Tag: Salesforce integration

Dreaming Big with Salesforce: 5 Ways to Extend the Power of Your CRM

Since its inception in 1999, Salesforce has become the world’s leading CRM. Users find that the cloud-based app is thoughtfully designed and simple to pick up, yet robust enough for even the largest ...

How Eustace Consulting Replaced Salesforce Chatter with Workbot for Slack for Personalized Notifications

Boston-based Eustace Consulting specializes in helping businesses implement Salesforce and Hubspot. As Salesforce experts, the firm’s team knows exactly how the CRM can make business better. And whe ...

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 We Implemented High-Tech, Account-Based Customer Success

No department needs to be better-connected across a company than Customer Support. In order to provide service with context, agents need easy access to the customer information and touchpoints through ...

Why This Green Company Replaced 100K Lines of Custom Salesforce Code with Workato

Founded in 2000, Securis is an electronics recycling and data security company. It offers services to businesses of all sizes, as well as government contractors, looking to get rid of obsolete techno ...

How Tides Canada Future-Proofed Their Organization with NetSuite and Salesforce Integration

Tides Canada is a recognized national leader in social change philanthropy. The organization has supported over 2,500 initiatives; notable work includes conservation of West Coast marine and wildl ...

Sales Automation: Opportunity Data Population and Smart Customer Onboarding

This 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 several ...

Salesforce + Workato: Harnessing the Power of A.I. for Your Business

Artificial Intelligence (A.I.) is a hot topic and, as it continues to grow more advanced, is solidifying its place in the future of business processes. Though A.I. may be dominating headlines, it ...

5 Reasons This Salesforce MVP Won’t Use Anything but Workato

Change is hard and like anyone working in technology, I’ve had to make many changes when new innovations came about. Reflecting on my 18 years of working in the industry, I find that these chang ...

This Admin Created a Two Way Sync Between Salesforce and Jira with No Code

As business increasingly moves online, maintaining and improving a product most likely relies on your team of developers who create the front end and back end code for your website, mobile app, or ...

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