Have you heard? The world is close to capturing 1.7 megabytes of data for each person on the planet every single second.
That’s not even the crazy part.
For most companies today, very little of that data is being put to good use. Despite the tremendous amount of available customer intel, nearly half of marketing and selling decisions are still based on intuition instead of quantitative analysis. Even more startling, just 5% of senior marketers are currently able to deliver data-driven, tailored customer experiences.
That’s a huge gap — one that millions of teams across hundreds of industries are struggling to fill.
Which is why I’m so excited to share some big news with you.
Today, with the acquisition of marketing automation innovator Salesfusion, Sugar is taking you one giant step closer to getting a unified, comprehensive view of your customer. If you’re eager for newer, better ways to leverage your data and create customers for life, this move was made with you in mind.
We’re excited about uniting with Salesfusion for many reasons, and will continue to share details with our customers and partners in the coming weeks. For now, I’d like to give you a snapshot of what to expect:
1. More personalized experiences
Let’s face it: Your customers have some pretty high expectations. The pressure has never been greater for companies to continually deliver the right message at the right time, to each and every individual. These are difficult demands to meet — and Sugar is intent on helping you exceed your goals.
With Salesfusion, we’re taking our capabilities to the next level of personalized customer experiences. As Salesfusion’s powerful marketing automation merges with Sugar’s market-leading CRM, you’ll discover new ways to achieve even more with your data. The move means more recurring revenue for you, more meaningful engagement for your customers and better experiences for everyone.
2. Bigger competitive advantages
You already know that Sugar is rated higher than all other major vendors when put to the Net Promoter Score test. So there’s no way we would join forces with another provider unless we were first convinced it meets our high standards for exceptional customer service.
I can assure you that Salesfusion delivers. Recognized in the Gartner Magic Quadrant for Lead Management, Salesfusion provides a powerful toolset to drive more conversions and loyalty. As a leader in the marketing automation solution space, it’s laser-focused on what matters most to marketers: intuitive campaign builders, easy-to-use reporting and deep customer intelligence for even greater personalization.
3. A brighter future
Most importantly, today’s announcement is part of a much bigger vision for the future. Sugar is laser focused on empowering marketing, sales and services teams with the tools they need to be more productive and profitable. As customer expectations change and evolve, our customer experience solution will continue to expand right along with them. Our goal is to provide you with the most flexible, responsive customer experience platform on the market today.
You already have an abundance of valuable intelligence on your customers. Now, let’s put it to great use!
next version SugarCRM Hint 5.1 is now generally available! Hint provides a wide
range of important, useful and actionable insights, uncovering key information
at every stage of your sales, marketing, and customer service cycles. Version
5.1 focuses on increasing productivity and efficiency, to help you deliver a
one-of-a-kind customer experience.
Stay Proactive with Hint Insights
We introduced the Insights capability in Hint 5.0, in which
users can proactively stay updated with breaking developments, general news
activity, and important signals for key accounts. Eliminate account, contact
and lead data entry and maintenance, providing users with 30% more time to
focus on revenue generating activities.
Search Across all News Articles for Key Insights
further enhanced and expanded the amount of key information users will be able
to take advantage of directly within the Hint Insights dashlet, and
Hint intelligence panel. Search through all related news
articles for an account and find the key insights needed to make smarter
Setup News Preferences Instantly
adding the Hint Insights dashlet,
users can now configure preferences on key accounts instantly.
Personalize key customer updates via user-configurable email alerts, in-app dashlets and
browser-based push notifications. Stay proactive for important updates and
signals about key accounts.
continuing to invest in Hint to increase productivity with actionable data and
proactive insights to get deals moving along. Hint continues to pioneer new
intelligence capabilities to reduce task load and promote value-driven focus.
For more information on our releases, please visit Sugar Community.
Even though we live in a world that’s dominated by rapidly evolving technology, plenty of businesses are still very skeptical about every new advancement. For instance, old-school tactics are surprisingly common in sales. These “traditions” include paper contracts, siloed recordkeeping, and in-person only interactions.
