Salesforce Integration

Workato facilitates automation in Salesforce through its low-code/no-code integration
with solutions such as Marketo, Shopify and Hubspot.

Features:
Salesforce Integration with Workato

The sales and marketing departments of any organisation have a symbiotic relationship, and Workato helps these two by helping integrate the various solutions that may be used and then setting in motion automation that helps improve conversion rates.

By integrating Salesforce with other marketing solutions that your company may use such as Marketo, Shopify and Hubspot, you can swiftly sync customer data at the click of a few buttons instead of manually transferring them. You can also route leads in real-time to your sales reps through integrations with other productive solutions such as Slack or Microsoft Teams.

The order-to-cash process is one of the most crucial aspects in the sales journey, and automating this task ensures human errors are done away with. Integrating and automating the solutions used in the order-to-cash process prevents loss orders and processing delays.

To deliver a winning pricing and quoting strategy, you need to have data on what worked in the past. Workato helps provide analytics through integrations. For instance, when a purchase order is created in Oracle NetSuite you can send it through Zuora once the deal is marked as won in Salesforce. This way you get customer provisioning in real-time with actionable insights.

Equipping your sales reps with consumer behaviour goes a long way towards ensuring success. To achieve this, having a centralised database is of paramount importance. Syncing data to and from Salesforce with other data warehouses such as Snowflake, Amazon S3 or Redshift enables you to provide your team with a centralised database.

You can also reduce churn by identifying customer data such as drop in customer engagement in real-time and immediately notifying the CRM teams through applications such as Slack and Microsoft Teams.

By integrating Salesforce with ticketing and other customer support applications such as Jira and Zendesk, you are presented with a consolidated view of your customers. This also prevents churn by enabling you to resolve tickets faster.

Benefits of Salesforce CRM Automation With Workato

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