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).

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