Sales

Enterprise Content Management (ECM) Integration with Box, Slack, and Salesforce

Where and how to store documents is an age-old business problem. In the past, storage meant rows of filing cabinets, keys distributed throughout the staff, and folders marked “confidential.” Thank ...

Serve Your Customers Better: Integrating Salesforce with ServiceNow Express

This is part of our series with ServiceNow. In this series, we’re bringing you the most popular automation workflows using ServiceNow Express. We’ll cover different integrations to boost your ...

Meet Workbot for Salesforce: The Only Platform Bot for Salesforce

A good Salesforce bot can be hard to find. Enter Workbot for Salesforce. There's a more up-to-date post by Salesforce MVP Sharon Klardie - Check it Out > Salesforce users can now work dynami ...

What are the Top 4 Marketo Integrations?

Well, that depends on who you ask! We took a look at the top searches on Google for Marketo integrations and our own database of thousands of integration recipes to see what integrations with Marketo ...

How Box Streamlined Their Platform Partner Onboarding Process with Workato

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 so, when they a ...

How to Automate Your Partner Program and Automatically Send Contracts

A contract makes your brand new job official, grants you shares in a start-up, forges a partnership between two organizations, or means that your agency landed a client. Just a mere decade ago a contr ...

5 Ways Contract Automation Makes You More Mobile

Our friends at DocuSign want to help you tap into your adventurous side so they suggested 3 Ways to Wanderlust and DocuSign. DocuSign makes your contracts fully digital, making contract signing an ...

WorkHack: Make Surveys Work For You with Automatic Response Gathering

Surveys are integral for many businesses and nonprofits to gather feedback in order to improve, prevent customer churn, and create reports for the board or your CEO; yet it can become a tedious task t ...

How Beverage and Drink Companies Can Take Advantage of the Cloud

A consultant is a person who provides expert advice professionally, and in the world of SaaS and ISVs they are people who help businesses implement new technology in the most efficient and effective m ...

WorkHack: Know Which Customer Is Most Profitable Instantly By Connecting Salesforce and Quickbooks

When dealing with clients, it's important to have all of the information you have gathered on them in one place along with their payment information. Manually switching between your accounting app ...

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