Meanwhile, companies that embrace modern sales technology see results that would have been impossible when using traditional sales tools. As a result, the organizations that insist on sticking to the old methods are quickly becoming obsolete.
If your sales teams is having trouble keeping up with the times, you’re in luck.
Here are 11 technology resources that will help your company greatly improve at sales:
1. Use Your CRM to Improve Sales Funnel Visibility
Most sales organizations have poor visibility into their sales funnels. This method can make it difficult to know where any given prospect is in the sales process. While this problem is very significant, an even larger one is that it’s much harder to identify bottlenecks that impact the entire sales process. By tracking the customer’s progress, a well-designed CRM can dramatically improve the overall visibility into your sales funnel.
2. Level Up Your Team with Virtual Learning
The success of every professional is contingent on continuing education, and this fact is even more applicable to sales professionals. We’re living in a golden age of online classes, workshops, and webinars, and your organization has every reason to take advantage of it. If your team members need a little help with their cold-calling techniques or want to improve their closing rates, why not provide them with access to today’s best virtual learning tools? It’s certainly cheaper than a sales seminar, that’s for sure.
3. Switch to the Cloud
When it comes to their customer and prospect data, sales teams can be pretty territorial. The idea of sharing that data makes them feel uneasy, as does uploading every detail to a shared platform (where it can be sliced, diced, analyzed, and reported on). But the benefits of a cloud-based approach include collaboration, real-time insights, mobile access, and other integrations. These advancements actually make sales faster and easier and result in better prospect interactions and more closed deals.
4. Invest in Data-Driven Insights
By the time most sales reps—or even most sales managers—notice a new customer trend, it’s usually too late to proactively respond to it. But when all sales data is available to be analyzed with the right tools, these trends can often be spotted early. This tactic allows looming catastrophes to be averted, and undiscovered opportunities to be exploited.
5. Embrace Collaboration
The best people in your sales organization may never have the opportunity to be in the same room—or even the same country—at the same time. But by using collaborative tools, you can create a true brain trust of talented, capable people who can collaborate to accomplish tasks and tackle ideas that were once unthinkable. A well-designed CRM solution can allow your best people to tag-team problems, learn from each other, and improve results across the board.
6. Lean into Video Conferencing
If you think video conferencing is just for remote workers, think again. By using tools like Slack, Skype, and FaceTime, you can fundamentally change your business for the better. Instead of investing thousands of dollars in cross-country and international sales meetings, you can virtually build face-to-face relationships. Your teams can also be anywhere, meet any time, and instantly share documents and resources. Better yet, reps with colds can keep their germs at home but still contribute to sales meetings.
7. Refine Your CRM
Most companies treat their CRM implementations as a “one and done” kind of thing. They never take the opportunity to further refine their workflows and processes. However, even the best CRM solutions can benefit from the occasional tune-up. For example, a small annual investment in streamlining the user experience can result in serious ROI improvements, and it steadily decreases the costs for training new hires on an easier-to-master CRM. What is CRM? Read on.
8. Adopt Mobile Sales Skills Tools
It’s hard to overstate the impact of the iPad in closing face-to-face sales deals. Today’s reps don’t need to dig around in a briefcase for the right contracts, then laboriously fill in the same details across multiple copies. Today’s field reps have everything they need to close the sale, right at their fingertips. The forms self-populate with customer data, and handy prompts show the customer exactly where to sign. Payment can even happen on-the-spot, which makes it that much faster for the rep to get their commission payment. Everyone wins.
9. Automate Your Follow-Up Messaging
How many sales have been lost because a rep didn’t promptly respond to an email? By automating your follow-up emails, you can do more than send out the occasional reminder to a would-be customer. You can personalize replies, track response rates, utilize A/B test language, and do countless other things that will ultimately result in improved sales.
10. Improve Customer-Facing Technologies
If your company has an online customer portal, don’t overlook its potential as a tool for driving sales. By tracking user actions, you can glean valuable insights about their needs. For instance, you can find out which products they’re searching for, and which pieces of sales and marketing content they download. This tactic can create more opportunities to cross-sell and upsell, and it can also help you understand purchasing cycles and buying priorities.
