Zoom improves channel order process with Nintex Workflow Cloud

We’re excited to highlight the success that Nintex customer – Zoom Video Communications, Inc. – is having with our cloud-native Nintex Workflow Cloud platform to improve its channel order process.

“Nintex helped us keep up with our increase in demand. Now, we’re not only keeping up with much higher volume, but we’re sending out auto-confirmations to partners consistently and in real-time.”

– Yesenia Orozco, Channel Operations Manager at Zoom

Zoom’s video-first unified communications platform helps businesses and organizations around the world bring their teams together. Previously, Zoom’s channel operations team, which serves enterprise customers via distributers and other partners, used partially manual processing and tracking of new channel orders to the point of provisioning. The company implemented solutions for order management, but still required channel operations personnel to handle each order six or more times, to create quotes, obtain approvals, and to implement the new accounts.

Zoom’s channel operations team initially considered a robotic process automation (RPA) solution, but it lacked the flexibility required to deal with numerous channel partners and varying requirements. The team, after significant research, discovered Nintex Workflow Cloud offers flexibility and the enterprise scalability Zoom needed in a workflow automation software solution.

In just three weeks, Pacific BPA, a Nintex Premier Partner, and Zoom designed and deployed a powerful solution built on Nintex Workflow Cloud. When a new order is entered in Zendesk, a digital workflow is triggered which automates every interaction between Zendesk and Salesforce. The Nintex workflow updates all systems, automates reminders to the sales team to create partner-specific purchase orders, and sends notifications of status updates to the channel operations, sales, and provisioning teams.

“We built the entire solution on Nintex Workflow Cloud, integrating with Zendesk and Salesforce, without writing a single line of code. There was a lot of pressure to get this solution right, and Nintex was the perfect fit.”

– Alex Viera, Solution Architect at Pacific BPA

As businesses moved their activities online, Zoom quickly experienced exponential growth including its channel market. The company’s workflow solution with Nintex now handles 90 percent of Zoom’s channel orders, 50 percent more than originally expected and sends 100 percent of the partner confirmation emails in real-time.

Click here to read the Zoom case study.

 

 

To experience the ease and power of Nintex Workflow Cloud for automating enterprise-wide business processes request a demo here.

 

 

Elise Harrington

Elise has been with Nintex for 3 years as part of the Nintex corporate communications team. Elise loves connecting with Nintex customers and partners and learning how they're using our technology to improve the way they work.

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