Grow faster with automation
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Accelerate growth with automation
Eliminate manual work, reduce friction in the buying process, and unlock your customer data. Workato lets you automate your entire marketing and sales funnel, from capturing a new lead to implementing a successful expansion—and everything in between.
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REVENUE OPERATIONS
REVENUE OPERATIONS
The Vision
See Slack’s automations that save its marketing, sales and success teams thousands of hours per month.
Slack uses Workato throughout their entire revenue funnel—from activating intent data to automating their deal desk. Read more from Slack here.
Read more from Slack directly here.
Revenue operations
GENERATE PIPELINE
GROW CUSTOMERS
CLOSE DEALS
Accelerate pipeline generation with seamless lead funnels
You can’t close what isn’t open
A company’s ability to create awareness and interest in its product or service is key to its success. Yet generating interest out of nothing might be the most challenging part of the sales cycle. Specialized roles and technology in marketing and sales creates friction for buyers and chaos for sellers.
GENERATE PIPELINE
Bring speed and efficiency to your pipeline generating processes
With the click of a button, you can kick off an automation recipe that triggers your inbound lead process.
Launch a campaign, enrich leads, operationalize intent, match to an account, route appropriately, notify sales, and add to a sequence—all without lifting another finger.
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Start by routing leads in real-time to ensure timely seller follow-up.
Automate your lead funnel from end-to-end
See how our LinkedIn Connector automates lead enrichment, lead uploads, and campaign reporting for proactive, real-time campaign monitoring.
GENERATE PIPELINE
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Improve data hygiene and distribute timely and relevant insights to fuel growth
Action intent data to hit the right prospects with the right message at the right time.
GENERATE PIPELINE
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NEXT SECTION
Control pricing through consistent, efficient approval processes
Create an automated deal desk through Slack.
CLOSE DEALS
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Forecast accurately with automated reporting
Use information gleaned from live calls to update forecasts in real-time without interrupting your sellers.
CLOSE DEALS
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Drive efficient growth by releasing sellers from the mundane
Keep sellers selling
Sellers waste 40-60% of their time on non-selling activities. Yet we’re constantly asking them to do more–update pipeline, submit pricing approvals, log when competitors are involved, and more. But without accurate data and proper process, we’re flying blind and viewed as a bottleneck.
Never ask sellers to update CRM again, reducing human error and data inconsistencies
Automate CRM updates to free sellers and provide ops visibility.
Trigger a recipe that automatically messages reps when meetings end asking for relevant pipeline updates–and update your forecasts at the same time.
Use automation to keep CRM hygienic and accurate across marketing, sales and CX.
CLOSE DEALS
Read article
Create amazing support experiences with fewer resources
See how Hubspot automates its customer support and retention efforts in a team service model.
GROW CUSTOMERS
View video
Leverage product usage data to unlock cross-sell/upsell plays, drive adoption, and proactively reduce churn
Drive enterprise upsell opportunities off key product usage events.
GROW CUSTOMERS
Watch presentation
Remove friction at every part of the customer journey
Solve common pain points using automation recipes that eliminate manual work.
Manage renewals, close support cases, provision users, fix poor adoption, and more – automatically.
See what it looks like when customer expansion is a company focus.
GROW CUSTOMERS
Download study
Increase customer lifetime value and create more champions
Make net retention rate your north star
Customer acquisition costs are skyrocketing, which means keeping and growing your customers is that much more important. Every department–even those not typically involved down-funnel–must dedicate resources to drive customer adoption, retention, and expansion.
All companies face this challenge. Even us.
See how we at Workato grew faster using automation.
Here's how we did it
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Hear from our customers
Businesses across industries grow faster with Workato automations.
* Click the logo to see how they automate their revenue workflows.
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What would automated Sales & Marketing look like at your business?
Want to do even more? Anything is possible when you begin leveraging automation at scale.
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Organizations miss out on:
The Challenge
Automate these processes to:
accelerate pipeline generation
drive efficient growth
increase customer lifetime value
01
02
03
20-30%
of potential revenue every year due to inefficient processes across applications and departments.
Because all of these people are involved:
Marketing
SDR
AE
SC
Onboarding
CSM
AM
Finance
And all of these tasks have to be completed in different places at different times:
Respond to
leads quickly
Target the right people
at the right time
Manage objections to
keep the deal moving
Streamline approvals,
quote-to-cash, and onboarding
Resolve issues to
create champions
Discover upsell, cross-sell opportunities
* Choose your own adventure by clicking on this interactive map or scroll down to see all phases of revenue funnel
Request a personalized demo to see how you and your teams can utilize Workato.
Navigate to
The vision
Generate pipeline
Close deals
Grow customers
Success stories
Our journey
The challenge
Many customers leverage Workato to grow faster using automation to eliminate manual work, reduce friction in the buying process, and unlock customer data. Slack uses Workato all throughout their revenue funnel - from activating intent data to automating their deal desk.
Slack automations saves its marketing, sales, and success teams thousands of hours per month by:
Many customers leverage Workato to grow faster using automation to eliminate manual work, reduce friction in the buying process, and unlock customer data. Slack uses Workato all throughout their revenue funnel - from activating intent data to automating their deal desk.
Slack automations saves its marketing, sales, and success teams thousands of hours per month by:
Prioritizing accounts & leads based off product usage data
01
Prioritizing accounts & leads based off product usage data
01
Aggregating account marketing engagement & intent data
02
NEXT SECTION
GROW CUSTOMERS
CLOSE DEALS
GENERATE PIPELINE
NEXT SECTION
GROW CUSTOMERS
CLOSE DEALS
GENERATE PIPELINE
Schedule a demo
The challenge
The vision
Generate pipeline
Close deals
Grow customers
Success stories
Our journey
THE CHALLENGE
Organizations miss out on:
20-30%
of potential revenue every year due to inefficient processes across applications and departments.
Just think of all the different tasks that must be completed in different systems, at different times, by different people
Respond to
leads quickly
Manage objections to keep
the deal moving
Resolve issues to
create champions
Target the right people
at the right time
Streamline approvals, quote-to-cash, and onboarding
Discover upsell, cross-sell opportunities
Automate these processes to:
Accelerate pipeline generation
Drive efficient growth
Increase customer lifetime value
THE VISION
01
Prioritizing accounts & leads based off product usage data
Aggregating account marketing engagement & intent data
02
Aligning sales & finance with a Slack-based deal desk
03
Automating quote-to-cash fulfillment
04
01. GENERATE PIPELINE
02. CLOSE DEALS
03. GROW CUSTOMERS
GENERATE PIPELINE
Download study
GENERATE PIPELINE
Schedule a demo
GENERATE PIPELINE
Read article
CLOSE DEALS
Read article
CLOSE DEALS
Watch presentation
CLOSE DEALS
Schedule a demo
GROW CUSTOMERS
Download study
GROW CUSTOMERS
Watch presentation
GROW CUSTOMERS
Watch video
SUCCESS STORIES
OUR JOURNEY
Watch webinar
Schedule a demo
Read more
CLOSE DEALS
GROW CUSTOMERS
GENERATE PIPELINE
Schedule a demo
TABLE OF CONTENTS
The challenge
The vision
Generate pipeline
Close deals
Grow customers
Success stories
Our journey
