Salesforce Data 360 (formerly Salesforce Data Cloud, or Salesforce Genie) is a solution to put data to work for customers. It is deeply embedded in the Einstein 1 Platform, which means any external data lake or warehouse can now drive actions and workflows inside of the Salesforce CRM.
$108,000
per year per org
Workato
Score9.4 out of 10
N/A
Workato is a cloud or on-premise automation and integration platform with enterprise-grade
capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300
business applications and enables task automation across apps.
Great tool for client management, sales tracking, cases studies. Using is as the source of truth for all client communication. Allowing more integration options for cc and ACH payments. Right now the options are limited and only integrate with strict processing capabilities that are not always in the businesses best interest.
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Workato is brilliant to make separate applications work together without much effort or specialists being needed. When specific events on software A should trigger actions on B (or more) and you want that to happen without any development or big budgets, that's where Workato comes into play. It's a great help if you want tasks automated, communications flowing and data synced between different applications.
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The Workato product interface is brilliantly thought through and designed. The learning curve for first timers is easy enough to get started and build useful things, and Workato really shines in their ability to handle complex triggers and interactions. Workato allows people to build software apps so much faster than by coding each functionality.
Workato has fantastic documentation, making things accessible without any holes in the product. The product just works, never has any bugs, never lags, and just generally allows us to see and change exactly what we need to.
Workato has an absolutely amazing support team. We tried the free version for a while, then realized it was the single most important software tool we have, and we upgraded. The support at the paid tier is A+, seriously the best from any company we've worked with. Feels more like a good friend then a support rep.
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Customer support - responsive, but often not equipped to help efficiently identify root cause of issue. Need to improve escalation to technical resources and turnaround time
Recipe organization and sharing. Can be challenging to copy recipes, or grab recipes from publicly available site. There are often dependencies and errors that have vague descriptions.
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Most of the daily use features, are very usr friendly, intuitive, every end user can learn how to manage and operate basic activities such as enter information, send an email, send a campaign, create an email marketing template, run a report on the renewals for the month, open and close a support case, create new account or a new contact, etc
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The sheer work Workato eliminates from people's daily jobs is simply a great contribution to people's productivity and a boost to capability. It actually strikes the balance between business and tech teams. It also reduces dependency on developers, and speeds up their delivery too. The only reason it's not a full 10/10 is for the price - it's a bit expensive for what we'd like, and their batch or high data volume processing can be improved.
They employ an extremely knowledgeable team of problem solvers. I've never had a disappointing interaction or one that has left me still searching for answers. I know that when I ask for help, they'll partner with me until we find a solution together
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We discovered that we could not use Workato for our more complex, large enterprise integrations. It was useful for simple workflows that matched the prebuilt recipes.
we have evaluated Snowflake, adobe rt-cdp as well. They also offer a very strong capabilities but the Data 360 is more suitable for us because of the same Salesforce ecosystem. The main key factor is without any custom code we were able to include it into our automations. And ofcourse with agentforce already in plans, we had to pick Data 360
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We already used Zapier, but since it doesn't support NetSuite we had to choose another automation platform. Now that we've been using Workato for a few months, we have plans to move the stuff we're going through Zapier to Workato. We set up a trial account with all the other platforms, and they were all more expensive and A LOT more complicated than Workato.
Salesforce Data Cloud has a positive impact on me as a realtor because it is easy to generate reports on customer data and see what is needed to be bumped to the next level. We have to earn a certain commission by the end of the year and it makes it easy to see how close you are
It has a positive impact on keeping track of customers because it is nice to have it all in one place which is a nice time saver
I like that you can even see customer info from other agents making it nice to compare and try and pass others
Makes the customers journey smooth sailing because everything is in one place
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As business consultants, Workato has greatly improved our offerings to our clients as well as improved the time frame to implement automated workflows and integrations.
For our clients, the return on investment is almost immediate. Once a Workato recipe is up and running (which can be done very fast), data is integrating, duplicate data entry and user errors are eliminated, and cross-company KPI metrics are easier to report than ever.