Tag: salesforce

3 Lessons We Learned From Dreamforce 2016

As Dreamforce, the annual conference for Salesforce, quickly approaches we started reflecting on our own time at Dreamforce 2016. If you aren't familiar with us, Workato is an enterprise-grade, intell ...

How To Create Awesome Slack Approval Workflows – No Code

One of the most frustrating aspects of anyone’s job is asking for—or giving—approval. Whether you’re trying to schedule a vacation or offer a discount to a customer, submitting a request o ...

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 ...

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 touch ...

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 o ...

Convince Your Accountant: 5 Reasons They Need to Embrace the Cloud to Futureproof

Digital transformation often means upgrading your tech. And embracing cloud-based software for all your business needs, including accounting and finance, may seem like the most obvious way to give ...

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 ...

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 cod ...

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 ...

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.” T ...

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