Case Study: Toast achieves 100 hours of weekly sales productivity gains with Workato

How App Integration Drives Field Sales Rep Effectiveness in Retail

Toast, a point-of-sale and restaurant management system, needed a way to connect its sales team’s Salesforce instance with its support team’s Zendesk platform. The standard connector did not offer the customization Toast required for its specific workflows, so the company turned to Workato for a more flexible app integration solution.

Workato implemented three custom recipes to integrate Salesforce and Zendesk, giving Toast’s sales and support teams better control over customer information and streamlining data syncing across both apps. The result was a savings of 2 hours per week for each of Toast’s 25 sales representatives, or 100 hours saved weekly, while also improving transparency, visibility, and the quality of customer conversations.

Toast

Michael George

Business Analyst