Enterprise Automation Use Cases
Front Office to Back Office
From gathering leads, customer enrichment, marketing automation, scheduling, to closing the loop with back office ERP systems and database management.
Quote-to-Cash integration and automations
- Conga/DocuSign CLM to Salesforce CPQ/Revenue Cloud to ERP (Sage Intacct, Netsuite Oracle)
- Zuora to Salesforce to ERP (Sage Intacct, Netsuite Oracle) to RDBMS (Snowflake, Oracle Cloud, Google Cloud, Azure)
- Revenue Recognition system integration including RightRev and Zuora Revenue
Embedded Integration Solutions
Workato Embedded is an alternative to building an in-house integration or automation solution. The managed solution embeds the Workato platform into client UI, Workato Embedded customers have access to all the tools required to build, run and monitor integrations. Contact us to learn more how Workato embedded can speed up and reduce the infrastructure requirements in developing and deploying your automation and integration solution.
Outcomes
How Much Does Lead Prioritization Increase Productivity?
Sales people who used prioritization were able to manage 12% more prospects to manage 12% more prospects per sales person and when compared to those who didn’t prioritize, those using prioritization were able to take 37% more actions, make 49% more contact attempts and increase talk time by 88%.
