Process Manager from SierraCRM, a SugarCRM Advanced Workflow add-on, is a powerful business process automation tool that enables Sugar customers to do what they do best: Sell and Support their companies’ products and services. SierraCRM was recently contacted by Josh Bieber, Sales Support Manager at Walz Scale in East Peoria, Illinois. Walz Scale is a SugarPro 18.104.22.168 OnDemand customer. They do not have a Sugar partner to assist with their implementation, so Josh utilizes SugarCRM’s support organization and their Technical Account Manager.
SugarCRM announced their intention to remove the original Sugar Legacy Workflow, named Workflow Management, in 2015. Customers and Partners complained enough to delay this decision until 2017. Now they say it will happen in 2018. Whenever they do get around to removing this old workflow, will you be prepared for the new Advanced Workflow? How many existing legacy workflows are you relying on to run your company? Is your Sugar Partner ready to migrate your existing workflows over to Advanced
Is your company considering upgrading to Sugar Enterprise to take advantage of the new Sugar Advanced Workflow? Before you agree to the new per user expense (yes – it will eventually almost double what you’re paying now) you should have a discussion with your Sugar Partner, SierraCRM or Sugar Sales and make sure your required workflows will work in Sugar Enterprise. Here is a short list of features you should expect to be present in Advanced Workflow but unfortunately are
You’re about to go live with your SugarCRM project and one of the big questions you have is if your users will actually use it, embrace it, love it, adopt it, and recommend it to their co-workers. The project has been going good for you, your under budget, management loves the reports, your IT department loves the ease of customization’s, and the mobile app is awesome. But still, you know you have many users who are questioning why the company
Is your company obligated by Contract to deliver timely support to your Customers based on a Service Level Agreement (SLA) and your not using SugarCRM workflow? If so, it would not surprise me to learn that in the past, the ball was dropped and you missed a key deliverable, thus not only pissing off the Customer, but losing out financially based on the SLA. This should never happen. Especially if your CFO/CIO has decided to implement a CRM solution based