SUGAR ENTERPRISE FEATURE FOCUS

ADVANCED WORKFLOWENTERPRISE-LEVEL BUSINESS PROCESS MANAGEMENT TOOL

PROVIDE THE RIGHT DATA, TO THE RIGHT PEOPLE, AT THE RIGHT TIMEAdvanced Workflow is an advanced business process automation toolset within Sugar Enterprise and Sugar Ultimate Editions. This

new feature set allows organizations to increase efficiency and productivity across the business through automating and optimizing key

customer-facing processes.

SIMPLIFY AND AUTOMATE COMPLEX BUSINESS PROCESSES

• Advanced workflow supports

personalized business rules, email

templates, automation flows and

monitoring

• Advanced Workflow provides the

capabilities to support enterprise-level

complex business processes through

industry standard based process-

driven architecture

• Provide expertise and team collaboration

to sell more effectively

CUSTOMIZE AND EXTEND BEST PRACTICES

• Advanced Workflow provides the

capability to export/import across

Sugar instances to help you collaborate

on process flows

• Build and customize specific business

related flows and templates to use it

across departments for best practices

• Zero coding experience needed;

build and share complex flows using

visual designer

CONTINUOUSLY IMPROVE EFFICIENCY

• Advanced Workflow allows individual

end users to receive, analyze, and react

to notifications through any standard

e-mail system, wireless devices, or any

standard Web browser

• Advanced Workflow lets end users and

admins model and maintain business

processes using a visual graphical tool

without coding

• It encapsulates complex and multi-

step flows to automate and streamline

business processes

BENEFITS

REINVENT YOUR BUSINESS PROCESSES WITH ADVANCED WORKFLOW AUTOMATION

Manage complex processes in a Visual Process Designer

Automate Alerts and Notifications

Deliver exceptional customer experiences across all touch points

Workflow triggering email notifications using customizable templates

GET YOUR FREE TRIAL OF SUGAR ENTERPRISE AT WWW.SUGARCRM.COM/FREETRIAL OR CALL +1 877.842.7276

FEATURESPROCESS DEFINITIONS

• Visual Designer simplifies creation

of workflows with drag-and-drop

environment

• Preset forms inside Visual Designer

enable automated Approvals and

Routing

• Design-time validation and

recommendations insure successful

workflow creation

• Definitions support Self-Service Portal

Users, Team Hierarchies and User

Roles

BUSINESS RULES ENGINE

• Intuitive Rules Builder enables fast

creation of business rules

• Conditions and Actions created in

business rules engine are reusable

across multiple Process Definitions

• Email templates allow for automated,

personalized alerts and notifications

triggered by rules engine

• WYSIWYG (What You See Is What

You Get) editor speeds the creation of

HTML emails and alerts

PROCESS MANAGEMENT

• Process monitoring and audit tools

provide for faster issue troubleshooting

• User Dashboards can be configured

to capture snapshots of ongoing

workflows to monitor process status

• Dashlet view of workflow-triggered

notifications speeds time to action

• BMPN standards based workflow

can integrate to external systems to

break down silos and enforce cross-

departmental processes

www.sugarcrm.com

Copyright © 2015 SugarCRM, Inc.

All rights reserved. SugarCRM and the SugarCRM logo are registered trademarks of

SugarCRM, Inc. in the United States, the European Union and other countries. All other

trademarks are the properties of their respective companies.