General CRM
Business Process Automation (BPA)
Technology-enabled automation of complex business processes to improve efficiency and reduce costs.
Complete Definition
Business Process Automation in CRM automates repetitive, rule-based tasks and workflows such as lead assignment, opportunity stage progression, contract approvals, and renewal notifications. BPA reduces manual effort, minimizes errors, ensures process consistency, and frees employees to focus on high-value activities. Modern CRM platforms offer sophisticated BPA through workflow engines and low-code tools.
Key Points
- 1Automates rule-based processes
- 2Reduces manual effort and errors
- 3Ensures consistency
- 4Enables strategic focus
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