Empowering every employee with the tools to create extraordinary customer relationships is key to a successful CRM implementation. SierraCRM's Process Manager Enterprise workflow will enable your employees to spend more time delivering world-class sales and support and your company to deliver a consistent message to all customers. From simple automated workflow such as sending emails on customer birthdays to more advanced workflow such as contract and sales opportunity management, Process Manager is the key that unlocks the power of Sugar.

1. SIMPLY POWERFUL WORKFLOW WITH
PROCESS MANAGER ENTERPRISE
Bill Convis
CTO
SierraCRM
@sierracrm#SugarCon

2. Deliver extraordinary customer
relationships with workflow
• Engage the entire company in the sales and support
of your customers.
• Improve customer retention rates by automating the
daily communications to your customers.
– Automated emails and drip campaigns
• Automate the day to day operation of your sales and
support organizations.
– Create new records, update records, assign records, notify
agents
• Create ‘Customers for Life’ by proactively
communicating with them on important dates.
– Contract Renewal
– Recurring Sales Opportunities
2

3. DEMO

4. Process Manager Key Features
4
Feature Benefit Examples
Query any data
anytime and act on
that data
Find at risk sales
opportunities: Ensure
Service Level Contract
Obligations
Run daily Birthday
Campaigns: Find all
cases for Gold Account
not closed
Enhanced object
filters on process
triggers
Complex conditions and
filters on workflow triggers
Send email to contact
only if (a=b or c=d) and
(e=f or g=h) and related
account (i=h) or (j=k)
Update records
Keeps your data
consistently up to date and
agents know they can rely
on that data to be accurate
Set all open tasks for
Cases to Completed on
Case Close

5. Process Manager Key Features
5
Feature Benefit Examples
Advanced Email
Capabilities
Email anybody anytime:
Get any variable data in
email templates.
Send thank you emails
to all contacts related to
an Opportunity when
Closed/Won
Create New Records
Create any record setting
data from parent object or
related objects and relate to
parent object
Create Sales Quotes
when Opportunities
status = Ready for
Quote.
Process Branching Concurrent Processing
After one week, non
converted leads
branched to an entirely
different process for
evaluation.

6. THANK YOU
@sierracrm #SugarCon