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Three Simple Workflow Rules That Will Make Your Sale Team Love SugarCRM

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Adrian Boerstra
Adrian Boerstra
TecnologíaEmpresariales
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About Intricity, LLC ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Top Threats to CRM Success ,[object Object],[object Object],[object Object],[object Object],According to a Forrester survey of 133 organizations using one of 24 leading CRM solutions in 2009
#1 Risk to CRM Success ,[object Object]
Why People Don’t Like Using CRM ,[object Object]
Why People Don’t Like Using CRM ,[object Object],“… anything you say can and will be used against you”
Feels like “Red Tape” ,[object Object],[object Object],[object Object],[object Object]
What’s In It For Me? ,[object Object],Risk/Effort
CRM Delivers Value To It’s Users By Empowering Users with meaningful Insight About Their Business and Clients Automating Business Processes That Strengthen Customer Relationships and Result in Increased Sales
People Like Automation Because It Makes Their Jobs Easier
Ok So What Should We/Can We Automate? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What do I need to know to create a workflow rule?
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Opportunity Relationship Table Primary Module Type Related Module Campaigns One to Many Opportunities Opportunities One to Many Calls Opportunities One to Many Meetings Opportunities One to Many Tasks Opportunities One to Many Notes Opportunities One to Many Leads Campaigns One to Many Opportunities Accounts Many to Many Opportunities Opportunities Many to Many Contacts Projects Many to Many Opportunities Quotes Many to Many Opportunities Contracts Many to Many Opportunities Documents Many to Many Opportunities Opportunities Many to Many Products
Basic Workflow Components ,[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Workflow Template Trigger Condition Action Owner Alert Alert Recipient New Contact is Created All new Contacts ,[object Object],[object Object],Manager confirmation of meeting details to Admin (populate an email automatically to Joanne from when the meeting is set up) Admin Time - Contact Created + 1 day All new contacts ,[object Object],[object Object],Admin
Workflow #1- Email new leads when voicemail is left ,[object Object]
Workflow #2 Automate the Creation of Sales Stage Related Tasks ,[object Object],[object Object],[object Object],[object Object]
Workflow #3 Alert necessary people when opportunities are near to closing ,[object Object],[object Object],[object Object]
Bonus Workflow #4 Automated Drip Marketing ,[object Object],[object Object]
Summary ,[object Object],[object Object],[object Object],[object Object]
Adrian Boerstra ,[object Object],[object Object],[object Object]

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Three Simple Workflow Rules That Will Make Your Sale Team Love SugarCRM

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  • 10. CRM Delivers Value To It’s Users By Empowering Users with meaningful Insight About Their Business and Clients Automating Business Processes That Strengthen Customer Relationships and Result in Increased Sales
  • 11. People Like Automation Because It Makes Their Jobs Easier
  • 12.
  • 13. What do I need to know to create a workflow rule?
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  • 15. Opportunity Relationship Table Primary Module Type Related Module Campaigns One to Many Opportunities Opportunities One to Many Calls Opportunities One to Many Meetings Opportunities One to Many Tasks Opportunities One to Many Notes Opportunities One to Many Leads Campaigns One to Many Opportunities Accounts Many to Many Opportunities Opportunities Many to Many Contacts Projects Many to Many Opportunities Quotes Many to Many Opportunities Contracts Many to Many Opportunities Documents Many to Many Opportunities Opportunities Many to Many Products
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