Increase your sales efficiency with automation

Forrester Research names Workato a Leader in Integration Platform-as-a-Service (iPaaS). Read the report
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Over 7,300 sales teams have saved 630+ hours each with Workato

Sales may be one of the longest surviving professions, but just because the job is old doesn’t mean your business process should be. A modern business needs modern tools that can transform and support your sales team. Eliminate manual data entry, reduce errors, and give the team more time to focus on actual selling when you automate your cloud apps with Workato. No more logging in and out of multiple apps to access information on leads or to make phone calls.
“We’ve already seen an increase in sales after the integration. Because all orders are coming through Shopify and going into Salesforce via Workato, I can see everything a customer is doing with us, whether they bought a product online or offline. This helps us when we our sales reps are talking to them and all of their sales history is right there in Salesforce. We also created our first-ever customer segmentation in MailChimp using the Salesforce data. The ability to quickly and easily create more targeted email marketing campaigns increased customer spending by 20%.”
Cherrice Browne, The R.O.C.K. WOI
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Explore innovative sales automations
Intelligent Response
Artificial Intelligence (AI) services like IBM Watson make it possible to detect the sentiment of customer requests and classify them by topic without human interference. Workato lets you tie AI services into your sales and support process to triage urgency and ensure the success of new leads.
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Quote and Order Documents
Sales cycles often include quote and order documents complete with customer signatures. With Workato, you can automate the entire process of secure cloud document storage, electronic signature and linking to the system of record.
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Inside Workato's Kitchen
Streamlining leads for a more effective sales team
See the Workato integrations that make our company run everyday
Inside Workato’s Kitchen is a serialized account of how we use our own product to significantly increase productivity and enhance the many cloud apps we use. It explores each branch of the company from Sales and Marketing, to Customer Support and Accounting.
Automating the gathering of fragmented leads across 10+ apps
Leads are generated and stored in their individual app instead of in one place, making it more difficult for your sales team to follow up on these leads in the most efficient and effective manner. The Workato team automated their leads across 10+ apps.
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Get more power in your sales automation with no code.

Not sure where to start or need help? Workato experts are ready to help you work through your use case and create the right solution to meet your specific business needs.
Contact Workato Experts