Sales

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 ...

Automation Has Already Changed Your Job. Here’s How.

According to Pew Research, about 70% of Americans are wary of a world in which machines execute tasks instead of humans. Clearly, “automation” is a scary word for a lot of people. But automa ...

3 Reasons to Automate Your Sales Pipeline Besides More Sales

Everyone wants to sell more, and automating your sales pipeline will certainly help you do so. It is, however, far from the only benefit to be had! Pipeline management is key to managing and evaluatin ...

Automations We Love: How Canada’s #1 Luxury Retailer Refines the Shopping Experience and Hires Intelligently with Automated Customer Feedback

For many companies, the customer experience isn’t just an afterthought; it’s a point of pride. It’s also an important way for businesses to distinguish themselves from the competition. This is e ...

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