Process Manager – Powerful SugarCRM Workflow

Process Manager 3.0

When SugarCRM released version 4.0 of the SugarCRM Community Edition back in 2007, SierraCRM evaluated the product and made a decision to jump on board the SugarCRM train. This was a very wise decision, as it led to the creation of the first SugarCRM Workflow module for the community. How this occured was in the creation of SierraCRM’s first vertical solution for SugarCRM, a Mortage Banking solution based on SugarCRM 4.5 called LenderCRM. Three products where created and released for this vertical solution:

  • Process Manager
  • Routing Manager
  • Marketing Manager
Each individual product delivered a much needed enhancement to SugarCRM. The products were sold individually or as a bundled solution. In 2011, SierraCRM merged all three products into a single product called Process Manager Pro. Since 2011, SierraCRM has continued to enhance Process Manager to reflect customers needs and enhancement requests. In August of 2014, Process Manager Enterprise was released with expanded functionality.

Today, Process Manager 3.0 from SierraCRM is simply

Powerful SugarCRM Workflow

Companies are using this add on module to automate the day to day tasks of servicing and supporting their customers.

Some of the ways customers use Process Manager Enterprise:
  • Lead Management – automatically send emails and schedule calls and tasks when new leads are created
  • Case and Support Management – verify that as new cases are created they are routed to the correct support staff and completed in a timely manner
  • Service Level Agreements – when your customers have purchased SLA’s , Process Manager guarantees that the service they purchased is delivered
  • Contract Management – Process Manager can manage the process that your company uses for contract approvals
  • Automated Email Campaigns – send a Happy Birthday email to all your contacts on their birthdays

SierraCRM provides articles, white papers, tutorials, videos and product documentation to existing and prospective customers. Download the Process Manager Product Features and Product Overview here.

Process Manager 3.0 Product Features

Process Manager 3.0 Product Overview

Process Manager 3.0 Users Guide

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