Sales

How Box Uses Enterprise Automation to Streamline Sales, Partner Onboarding & Incident Management

Box is a leading content management and collaboration platform that integrates with thousands of apps to make it easy for users to share and collaborate on their most important content. With 1,800-pl ...

How to Automate Lead Enrichment and Expedite the Lead Management Process

Lead enrichment is an important part of the lead management process, which also includes lead uploads, lead-to-account matching, lead routing and lead follow-up. After a campaign or collecting leads ...

The Top Three Challenges in B2B Tech (And How to Solve Them)

According to McKinsey, B2B digital leaders who invest in the appropriate technologies and practices drive five times more revenue growth than their peers. By selecting one or two high-value customer ...

Automations We Love: How a Leading Logistics Provider Automatically Retrieves Shipment Information with Workato and RPA

Business-critical processes often rely on moving large amounts of data. Even things that customers take for granted—like a package showing up on time, for example—requires massive orchestration of ...

How a Slackbot Can Make Your Lead Tracking Process More Transparent

One of the best things about Workato is our strong partner ecosystem. We're privileged to partner with some incredible consultancies and SaaS companies who share our vision of enabling people to work ...

Automations We Love: How the #1 Collaboration Platform Automatically Unlocks Features as Invoices Process in Workday Financials

Today, many companies offer users a free account at first while encouraging them to later switch to a paid membership. This is known as the freemium model, and many notable companies like Spotify, Mai ...

The Top Automations and Integrations Requested by Salesforce Users

Salesforce users are some of the most innovative people on the planet. They’re constantly looking for new ways to enhance and extend the power of the Salesforce platform, whether they use it for sal ...

Salesforce Integration Has Evolved and So Should You

It wouldn’t be an exaggeration to say that when it debuted in 1999, Salesforce triggered a “Big Bang” in the enterprise app universe. From its humble beginnings in Marc Benioff’s San Francisco ...

What Airbnb Can Teach Us About Scaling Business Processes During Hypergrowth

In the past ten years, companies have been able to expand and scale at a pace never seen before, prompting the Harvard Business Review to coin the term “hypergrowth.” For most people, the phras ...

Assigning and Enriching Leads in Salesforce from Slack with Leadbot

A big challenge for many sales teams is lead management—especially triaging new inbound leads. When a new prospect gets in touch or signs up for a free trial, you want to leverage that moment to con ...

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