We are a community bank with about 210 employees. 160 of them use the CRM. We do not currently use sugar automate. Most of our service request (we call them work orders) are either too simple or we have designed a BPM. I was wondering if anyone had a good example of the best use of a service request that is the perfect fit for Automate and why. I know I could build any of these in Automate but I am looking for something that fits better here than anywhere else, and why. If you have any related thoughts, opinions, or stories I would love to hear them as well!
Thank you all for your replies. I am hoping for an answer, but also a good discussion. I would love for the banking group to get more active and help each other with ideas and answers!
Mathew
Using Sugar Sell Premier cloud based.