Interactive Workflows_
Surado CRM Software - Dynamic Interactive Workflows
Functions
  • Open Internal Windows
  • Launch External Applications
  • Execute Automated Triggers
  • Launch Other Workflows
    • Surado CRM Interactive Workflows include a Graphical User Interface designer that lets you easily “assemble” various business processes graphically, to help guide users through tasks.

    Surado CRM Interactive Workflows provide unprecedented ease of use and features that will continue to improve efficiencies throughout your organization. Surado leads the CRM community in never-before-seen workflow functionality.

    WorkflowMany vendors define Process Automation as workflow. Surado CRM Interactive Workflows are not simply process automation represented in graphical user interfaces. Interactive actually means interactive! Users can drag-and-drop objects, create links between multiple objects, and then actually use objects to launch windows or other applications.


    Surado CRM Interactive Workflows allow you to:

  • Create visual flowcharts that describe various processes and transform them into Interactive Workflows.
  • Not only visually represent each process, but allow end-users to double-click each icon to take a specific action:
      - Launch all major Surado CRM data-entry screens
      - Launch and execute Automated Business Rules
      - Launch Surado CRM Custom Screens
      - Launch integrated Microsoft Office applications like Word, Excel, Project, etc.
      - Launch the Knowledge Base
      - Launch any third-party Windows application
      - Launch back-office applications like financial applications, industry-specific databases and more
  • Prevent an object to be executed unless the preceding object has been completed.
  • Track Workflow status for specific records within all major CRM components ­ Contact, Account, Sales Opportunity, Customer Service and Marketing functions.
  • Launch one Workflow from another Workflow.
  • Create Workflows for a specific group of users ­ divisions, departments, user groups, etc.
  • Individuals can create workflows for their personal use only.
  • Select from a variety of included icons or load your own.
  • View Workflows in Graphical Format or Standard Text Format.
  • Easily toggle between development and run-time modes.
  • Unlimited object creation for complex processes.