Sage CRM Process Controls

Sage CRM allows you to systemize how information moves through your teams.  The features are both very powerful and flexible.  Companies that take advantage of these features have a higher rate of adoption and success with their CRM initiatives. 

Organizations can use these features within Sage CRM to create and enforce a systematic approach to managing information.

Sage CRM’s process automation features can be used to manage and enforce the unique requirements of any given department.  Whether it is enforcing a specific document be uploaded into the system or notifying a manager when approval is required, how you use Sage CRM’s workflow tools is completely up to you.

Key Benefits

  1. Transparency: Everyone knows where a task (deal, support ticket, application, etc.) is in the process.

  2. Accountability: We know exactly where something is in the process and which staff member is currently responsible.

  3. Efficiencies: With a centralized location to manage data and a consistent approach, the department becomes significantly more organized and efficient.

  4. Changes in Behavior: Transparency always leads to changes in behavior.
Process Automation

What does this look like for users?

When workflow has been enabled and configured, the user will need to follow certain ‘rules’ in order to progress the task they are responsible for. 

The applications for this are almost limitless as it generally mirrors the unique policies of a given organization.  All companies use this tool differently. 

On the workflow examples page on this site, we have provided a variety of examples for you to review.

Specific Document

What does the process of leveraging these features involve?

Leaving Sage CRM’s process control features is a collaborate process.  One of our project manager’s will meet with your side to guide you along, show you all your options, and ultimately make this transition as smooth as possible. Below are a few important items to keep in mind that will significantly contribute to your success. 

Planning for Workflow

Define Your Objectives: What will this system do and what department(s) will it support?

Determine who will be involved in the design phase: Setting up these features involves a lot of policy decisions. When planning how it will work, the proper stakeholders must be involved.

Define a point person: Someone within your organization will need to help with training and support issues.  That person should be involved throughout the entire process.

Establish a timeline: Generally, our approach is to set weekly 1-hour meetings to clarify and document the process.  After 3 or 4 of these meetings, the process is normally clear enough to build our the system and start testing.

Tweaks and Adjustments: Invariably, once we start testing and using new system, changes are required.  That is just part of the process.


KEY ADVICE -> Be involved. It is your system after all, the more your key stakeholders get involved in the planning and testing, the smoother the transition to this new system will be. 

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