Customer Company Size
Large Corporate
Country
- United States
- Israel
Product
- Workato
- Salesforce
- Priority ERP
Tech Stack
- Workato
- Salesforce
- Priority ERP
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Customer Satisfaction
Technology Category
- Platform as a Service (PaaS) - Connectivity Platforms
- Application Infrastructure & Middleware - API Integration & Management
Applicable Industries
- Software
Applicable Functions
- Business Operation
- Sales & Marketing
Use Cases
- Process Control & Optimization
- Remote Collaboration
Services
- System Integration
- Software Design & Engineering Services
About The Customer
monday.com is a work operating system (Work OS) that allows organizations of any size to create tools and processes to manage every aspect of their work. The platform is highly customizable, enabling teams to build or customize workflows according to their needs. monday.com has a global presence with teams in cities like Tel Aviv, New York, San Francisco, Miami, Chicago, London, Kiev, Sydney, São Paulo, and Tokyo. It serves over 127,000 customers across more than 200 industries in 190 countries, making it a versatile solution for various business verticals.
The Challenge
monday.com needed a solution to quickly launch internal business applications to address the needs of their fast-growing team. They required a platform that was easy to use, allowing them to train other team members efficiently. Additionally, they sought a solution with excellent customer service and quick response times. During their evaluation, they compared Workato with their existing solution and other alternatives. They conducted a proof of concept with Workato, finding it easy to understand and implement. The Workato team provided exceptional support, answering all questions promptly, which reinforced Workato's reputation for outstanding customer service.
The Solution
monday.com decided to implement Workato due to its high-quality customer service and the ability to save time using pre-existing recipes and built-in connectors. The decision was influenced by the positive experiences of team members who had previously used Workato in other companies and recommendations from others in the Israeli business ecosystem. The first use case for Workato at monday.com will be transforming their quote-to-cash process by integrating Salesforce with their ERP system, Priority. They have a comprehensive roadmap for deploying Workato across various business functions, including sales, finance, HR, and marketing.
Operational Impact
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