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“With drip marketing, even if a lead isn’t necessarily assigned to a sales rep, you can still have a follow through based on condition or prep that lead until they are actually ready to talk to a person. Then you can assign a rep to close the sale. The amount …
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"My favorite thing about automating this with Workato is that it runs on its own. I don’t need someone to oversee or manage it, and yet I can be 100% confident in the process."
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“The customer doesn’t see these systems in place, but they will ultimately get better service. There is this intangible peace of mind that all of these things are working. We know that our apps are going to talk to each other and that the data is going to go where …
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"Customers need their apps to work in the ways they need them to. It sounds easy, but tracking campaigns or event updates in Salesforce and Eventbrite doesn’t always happen. We started using Workato, and just for event management implementation, it cuts out 30-40 hours worth of work."
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"Getting leads out of Hubspot and into Salesforce was all manual and took forever. Workato frees up time to do things that are more important. I could be writing a blog article, reaching out to write a case study or optimizing our website."
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"Everyone is moving to a cloud-to-cloud environment with fewer integration engines. We looked at other solutions but they lacked update capability and feature-functionality. Workato is a gamechanger in the integration space."
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"Disparate systems are a huge pain-point for every company, particularly when it comes to reporting. When your apps can talk to each other, your data comes together in one place. Workato provided the missing link we needed to tie together our data sets."
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"We have QuickBooks on-premise, but Salesforce doesn’t integrate with on-premise that well. Through our initial search, the only integration option we found was recommended by Salesforce, but it was not customizable. It was a canned sync tool but you could only use it in one way. Workato allowed us to …
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"Automating invoices - although it sounds simple, it’s a very complicated thing. There are all types of packages and different plans we offer, and they all need to go to specific accounts and be in the right currency. With Workato, it’s a cool thing to have our whole workflow connected. …
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"Sometimes things are very complex and you have to do work in multiple systems just to do one thing. It requires logging in and out, it’s kind of counter-intuitive. So to save time, automating is key. Workato allows us to do a lot of that with a high number of …
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"Sales reps hate manually re-entering data into different systems. Eliminating this is a huge opportunity to get into the field more, close deals, and get more customers."
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"In a word, Workato is agile, and for a lot of small companies, agility is key. I can do things myself, test them, see if I like them, continue using them without having to tap an engineer to get something rewritten."
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"In the world of startups, speed of execution, cost to deliver a solution, and agility to get to market are critical factors. Workato offers plug-and-play integration, not done by IT folks, but by business analysts kind of people. That is game-changing."
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"When you’re in a small business, you don’t have 6 months, you have 6 days to get a system working. We need to grow customer bases every day and I don’t have time to deal with integration. With Workato, I can do it myself in a day or two."
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"Pulling information from disparate systems costs us money. It increased the amount of time to get our people to customers and took a long time as a manual process. App integration helps us get data in a timely fashion and makes business operations more real-time."