How App Integration Drives Field Sales Rep Effectiveness in Retail
公司规模
Mid-size Company
地区
- America
国家
- United States
产品
- Workato
- Salesforce
- Zendesk
- Toast POS
技术栈
- Cloud-based Apps
- Android-based Software
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
技术
- 平台即服务 (PaaS) - 连接平台
- 应用基础设施与中间件 - API 集成与管理
适用行业
- 零售
- 食品与饮料
适用功能
- 销售与市场营销
- 商业运营
用例
- 过程控制与优化
- 远程资产管理
服务
- 系统集成
- 软件设计与工程服务
关于客户
Toast is a company that provides a point-of-sale and restaurant management system, primarily targeting the food and beverage industry. Their Android-based Point of Sale software is designed to help restaurants, nightclubs, and enterprise franchises operate more efficiently and connect with their customer base in innovative ways. Toast's system is used by a growing list of clients who benefit from its modern, all-in-one solution that replaces outdated POS systems. The company leverages cloud-based apps like Salesforce, Zendesk, and QuickBooks to better serve the evolving needs of its customers, providing them with analytic-enabled tools to enhance their operations.
挑战
Toast faced a challenge where their sales representatives used Salesforce while their support representatives used Zendesk. The existing standard connector lacked the customization options needed to meet Toast's specific workflows. This disconnection led to inefficiencies, as teams had to manually transfer data between systems, analyze it in Excel, and then re-enter it into another system. This process was time-consuming and prone to errors, causing delays in obtaining necessary reports and analyses. Toast needed a solution that could seamlessly integrate these systems to improve efficiency and reduce the time spent on manual data handling.
解决方案
Toast implemented Workato to integrate Salesforce and Zendesk using three custom recipes. This integration allowed sales and support representatives to have full control over client information, enabling efficient data syncing between the two apps. The deployment of Workato eliminated the need for manual data transfers and the use of Excel as an intermediary, automating the entire process. This solution provided a customized integration that met Toast's specific needs, offering a turnkey solution that was easy to use without requiring programming skills. The integration also included error logs for troubleshooting and support from the Workato community, enhancing the overall user experience.
运营影响
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