Advanced Workflow CRM
Increase efficiency and productivity across the organization with an enterprise level CRM workflow automation toolset designed to automate critical customer-facing processes.
Sugar's Advanced CRM Workflow enables Sugar Enterprise and Ultimate edition customers the ability to automate complex business processes using a CRM workflow automation engine based on BPMN standards. Automated processes provides these customers increased productivity, reuse of best practices, and the ability to effectively manage the customer experience.
Anyone can rapidly design and deploy these business processes with a visual design interface. Each process can support complex decision cycles with a powerful rules builder to effectively optimize routing and approvals.
Individuals can receive, analyze, and react to template-driven notifications through any standard e-mail system, wireless devices, or any standard Web browser.
Process monitoring and audit tools provide for faster issue troubleshooting. Configurable user dashboards capture snapshots of ongoing sales workflows, tasks and monitor process status.
Advanced CRM Workflow can also be integrated with external systems to break down organizational boundaries and ensure cross-departmental effectiveness.