Hiring and Onboarding Remote Employees

You’ve gone through the backlog, prioritized what needs to happen, and planned your next sprint. There have been meetings and messages, and everyone knows what they’re supposed to do. Now you just need a way to stay updated on how their work is going. You trust your developers to get things done, but you want the ability to identify and address blockers as they happen. You’re here to help your team, and you want to know exactly where and when to give that support. That’s what the sprint execution workflow is about. What is a sprint? Sprints are an essential part of Scrum, an Agile methodology typically used by software development teams to continually de…

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…

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…

Your CRM (customer relationship management) platform is the center of all workflows involving customers for your organization. That’s because it holds all contact information for your customers as well as conversations you’ve had with them, marketing campaigns targeting them, and more. But the troves of data in your CRM come from multiple sources, leading to a disjointed system, unnecessarily time-consuming workflows, and missed opportunities. That’s where CRM integration comes in. What is CRM integration? CRM integration is a process that connects your CRM to other tools in your stack. Typically, this will be done through a third-party CRM system integration. …

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…

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…

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…

NetSuite is a powerful all-in-one solution for your organization, but does it have all the data you need? Your teams rely on tons of data to close high-priority projects, navigate obstacles to your organization’s growth, and ensure a consistent, high-quality experience for customers and clients. That’s why many teams trust NetSuite Connector to integrate this popular platform with a dozen data sources. Let’s explore this tool, see what it can do for you, and find out if it’s the solution you need. What is NetSuite Connector? NetSuite Connector is a built-in integration solution that allows NetSuite users to connect all systems involved in managing their ecommer…

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 …

Salesforce is an incredibly powerful platform, able to handle most of your organization’s needs in sales, customer support, and even marketing. But while a host of automations and integrations allow Salesforce users to streamline much of their work, there’s a feature that can do much more, and do it more autonomously. Here’s your quick guide to Salesforce Agentforce and what it can do. What is Salesforce Agentforce? Agentforce is Salesforce’s AI agent functionality, which allows Salesforce users to instantly unlock more bandwidth for everything from processing incoming customer requests to booking sales meetings and managing their pipeline. More than just a…

Customer support is about finding out what someone needs and lining that up with the right solution. It’s about turning what might start out as a negative interaction into a positive one. It’s rigorous, technical work. But sometimes, you just can’t solve the problem on your own. When this happens, a ticket will often need support from other people, from developers all the way up to the CEO. When this happens, you need a quick, efficient support ticket escalation workflow. Let’s go over this workflow and its common hurdles. What is a support ticket? A support ticket describes an issue, usually faced by a customer, that an organization works to fix. This t…

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…

Your engineer just shipped a Slack app that surfaces ServiceNow tickets in relevant channels. It took three days to build. Six months later, ServiceNow changed their API versioning structure, your Slack workspace reorganized, and the engineer who built it is on a different team. The integration still works, mostly, but no one’s entirely sure how the error handling works, and there’s a growing list of edge cases in a Notion doc somewhere. This is the moment you start looking at integration platforms. Not because you can’t build integrations, but because you’re already supporting too many of them. The conversation that follows usually splits along predictable lines.…

It’s long past time to ask whether AI tools should be integrated into the way you work. Now, the question is “How should AI be used?” In a recent survey by McKinsey & Company, 78% of respondents said they use AI in at least one business function, compared to only 55% the previous year. In most organizations, there’s no longer a need to pitch AI, but there is a need to prove its ROI. AI agents are just one of the most recent developments in AI technology, and teams are diving deep into their functionality. They’re testing ready-made agents — like Salesforce’s Agentforce — or learning to build and deploy their own. But there’s one key issue all these agents have…

Automation is an easy way to help your team be more productive and efficient in their day-to-day work. But to unlock real team collaboration, you may need to move beyond simple automation into two-way syncing. Workato and Unito provide a great illustration of how these two approaches differ. This comprehensive guide covers everything you need to know about Workato and Unito, including features, pricing, use cases, and implementation times. Platform overview: Workato vs. Unito Workato vs. Unito: Summary WorkatoUnitoPricingPlatform fee + recipes + professional servicesSingle license feeEase of useTechnical skills requiredEasySync and automation1-way2-wayCusto…