Definition of business process in CRM

  • Meaning of the term business process in CRM software

    In most CRM systems, the terms business process and workflow can be used interchangeably. Business process designates a standardized sequence of activities required to accomplish a specific business goal. Invoicing, sending notifications and approvals are typical examples of business processes used in CRM.

    Business processes can be manual and automated. Advanced CRM software, like Bitrix24, can partially or fully automate business processes in CRM. For example, your CRM solution can automatically assign leads to different sales agents based on the given criteria (location, language or acquisition channel).

    If you are looking for free CRM software with business processes automation and over 20 sales and marketing tools, consider Bitrix24 CRM.
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