Sugar User Group: 5 Workflows to Automate Sales
Transcript of Sugar User Group: 5 Workflows to Automate Sales
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5 Workflows to Automate Sales
Sugar User GroupOctober 21, 2015
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UPCOMING EVENTS
• Dallas Lunch & Learn– Using CRM to Get Ahead of Your
Competition– Thursday, October 29th
• Webcast: Coolest Projects of 2015– Tuesday, December 8th
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ABOUT EPICOM
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AGENDA
1. Why workflows are necessary
2. Changes to workflows in Sugar
3. Five workflows to automate sales
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TODAY’S SPEAKERS
Aaron WineStrategic Account [email protected]
Christina CooperProject [email protected]
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WHY WORKFLOWS ARE NECESSARY
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WHY WORKFLOWS ARE NECESSARY
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WHY WORKFLOWS ARE NECESSARY
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THE FUTURE OF WORKFLOWS
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THE FUTURE OF WORKFLOWS
NOWProfessional Edition Workflow Manager
Enterprise Edition Workflow ManagerAdvanced Workflows
Ultimate Edition Workflow ManagerAdvanced Workflows
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THE FUTURE OF WORKFLOWS
BY THE END OF 2016Professional Edition Workflow Manager
Enterprise Edition Workflow ManagerAdvanced Workflows
Ultimate Edition Workflow ManagerAdvanced Workflows
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WHAT’S THE DIFFERENCE?
• Visually oriented design
• Combine multiple workflows into one process
• Drag & drop interface
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ENTERPRISE UPGRADE PROMOTION
Upgrade to Enterprise for $480/user/year (list price of Professional) until the end of the year.
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WORKFLOWS TO AUTOMATE SALES
1. Email alerts 2. Info changes on
records3. Lead assignment4. Lead follow-up
alert5. Quote approval
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WORKFLOWS TO AUTOMATE SALES
1. Email alerts 2. Info changes on
records3. Lead assignment4. Lead follow-up
alert5. Quote approval
Workflow Manager
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WORKFLOWS TO AUTOMATE SALES
1. Email alerts 2. Info changes on
records3. Lead assignment4. Lead follow-up
alert5. Quote approval
Workflow Manager
Advanced Workflows
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Live DemoWorkflow Manager vs. Advanced Workflows
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ENTERPRISE UPGRADE PROMOTION
Upgrade to Enterprise for $480/user/year (list price of Professional) until the end of the year.