All Videos

Customer Support and Service Level Agreements with Process Manager Enterprise 2.1 – Simply Powerful SugarCRM Workflow

The power and simplicity of Process Manager Enterprise is highlighted in this video where we show you how to setup a business process on the creation of a case where the priority is High and the related Account is a Gold Account. The company is obligated to complete the support case in one hour. If not, then the case is escalated.

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Schedule a follow up call and send an email after an opportunity has been closed with Process Manager Enterprise 2.0

This simple video shows how to create a process that runs after an Opportunity is set to “Closed Won” then it immediately sends a thank you email and schedules a follow up call.

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Manage New Leads with Process Manager Enterprise 2.0

Automating the management of new leads in SugarCRM is one of Process Manager’s easiest processes to create and modify to fit your own needs. In this video, we create a sample process to manage new leads with the source equal to “Web Site” that will send a series of emails, schedule calls, and create a task over the course of 4 days.

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Process Manager Enterprise 2.0 Overview

This week’s video is all about getting to know the new Process Manager Enterprise. We give a brief overview of the new user interface and some of the changes to our product.

This new UI makes Process Manager simpler, and easier to use for you and your business.

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Send an Email to All Related Contacts when a Case is Closed with Process Manager Enterprise 2.0

Very similar to last weeks tutorial, Update Related Tasks when a Case is Closed, this tutorial gives a brief demonstration of Process Manager’s extensive email capabilities. Today’s tutorial shows how to create a process that runs when a case is set to “Closed”, finds all contacts related to it, and sends them an email notifying them that their case is closed, and also CCs a support manager.

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Update Related Tasks when a Case is Closed with Process Manager Enterprise 2.0

Today’s tutorial was created to show you how Process Manager can help with with Support Cases. Many companies want SugarCRM to be able to automatically close all tasks related to a case when that case is closed. This video shows you how to do that with Process Manager Enterprise 2.0

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Update related Assigned User IDs with Process Manager Enterprise 2.0

With the release of Process Manager Enterprise 2.0, we are happy to continue with the creation of video tutorials and demonstrations of our product. This particular tutorial came from a request on our LinkedIn page, and is about updating fields on all related modules.

This demonstration uses PM Enterprise 2.0 to show how to set up a process that runs when an account’s Assigned User ID is changed, then it immediately updates all related tasks and calls to have the same Assigned User ID as the account.

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Discover SugarCRM Webcast

Discover SugarCRM Webcast

We have been featured on the DiscoverSugarCRM webcast!

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Installing Process Manager Enterprise

This tutorial shows how to upload, install, and configure Process Manager Enterprise from SierraCRM. Process Manager Enterprise and PM Enterprise 2.0 both use the same install process.

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