The World’s Leading Services CPQ
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.
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.Download Now
Accelerate Your Services Revenue in 3 Steps
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.
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.”
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.”
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.”
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.
Implementing a Services CPQ like WorkRails isn’t just a faster way to offer services—with WorkRails, you can create your own custom CPQ system that simplifies the service selling workflow so it’s effortless to scale.
Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success.
Build a system that makes it so easy to catalog and sell your entire suite of service offerings.
Anyone on your team can do it!
And with guardrails to ensure accuracy, even customers can access service quotes.
Proper scoping leads to better customer engagements. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep.
WorkRails Works With Your Tech Stack
Whatever you’re using in your workflow (CPQs, CRMs, PSAs, ERPs, all of the acronyms), WorkRails was designed to complement your existing tech stack by filling in the gaps created by the complexity of selling services.