11. Create a New Center of Gravity with CRM Integrations
Your sales team’s entire workflow is centered around one or two key pieces of software. For instance, perhaps everyone uses a shared Excel spreadsheet, or heavily relies on Google Calendar to manage their meetings. These tools are the “center of gravity” for your company. In many cases, they’re being used for tasks they really weren’t designed to handle. But by integrating these programs into your CRM, you can access all their functionality and use the right tool for the job.
Have more questions about the best technologies for improving sales at your company? Contact Intelestream for a free consultation.
Thank you to guest contributor Jennifer Karpus-Romain, Director of Marketing at Intelestream, Inc. Intelestream is a Chicago-based Customer Relationship Management (CRM) product development and consulting firm that offers solutions to business processes and CRM technology.
The resurgence of the manufacturing industry is real. According to Manufacturers Alliance for Productivity and Innovation, the manufacturing industry now accounts for approximately one-third of the U.S. GDP.
The momentum gained by the industry in the past few years has pushed management to sit and take notice of the technology leaps they have to make to keep the ball rolling.
Most often, the focus is usually on the complex production side of
the business: Automation of Inventory management, supply chain management, and
fulfillment processes. The sales and service business processes are often
relegated to the roles of sidekicks in the grand scheme of things. Getting
fulfillment right every time is essential but getting the sales team to make
the sale first is as important, if not more.
Companies are only now realizing the benefits of giving their
sales team a sophisticated CRM tool. If your company is on the fence deciding
between squishing the sales team to a quiet corner of your ERP system or
investing in a well-built CRM software, then here are some benefits to weigh in
before making a decision.
360-degree view of customers: No longer does your sales team have to rely on just the order history from ERP. With a modern CRM in place, sales teams can get a 360-degree view of customers with a history of account activities like calls and meetings, opportunities raised, and support engagement. CRM gives your sales and service team the power to identify sales potential proactively.
Better sales reporting: Is your sales team still relying on monthly excel spreadsheets to plan their quarter? Do your sales managers guess product trends and strategize on gut instincts because they are often missing the big picture of your leads and customers? It doesn’t have to be that way. A stable integration with your ERP system data combined with inherent capabilities of a CRM system like lead management, revenue line items, and quote management would give your sales managers intelligent insights to data, driving more informed decision-making. Imagine a sales strategy that is measurable – only a CRM can deliver that.
Mobile for field sales: CRM can strike fear in the minds of field sales. Images of dreary data entry are what they often conjure up. Now imagine a mobile CRM that lets your field sales not only log calls and meetings with a single click but also, provide advanced features like smart reporting and approval workflows at their fingertips. The ability for your sales reps to be on the road with accurate customer data in their palms is invaluable and a must for a strong sales showing.
Modernization of manufacturing sale systems is necessary to keep in sync with the enormous opportunities that have resurfaced for the industry. A dedicated, reliable and modern CRM can get your sales and service teams to the next level of success through intelligent customer data insights and sales tools.
Want to find out how SugarCRM can help your manufacturing company get to the next level of success? Contact us.
This week marked the latest installment of our CRM Blueprint Series of webinars aimed at helping businesses of all shapes and sizes build more modern, effective CRM initiatives. This edition focused on the core tenets of a modern sales automation solution.
In the webinar, we discussed how important it is to offer highly usable sales software to your reps. Because today, your prospects are smarter, more connected and expect a personalized experience, even in business-to-business scenarios.
We also outlined some of the key ways a modern sales automation tool like Sugar can help your business in the following areas:
Boosting Rep’s Productivity – showing how tools like SugarCRM Hint can reduce prospecting time from hours to minutes or even seconds
Promoting Best Practices – how tools like SugarBPM and Customer Journey management tools can enforce best practices on two levels, giving every sales rep the contextual help they need to move the needle on more deals
Better Leveraging Data – how to take advantage of dozens of new out of the box reports, and how to better share and take action on the insights provided by reports and dashboards with sharing, scheduling, and more…
Maximizing the Mobile Sales Team – how Sugar Mobile gives reps the power to be more effective and shorten sales cycles with mobile quoting and other powerful mobile SFA tools.
