Case Study: Five9 achieves scalable automation and time savings with Workato

How Five9 used Workato to set its sights on a billion-dollar valuation

Five9 faced unstandardized integrations, scaling challenges, and too much reliance on manual tasks across the business. Using Workato, the company set out to automate workflows in areas like IT support, sales commissions, and billing, including a major project to move Salesforce data into a new billing system.

Workato enabled Five9 to automate multi-currency billing, update customer profiles accurately, and eliminate spreadsheet-based cross-checking. The billing team’s workload dropped from two or three people working all day to just one person for part of the day, saving significant time and improving confidence in the results, while Five9 continues expanding automation toward a goal of 90% of processes running automatically.

Five9

Tony Sorensen

VP & Head of IT