Level Up Your Favorite Work Apps With Automations

Level Up Your Favorite Work Apps With AutomationsToday, we’re excited to announce Automations, a new set of direct integrations helping you create and run custom processes using built-in functionality from some of the world’s most popular software tools.

Anyone who’s ever updated an opportunity in Salesforce or created an issue in Jira knows the power of those applications. It can feel like a world of endless possibilities right at your fingertips. It’s what we love about these tools, and why teams like us use them every day.

But sometimes, instead of endless possibilities, you need a specific set of tasks done quickly and correctly. You need a process. That’s what we’ve helped thousands of companies with, and that’s why we’re so excited to announce our newest feature, Automations.

Automations brings your critical apps together to drive your team’s most important processes. Powering Automations is a new set of native integrations with:

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How Salesforce Uses Process Street for Effective Client Onboarding

How Salesforce uses Process Street for Effective Client Onboarding and Business Growth

A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.

In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.

Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.

(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! 🎉)

Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.

Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.

Let’s see how Salesforce do it, and how you can do it too!

Let’s jump straight to it.
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