Previously known as Sugars’ Customer Journey Plug-In, Sugar Automate is the tool to use to visualise business processes for your end users and navigate them through their to-does and actions along the way.
£500.00
During this 2-Hour session we will
After Purchase
Once the professional service has been ordered via the checkout page, we’ll be in touch to arrange a day and time for the session and gather further details and requirements from you.
The Session
Please note that a more in depth option, tailored to your system can be offered and quoted for separately. Please contact sales@sugabyte.com to discuss next steps.
Already had a go at building your own reports and dashboards but you would like to know all the in’s-and-out’s of Sugar reporting to maximise your data visibility for your end users? Then this is the right course for you!
Have you already had a go at Sugars BPM tool but want to know all the in’s-and-out’s of what the tool has to offer? Then this is the right course for you! If you have already used SugarBPM or want to give it a fresh start, we will cover all aspects of SugarBPM and will implement several common processes with you in your system.
Experlogix (formerly known as Xpertdoc) is an incredibly powerful document generation tool and with its integration to SugarCRM a brilliant functional addition.
In case you are using Experlogix Document Automation today or are planning to deploy this tool very soon, then this is the right course for you to get a good understanding on connecting Experlogix Document Automation with Sugar, working in the Project Console and creating data sets, templates and smart flows.
