Bill Convis

Automate the entire customer life cycle with Process Manager 4.0

Blog Post created by Bill Convis on Apr 13, 2016

SMALL SierraCRM-V3-500x120.pngAutomate the day to day tasks of running your business with the simple to use and feature rich Process Manager 4.0 for SugarCRM.  From simple business processes such as automating the sending of emails to customers and partners, to more advanced workflow such as Contract management, Process Manager is a powerful workflow add-on for SugarCRM.

Build recurring processes that run hourly, daily or weekly to find data such as at-risk Opportunities or cases that are bound under Service Level Agreements. This data can then be acted on such as sending emails to the customers or escalating the Case to a second level support group.

Build complex time based workflows that resemble drip email marketing campaigns, such as a monthly newsletter  to all Contacts. Spend more time doing what your employees do best, selling to and servicing your customers and less time managing the tedious tasks of the day to day operation of your company.


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