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 ...
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 ...
A comprehensive guide on customer support agent onboarding
This is a guest post from Dhruv Mehta, a Digital Marketing Executive at Acquire. A lot has been spoken (and documented) about the importance of delivering an extraordinary customer experience. But ...
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 ...
How integrations can help you build a robust and dynamic knowledge graph
This is a guest post from Nick Oropall, Sr. Manager of the Platform Product Marketing team at Yext. The world of search has changed. When people ask a question online, they increasingly get direct ...
How automated customer support can supercharge the customer experience
This is a guest post by Elea Andrea Almazora, an SEO Content Optimization manager. She works at RingCentral, a global UCaaS, VoIP and omnichannel contact center solutions provider. Ever since the ...
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 ...
