Automate your business processes with SugarCRM's Advanced Workflows in CRM platform
Understand the Power of Advanced Workflows / Business Process Management Tool in CRM
In any business, processes are the backbone of operations, encompassing the steps needed to complete tasks, whether executed by individuals, teams, or automated systems. By using SugarBPM/ Advanced workflows you can enhance efficiency, eliminate repetitive and monotonous tasks, and enforce critical business rules, resulting in a more productive and streamlined business environment. Additionally, this automation allows for improved accuracy, better data management and enhanced customer engagement further boosting your overall business performance.
Boost Business Efficiency with Advanced CRM Automation Workflows to Streamline Essential Business Operation
Below is a list of examples showcasing how SugarBPM helps businesses automate discount approvals, SLA breach notifications, and provides users with alerts to expedite their tasks.
Example - 1 Streamlining Fast Delivery Promises with SugarCRM Workflows
Imagine a scenario where a salesperson needs to promise a fast delivery to a customer, ensuring a seamless and efficient process. SugarBPM in SugarCRM plays a pivotal role in making this happen. Here’s how:
The use of workflows not only ensures that promises made to customers are consistently met but also eliminates the need for manual communication and decision-making. This results in a streamlined and efficient process, where every step is clear and well-defined, reducing the risk of errors and ensuring customer satisfaction.
In summary, Advanced Workflows in SugarCRM is a valuable tool for optimizing business processes, such as delivering on promises of expedited service, by automating tasks and facilitating effective communication.
Example - 2 Seamless Discount Approvals - Simplifying the Discount Workflow with Workflows
Let’s dive into a scenario where a salesperson needs to provide a discount when creating a quote for a customer. The utilization of workflows in SugarCRM simplifies and streamlines the entire approval process, overseen by the Sales Manager. Here’s how it works.
Incorporating workflows in this discount approval process not only expedites decision-making but also ensures consistency and accountability. It simplifies communication and documentation, reduces the chances of errors, and provides a structured approach to managing discounts. This leads to a smoother and more efficient workflow, ultimately benefiting both the sales team and the customers.
In summary, workflows in SugarCRM serve as a powerful tool for enhancing various aspects of business operations, including the streamlined management of discount approvals. By automating and organizing tasks, workflows facilitate a more efficient and error-free process.
Example - 3 Timely SLA Breach Notifications - Enhancing Customer Support Automation with Workflows
The use of workflows in SLA breach notifications ensures that support teams are alerted in real-time when SLAs are in jeopardy, allowing them to take corrective actions swiftly. This not only enhances customer satisfaction but also guarantees that SLAs are consistently met. The workflow-driven automation streamlines the entire process, from monitoring SLAs to alerting the team and taking necessary actions.
In summary, workflows in SugarCRM offer a robust solution for customer support automation, particularly for the management of SLA breach notifications. By automating the tracking and notification process, workflows help ensure that service level agreements are adhered to, resulting in improved customer support and adherence to commitments.