Hint Insights drives productivity and pushes valuable insights to every rep.
We also went through a demo of Sugar’s latest release – Spring ’19. So, if you haven’t seen the latest and greatest from SugarCRM, or are currently evaluating new sales tools for your team, be sure to check out the webinar replay here.
Initially, they didn’t make any formal announcements about the drop. Instead, rather innocuously, a customer inquired via Twitter about why his wife was unable to use Apple Pay at the cash register, and JC Penney let the world know that they were no longer offering the payment option.
JC Penney later gave a more detailed explanation. Their official reason was that since they were unable to comprehensively comply with an April deadline for supporting EMV contactless chip functionality, and so they decided to switch off all contactless payment options online and in their 800+ brick and mortar stores. They also indicated that customers could still use the more traditional insert or swipe options and that the ‘vast majority’ of their customers used this more traditional payment method.
The inference in their statement is that they know their customers and that their customers will be fine without Apple Pay. It’s a bold move, especially for a company that has been struggling, to limit choice on behalf of their customers. It’s also startling because the technology they’re cutting is inarguably more secure than a traditional credit/debit card.
So why would an enterprise like JC Penney make a deliberate move away from technology?
One hypothesis – a good one – is that JC Penney is trying to turn around their slump by getting better control of their data. This move will give them complete and comprehensive access to customer and purchase data, and that’s a powerful tool in business, especially for a company that is not doing well. If this is true, it could be considered a smart decision to take a pause, not upset the majority of their customers and get a grip on what’s selling and who’s buying it. It’s a way to stick their hand in a running engine and not get too badly burned.
In a world where their competitors are using big data, AI, and even behavior science to stay relevant in the marketplace, stepping back from technology has caused an interesting stir. If it is truly a calculated move on JC Penney’s part, some kudos should be given for the attempt to disrupt their business – albeit temporarily – while they regroup.
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. We care about the issues that concern our customers.
What do a bedside shelfie, bit-coding robot, and a Gremlin chia pet have in common with your legacy CRM vendor? A lot!
Don’t you love those vendors that push everything you think you might want, but offer little or nothing you actually need? Let’s be honest, who doesn’t want a bedside shelfie that easily clips onto your bedside and comes in nine – yes, nine – different colors.
Or a bit-coding robot in “cool blue”? I don’t know the difference between cool blue and regular blue, but I now want everything I buy in cool blue.
Don’t even get me started on the Gremlin chia pet…
Whether it is in our personal or business lives, there often is a disconnect between what we think we want and what we really need. It’s no different with our CRM vendors.
This month, thousands of global organizations will renew their legacy CRM vendors. Before you rush to hit the renew button, consider these important questions:
1. How often do you hear from your CRM vendor? Every month, twice per year or only 30-60 days before renewal?
a. Hint: A quarterly sync up or business review is important for you and the vendor. You need to give them feedback on your experience with the solution, and they need to receive this feedback and take action. Remember, CRM is a journey, and your vendor should provide guidance, resources, and best practices to help you achieve your goals today and for the future.
2. Do you consider your CRM a vendor or a business partner?
a. Hint: A vendor sells you stuff, but a business partner is in it for the long haul and works with you to ensure you extract every bit of value from your CRM system.
3. Do your sales, services, support and marketing teams use the CRM system every day from their mobile devices? Do they find it easy or cumbersome?
a. Hint: Your CRM should be very intuitive and enable your teams to use the system from mobile devices so they can focus on servicing customers regardless if they are in the office or on the road. Additionally, your CRM vendor should provide ongoing support and adoption enablement to ensure your users are successful working in the system.
4. Since buying your CRM solution, has it helped you grow your sales, know more about your customers, create exceptional customer experiences and run more effective marketing campaigns?
a. Hint: The answers to all four questions should be a resounding YES!
5. When you first purchased your CRM, were there any hidden costs? What was your total cost of ownership?
a. Hint: There should never be any “gotcha” fees in any CRM vendor contract. It is the equivalent of a car vendor saying, “Oh, you didn’t mention you want tires on your new car. That’s going to be extra.”
