Accelerate Sales by Automating your Workflows across Dropbox, Salesforce, and Smartsheet

Speakers

Webinar Overview

Responding to RFPs in a repeatable and timely fashion is critical to keeping your company’s sales engine humming. Unfortunately, RFP processes can often be fraught with a number of steps, manual data entry, and repetitive tasks. While traditional processes may be manageable on a one-off basis, they typically lack the scale required to effectively meet the requirements of the enterprise.

Aramark faced a similar challenge and needed to streamline the process of sending RFPs to customers without disrupting their business processes. They discovered how to make this possible by connecting their content-based collaboration platform, Dropbox, to their CRM system, Salesforce, and their project management tool, Smartsheet.

After connecting Azuqua, Aramark was able to seamlessly integrate Salesforce, Smartsheet, and Dropbox into a streamlined, automated process that allowed them to accelerate sales while reducing manual work for everyone involved in RFPs at Aramark.