Empodere, diseñe y automatice flujos de trabajo en SugarCRM con ProcessMaker.

1. CRM + BPM = True Enterprise CRM Power
Yesid Contreras
Territory Manager
Colosa Inc.

2. Large Enterprises…
Are using SugarCRM

3. • Hospital Management Systems
• E-Government Systems
• Non Profit Donor Systems
• Insurance
• Call Centers…
Are using SugarCRM

4. Almost all of these require complex
workflow rules

5. Most are involve hardcoded programming

6. Implementations often end up with 100s of
hard to understand and difficult to manage
workflow rules.

7. Introducing the Solution

8. Scratching our Own Itch
• Lead assignment at Colosa was complex.
• All the leads are assigned to a Sales Manager
based country
• Some countries also have Partners that need to
be assigned and notified

9. Our Solution BEFORE ProcessMaker
• We found and customized a community module

10. Our Solution BEFORE ProcessMaker
• A Table handled all the routing rules for the lead
assignments

11. We had 33 Workflow Rules in SugarCRM

12. We only have 10 TM on our Sales Team

13. The ProcessMaker Solution
• One Visual Process Map
• Simple to Understand
• Easy to Maintain
The Solution is a Native SugarCRM Module.

14. The Solution – The Process Map

15. The Solution - Configuration

16. The Solution – Decision Point Configuration

17. Thank You
Yesid Contreras, Colosa Inc.
@processmaker | www.processmaker.com