New Process Manager
Does your deployment of SugarCRM do what it's supposed to do when its supposed to do it? We assume that in most cases, the answer to this is no. With the new release of Process Manager, it will be able to know what to do, when to do it, and how to do it.
Here is an example: Every Monday morning at 6AM, find all the leads that were created the past 7 days that have not been modified or changed by your sales reps and that are not deleted or converted. Get all these leads and assign to a new rep.
And another example: When an opportunity is Closed - setup a year long drip email campaign that auto sends a Company Newsletter to the Accounts or Contacts for the opp once a month.
And another example: At the end of every month, find all Cases that were closed the past month and send a survey to the customer.
The new PM can do all of this. Over 20 pre built processes and templates will be included in the new PM.
--Bill
Here is an example: Every Monday morning at 6AM, find all the leads that were created the past 7 days that have not been modified or changed by your sales reps and that are not deleted or converted. Get all these leads and assign to a new rep.
And another example: When an opportunity is Closed - setup a year long drip email campaign that auto sends a Company Newsletter to the Accounts or Contacts for the opp once a month.
And another example: At the end of every month, find all Cases that were closed the past month and send a survey to the customer.
The new PM can do all of this. Over 20 pre built processes and templates will be included in the new PM.
--Bill
This is awesome, exactly what i have been looking for, just uploaded the new 6.2 and getting it set up and ready for deployment hopefully in the next couple of weeks.
look froward to the new release!
Future client,
Glen
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