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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

Align Sales and Marketing

Align Sales and Marketing

Any organisation’s sales and marketing departments have a symbiotic relationship. 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.

Automate Order-To-Cash

Automate Order-To-Cash

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.

Centralise Databases

Centralise Database

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.

Customer Support Automation

Customer Support Automation

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

Quick response to leads
Accelerate response to leads
Improve efficiency and analytics
Improve efficiency and analytics
Identify hot upsell and cross sell
Upsell and cross-sell opportunities
Keep data in sync across all systems
Keep data in sync across all systems

Do Everything in One Place

Customise your Salesforce integration with Workato

Give your business the extra edge and enable automation with Workato’s Salesforce integration.

Salesforce Integration is available for over 1000 applications

Instantly connect Salesforce with thousands of applications – cutting across various functions including sales, marketing, finance and many more – using Workato.

Why Choose Shearwater Asia

Shearwater Asia is your trusted, Chinese, English, Korean, and French consulting partner for implementing cloud technologies in your Asian business. Our multilingual team (Japanese) offers top-notch customer support to resolve any issues and provide actionable solutions promptly.

Our experienced consultants have a proven track record of over 200 successful financial planning and analysis implementations, providing tailored solutions to meet clients’ specific needs and objectives.

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