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    Workflow Automation

    CRM automation

    What is crm automation?

    CRM automation removes manual data entry and follow-up from the sales process: enriching records, logging activity, routing leads, drafting follow-ups and keeping pipeline data accurate without rep effort.

    Rep-entered data is the weakest link in every revenue system. Automating capture usually improves forecast accuracy more than any change to the forecasting method.

    Last reviewed by the gAIcko editorial team.