“Workato offers a new future where digital transformation can happen very quickly and provide value in very short periods of time.”
"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."
“So over the years, those two sets of client data were absolutely different – there was no data integrity. Now with Workato, the client data in NetSuite is exactly the same in Xero because you only have to enter it once. So that’s a massive improvement for us and it does save a lot of time."
"What used to take days now takes minutes. The employees who previously had to review and fix the data no longer need to, and can focus on higher-value, more fulfilling tasks."
“Now we have a greater capacity to support digital business growth without worrying about scalability and performance of middleware.”
“[It functions as] our financial system, our admissions system, and our internal purchasing system as well.”
“Syncing them to our student management system involves some complex data checks, but Workato can complete those checks and sync a record in under two minutes—often, the processing time is only 30 seconds per record!”
"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."
“It used to be a tedious process to import the data manually and now, it happens in real-time on its own. This’ll be a great help, especially as we continue to grow."
“Our automations significantly improve many key business functions, whether that’s sales, procurement, or IT. The difference Workato has made in our environment is tremendous. We have crucial tasks that we can now accomplish with just a few clicks. It works on a whole other level!”
“We started using Netsuite as a platform to record sales activities from Revel, our in-store POS system in 2019, during a period of intense growth. That unfortunately resulted in an explosion of manual, mundane tasks for our finance team."
“Workato allows us to quickly prototype and integrate, allowing our clients to identify new ways to automate work and case-centric workloads."
“With Workato, we are able to make the different apps communicate by mapping data and applying logic to the process, avoiding a lot of manual work and further software development. It also allows us to monitor technical errors during the process by sending notifications so we can correct errors as soon as possible.”
“As a sort of ‘solutions maestro,’ Workato works to make sure your orchestrated processes will run smoothly when requested.”
“Once Workato notes that the contract has been signed in Zendesk and Salesforce, the workflow continues, notifying the sales rep and the underwriters that the contract has been signed. As the process continues, Workato is actually updating Zendesk and Salesforce to keep the statuses synced, We have several Workato integrations between Zendesk, Salesforce, and DocuSign, and using Workato has greatly improved that process.”