Sales

The Top 10 No-Code Apps for Your Workflow

According to John Rymer, VP and Principal Analyst at Forrester Research, a heavy reliance on code is insufficient for meeting the changing demands of modern businesses. “If we rely solely on coding, ...

Moving Work Forward, Faster

Imagine you’re a manager at a growing company. It’s Monday morning, and your day is already packed. Weekly KPI reports, team meetings, expense approvals, new hire onboarding—all this, and it’s ...

4 Ways You Can Optimize Your Business Processes with A.I. —Today.

For many businesses, A.I. seems like a far-off technological advancement that will dramatically revolutionize the workplace. But A.I. isn’t a futuristic technology; it’s already here, and you can ...

3 Ways to Experience Slack’s New Message Menus

Slack, a digital workplace that connects users to the people and tools they work with everyday, unveiled its new Message Menus feature today. Since its initial release in 2013, Slack’s popularity ha ...

4 Ways to Automate RingCentral Calls for Better Customer Service and Sales

Business communications have changed drastically over the last decade, and though both email and chat have provided new channels for Customer Service and Sales, a good old-fashioned phone call remains ...

Sales Automation: Opportunity Data Population and Smart Customer Onboarding

This piece is part of our series Inside Workato’s Kitchen where we show you how we use our own product to automate each section of the business. The process of lead gathering can fall into severa ...

No Code Needed: Using Apttus and Workato for Seamless Quote-to-Cash

Need to Integrate Apttus with your other apps? Apttus and Workato have a lot in common, especially the clicks-not-code mentality. So, while Apttus takes care of increasing sales productivity and maki ...

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 Forcebot: The Only Platform Bot for Salesforce

Custom objects and fields? No problem, the Forcebot is with you! Salesforce users can now work dynamically in Slack with Forcebot - the only Slack bot that can understand your specific Salesforc ...

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