Virtual PBX Featured Article

Zoom Recruits Nintex to Renovate Channel Order Process

March 02, 2021

By Luke Bellos - Editor, Virtual PBX

Video conferencing platform Zoom turned to process management company Nintex to adjust the company’s channel order process.

Zoom has experienced unprecedented demand over the last year, and the company’s channel operations personnel have struggled to find a solution to keep up with high volumes of channel orders for enterprise customers. The company previously used a semi-automated approach to process orders, but still required team members to complete some tasks manually, such as creating quotes and requesting approval.

The limitations of Zoom’s operational strategy led the company to develop a tailored program that could handle the company’s need for flexible and scalable software. The two companies spent roughly three weeks to design a solution that would automate aspects of Zoom’s workflow. Using Nintex Workflow Cloud, the collaboration led to a comprehensive system that automates a number of management operations to make order workflow more efficient.

"We built the entire solution on Nintex Workflow Cloud, integrating with Zendesk and Salesforce, without writing a single line of code," said Alex Viera, Solution Architect at Pacific BPA. "There was a lot of pressure to get this solution right, and Nintex was the perfect fit."

The success of the collaboration between Zoom and Nintex has resulted in a significant reduction in order back up. Some 90% of Zoom’s channel orders are now handled by the workflow solution, which is 50% more than originally anticipated.  The Nintex workflow solution can now update all systems, send reminders to the sales team to create purchase orders, and provide notifications of status updates to the team members across all company divisions.


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