{"id":1169,"date":"2018-05-17T14:28:46","date_gmt":"2018-05-17T18:28:46","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/venn-technology-workbot-salesforce\/"},"modified":"2026-09-29T06:42:13","modified_gmt":"2026-09-29T10:42:13","slug":"venn-technology-workbot-salesforce","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/venn-technology-workbot-salesforce\/","title":{"rendered":"How Venn Technology Uses Workbot to Log 60% More Data in Salesforce"},"content":{"rendered":"\nVenn Technology<\/a> is a consulting firm specializing in Salesforce implementation. Based in Dallas\/Fort Worth, the firm delivers solutions to organizations throughout North America such as the Livestrong Foundation, Mothers Against Drunk Driving, United Nations Global Compact and more.\n\nThey\u2019ve helped hundreds of businesses be more efficient, but one of their most innovative creations came in response to a business problem they experience themselves: sales activity tracking.\n

Logging Leads: A Time-Consuming but Critical Process<\/b><\/h3>\nVenn Technology uses Salesforce<\/a> as its customer relationship management (CRM) and, as with any company, putting lead information into Salesforce is a business-critical activity.\n\n\u201cWhen it comes to using a CRM, you have to work with the fact that sales professionals are quite busy\u00a0so it can be difficult for them to consistently enter the relevant data into Salesforce,\u201d says Scott Hollrah, Managing Partner at the firm.\n\n\u201cI frequently found myself in that situation. I\u2019d finish a phone call and unless a lead was super hot and ready to close right away, I wouldn\u2019t log it in Salesforce because I was busy with other tasks,\u201d he comments.\n\nNot logging lead information right away made it harder for the team to follow up with prospects. \u201cIf the prospect emails us the next week, we may not remember all their details, so it\u2019s important that that information be available in our CRM,\u201d Hollrah says. It also hinders the ability to nurture that lead, which means leads that weren\u2019t properly recorded won\u2019t automatically receive follow up.\n\nChase Friedman, Managing Director at Venn Technology explained that this challenge isn\u2019t unique: \u201cGood quality, consistent CRM data is crucial to any growing company because it directly impacts how the sales team interacts with prospects and clients. Poor data logging means that leads can fall through the cracks more easily, which can negatively affect revenue.\u201d\n\nRelated: Our definition of revenue leakage<\/a><\/span><\/em>\n

Inspiration Strikes During Workato Product Hour<\/b><\/h3>\n\u201cWe frequently connect Salesforce with other apps and services for our clients using Workato,\u201d Friedman comments. And both Friedman and Hollrah often tune into Workato\u2019s Product Hour\u2014a weekly session where Workato\u2019s integration experts educate users about platform features.\n\nDuring a session about Workbot and Slack, Friedman had a realization: Venn Technology could leverage the Workato Platform, Workbot, and Slack to solve its lead logging problem. \u201cInstead of relying on manual data entry, I could just automate the entire process in Slack!\u201d remarks Friedman.\n

Venn Tech\u2019s Bot Assistant: Seamlessly Enriching and Logging Leads with Workbot, FullContact, and Salesforce<\/b><\/h3>\nUsing Workato, Friedman built a workflow for managing and logging lead data. The workflow uses Workbot<\/a>, a chatbot Workato created to allow users to do work in other apps directly from Slack<\/a>, to seamlessly log crucial information in Salesforce with minimal effort.\n\n\"Venn\n\nEvery five minutes, Workbot checks every sales rep\u2019s calendar to see whether a meeting is about to end. If a sales rep is currently in a meeting that is about to wrap up, Workbot sends the rep a Slack notification reminding them that their meeting is ending. If the calendar event was sent to an email address that doesn\u2019t correspond to an existing Salesforce contact, the Slack notification will prompt the rep to create a contact for that person.\n\n\"Venn\n\nThe notification also features a \u201cCreate\u201d button that sales reps can click to create new Salesforce contacts without leaving the chat console. When the rep hits \u201cCreate,\u201d Workbot will query FullContact<\/a> a contact management and enrichment solution, based on the new contact\u2019s email address. Workbot will then serve any relevant information about the new contact back to the rep in Slack. If it identifies the company the email is associated with, you can create a new organization or update the organization with the click of a button.\n\nFrom there, Workbot will continue to guide the rep through seamlessly logging the contact with information FullContact found. It will serve information it finds for the contact, such as their job title or role; the rep can choose to log this data in Salesforce as-is or they can edit it. See the flow in this video:\n\n