Simply put, a BPF is a “roadmap” that guides the user step by step until the work is done correctly.
A sales example: Lead ➡️ Qualify ➡️ Develop ➡️ Propose ➡️ Close
Each stage has required data that must be filled in before the user can move to the next stage, which ensures the work gets done the same way every time.
The most important benefits of BPF: ✅ Standardizing the way of working across all users. ✅ Reducing errors and forgotten steps. ✅ Improving data quality inside CRM. ✅ Making it easier to train new employees. ✅ Easily tracking a Record’s status. ✅ Increasing the efficiency of sales and customer service teams.
Bottom line: a Workflow runs work automatically in the background, while a BPF guides the user through the steps of the process in an organized and clear way.