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Workato Announces An Integrated Business Suite For Non-Profit Companies


News provided by

Workato

Sep 14, 2015, 12:58 ET

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SAN FRANCISCO, Sept. 14, 2015 /PRNewswire/ -- DREAMFORCE - Workato, the powerful connector of cloud apps, today announced a new business suite for non-profit organizations. The Workato Integrated Non-profit Suite (WINS), designed to reduce administrative costs by automating tedious business tasks, will enable non-profit organizations to reduce their administrative burden and gain more time and energy to focus on their cause.

"Today's 1.5 million non-profits in the US are under extreme pressure to be radically transparent about their funds, cut down administration costs and still achieve impressive results," said CEO of Workato, Vijay Tella.  "These organizations are close to my heart and we're deeply committed to aiding them and their mission by providing an all encompassing solution to boost their productivity."

At the core of the new WINS is a comprehensive set of pre-built workflows across the most commonly utilized cloud apps such as Salesforce, QuickBooks, Eventbrite, MailChimp and Click & Pledge. These workflows can be used as-is by non-profits or easily customized to meet their unique requirements.

With the new WINS non-profit organizations can:

  • Automate the time consuming task of integrating and orchestrating data across these cloud apps, reducing manual data entry and eradicating data duplicates.
  • Achieve a 360-degree view across their fundraising, event management, customer relationship management (CRM), marketing and accounting activities through these workflows.
  • Easily install and run these integrations without an IT team or coding knowledge.

WINS, by combining the power of the Workato platform and the expertise of leading non-profit app vendors and consultants, delivers a game changer in app integration for non-profits, especially those using Salesforce or QuickBooks as their core platforms. 

"Workato's new suite for non-profits will allow them to focus on their mission and not technology," said Tal Frankfurt, the Founder and CEO of Cloud for Good and a Salesforce MVP. "Non-profits understand that their relationships with their constituents are constantly evolving. Instead of spending hours comparing files, importing and exporting data, and attempting to de-duplicate these various data sources they can focus on relationships."

Intuit's QuickBooks is another app that can be automated within WINS to automate back office workflows between QuickBooks and donor, pledge, payment and expense management apps.

"We are excited to see Workato's growing number of applications on Apps.com," said Ronny Tey, Group Marketing Manager for the Intuit Developer Group. "One of those apps – Salesforce Connect, which seamlessly integrates Salesforce with QuickBooks Online, has already gained solid traction, earning multiple 5-star reviews. Workato's apps address the needs of our small business customers and non-profits and are a wonderful addition to the QuickBooks Online ecosystem."

Over 90% of non-profits who responded to Intacct Corporation's most recent Non-profit Technology Network1 survey are utilizing cloud apps. The WINS, available to non-profits at a 50% discount, will allow non-profit organizations to easily synchronize events, key donors, staff activities, donations, leads and financial information from app to app. This automatic data flow can help organizations achieve a 10 to 100x return on investment (ROI) by significantly reducing manual data entry and administrative costs.

Kris Carter, Director of the non-profit MicroPlanet, uses Workato recipes to save time on administrative duties. "As we implemented Salesforce to manage projects across our global team, we were stuck with the challenge of getting relevant financial data from Salesforce into QuickBooks," stated Carter. "We looked at every possible solution on the App Exchange, but only Workato provided the flexibility and level of control we needed to pull the exact right data from our highly customized Salesforce implementation and place it in QuickBooks in the exact right place."  

Currently over 750 non-profits including full fundraising platforms like Click & Pledge use Workato to integrate their apps and save time: "Click & Pledge has been looking into integrating with QuickBooks for many years.  Before working with Workato, creating a single solution to satisfy every use case was impossible due to QuickBooks' adaptability and customization options.  With Workato, we designed a recipe that not only satisfies the needs of the majority of our customers, but offers the flexibility to modify the integration," said Kamran Razvan, the CEO of Click & Pledge.

For more information on the Workato's Integrated Non-profit Suite please visit http://resources.workato.com/non-profit-solution/

SOURCE Workato

Related Links

http://www.workato.com

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