Hiring and Onboarding Remote Employees
Best practices for recruiting, hiring, and training remote employees.
131 topics in this forum
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Businesses around the world trust Salesforce to align their marketing, sales, support, and IT processes to simplify workflows as efficiently as possible. Originally built to be a Customer Relationship Management (CRM) tool, Salesforce has expanded its offerings over the years into integration following the acquisition of Mulesoft in 2018. After all, no one platform can do everything, even though Salesforce is leading the market year-after-year with new innovations, such as the launch of AI agents with the new Agentforce release. But not everyone is ready to fully adopt AI workflows and not every tech stack is the same. That’s why choosing the right integrations is a …
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In IT service management processes (ITSM), end users rarely use tools like ServiceNow. That means everything from communicating with users to getting updated information for a ticket depends on a secondary data channel. Usually, it’s either copying and pasting data, communicating through a chat app, or even using email. Even with a dedicated IT portal, IT professionals have to switch between tools. There may also be tasks your IT department can only handle in other tools, making ServiceNow integrations essential. Here are some high-priority integrations. What is ServiceNow? ServiceNow is a popular platform for automating enterprise workflows across IT, HR, and …
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Jira is the command center for software development and other technical work, but it’s rarely the only platform these teams use. Context from other platforms, updates from other teams, and more data is essential to this work. That’s where Jira integrations come in; they transfer data between Jira projects and other tools, keeping your software teams productive. Here’s everything you need to know about Jira integrations. What is Jira? Jira is a popular project management tool, often used by software development teams and other technical users to track complex work. Jira is built with these teams in mind, allowing many to apply it to their projects without signif…
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Tools like Azure DevOps offer software development teams what they need to do their best work, but they rarely exist in isolation. Developers work on escalated requests from customer success agents sent from CRM tools. Team leads plan sprints based on information from project management tools, while stakeholders might want reports in spreadsheets or other tools. That’s why Azure DevOps integration is so important; it standardizes context across tools. Here’s how. What is Azure DevOps? Azure DevOps is a cloud-based platform for software development, helping software teams manage everything from planning to project management and actual code development. Teams ca…
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A new standard is reshaping how AI agents connect to enterprise systems. The Model Context Protocol, created by Anthropic and now backed by OpenAI, Microsoft, and Google, provides a universal interface for AI agents to access tools, databases, and business applications. After years of custom integrations for every AI-to-system connection, MCP offers a standardized approach that’s gaining rapid enterprise adoption. Understanding MCP matters because it signals a shift in how organizations will deploy AI agents. The protocol addresses a fundamental bottleneck: connecting intelligent models to the data they need to be useful. But MCP also introduces new considerations aro…
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Asana’s built-in automation handles a significant portion of project management busywork. Rules assign tasks automatically when they’re created. Status changes trigger notifications to stakeholders. Due dates approaching prompt reminders without anyone manually setting them up. For teams working primarily within Asana, these features eliminate repetitive work that used to require manual effort. But project work rarely stays contained in a single tool. Engineering uses Jira. Sales works in Salesforce. Customer success operates from HubSpot. The product roadmap lives in a separate platform entirely. Asana’s automation works well for what happens inside Asana. The challe…
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In this guide, you’ll find everything you need to know about setting up an integration to sync Wrike with Asana using an automated flow from Unito. This integration supports Wrike tasks as well as Asana tasks, projects, and portfolios. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources or extensive routine maintenance. No troubleshooting complex automations or relying on expensive consultants, either. Overview Tools: Wrike and Asana Use cases: Task management, project reporting, marketing reporting Great for: Project managers, consultants, marketers Unito’s two-way …
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When teams use different tools, someone has to keep data consistent. In a one-way sync, changes flow from a source system to a destination. The source stays authoritative, and the destination just receives updates. Bidirectional sync works differently. Changes flow in both directions. When data is updated in System A, it’s automatically updated in System B. When someone modifies System B, the change flows back to System A. The distinction matters because modern organizations rarely have a single source of truth for everyone. Engineering works in Jira. Product management works in roadmap tools. Customer success works in CRMs. Each team needs access to shared informatio…
