Automation

Term from the CRM Lexicon

Definition

Automation means that certain tasks or processes are carried out by machines, computers, or software without human intervention. Instead of people having to repeatedly perform the same steps manually, a system takes over these recurring or complex processes. The goal is to make work faster, more accurate, and more efficient.

Characteristics

  • Increased Efficiency: Tasks are completed faster and often with fewer errors.
  • Cost Reduction: In the long term, costs for personnel and manual errors can be reduced.
  • Quality Improvement: Automated processes are more consistent and less prone to human error, which improves the quality of the results.
  • Focus on Important Matters: Employees are relieved of routine tasks and can concentrate on more complex, creative, or strategic tasks.
  • Scalability: Automated processes can be more easily adapted to growing requirements.

Example


Imagine a company that receives many customer inquiries daily – for example, via email or a contact form on the website. If these inquiries always have to be read manually and then forwarded to the correct department, it takes a lot of time and can be prone to errors.

This is where automation comes in: With an IT solution like an intelligent CRM system, these processes can be automated. An incoming email with the subject "Invoice inquiry" could be automatically recognized and forwarded directly to the accounting department. An inquiry about a product defect could immediately trigger a process in the customer service system and inform the responsible technician.

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