斯沃特台灣 | 財務數位轉型諮詢
斯沃特台灣是亞洲領先的一站式財務數位化轉型諮詢公司，在實施財務自動化項目和其他幫助企業實現工作流程自動化的雲端解決方案方面擁有超過 14 年的經驗。我們是 2023 年度解決方案提供商獎 – Workday 新星合作夥伴，與該地區最大的雲端顧問團隊之一合作。 Shearwater 台灣提供一套雲端解決方案，包括雲端企業資源規劃 (ERP)、企業績效管理 (EPM)、賬戶對賬和財務結算流程自動化、公司間財務整合、整合和工作流程自動化平台。
Microsoft Teams Integration
Getting approvals consumes valuable time. Undoubtedly, as a growing company or large enterprise, you will use various solutions to manage various tasks. Workato’s Deal Desk Bot offers low-code/no-code integration for your cloud-based customer relationship management (CRM) and enterprise resource planning (ERP) systems. These applications can be integrated with Microsoft Teams to automate and speed up the approval process.
Features of Workato’s Microsoft Teams Integration
Swift Approval Process
Consolidating data from multiple sources before approval can take time. Workato Deal Desk Bot integrations let you send Salesforce and Oracle NetSuite requests and actions to Microsoft Slack, simplifying Microsoft Slack approvals. Workato’s Approval Bots will complete all approvals in Microsoft Teams without switching apps.
Retrieve Information Fast
When data is stored in disparate sources, Knowledge Workato’s Bot enables you to find everything you need without leaving Microsoft Teams. What if the information isn’t found? Like all Workato products, Knowledge Bot is comprehensive. If you can’t find it, create a Microsoft Teams ticket to send to your support apps.
Shorten Lead Response Time
Quickly respond to leads by retrieving their information from your marketing automation platform (MAP) solutions, such as HubSpot or your CRM system. Afterwards, the appropriate sales rep receives the information in Microsoft Teams. Lead Bot syncs with a solution like Clearbit to enrich the data before sharing.
Benefits of Workato’s Microsoft Teams Integration
Lead-enriching automation
A single place for all approvals
Improve order booking
Automate search escalation
Microsoft Teams Integration
Do everything in one place
Customise Microsoft Teams integration with your other apps
Integrate systems and eliminate manual processes using Workato
Workato provides integration for over 1000 apps
Instantly connect your systems with thousands of applications – cutting across various departments