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5 Workflows to Automate Sales Sugar User Group October 21, 2015
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 [email protected]
Christina CooperProject [email protected]
WHY WORKFLOWS ARE NECESSARY
WHY WORKFLOWS ARE NECESSARY
WHY WORKFLOWS ARE NECESSARY
THE FUTURE OF WORKFLOWS
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
WORKFLOWS TO AUTOMATE SALES
1. Email alerts 2. Info changes on
records3. Lead assignment4. Lead follow-up
alert5. Quote approval
Workflow Manager
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.
