Category: Workato

Feed: The Connector by Workato. Author: Jon Gitlin; As an employee, you likely make a variety of requests over time. Planning a vacation? You’ll need to request PTO from your employer. Purchasing something that’s relevant to your work? You can submit it as an expense. Negotiating a deal that requires internal sign off? You’ll need to ask the appropriate colleague to review and approve it. In each of these cases—among many others—you’ll need to establish a well-run approval workflow process. This type of process should allow an employee to submit a request with ease, while allowing the appropriate colleagues to ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; Buried deep within the 200+ resumes an open job attracts are all-star performers who can elevate your team and the overall performance of your organization.  How can your recruiting team sift through such a high volume of resumes and pinpoint the best candidates, quickly? By automating the screening process. We’ll break down how this type of HR workflow automation can help by walking you through a pair of examples. How automated resume screening can work You can automate this workflow in one of two ways—the approach you choose depends on how much ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; 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 integrations with Salesforce, On24, and Gmail; your business communications platform could have integrations with Zoom, Google Drive, Salesforce—and so on, and so forth. As you review the variety of native integrations your apps provide, you should stop to consider whether they’re worth implementing versus those provided by a middleware, 3rd-party platform. To help guide you in your decision, we’ll walk you through the pros and cons ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; 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 often need the following before they can close high-value, complex deals: The product team’s buy-in on the proposed product roadmapThe legal team’s sign-off on any redlines The customer success team’s approval on the level of support that’s promised To help your sales reps get these approvals quickly and receive the guidance they need to excel, you can provide them with a ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; 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 has ballooned by 80%—leading to unnecessary expenses; while the number of apps that aren’t managed by an employee (perhaps because the original owner left the company) has risen nearly 100%—leading to security risks that can put the organization’s reputation on the line.  So how can your organization adopt SaaS applications at scale and do so in a way that’s secure, cost-effective, and convenient for all? By ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; 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’re also a unique member of G2’s exclusive list. Why? Because we’re the only enterprise-grade integration and automation platform they included.  We believe this further validates our position as a best-in-class enterprise automation platform, but you don’t have to take our word for it, or just G2’s. Here are few other awards and distinctions we’re proud to have earned over ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; 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, accepting the terms of engaging with your business, and gathering internal support for making the investment. Given all these steps, it’s little surprise that your leads’ journeys may last weeks, if not several months. In the case of B2B organizations, for example, leads can take as long as 12 months to close. Fortunately, there are tactical measures you can take to ... Read More

Feed: The Connector by Workato. Author: Dhruv Mehta; 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 there is one critical component of the puzzle that is often overlooked—the agent onboarding process. Come to think of it, the onboarding process for your support agent lays the foundation for a killer customer experience program. After all, the better informed your agents are, the happier your customers will be. If you’re still on-the-fence about the efficacy of onboarding support agents, ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; 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, like cash reconciliation. To ensure that any business workflow operates reliably, effectively, and with minimal human intervention, you can automate it by using a trigger event.  How, exactly, can a trigger-based automation work? And why is it the solution for streamlining your workflows? We’ll tackle both questions, but before we do, let’s take a closer look at its definition ... Read More

Feed: The Connector by Workato. Author: Nick Oropall; 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 answers (like a product, an FAQ, an event, or a location). This change has retrained consumers to simply ask for what they want.  In other words, instead of typing in a keyword, they’re asking longer, more precise questions at every stage of their journey. And they’re asking these complex, nuanced questions not just on Google and Alexa, but ... Read More