Data Automation Wisdom for the Workplace

When it comes to integrating and distributing data, your results are only as good as your methods. Unifying and synchronizing data from various sources and systems helps business teams find the best revenue signals and directs them to the most…

It’s a great feeling to be part of a growing company. Your company found product-market fit, the product is selling like hotcakes, and  (hopefully) you’re having fun doing it.  So you increase revenue and growth goals, hire more humans in…

Prospecting leads is a great first step in any sales process. Qualifying (or scoring) your leads is how you value and prioritize them to build lasting relationships. How do you identify and separate high-value leads from potentially low-yielding ones? What criteria…

It’s impossible to ignore Gusto’s Head of Channel Marketing. In a profession often notorious for verbose, jargon-y content, Christine is clear, erudite, and exacting. Whether she’s normalizing Black leadership with her presence or promoting Gusto’s all-in-one HR and payroll platform,…

Salesforce deduplication is crucial to successful go-to-market. Many organizations still run Salesforce dedupe processes manually, but more and more are turning to deduplication tools to improve data quality. Cleaning and deduping data are essential processes to ensure your sales and…

A common gap in any Customer 360 initiative is data related to billings and payments. The workaround? Reps in sales, support and success either engage customers with incomplete information or they waste precious time playing “telephone tag” with contacts in…

What is Celigo? Celigo is an Integration Platform-as-a-Service (iPaaS) solution that enables IT to empower business teams to create, operate, and track their business processes while assuring consistent best practices, integrate data, data protection, and flexibility to fulfill the demands…

What is lead routing? Lead routing, also known as lead distribution or assignment, is the process of distributing qualified leads to the best-suited sales representatives in your organization. This means qualifying leads against set criteria and assigning them to the…

Custom objects are literally a template: they provide a way to add a data set where you set the columns and data types, while gaining standard fields from a platform. In turn, this lets you design your own data structure…

It’s the driving value proposition of customer data platforms (CDP). They help gather, clean, and make sense of customer data collected from various sources and software to improve and personalize sales and marketing activities to specific customer profiles. What exactly…

In a recent virtual team happy hour, we played the party game Two Truths and a Lie. For those who haven’t played the game before, the rules are simple: everyone shares two truths about themselves with one lie mixed in.…

If you’re in RevOps, you’ve likely seen Jeff Ignacio’s posts on LinkedIn. A quick perusal of his profile reveals a veritable treasure trove of operations knowledge, from his two cents on Ops trends to tactical tips that practitioners can apply…

Workato is a top business efficiency tool for general-purpose automation and streamlines a variety of tasks, but cannot accommodate data synchronization in a stateful way across multiple applications. Workato helps businesses and IT teams connect apps and expedite business processes…

Celigo is a comprehensive Integration Platform-as-a-Service (iPaaS) solution that enables straightforward and quick integration, allowing organizations of all sizes to link their services. Numerous companies count on it to integrate their cloud apps and synchronize data, automate tasks, and improve…

It takes a lot of data analysis to run a business in the twenty-first century. But, with more demands than ever, project managers become overburdened. It has resulted in lowering productivity and made it harder to overcome hurdles! As a…

TrayTrayTray and Workato are powerful platforms enabling businesses to automate their data workflows and processes. However, they have some essential differences that may make one a better choice for a particular business. In this blog, we will explore the features…

Every business must attract qualified leads to thrive. However, acquiring leads is only the start of the customer journey. Nurturing and offering personalized value to identified leads is what ensures prospective customers convert into paying customers. This is where lead-to-account…

Don’t you just hate it when you’re thinking about a problem and you’re not sure of the answer? So you do the most logical thing and open up your browser to Google: “How do I…“. Your query could be “What’s…