by salesteam at SierraCRM

Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit 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.

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Process Manager Overview

Some of the key features of Process Manager 4.0:

  • Easy to Use Drag and Drop UI
  • Auto Convert your Legacy Workflow to Processes
  • All new Email Functionality
  • Calling REST services.
  • Duplicate Processes
  • A new condition operator - When Field Value changes from a value to another
  • Append By Value and Append By Field when updating objects or related objects.
  • Create Sugar Notifications for Sugar 7

Process Manager 4.0 Overview from SierraCRM on Vimeo.

Manage Lead Conversion

When a Lead is converted in SugarCRM the Notes attached to that Lead do not copy over automatically to the new Contact upon conversion. This tutorial of Process Manager 4.0 workflow module for SugarCRM, explains how you can setup a business process that migrates the Notes from the Lead to the new Contact. In addition to Notes, any related object can be moved along side the Notes during conversion.

SugarCRM - Convert Lead- Transfer Lead Notes to New Contact from SierraCRM on Vimeo.

Service Level Agreement

Another great workflow tutorial for SugarCRM. The power and simplicity of Process Manager 4.0 is highlighted in this video where we show you how to setup a business process on the creation of a case where the priority is High and the related Account is Gold Account. The company is obligated to complete the support case in one hour. If not, then the case is escalated.

Case Service Level Agreements from SierraCRM on Vimeo.

Case Gets Closed: Automatically Close Tasks

Today's tutorial was created to show you how Process Manager can help you with Support Cases in SugarCRM. Many companies want SugarCRM to be able to automatically close all tasks related to a case when that case is closed. This video shows you how to do that with Process Manager Enterprise 2.5.

Update Related Tasks when a Case is Closed with Proccess Manager Enterprise 2.5 from SierraCRM on Vimeo.

Update Fields in Related Modules

This demonstration uses Process Manager Enterprise 2.5 to show how to setup a process that runs when an account's Assigned User ID is changed, then it immediately updates all related tasks to have the same Assigned User ID as the account. Process Manager Enterprise works with the latest versions of SugarCRM including Community Editions.

Accounts Assigned to new User - Update Related Tasks and assign to this new User from SierraCRM on Vimeo.

Installing Process Manager Enterprise

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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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