Field Services

Automations We Love: How the Leading Cyber Security Firm Uses Cognitive Automations to Enhance Employee Self-Service

In any company, information about product features and capabilities is fundamental to a wide range of business processes. Sales teams need up-to-date product information to sell effectively, for examp ...

What Customer Ops Looks Like At Four Real-World Companies

Throughout every business, dedicated teams work behind-the-scenes to streamline key processes. Marketing ops, for example, works to drive the marketing department by measuring and optimizing marketing ...

How Intelligent Integration and AI Help HCSS Revolutionize the Construction Industry

HCSS is a leading software company for the construction industry. The company offers solutions for estimation and bidding, time card and job analysis, dispatching and scheduling, equipment maintenance ...

How This Lean Company Used QuickBase and Workato to Stay On Top of Cash-flow and Trigger Drip-Marketing Campaigns

What do you do when you’re running an energy efficiency company, but your internal processes waste precious resources? Ask Brad Eisenberg, former COO of greeNEWit. When he noticed that the company e ...

Innovate! A Guide to Future-Proofing Your Customer Service

Since the dawn of commerce, asking for support has had the reputation of being an unpleasant process. After all, if someone is asking for customer service, they're probably already unhappy. Maybe th ...

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: Seamlessly Connect Your Apps With Steelbrick, TaskRay, Vlocity & JobScience

  The Salesforce AppExchange is perhaps the greatest 3rd party network of Independent Software Vendors (ISVs) in the enterprise software market and where many Workato customers go to a find pr ...

How to Close Deals Faster with DocuSign

After weeks of arduous presentations, meetings and getting buy-in, your company has finally landed that marquee client.  Even procurement is finalized.  However, contract signing can be challenging ...

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