See How Real-Time Agentic Automation Connects CRM and BPM

See How Real-Time Agentic Automation Connects CRM and BPM

Every enterprise talks about transformation.But behind the slogans, most teams still wrestle with the same old problem; systems that refuse to work together.

Agents switching screens.Processes stalling between CRM and BPM. Customers waiting while data catches up. It’s the silent drag on every operation.

In this short video, see how TrustPortal’s real-time Agentic Automation changes that story; connecting people, processes, and systems instantly, so work flows as fast as your customers expect.

Watch the video for more: https://www.youtube.com/watch?v=Jtpo67lhuZA

What You’ll See

In less than two minutes, this demonstration shows how TrustPortal:

• Bridges CRM and BPM systems without replacing them.

• Automates the repetitive steps that slow down service.

• Guides advisors through complex tasks in real time.

• Sends completion data back instantly, no duplicate entry, no delay.

  
  

This isn’t a pilot or proof of concept, it's real-time Agentic Automation working inside existing enterprise systems; quietly removing friction, one process at a time.

Why It Matters

Transformation doesn’t have to start with a massive programme, it can start with a single challenge; one slow, error-prone workflow that drains time and energy. By solving that first, you prove what’s possible: faster handling, fewer mistakes, happier teams. That’s how enterprises like EDF Energy scaled from one process to over forty, cutting completion times and improving service quality across the board.

Take the Next Step

Ready to see how one integration could transform your operations?  Start with one challenge, book a discovery call with our expert team here: https://www.trustportal.org/get-started