General CRM
Robotic Process Automation (RPA)
A form of business process automation technology based on software robots that can automate repetitive, rule-based tasks.
Complete Definition
RPA uses software "bots" to automate routine, repetitive tasks that typically require human intervention. In CRM context, RPA can automate data entry, record updates, report generation, and system integrations. When combined with AI and CRM, RPA can significantly reduce manual work, minimize errors, and free employees to focus on higher-value activities.
Key Points
- 1Automates repetitive tasks
- 2Reduces manual errors
- 3Improves operational efficiency
- 4Integrates with existing systems
Related Terms
Hyperautomation
A business-driven approach to automate as many business and IT processes as possible using a combination of tools like RPA, AI, and low-code platforms.
AI in CRM
The integration of artificial intelligence capabilities into CRM platforms to automate tasks, provide predictive insights, and personalize customer interactions.
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