Sales Deal Desk Log and view all sales activity from your chat app

Accelerate deals with real-time notifications, speedy approvals, actionable reminders, and automated sales reporting.

Problem

Logging data in Salesforce is difficult and cumbersome. As a result, extracting data is time-consuming, which allows for little insight into the pipeline and projections.
Solution

Orchestrate an entire deal desk, including creating quotes and managing approvals, all via chat. Get a complete view of your accounts including support tickets, personnel changes, and other relevant activity.
Impact

No need for context switching - significant time saved in logging sales data straight from your chat app. Win more with streamlined deal management and easy-to-access data reporting and insights.

Deal Status Updates

Update all of your opportunities and sales records in seconds
A single interface

Log all sales activities in Slack, leave the messiness of CRMs behind
Reporting and insights

Leverage all logged sales activity to gather data and surface actionable insights
In-progress reminders

Track meetings, schedule demos, and know exactly where you stand in a deal

SVP Products & Strategy, Quickbase

“Workato offers a new future where digital transformation can happen very quickly and provide value in very short periods of time”