If any of these questions hit all too close to home for you, it is probably time to make your legacy CRM vendor re-earn your business and evaluate your options. When you think about what your business really needs, consider vendors that provide the core CRM features that matter most and can be managed as a single, complete CRM system without requiring investment in additional technologies to build out your CRM platform. Today’s modern solutions offer simple and modern user interfaces providing every employee with the right information, at the right time, before they even ask. This helps drive adoption, increases productivity, fosters collaboration and enables better decision making.
Choosing the right CRM solution is way more important and life-changing than a bedside shelfie and bit-coding robot. It may even help alleviate the buyer’s remorse you have on your new Gremlin chia pet.
Sales and marketing are two very different areas of business; however, both are essential for the success of your company. While marketers are working on generating and nurturing high-quality leads, sales reps are working hard to close deals. But when the two work well together, not only do their jobs become easier and the results better, it’s also the foundation for strong business performance.
A Changing Dynamic
To be successful, sales and marketing strategies and actions must focus on the buyers’ problems and opportunities instead of concentrating on product features and company acclamations. The shift from product-centric to customer-centric highlights the importance of another shift: a change of the sales-marketing dynamic.
Very often sales and marketing teams have different objectives and misunderstood expectations about each other. Breaking down the barriers is the first step to enable better collaboration. The work of marketers and sales reps should be complementary with the same revenue-generating goals in mind. When the two departments realize they’re on the same team and begin to work together toward common goals, everyone wins.
But, hitting sales and revenue numbers requires more than working together. It also requires a collaborative culture; helping each other, building trust, and adding value. When sales and marketing are in sync, organizations experience higher rates in revenue growth, customer retention and win rates. Sales and marketing alignment is often underestimated, but it’s essential for a business to operate as a united, functioning organism.
CRM As a Bridge
Centralizing data and creating a unique point of truth is curial to empower real alignment. Sales and marketing data needs to be integrated to collect high-quality data that provides deeper customer insights on both sides. CRM can serve as bridges between marketing and sales to break down departmental silos and help you improve your organizational strategy. See how SugarCRM can help you boost your sales and marketing alignment, by watching our demo.
Last week we hit a major milestone at SugarCRM with the release of Sugar 9. Sugar 9 encapsulates all of the awesome new features and additions to the product we’ve added over the past year.
Empowering our customers to accelerate sales from first call to go live is at the heart of our new Sugar 9 release. As a business accelerator and innovator, our mandate is to consistently exceed our customers’ expectations and to thrill them with rapid delivery of new products and capabilities, feature enhancements and performance improvements. To that end, we’ve upped our game big time in Sugar 9, anchoring every new capability on acceleration. With these significant enhancements, customers can now collaborate and communicate more effectively, know more about their customers to quickly make better decisions and do more with faster quotes, more automation and rock-solid SOC2 compliance. Most importantly, Sugar 9 really screams – like SpaceX fast – boosting performance throughout the product.
Whether the customer is an individual user or a senior
manager, Sugar 9 offers game-changing enhancements to accelerate their
business, allowing them to collaborate more, know more and do more. Here are
my favorite new business-acceleration features:
Business Accelerator #1: Collaborate More
Email Collaboration: Whether for Sales or Customer Service,
CRM is a team game. We’ve enhanced our email capabilities so customers can
now use group outbound email. Administrators can configure an email address for
sending which is automatically made available to entire teams of Sugar users.
Comments Log: The Comments Log feature enables
groups of users to have searchable, time-stamped conversations
associated with CRM records. Sugar is about collaborating, and
conversations about accounts, cases, contacts or leads belong directly in the
CRM. Of course, when having those conversations, sometimes words aren’t enough
to express yourself. So…
Emojis: That’s why we’ve enabled Emoji
support throughout Sugar, freeing you to communicate however your desires.
Business Accelerator #2: Know More
Reports: To get customers using Sugar faster, we’ve
quadrupled the number of re-usable reports. These reports are an excellent
starting point and can be used as-is or as the basis for custom reports. They
demonstrate best practices for CRM reporting and allow customers to be more
data driven while managing their sales and support operations.
