A powerful workflow engine helps your CRM drive business processes with your organisation. SugarCRM Workflow incorporates an engine that allows the following.
- Create tasks and new records based on record updates
- Create email notifications when key events occur
- Update records based on conditions being met
In addition, CRM Online has developed a sequential workflow engine that allows for the creation of powerful sequential task-based workflows. It works in conjunction with the built in SugarCRM workflow to drive your business.
Consider the following example:
- When an enquiry is received via a website of campaign, the lead capture process pushes a lead directly into the CRM
- Using the workflow system, an automatic response is sent to the lead
- In addition, an email notification is sent to the members of the sales team to ensure that the lead is contacted promptly
