Sugar User Group: 5 Workflows to Automate Sales

transcript

5 Workflows to Automate Sales

Sugar User GroupOctober 21, 2015

UPCOMING EVENTS

• Dallas Lunch & Learn– Using CRM to Get Ahead of Your

Competition– Thursday, October 29th

• Webcast: Coolest Projects of 2015– Tuesday, December 8th

ABOUT EPICOM

AGENDA

1. Why workflows are necessary

2. Changes to workflows in Sugar

3. Five workflows to automate sales

TODAY’S SPEAKERS

Aaron WineStrategic Account Manageraaron.wine@epicom.com

Christina CooperProject Coordinatorchristina.cooper@epicom.com

WHY WORKFLOWS ARE NECESSARY

THE FUTURE OF WORKFLOWS

NOWProfessional Edition Workflow Manager

Enterprise Edition Workflow ManagerAdvanced Workflows

Ultimate Edition Workflow ManagerAdvanced Workflows

THE FUTURE OF WORKFLOWS

BY THE END OF 2016Professional Edition Workflow Manager

Enterprise Edition Workflow ManagerAdvanced Workflows

Ultimate Edition Workflow ManagerAdvanced Workflows

WHAT’S THE DIFFERENCE?

• Visually oriented design

• Combine multiple workflows into one process

• Drag & drop interface

ENTERPRISE UPGRADE PROMOTION

Upgrade to Enterprise for $480/user/year (list price of Professional) until the end of the year.

WORKFLOWS TO AUTOMATE SALES

1. Email alerts 2. Info changes on

records3. Lead assignment4. Lead follow-up

alert5. Quote approval

Workflow Manager

Advanced Workflows

Live DemoWorkflow Manager vs. Advanced Workflows

ENTERPRISE UPGRADE PROMOTION

Upgrade to Enterprise for $480/user/year (list price of Professional) until the end of the year.

QUESTIONS?

Contact Us:

info@epicom.com | www.epicom.com

Follow us on Twitter @EpicomCorp

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