Automated Business Processes for Tamarac CRM

Business processes involve moving information, documents, or tasks between people or systems within an advisory firm. Typically, the goal of an automated business process is to get the right information to the right person in the right order and at the right time.

Business Rules

Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules.

Customizations

You can tailor Tamarac CRM to more closely fit your organization's industry, nomenclature, and unique business processes by customizing the service. You can implement many customizations without developer support by using tools that are part of the service.

Processes

Defining and consistent business processes is one of the main reasons people use Tamarac CRM. Consistent processes help make sure people using the system can focus on their work and not on remembering to perform a set of manual steps.

Power Automate

Power Automate is an online workflow service that automates actions across the most common apps and services.

Power Automate - Frequently Asked Questions (FAQ)

Below is a helpful FAQ for the rollout of Power Automate Flows for use with Tamarac CRM.