a specific state to a specific user.
Released 8/5/2011 by SierraCRM
Process Manager Professional Birthday Campaign
How to setup a Process to find all contacts whose birthday is that day and send them a 'Happy Birthday' email.
Released 8/5/2011 by SierraCRM
Process Manager Professional Find Old Leads and Assign to Sales Support
How to setup a Process to route all leads from a specific state to a specific user.
Released 8/5/2011 by SierraCRM