SugarBPM – Business Process Automation
SugarBPM
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
Say goodbye to Monotonous Tasks
Automation is the key to liberating your team from repetitive, time-consuming work. Free up your valuable resources and enable them to concentrate on mission-critical tasks.
Efficient Task Assignment
Harness the potential of task assignment automation. Ensure that the right team members, based on their expertise, are always working on the most suitable tasks. This approach can significantly elevate overall productivity.
Seamless Workflow Management
With SugarCRM Leverage SugarCRM's robust workflow automation features. This includes email alerts, automated record creation triggered by specific events, and updates based on predefined conditions. Streamline your operations effortlessly.
Maximize Opportunities with Automated Sales and Customer Service
Start your journey of digital transformation with SugarBPM to streamline sales and elevate customer satisfaction. With advanced automation, you'll never miss a chance to increase revenue and enhance client relationships.
Boost Collaboration and Efficiency with System Integration
Strengthen your organization by connecting with external systems. Say goodbye to blind spots, as you enhance cross-departmental teamwork and streamline processes for a more coordinated and responsive business.
Simplify Your Workflow with Smart Automation
Streamline your operations by setting up automated reminders, email alerts, and dependent actions for repetitive tasks. Improve your workflow efficiency with intelligent automation. By implementing these advanced CRM automation workflows and optimizing your business processes, you can achieve higher productivity and efficiency. SugarBPM and SugarCRM are the perfect tools to help you achieve your automation goals.
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:
- Salesperson's Action - The salesperson initiates the promise of expedited delivery while creating the order for the customer.
- Workflow Trigger - As soon as the salesperson commits to the fast delivery, a workflow is triggered within the SugarCRM system.
- Notification to Relevant Party - The workflow is configured to automatically notify the relevant person or department responsible for order fulfillment. This notification includes all the pertinent information about the expedited delivery commitment.
- Acceptance or Rejection - The notified person can then review the details and decide whether to accept or reject the request for expedited delivery. This decision is facilitated by the clear and comprehensive information provided by the workflow.
- Automated Updates - Based on the decision, the workflow can automatically update the order status and trigger any further actions needed for expedited processing.
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.
- Salesperson's Discount Request - The salesperson, while creating a quote, includes the discount that they wish to offer to the customer.
- Workflow Trigger - As soon as the salesperson commits to the fast delivery, a workflow is triggered within the SugarCRM system.
- Notification to Sales Manager - The workflow is configured to promptly notify the Sales Manager, the designated approver, regarding the discount request. This notification includes all the relevant details about the quote and the proposed discount.
- Manager's Decision - The Sales Manager, upon receiving the notification, reviews the information and makes a decision on whether to approve or reject the discount request. This decision is made within SugarCRM, ensuring a clear audit trail.
- Automated Updates - Based on the decision, the workflow can automatically update the order status and trigger any further actions needed for expedited processing.
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
- Service Request Creation - A customer submits a service request, and it gets logged in the system. The SLA clock starts ticking from this point.
- Workflow Activation - A predefined workflow is triggered automatically upon the creation of the service request, and it begins monitoring the SLA deadline.
- SLA Deadline Approaches - As the SLA deadline approaches, the workflow continuously checks the remaining time against the SLA criteria defined for the specific request.
- Notification to Support Team - If the workflow detects that the SLA deadline is at risk of being breached, it immediately notifies the support team or relevant personnel, providing details about the service request and the time remaining.
- Action to Prevent Breach - The support team can then take prompt action to prevent the SLA breach. They may prioritize the request, allocate additional resources, or make adjustments as needed to meet the SLA commitments.
- Workflow-Managed Updates - Once the SLA deadline is met, the workflow can automatically update the service request status and record the resolution time.
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.