Category: Workato

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

Feed: The Connector by Workato. Author: Elea Andrea Almazora; This is a guest post by Elea Andrea Almazora, an SEO Content Optimization manager. She works at RingCentral, a global UCaaS, VoIP and omnichannel contact center solutions provider. Ever since the arrival of the internet and the birth of the digital era, most companies have been experiencing a second Industrial Revolution. The first occurred in the 18th century, when many factories introduced machines and mechanized systems that boosted productivity and replaced human workers. 200 years later, the world is undergoing a similar revolution thanks to the use of AI, automated software, ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; More than half of finance executives believe that improving their quote-to-cash process could lift their revenues by at least 5%. The finding is easy to accept, as a high-performing quote-to-cash workflow allows your organization to move quickly across key stages of the sales process. All the while, it can help everyone involved—from sales reps to accountants—save time and focus on business-critical tasks.  So, how can you improve your quote-to-cash workflow? Here are 3 automations that can make a big difference. Related: How to implement any type of finance automation 1. Manage approvals ... Read More

Feed: The Connector by Workato. Author: Amlan Debnath; Workday is a crucial piece of many businesses’ app ecosystems. From managing everyday HR processes like onboarding and performance evaluations to supporting larger, enterprise-wide projects, Workday is the foundation of countless business-critical workflows. But chances are that Workday isn’t the only app you use. There are many other programs and systems that house information that is also important to these processes—like timesheet data. Intelligent automation can help bridge the gap between Workday and your other apps, from finance to IT Ops and beyond. Not sure where to start? Here are seven Workday ... Read More

Feed: The Connector by Workato. Author: Jon Gitlin; As your organization grows, so too will the issues that arise. Employees will have trouble accessing certain apps; equipment and devices will stop working; permission levels across apps will need to be adjusted—and so on. To handle any employee issue quickly and successfully while saving your team a significant chunk of time, you can automate your service desk.  How, exactly, can your organization implement this type of IT automation? We’ll review 3 use cases, but before exploring them, let’s align on its definition.  What is service desk automation? Service desk automation, also ... Read More

Feed: The Connector by Workato. Author: Simin Wong; Scoot is a low-cost, long-haul airline based out of Singapore with a mission to make flying safe and attainable for all. To do this, the airline places a singular focus on providing a reliable and consistent experience not just for their passengers, but for employees too. “We look at two things when it comes to evaluating new technology. Will this meet efficiency goals? And more importantly, will it improve employee experience?” reflected Ivan Chuah.  Chuah heads Scoot’s HR Ecosystem team and is primarily responsible for maintaining core HRIS systems the team uses ... Read More