Author: Jon Gitlin

The benefits and drawbacks of using native integrations

A number of your organization’s apps offer pre-built integrations. Your CRM may offer native integrations with Slack, Quickbooks, and MailChimp; your marketing automation tool may provide integr ...

Deal desk: what it is and how automation can transform yours

If you’ve worked in and around sales long enough, you’ve probably heard that selling is a team sport. This maxim likely rings true for you and your team as— generally speaking—sales teams ...

SaaS management: why it’s important and how you can implement it

The continued adoption of software-as-a-service (SaaS) applications has led to unforeseen issues. According to the latest estimates, the number of duplicate subscriptions at a given organization h ...

G2 features Workato on its list of “Best IT Cloud Management Products for 2021”

We’re excited to announce that G2 has included us in their list of the best IT cloud management products!  Though we’re more than happy to share the spotlight with 49 other companies, we’re ...

4 automations that can transform your lead lifecycle

There’s a number of steps that your leads need to work through before they can feel confident in moving forward with your product.  These include buying into your unique value props, accept ...

Automation triggers: what they are and 3 examples that highlight their value

The quality of your processes largely hinges on their ability to run smoothly at every step. This holds true for core processes, like employee onboarding, as well as those that are more niche, li ...

3 automations that can help optimize your quote-to-cash process

More than half of finance executives believe that improving their quote-to-cash process could lift their revenues by at least 5%. The finding is easy to accept, as a high-performing quote-to-cash ...

Service desk automation: what it is and 3 approaches for implementing it effectively

As your organization grows, so too will the issues that arise. Employees will have trouble accessing certain apps; equipment and devices will stop working; permission levels across apps will need ...

3 ways that marketing automation can help your team manage leads

Your leads can come from a variety of places, from a demo request form to an email nurture sequence. No matter their source, you can manage each effectively by using marketing automation. Why? Bec ...

5 benefits that business integration can bring to your organization

Each department at your organization likely uses its own suite of SaaS apps and on-premise systems.  Your marketers might rely on a marketing automation platform like Marketo to capture and n ...

3 Snowflake integrations that help your organization maximize revenue opportunities

To scale your organization effectively, you need to build and maintain a variety of revenue streams. In other words, your sales reps should close new business consistently; your customer success m ...

See how we automated our entire business.

Download eBook here