by salesteam at SierraCRM

Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manage the day to day repetitive tasks associated with managing your customers. The only SugarCRM approved replacement for Legacy Workflow in Sugar Professional!

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Features

Convert Sugar Professional Legacy Workflow

With the announcement from SugarCRM that the Sun is Setting on Legacy Workflow, Process Manager 4.0 is the approved workflow replacement module for Sugar Pro Customers. An easy one-click conversion tool will transfer all of you Legacy Workflow to Processes in Process Manager 4.0

Drag and Drop Wizard Builder

Process Manager 4.0's new wizard like process builder makes it easy for anybody to create simple or complex business processes for SugarCRM. Context sensitive help coaches you along the way. Easily add new tasks to your existing processes. View the entire process in a single form. You won't need to dust off your Computer Engineering degree to build a workflow.

Query any data any time and act on that data

Process Manager 4.0 allows you to get any data anytime using a recurring timer and act on that data. An example is to find all Tasks in which the due date is passed and the Task is not completed. Process Manager can send an email to the owner of this Task reminding them that it is past due.

Trigger Processes on the create or modification of any object in Sugar. Add unlimited filters to your processes. Include unlimited related filters. ie: Trigger a process on Opportunity modify where the related Account has certain attributes and related contacts have certain attributes

Update Records Automatically

Update fields on the object/record that triggered the process or any related records. ie: When a Case is modified , find all related Tasks and set the Tasks to ‘Completed’

Convert Leads Automatically

Automatically convert your leads to Contacts, Accounts and Sales Opportunities when the lead has been modified.

Flexible and Advanced Timing Options

The key to effective workflow is when an action or task is supposed to happen. Process Stages tell PM Enterprise when to do something. Each stage contains one or more Tasks. Stages can run immediately or queued up to run at a later date: the essence of Time Based Workflow.

Administration Console

Process Manager 4.0 includes a new Admin Console that will show all the objects that have had the process run against them. In addition to showing all objects that have had the process run against them, this new Admin Console also shows all objects that are sitting in the queue waiting to be run in the future. You can remove the object from the queue if you so choose.

Multiple Options for Process Actions and Tasks

Process Manager 4.0 knows what to do and when to do it. What you can do is quite extensive and limited only by your imagination!

  • Send Emails to Anybody: Process Manager 4.0 has expanded email functionality allowing you to get the email address of any object related to the object that triggered the process.
  • Schedule Calls - Calls can be assigned to the owner of the process object, or any user of SugarCRM. Escalate Calls if not completed by Due Date.
  • Create Sugar Tasks -Tasks can be assigned to the owner of the process object, or any user of SugarCRM. Escalate Tasks if not completed by Due Date
  • Modify Fields - Update Fields in either the process object or related object. Update all fields in related objects
  • Create New Records - New Sugar objects, such as Opportunities, Cases, or even custom modules can be created as a process task. Multiple options for setting field values include using templates, setting by field, setting by value.
  • Run Custom PHP Scripts - Run your own custom PHP scripts that can do anything you need to have done in SugarCRM.
  • Assign records to individuals or round robin to groups of users
  • Create Project Tasks - Automate Project Management in Sugar by having PM Ent auto create Project Tasks when your Projects or created or modified.
  1. aulloa member avatar

    aulloa

    5 years ago

    How it work the assigned by round robin ang group ??

    • bconvis member avatar

      salesteam at SierraCRM Provider Affiliate

      5 years ago

      Hello Aulloa,
      You create roles in SugarCRM and add users to these roles. When you need an object to be distributed/assigned to a group of people in a round robin way, you will select Route Object as a process task then choose routing type = Round Robin. When objects are created or modified in Sugar, they will be assigned to the members of this Role in a round robin distribution.

    • aulloa member avatar

      aulloa

      5 years ago

      I could assign a task of SugarCRM ??

    • bconvis member avatar

      salesteam at SierraCRM Provider Affiliate

      5 years ago

      Yes - you could setup a process in process manager to create a Sugar Task, then a second process that assigns new tasks created by process manager in a round robin manner.

  2. ishmeetahuja member avatar

    ishmeetahuja

    4 years ago

    Can this module work with target and Related module ?

  3. bconvis member avatar

    salesteam at SierraCRM Provider Affiliate

    4 years ago

    Hi ishmeetahuja
    Can you be a bit more specific on the question? We support all modules in SugarCRM - the out of box modules and any module created in Module Builder. In addition, you can work with related modules. But please let us know the specific workflow you are looking for.
    Thanks
    Bill

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  • "Hands down great workflow product. If you do anything comlex inside of your CRM platform, this product is a NO BRAINER. Great product, great company, great service...stop looking at this product. Just buy it You won't be let down."

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