View
3
Download
0
Category
Preview:
Citation preview
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 85
Wrike Integrations: Achieve Next Level Productivity
Kristian TruelsenSenior Deployment Consultant
Breakout Session 3:
Peter WebsterAccount Manager
Productivity Tour London | Confidential | All Rights Reserved by Wrike, Inc
Your Wrike Team
86
Kristian TruelsenSenior Deployment Consultant
Specialty: Your deployment partner and Wrike mentor here to help you and your team to get started configuring and adopting Wrike - paving your way to long term success with Wrike
Hobbies: Cooking & Movies
kristian.truelsen@team.wrike.com
To book time with me please use: calendly.com/kristian_truelsen
Peter WebsterSales Manager
Specialty: Your business partner who manages the overall relationship between Wrike and your company and is the primary point of contact for billing, adding licenses, and introducing new teams to Wrike.
Hobbies: Golf
peter.webster@team.wrike.com
To book time with me please use: calendly.com/peter_webster
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 87
Agenda for this session● Wrike Integrate Overview
● The importance of integration
● Two handy examples
● Q&A
Presentation Name | Confidential | All Rights Reserved by Wrike, Inc 88
Why should I integrate systems?
Reduce Human Error Control what system is being used
Data De-Duplication
Reduce Time spent on cost-inefficient tasks
89Productivity Tour London | Confidential | All Rights Reserved by Wrike, Inc 89
Wrike Integrate
Overview
Presentation Name | Confidential | All Rights Reserved by Wrike, Inc 90
Wrike Integrate
Enterprise Grade Automations
Eliminate Process Inefficiencies
Quick to Implement
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 91
Why Integrate?
● Save Time
● Reduce Toggle Fatigue
● Work with Real-Time Data
● Increase Solution Adoption
● Reduce Chance for Error
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 92
Campaign Management
Update Status
Upload/Download File
Create Timesheet Entry
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 93
Customer OnboardingOpp stage
Closed/Won
Create Project
Create Tasks
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 94
Project Management
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 95
Wrike on Wrike Integrations
Changed subtask status
Overdue task Updated project status
Updated parent task status
96Productivity Tour London | Confidential | All Rights Reserved by Wrike, Inc 96
Examples
A few examples of automation that could easily be created using Wrike Integrate
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 97
More Granular Assignment Logic● Currently, Request forms can be used to assign
a single task
● With Wrike Integrate, we can assign them
based on your needs.
● With Wrike Integrate we can:
○ Create advanced business logic
○ Assign multiple tasks, potentially whole
templates
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 98
Let’s Take a Look!
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 99
Updating Project Statuses
● Flexibility in Calculations
● RAG status can automatically be updated
● Update every hour or every day
Productivity Tour Sydney| Confidential | All Rights Reserved by Wrike, Inc 100
Let’s Jump into Wrike
Productivity Tour London| Confidential | All Rights Reserved by Wrike, Inc 101
Q&A
Recommended