Sell Services at the Speed of SaaS

Simplify the selling of professional services with the power of automation. From initial discovery to final approval, WorkRails streamlines all aspects of the sales process allowing teams to accelerate revenue, attach the right services and reduce churn.

Change the Way You Sell Services! Book a demo today, and optimize the “un-optimizable”

A Seat at the Table: The Case for Making Professional Services a Strategic Function

Is your team selling services to their fullest potential? Get a comprehensive guide to selling professional services accurately and profitably. Learn why selling services isn’t just optional, but crucial when it comes to securing sources of recurring revenue.

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Top Tech runs on WorkRails

Accelerate Your Services Revenue in 3 Steps

Standardize Your Services

Create a guided discovery model that assesses customer needs in just a few clicks, expediting the service selling process and elevating the customer experience.

Streamline the Sales Process

Create service catalogs and guided selling paths for internal and external users. Sales teams, Customer Success, Deal Desk, Partners, and Customers can discover applicable services, configure options for a specific need, price accurately, and build quoting documents in minutes.

Scale Your Business

Correctly set customer expectations and drive a higher level of satisfaction. Improve quote-to-order velocity and increase renewals. Contribute to recurring revenue growth while reducing labor costs associated with your services business.

The automation that WorkRails added to our Services Sales process allows us to generate accurate and visually pleasing custom SOWs with a few clicks and instantly create Opps, Orders, and Staffing, resulting in huge time savings for our team.”

Krisztián Csobályka

R&D Post-Implementation Services Manager

Veeva

No one is doing what WorkRails is doing. None of the other vendors we looked at were even close to what we could get with WorkRails. WorkRails has been a game changer for us.”

Katie Carpenter

VP Professional Services

Smarsh

WorkRails has helped us optimize how we interact with our customers. We have not only reduced the time it takes to get from customer request to signature, but we have also reclaimed valuable time once spent on manual processes. We can now devote that time to what counts—improving customer engagement and experience.”

Bill Porter

Director of Professional Services

Ceridian

Looking for Configure, Price, Quote (CPQ) For Services? Start Thinking Bigger.

Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn.

Scale Your Services

Build Trust Between Departments

Streamline Your Selling Process

Bolster Downstream Engagements

WorkRails Works With Your Tech Stack

Whatever you’re using in your workflow (CPQs, CRMs, PSAs, ERPs, all of the acronyms) we integrate with it. WorkRails was designed to complement your existing tech stack by filling in the gaps created by the complexity of selling services.

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See all integrations and extensions

Salesforce

MS Dynamics

Conga

Smartsheet

FinancialForce

HighSpot

Ready to Get To Work with WorkRails?

Find out how your team can increase revenue, reduce churn, and sell services faster by taking an eCommerce approach to selling services with WorkRails.

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