Reporting: On the reporting front, new
scheduling capabilities allow you to conveniently distribute reports to entire
teams. This ensures everyone can operate from the same set of data. Your
reports can now include a ton of new visualizations helping you make informed
decisions, backed by data. If the built-in capabilities aren’t enough,
all report types can now be exported as CSV for viewing and refinement in other
Customer Analytics: As Maya Angelou says, “when you know
better, you do better.” We agree, and we have made headway on a long-standing
SugarCRM problem which is, ‘How can we better understand our customer usage of
our products?’. With Sugar 9, we’ve integrated Pendo to gather anonymized metadata about
how our customers interact with Sugar. We intend to use this
additional insight to identify areas of product strength as well as
areas which aren’t quite hitting the mark. We
chose Pendo because it allows us to make informed decisions based on
aggregate data without direct access to customer instances and without exposing
customers’ confidential data.
Business Accelerator #3: Do More
Quotes: A common area of friction for new CRM users is personalization and branding of the quoting experience. Sellers frequently need to customize quotes, displaying information that is relevant to their business or hiding information that isn’t relevant. They might wish to see a description for each quoted line item or want to remove shipping information from their quotes. Prior to Sugar 9, these types of changes required code-based customizations. Now they can be done inside of Sugar with our all-new upgrade-safe capabilities.
Product Catalog: Productive sellers can now make use
of the Product Catalog Quickpicks Dashlet, allowing them to
quickly add their most frequently quoted line items to quotes. Quotes
have also been surfaced in SugarCRM mobile allowing sellers to quickly build
and deliver quotes, even while on the go.
SugarBPM: As you know, enabling our customers to map out and enforce their business processes is a difference maker. Over the years, we’ve built an incredibly powerful BPM engine, and we’re taking it to a new level in Sugar 9. The SugarBPM engine is jam-packed with so many new BPM features and the breadth and depth of these new capabilities is truly awesome. With SugarBPM you can:
Fill out and send email templates on record updates, leveraging both the old and new record values. This helps users better understand state transitions. You can now send those notifications to contacts from related records in addition to the primary record contacts.
Implement approval-based workflows allowing you to reassign records based on time, ensuring compliance with the organization’s service level agreements.
Trigger processes based on multi-level relationships and terminate those processes based on record criteria.
Implement workflows that leverage many-to-many relationships.
See and correct potential process issues at design time through enhanced process validation.
Easily categorize, locate and adjust your processes with tagging support.
Platform: On the platform front, core stack components have
been updated, allowing userers to remain compliant with their corporate
security objectives. Support has been added for PHP 7.3, Windows 2016 and MS
SQL Server 2017. Additionally, support has been added for double opt
in email workflows, ensuring that an organization can comply with data privacy
directives such as GDPR
SOC2 Type 2: Additionally, this year we’ve bolstered
our organizational processes and evidence gathering. This was a cross
functional activity led by SugarCRM CIO Kirk Fjelheim and aided by individuals
across SugarCRM. This work allowed us to successfully complete our first SOC2
Type 2 audit and is a testament to our capabilities as an
organization. Our customers put their faith in our product and services every
day and SOC2 Type 2 provides third-party validation that we take this
Biggest and Best Business Accelerator Ever – Performance
One of the most important aspects of Sugar
is overall performance. No matter how proficient users become at working in
Sugar, they can only operate as quickly as the system allows them. We’ve made
huge improvements this year in tuning Sugar so you can access the information
you need in the moment you need it. With Sugar 9, API performance has been optimized.
Measurements show improvements in List View performance of up to 700% with
large datasets. Application throughput also has improved. We expect
that Sugar users can process up to 70% more transactions on the same hardware.
I’m incredibly proud of what we’ve
accomplished with the Sugar 9 release. As head of our product programs, it’s my
job to always want more. Over the past year, we’ve retooled for rapid delivery
of high-quality products. We deliver what we promise when it’s promised. In the
year ahead, we’ll be tuning our roadmap creation process, ensuring that we are
delivering new products and compelling updates to existing products that move
the needle for you, our valued customers and delivering all new products that
will be developed internally and through acquisition. It’s my commitment to
everyone in the Sugar ecosystem that we’ll deliver great products and
technology to best help you achieve your business goals.
