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。
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
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
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 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
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
Accelerate response to leads
Improve efficiency and analytics
Upsell and cross-sell opportunities
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 Taiwan
Shearwater Taiwan 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.