How Box Used Automation to Decrease Partner Onboarding Time by 80%
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- Workato
- Marketo
- Salesforce
- Box
技术栈
- SaaS Cloud Content Platform
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
- 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
- Software
- Professional Service
适用功能
- 商业运营
- 销售与市场营销
用例
- 过程控制与优化
- 远程协作
服务
- 系统集成
- 软件设计与工程服务
关于客户
Box is a leading content management and collaboration platform headquartered in Redwood City, CA, with 3,000 employees. The company offers a SaaS Cloud Content Platform that integrates with thousands of applications, enabling users to easily share and collaborate on content. Box is known for its robust capabilities in managing and storing content, making it a popular choice for businesses looking to streamline their content management processes. The company has a strong focus on innovation and efficiency, constantly seeking ways to improve its operations and deliver value to its customers. With a large corporate structure, Box is well-positioned to leverage technology to enhance its business processes and maintain its competitive edge in the market.
挑战
Marc Fenner, Director of Business Development at Box, faced a significant challenge in efficiently onboarding new partners to the Box Platform. Despite having numerous strategic partners ready to join, the existing onboarding process was cumbersome and time-consuming, involving multiple employees, numerous steps, and three different applications. This inefficiency left potential revenue and opportunities untapped, as the team struggled to keep up with the growing number of interested partners.
解决方案
To address the inefficiencies in the partner onboarding process, Marc and his team at Box turned to Workato, a platform known for its ease of use, speed of deployment, and extensive connectors. By deploying Workato, they were able to automate the administrative side of partner onboarding, connecting their marketing automation platform Marketo, CRM Salesforce, and Box for collaboration and content storage. This integration allowed them to create a simple automation that eliminated the costly and time-consuming manual process. The implementation of Workato not only streamlined the onboarding process but also positioned Box to address future needs as they continued to scale rapidly. The success of this initial use case led to further applications of Workato across the company, including streamlining the sales process and automating incident management, thereby creating additional value and cost efficiencies.
运营影响
数量效益
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