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Sales

The journey of a customer from a prospect to becoming a buyer is one that has to be understood, pruned and nurtured in order for the sales department to understand their consumers. By integrating the different solutions used by the sales team, Workato provides and 360 degree view of a customers journey.

Workato for Sales

Workato Features for Sales

Workato for Sales

Unprecedented View
of Customer Journey

Workato helps connect marketing solutions such as Marketo and Hubspot with your customer relationship solutions such as Salesforce and Oracle NetSuite. By this, you have a 360-degree view of a customer’s journey, you can stay updated on each of their touchpoints, in addition to having all their data stored in a single repository.

Workato for Sales

Opportunity Management

Connect your CRM solutions such as Salesforce with workplace communication and collaboration tools such as Slack and Slackbot and manage processes like creating quotes and managing approvals, all through chat.

Workato for Sales

Streamlined Closing

By bringing together your CRM solutions like Salesforce, electronic agreements software such as DocuSign, e-payment platforms such as Stripe and financial solutions such as Oracle NetSuite, you are automating the whole closing process often with just a few clicks.

Workato for Sales

Farming

Workato allows you to integrate marketing and CRM platforms such as Marketo, and Salesforce with customer support solutions such as Zendesk and Intercom. This provides you with visibility of your account and helps you identify upsell and cross selling opportunities.

Workato Benefits for Sales

Human Resources

Avoid losing leads

Workato for Sales

Reduce cost of workforce resources

Sales

Respond swiftly to customers

Workato for Sales

Build employee
engagement and retention

Sales Integration and Automation

Do everything in one place

Customise your sales solutions integration

Integrate systems and eliminate manual processes with Workato’s Sales solutions integration.

Workato provides integration for over 1000 apps

Instantly connect your systems with thousands of applications – cutting across various departments including, marketing, finance and many more – using Workato.

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**1 coffee kit per company will be delivered