All Videos : SierraCRM

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Creating an Overdue Task Alert With SugarCRM Workflow using Process Manager

Automating the day to day tasks of your company with SugarCRM workflow

is easy with Process Manager. There are huge benefits to your company when you enable and setup workflow in CRM. Workflow’s as simple as the sending of emails to your new sales leads thanking them for visiting your website, to more complicated workflows that guarantee closure on trouble tickets for high value accounts can be recognized with Sugar Workflow.

A challenge many companies have is to know when important tasks are not being done, thus losing out on possible sales revenue. For the past 20 years, all CRM systems have included the Task object. The Task is related to one of many other objects in CRM such as a Lead, Contact, Account or Sales Opportunity. It is a common practice for companies embracing workflow in their CRM systems to setup a workflow to create and assign multiple Tasks to their employees when a new lead is created, or a support ticket is opened, or a contract is coming due for renewal.

The challenge many companies have with their employees is the workload given to them. Too often, an employee will become overwhelmed with their daily tasks and invariably forget to complete a task, thus jeopardizing a possible sale or piss off a customer.

What companies often do is to setup a workflow that helps their employees do their job and remind them when their tasks are overdue.

In this short video, we show how easy it is to setup this simple workflow that finds all past due Tasks that are not completed and for those Tasks found, send an email to the owner of the Tasks reminding them that they have an overdue task.

There are two ways to accomplish this workflow:

  • Use Process Author if your company has Sugar Enterprise. It is a rather complicated process to build this, but can be done. Expect to spend about 30 minutes
  • Use Process Manager from SierraCRM. You will see in the video that it takes about two minutes.

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SugarCRM Workflow – Process Manager 4.3 Detailed Overview

SugarCRM’s recommended workflow replacement, Process Manager from SierraCRM, is presented in detail in this 45 minute video. All features of the product are reviewed and described in detail. A workflow in which a Case is created with specific attributes and the related Account is type customer, we show how to build out a series of tasks that are triggered to run immediately and over time.

Grab a cup of coffee – adult libation – or whatever, sit back and enjoy learning all about the only available 3rd party workflow module for SugarCRM, Process Manager.

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Process Manager 4.0 – The Basics of Sugar Workflow

Powerful SugarCRM Workflow is highlighted in this tutorial where the CTO of SierraCRM, Bill Convis, discusses the basic building blocks of Process Manager 4.0. The video runs just over 15 minutes and is the suggested video for all new customers.

 

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Sugar Workflow to reassign Tasks when related Account is reassigned

Sugar Workflow – Close Case and set all Related Tasks to Completed

A common workflow for Sugar is to automatically set all tasks related to a case to ‘Completed’ when the case is closed. This short video will show you how simple this is to build in Process Manager 4.0

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Sugar Workflow – Notify Contacts when Case is Closed

When a Case is Closed, send an Email to all Contacts related to the Case notifying them that their Case is Closed.

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Sugar Workflow to send a series of emails to your new Leads

Automating the sending of emails to new leads in Sugar is one of Process Manager’s easiest processes to create. In this video, we create a sample process to send five emails over five days to your new leads. Process Manager 4.0 will help you manage the day to day tasks of running your company using powerful and simple to use workflow

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Customer Support and Service Level Agreements with Process Manager Enterprise 2.5 – Simply Powerful SugarCRM Workflow

The power and simplicity of Process Manager Enterprise is highlighted in this video where we show you how to setup a business process on the creation of a case where the priority is High and the related Account is a Gold Account. The company is obligated to complete the support case in one hour. If not, then the case is escalated.

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Sugar Workflow – Daily Birthday Email

In this short video, we highlight the simplicity and power of Process Manager 4.0 by creating a business process/workflow that will find all Contacts in your Sugar system where their birthday is today and send them a Happy Birthday Email.

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Convert Lead – Transfer Notes on Lead to New Contact

When a Lead is converted in SugarCRM the Notes attached to that Lead do not copy over automatically to the new Contact upon conversion. This tutorial of Process Manager Enterprise 2.5 workflow module for SugarCRM, explains how you can setup a business process that migrates the Notes from the Lead to the new Contact. In addition to Notes, any related object can be moved along side the Notes during conversion.

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Process Manager Enterprise 3.0 – Case Management with Service Level Agreements – Simply Powerful SugarCRM Workflow

Process Manager 3.0 for SugarCRM. Simple Powerful Workflow. See how simple it is to setup a Business Process in SugarCRM that will run every day at 8AM and find all Open Cases created the day before that are related to Accounts that have Service Level Agreements entitling them to 24 hour support.

Open Cases for Accounts with Service Level Agreements

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Sugar Workflow – Create A New Case when Sales Opportunity is Lost

Short demo on how to setup a process in Process Manager to create a new Case when a Sales Opportunity is Lost. Case subject is set to the Opportunity name and assigned to a Team of users who research Lost Sales Opportunities.

 

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Sugar Workflow Lead Routing – Distribute New Leads to a Group of Users

Sugar Workflow is highlighted in this short video of Process Manager 4.0 from SierraCRM. New leads created from California, Oregon or Washington are distributed to a group of Sales reps in a  Round Robin style. Additional features are shown including:

  • Conditions that are OR’d: Lead State = California OR Lead State = Oregon OR Lead State = Washington
  • Checking to see if the user who is to receive the lead is actually Logged into SugarCRM
  • Finding any logged in user in the Sales Team to receive the new Lead

Process Manager 4.0 is the latest release of the Powerful Sugar workflow module that is supported on all versions of Sugar.

Sugar customers worldwide utilize Process Manager to ensure a First Class Journey for their clients.

 

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