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Sugar Advanced Workflow

by Marianne Hardwick on November 2, 2015

4 minute read

An exciting new feature has been introduced with the release of Sugar 7.6 - Advanced Workflow Management! 

Sugar Advanced Workflow is a world-class business process automation toolset within Sugar Enterprise & Sugar Ultimate Editions. By using this superior workflow automation, you can easily streamline all your business processes which will ultimately lead to improved customer satisfaction.

You do not have to be an IT expert in order to create powerful workflows using these new Advanced Workflows. It is all done through Sugar’s simple-to-use user interface. Complex rules can be created without coding using the Business Rules Builder. Company-wide adoption of these advanced workflow capabilities serves to close the gap between different internal departments which results in greater productivity & efficiency of your entire workforce.

Just a few of the features of the Advanced Workflows that make it so superior to others include:

  • A visual designer that simplifies creation of workflows in a drag-and-drop environment:​

  • Intuitive rules builder enables fast creation of business rules which are usable across multiple workflows:

  • Personalized email templates for alerts & notifications:

  • Ability to create user dashboards to monitor process status & manage business processes:

Every department within a company can benefit from automating some of their processes. For example, the Marketing department can implement automatic lead routing to Sales or use targeted drip campaigns. Sales may use Advanced Workflows to trigger approvals from mobile or for Account handoff to Service. The Customer Service department could use them for routing of their support cases to the correct agent or for the enforcement of service level agreements.

In addition, internal departments most likely face problems that can be solved through implementing workflow. Some easily solvable, common problems include: missing deadlines, approval delays, no accountability, manual processes, “siloed” departments and no visibility on processes. 

There are literally an unlimited amount of ways an organization can benefit from the use of automating business processes through Advanced Workflows. If you would like to speak to someone to see how it could benefit YOUR company, please contact us and we would be happy to begin the discussion with you!

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