Accelerate growth with automation

Grow faster with automation

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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

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

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Create amazing support experiences with fewer resources

See how Hubspot automates its customer support and retention efforts in a team service model.

GROW CUSTOMERS

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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

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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

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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.

Organizations miss out on:

The Challenge

Automate these processes to:

accelerate pipeline generation

drive efficient growth

increase customer lifetime value

20-30%

of potential revenue every year due to inefficient processes across applications and departments.

Because all of these people are involved:

Marketing

SDR

Onboarding

CSM

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:

Prioritizing accounts & leads based off product usage data

Aggregating account marketing engagement & intent data

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

Prioritizing accounts & leads based off product usage data

Aggregating account marketing engagement & intent data

Aligning sales & finance with a Slack-based deal desk

Automating quote-to-cash fulfillment

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

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