Process Manager Professional

• 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

SierraCRM's flagship product, Process Manager Pro is a powerful business process management module for SugarCRM. Process Manager Pro combines the best of SierraCRM's suite of SugarCRM enhancements into a single loadable module that allows you to setup simple to complex business processes that match your best business practices. You build processes based on the creation or modification of any SugarCRM module. You can build processes that run at specific times throughout the year, query your system for any data, and run a specific workflow task such as send an email, schedule a call, create a task, run custom scripts, modify fields or create new sugar objects.

Processes can be built with filters such that on create or modify of Sugar objects in which specific fields match a predefined value then the process will run.

Process Manager Pro includes the ability to route and assign objects to users or to groups of users in a round robin fashion.

Processes Manager Pro's architecture consists of Processes, Process Stages, and Process Stage Tasks. Processes can have one or many Process Stages that are setup to run immediately or queued up to run in the future. Each Process Stage contains one or many

• Send Emails
• >Schedule Calls
• Create SugarCRM Tasks
• Schedule Meetings
• Run custom php scripts
• Create a Sugar Project Task
• Create a new Sugar Object
• Modify a field in a Sugar Object

• Automatically send emails to new leads
• Proactively keep all customers informed by way of email or scheduled calls and tasks
• Run a daily process to find all contacts whose birthday is today and send them a happy birthday email
• Run a weekly process that find all leads that were created in the past week and which have not been modified or worked on by
• sales reps - create a task and assign to the lead owner
• Run a monthly process that finds all Opportunities closed in the last month and sends the related account to the opportunity a new thank you email
• Route all new leads in which the primary address state is Ca to a specific user or to a group of users who support Ca leads
• Build customer for life processes on Opportunity Close
• • Send a monthly newsletter to new customers
• Manage support with Case Management Processes
• • Automatically send emails to customers as cases are moved through your case management