One of the inevitable challenges that arises out of business growth is complexity. A growing sales force means more complexity in getting the right leads to the right reps. A growing customer base means more complexity in handling greater volumes of service and support requests. A growing employee population means greater complexity in maintaining productivity and job satisfaction.
Enter SugarBPM. We’re excited to share with you the new name and added capabilities under what was formerly known as Sugar Advanced Workflow. SugarBPM offers SugarCRM customers a set of capabilities for process automation in Sugar. What does that mean? Think about the manual processes your sales and service reps perform on a day-to-day basis. What does that cost your organization and what does that cost your customers? The goal with CRM process automation is simple. Minimize the manual efforts required by people in your company so they can spend more time working with the people that matter most, your customers.
What’s included with SugarBPM?
Firstly, SugarBPM gives you a visual processes designer to define your business processes with drag-and-drop ease. A business process definition is a network of activities, bounded by a start and end event. The process definition evaluates your CRM data for any criteria you can imagine and then, in turn, take further action on that data. As a common example, when a new lead is created, route the lead to the right salesperson based on criteria such as lead source, company size or geographical location.
Next is the Business Rules module, which allows you to create a set of conditions and outcomes that can be embedded in a processes definition. For example, define your geographical regions so that any time an opportunity is created in a given country, it’s managed under its respective region
Process Email Templates allow you to create email templates that can be used as part of your business processes to send automated emails to any participants in your process. Following the lead assignment example, an email notification to the salesperson who has been assigned a new lead.
And finally, in the Processes module, users can view a running list of all the processes that are currently running. View processes in a dashlet to keep up on the latest running process that might need action, such as an approval, to progress on through the workflow.
What’s new in SugarBPM?
Over the past year, we’ve been putting continuous investment into SugarBPM to add capabilities to make the experience of using SugarBPM even better. All of these improvements will be available in Sugar 9. For SugarCloud customers, we’ve added some new improvements just in the last quarter as well. Here is a roundup of all the things you have to look forward to in this release.
New in Spring ‘19 and Sugar 9
Enhanced Process Termination Settings
SugarBPM now includes the ability to terminate a process if a field on a record associated with the process changes.
Improved Administration of Business Processes with Tags
For better management and more convenient access, you can now organize process definitions with the tagging capabilities in Sugar.
New in Sugar 9
Import and Export Process Definitions, Business Rules, and Email Templates
Email templates and process business rules will automatically export as part of their related process definition’s .bpm file, streamlining the import process and making it easier to design, execute, iterate, and perfect Workflows in development and staging environments before implementing in production.
Start Event Support for “All” or “Any” Related Records
When more than one related record may be affected by a process definition’s Start event, the administrator can specify if the criteria must be true for all related records or just one or more of the related records, allowing actions to be triggered based on what happens across multiple records.
Activity Elements in Event Based Processes
Human activity elements can now be incorporated into event based processes allowing event-based gateways to detect whether a form activity has been completed before a condition has been met or within a set period of time.
Advanced Workflow Recipient Lists
The recipient list for Advanced Workflow process email templates may include email addresses from any module related to the target record as well as recipients related to the related modules, enabling you to reach a wider and more selective set of recipients.
The enhanced Process Validator lets users validate Advanced Workflow process definition designs on import and on an as-needed basis. The validation job detects configuration errors as well as sequencing mistakes.
Process auto-save and auto-validate options have been added to Sugar’s System Settings page in a new panel labeled “Advanced Workflow”. This is also where users will find the Error Number of Cycles setting, which has been relocated in this version.
Process Email Template To/From Variables
The Fields Selector tool now lets users insert the current (i.e. “changes to”) and the old (i.e. “changes from”) values of a changed field into process email templates.
Multi-Layer Module Relationships
Add Related Record – Create a new Sugar record and relate it to the target Sugar record or to a record related to the target record. Change Fields – Change the value of one or more fields on the target record, on records related to the target record, or on records related to that related record.