Workato enhances the efficiency of finance teams by minimizing data errors and facilitating informed decision-making. It achieves this by streamlining and automating workflows through the integration of various financial applications and systems, including ERP systems, CPQ software, payment gateways, and banking systems.

Workato optimizes several tasks within the finance function, including:

• Invoicing

• Quote-to-cash (Q2C) cycles

• Providing real-time visibility into financial data

• Automating accounts payable (AP) and procurement activities

By synchronizing and transforming data, Workato reduces manual data entry and automates tasks such as updating and managing receipts, invoices, contracts, and other financial documents. It also captures user interactions with the system, such as document creation and updates, ensuring consistent record-keeping to aid finance teams in meeting compliance requirements. By integrating these disparate systems and data silos, Workato enables a holistic view of interdependent sales and financial operations. Ultimately, Workato enhances users’ understanding of financial and budgetary processes, particularly through financial reporting, analytics, and forecasting capabilities.

Workato simplifies and automates various sales tasks, including:

• Lead management

• Opportunity management

• Order processing

• Building customer relationships

For instance, Workato facilitates lead routing to sales representatives based on predefined criteria, ensuring prompt and efficient follow-ups. Additionally, it facilitates seamless communication among different members of the sales team, fostering alignment toward common objectives. With Workato, cross-functional collaboration between departments becomes effortless, enhancing the overall customer journey. For example, the sales team can effortlessly transfer data downstream in the business pipeline, such as finalized opportunities to customer success and support teams.

Workato’s robust platform simplifies the strategic planning involved in marketing by enhancing data connectivity across critical systems such as ERP, CRM, content management, and digital asset management software.

In the marketing function, Workato automates various activities, including:

• Creating campaigns

• Generating and delivering leads

• Scheduling marketing materials like emails, articles, social media posts, and surveys

• Simplifying the connection and integration of ERP systems such as SAP, NetSuite, and CRM tools such as Salesforce and HubSpot

For a data-driven marketing approach, Workato optimizes analytics at every stage of the marketing funnel. It automates data extraction on leads, campaigns, conversion rates, website and social media traffic, events, and form fill-ups. Additionally, it enables seamless integration with third-party and custom analytics platforms, enhancing the visualization of marketing data for a more insightful experience.

Support is an ongoing operation that spans from the later stages of the customer journey to the end of the company-client relationship. Therefore, automation plays a crucial role in facilitating interaction pathways between the two parties.

Workato improves various tasks in support, including:

• Ticket management by integrating apps like Zendesk with other systems

• Automating updates to training-related content and help desks

• Aggregating data from multiple communication channels such as emails, feedback forms, CRMs, etc.

• Strengthening self-service practices through individual client portals

Overall, this enhances the perception of your company’s products and services in the eyes of the customer.