Latest From the Blog
Venn at Work: Brent Bertolio
If you are Brent, your day is full of clever ice breakers, finding the perfect .gif to drop at just the right moment in Slack, and building long-lasting relationships with clients and partners. Keep reading to find out how Brent spends his time as an Account Executive at Venn Technology.
Webinar: From Purchase to Paid Optimizing Your Online Buying Process
What to consider when automating your AP and P2P workflows, including best practices and marketplace technologies.
Venn at Work: Marcus Jones
If you are Marcus, your day is full of problem solving, building integrations, and responding to support requests. Keep reading to find out how Marcus spends his time as an Integration Consultant at Venn Technology.
Can I add and share meeting recordings in Salesforce?
Is your organization using a video conferencing tool like Zoom, Google Meet, or Microsoft Teams to connect employees and customers from wherever they are? At Venn, we can attest to the power video calls have had in building meaningful relationships with clients and partners having been avid users of Zoom for several years pre-pandemic. And, given the nature of our business, we saw an opportunity to level up our virtual meeting process by building integrations between some of our core applications: Salesforce, Slack, and Zoom.
Venn at Work: Nate Harden
If you are Nate, your day is full of all things Salesforce. Keep reading to find out how Nate spends his time as a Salesforce Customer Advocate at Venn Technology.
Can I accelerate my AR aging pipeline using Salesforce?
Do you ever find yourself wondering if there’s a better way to close the gaps in your AR aging report? As a small but quickly growing business, we found a way to automate our AR process using Salesforce and Sage Intacct, resulting in shorter accounts receivable cycles and more money in the bank.
Using Configuration Parameters to Update Recipes in Workato
Workato users can take their recipes to the next level using configuration parameters. Venn Technology Integration Consultant, Omar Khalik, shows us how to easily change certain settings and values of any Workato recipe steps, without editing the main recipe body and running the risk of breaking the recipe logic.
Can I use Slack to communicate with prospects using live chat on our website?
A lead starts a live chat on your website. Are you still keying information into Salesforce or relying on email notifications to respond to the request? In this episode of “Drinking Our Own Champagne,” we discuss how automation can take your lead routing process to the next level.
Venn at Work: Steve Micklewright
If you are Chad, your work day at Venn is full of coffee, calls, and cooking (and alliterations… apparently). Keep reading to find out how Chad spends his time as Project Manager at Venn Technology.
What is the best way to automate a web lead?
A lead fills out a form on your website. Are you still keying information into Salesforce or relying on email notifications to respond to the request? In this episode of “Drinking Our Own Champagne,” we discuss how automation can take your lead routing process to the next level.
What is the best way to automate the handoff from sales to customer onboarding?
So you’ve booked a deal, but what happens next? Is the handoff from sales to onboarding slowing you down? How to jumpstart your workflow with integrations and automation.
Venn at Work: Chad Nelson
If you are Chad, your work day at Venn is full of coffee, calls, and cooking (and alliterations… apparently). Keep reading to find out how Chad spends his time as Project Manager at Venn Technology.
Resources
Top 5 Reasons Integrations Fail & How to Avoid Them
Don’t get caught holding the bag. Before your integration has a chance to go wrong, read this free white paper to help you chart a winning course.
How to Create Seamless Digital Process Integrations
Want to be the hero that finally gets your company’s systems talking to each other and on the same page? Our free white paper gives you the secret.