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Agile methodologies assume teams have visibility into work status, priorities, and blockers. That assumption breaks down when different teams use different tools. Product management lives in one platform, engineering in another, design in a third. Each team optimized for their workflow, but the optimization created silos that agile practices struggle to bridge. The typical response is mandating a single tool. This rarely works. Teams chose their tools for reasons that don’t disappear because someone issued a policy. Engineers prefer Jira for its developer-centric features. Product managers prefer roadmap tools that think in outcomes rather than tickets. Designers need…
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Project management has its obstacles. Breaking down massive deliverables into smaller, achievable tasks. Keeping a team of experts aligned on objectives. Preventing the project’s scope from creeping to a point where the end result is a shadow of the project’s original intent. Getting buy-in from stakeholders when plans change. But the challenges don’t end at your project’s boundaries. Projects impact each other across the organization, and few leaders have the strategic visibility they need to see these impacts. That’s where integrated project management comes in. What is integrated project management? In most organizations, projects are run individually, w…
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When the same information needs to exist in multiple systems, someone has to keep it consistent. Either a person manually updates each system when something changes, or software handles the synchronization automatically. Data synchronization is the process that makes the second option work. Organizations adopt specialized tools for different functions: a CRM for sales, a project management platform for operations, a support system for customer service, a marketing automation tool for campaigns. Each system stores data about customers, projects, or tasks in its own format. Without synchronization, these become isolated databases that require manual effort to keep align…
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The terms workflow integration and workflow automation often appear interchangeably in vendor marketing, but they describe different approaches to solving related problems. Confusing them leads to buying the wrong tools or expecting capabilities that don’t exist. Workflow automation executes tasks automatically based on triggers. Workflow integration connects systems so data flows between them. The distinction matters because the tool that automates your approval process won’t necessarily keep your project management and CRM data synchronized, and the platform that syncs your tools won’t automatically send notifications or create follow-up tasks. Understanding whe…
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Software integration is essential when organizations use hundreds of apps in day-to-day work, and nowhere is that more true than with Asana. This popular project management app has fantastic built-in automation tools and a strong reporting suite, but it’s rarely the only place where work happens. Whether collaborating with developers in Jira or reporting on trends with tools like Google Sheets, an Asana integration allows all teams to have the same context no matter where they work. Here’s a guide to integrating Asana with the rest of your stack. What is Asana? Asana is one of the most popular project management platforms on the market. It’s robust enough to ha…
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Searching for integration solutions surfaces a confusing landscape of acronyms and overlapping categories. EAI, iPaaS, ESB, API management, integration platforms, and sync tools all claim to solve the same fundamental problem: getting your business systems to talk to each other. The confusion isn’t accidental. The integration market evolved rapidly over the past decade, and vendors position their products using whatever terminology resonates with buyers. Understanding what these categories actually mean, and where the boundaries blur, helps you evaluate options without getting lost in marketing language. The practical question isn’t which category is best. It’s wh…
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Most organizations discover they need integration after the pain becomes unavoidable. The CRM doesn’t talk to the billing system. Customer data lives in five places with five different versions of the truth. Someone spends every Friday exporting spreadsheets from one system and importing them into another. Enterprise application integration is the category of technologies that solves this problem by connecting business systems so they share data automatically. The term has been around for decades, but the landscape looks nothing like it did ten years ago. Traditional EAI meant enterprise middleware, six-figure implementations, and dedicated integration teams. Today, t…
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Every Monday morning, someone on your team exports data from three different systems into a spreadsheet, reconciles the conflicts, and emails it to stakeholders who need a unified view of what happened last week. Marketing runs HubSpot, sales lives in Salesforce, project management happens in Asana, engineering builds in Jira, and none of these tools talk to each other without human intervention. API integration is the category of solutions that makes this manual data shuffling unnecessary. It connects software applications so they share information automatically, keeping every system current without the spreadsheet gymnastics. For operations leaders, IT managers, and…
