Wrike Integrations: Achieve Next Level ProductivityTour+London+2018/Wrike+PT+UK+... · 2018. 11....
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Wrike Integrations: Achieve Next Level Productivity Kristian Truelsen Senior Deployment Consultant Breakout Session 3: Peter Webster Account Manager
Transcript of Wrike Integrations: Achieve Next Level ProductivityTour+London+2018/Wrike+PT+UK+... · 2018. 11....
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Wrike Integrations: Achieve Next Level Productivity
Kristian TruelsenSenior Deployment Consultant
Breakout Session 3:
Peter WebsterAccount Manager
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Your Wrike Team
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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
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
To book time with me please use: calendly.com/peter_webster
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Agenda for this session● Wrike Integrate Overview
● The importance of integration
● Two handy examples
● Q&A
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Why should I integrate systems?
Reduce Human Error Control what system is being used
Data De-Duplication
Reduce Time spent on cost-inefficient tasks
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Wrike Integrate
Overview
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Wrike Integrate
Enterprise Grade Automations
Eliminate Process Inefficiencies
Quick to Implement
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Why Integrate?
● Save Time
● Reduce Toggle Fatigue
● Work with Real-Time Data
● Increase Solution Adoption
● Reduce Chance for Error
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Campaign Management
Update Status
Upload/Download File
Create Timesheet Entry
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Customer OnboardingOpp stage
Closed/Won
Create Project
Create Tasks
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Project Management
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Wrike on Wrike Integrations
Changed subtask status
Overdue task Updated project status
Updated parent task status
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Examples
A few examples of automation that could easily be created using Wrike Integrate
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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
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Let’s Take a Look!
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Updating Project Statuses
● Flexibility in Calculations
● RAG status can automatically be updated
● Update every hour or every day
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Let’s Jump into Wrike
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Q&A
