Written byMelissa Bell
So you’ve booked a deal, but what happens next? Is the manual handoff from sales to onboarding or customer success slowing you down? In this inaugural episode of “Drinking Our Own Champagne,” Venn’s Founder and Managing Partner, Scott Hollrah, and Chad Nelson, Project Manager, discuss how automating this process benefits our team and clients in a big way.
In this video, we outline how integrations and automations between these apps can:
Want to connect Salesforce or Sage Intacct to this workflow? Venn Technology specializes in connecting your most important business systems. If you need help expanding a workflow like this, we’re here to help you get started.
Have a specific scenario in mind? We’re here to help if you’d like to see this (or hundreds of other integration ideas) in action.
Melissa (Mel) is driven by continuous improvement every day, in every aspect of her life. A former Division I athlete, she knows big things can happen when the smallest incremental gains stack up. A natural storyteller, empathizer, and collaborator, Melissa’s focus at Venn is creating content that has an impact on the bottom line. She's a firm believer in: “When you've got a strong enough why, you can always find the how.” — Zig Ziglar