Productivity

5 customer success automations to prioritize implementing

These automations can help your CSM team build rapport with key accounts, engage with at-risk clients intelligently, and more.

Embedded iPaaS connectors: what really matters when you’re evaluating them

Learn about "breadth" and "depth" so that you can pinpoint the embedded iPaaS solution that's best for your organization.

Revenue leakage: what it is and how automation can stop it

Learn about the top sources of revenue leakage and 4 automations that can help your team address it successfully.

How automating your billing processes can help eliminate revenue leakage

The Director of Marketing at LogiSense explains how integration and automation can keep your billing processes running smoothly.

Why a modern customer 360 is key to enabling GTM teams (and a traditional customer 360 isn’t)

We'll break down the pitfalls of a traditional customer 360 and explain how a modern one supports GTM teams by sharing examples.

Payless embraces digital transformation to deliver on its core value

Long-lived companies often have a certain set of features in common: adaptability, grit, and guiding principles that outlast fleeting trends....

How Epicor took our Embedded Platform to market—from determining pricing to raising awareness

A Sr. Product Manager at Epicor shares how they branded our embedded platform, rose awareness of it, priced it, and more.

Work Automation Index

2022 Read our report