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Here’s everything you need to know about setting up an integration to sync Rovo with Salesforce work items with an automated flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources and minimal maintenance. No need to troubleshoot complex automations or rely on expensive consultants, either. Overview Tools: Rovo and Salesforce Use cases: AI agent integration, record syncing Great for: Project managers, IT teams, software developers. Unito’s integration for Rovo and Salesforce allows users of any technical background, from project managers to software devel…
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In this guide, you’ll find everything you need to know about setting up an integration to sync Rovo with Asana using an automated flow from Unito. This integration supports Asana tasks, projects, and portfolios. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources or extensive routine maintenance. No troubleshooting complex automations or relying on expensive consultants, either. Overview Tools: Rovo and Asana Use cases: AI agent integration, record syncing Great for: Project managers, IT teams, software developers. Unito’s integration for Rovo and Asana allows users o…
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AI assistants like Rovo are incredible accelerators, allowing your teams of experts to do their best work without getting crushed by administrative tasks. Because AI tools like Rovo are only as good as the data you feed them, they need to plug into all the tools you use. Rovo’s AI is more powerful when it has access to knowledge from your entire enterprise tool stack. That’s why integration platforms like Unito are essential to getting more out of AI. Unito’s connectors, for instance, expand Rovo’s reach by syncing work items, projects, deals, comments, and more. This additional context empowers stronger information retrieval and seamless action. The best part? You c…
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In this guide, you’ll find everything you need to set up an integration that syncs Freshservice service requests with Jira issues through an automated flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources and minimal maintenance. No need to troubleshoot complex automations or rely on expensive consultants, either. Overview Tools: Freshservice and Jira Use cases: Ticket escalation, software development, project management, AI agent integration Great for: IT teams, software developers, product owners, project managers Unito’s integration for Freshservice …
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A failed product launch rarely comes from building the wrong thing. It comes from the right thing shipping while everyone else is out of position: sales unaware, marketing three days late, and support fielding questions without documentation. The feature shipped on Friday. Jira tickets closed. Engineering moved on. Monday morning, sales gets a customer question about the new feature and has no idea it exists. Marketing’s email goes out on Wednesday, announcing something customers already found on their own. Support has been improvising answers all weekend. Product launches involve multiple teams working independently on overlapping timelines. When coordination fai…
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The average organization uses 106 SaaS apps, meaning work is disjointed by default. Every workflow needs to push data and work items from tool to tool to tool. This can create devastating misunderstandings and push projects past their deadlines. That’s why SaaS integration platforms are so essential. What are SaaS integration platforms? SaaS (software as a service) apps are delivered over the internet, meaning you don’t need to install them locally. SaaS integration platforms are tools that are both delivered over the internet and integrate SaaS apps. That means you can bridge the gap between the SaaS tools you rely on for day-to-day work with a similar platfor…
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Four hundred support tickets last month. Twelve variations of the same feature request. Three lost deals because competitors have a capability that isn’t mentioned anywhere relevant. NPS comments mentioning the same pain point repeatedly. The PM knows about these patterns. Engineering does not. Product feedback lives in support tools, sales CRMs, feedback platforms, and survey results. Engineering work lives in Jira. The gap between where feedback arrives and where work gets done means customer voice gets lost in translation. By the time a feature request becomes a Jira ticket, the original context (the frustration, the use case, the competitive pressure) has been str…
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If someone asked you, “What is project management?”, would you find it easy to answer? Of course, it’s about managing projects but what exactly does that entail? Project management is so multi-faceted that it’s not easy to explain in just a few words. Even project managers at the start of their careers tend to realize very quickly that there’s more to the role than meets the eye. In this post, we’ll share a clear definition of project management, explore the project management process, and provide actionable tips for successfully managing projects. What is a project? Think of a project as a unit of measurement for a specific amount of work. A project has …
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“How’s that feature going?” “On track.” “When will it ship?” “Soon.” Neither side has numbers. Both sides leave uncertain whether they’re aligned. This conversation repeats weekly, same script, same ambiguity, same lack of shared data. Engineering has dashboards full of velocity charts, burndown graphs, and cycle time metrics. Product has roadmap views, prioritization scores, and stakeholder updates. These dashboards serve their respective teams but do nothing to create shared understanding between them. The cost of this fragmentation is $450 billion annually lost to context switching globally, much of it from people toggling between systems trying to piece togeth…
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