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WorkRails for CS Teams

Sell Subscriptions Quickly and Painlessly

Successfully upsell and secure subscription renewals by uncomplicating the process, and use the time you save to support more customers, maintain client happiness, and generate recurring revenue.

Create Predictable Customer Outcomes

WorkRails helps Customer Success teams serve their clients faster and more effectively by ensuring the right services are sold with precision and speed.

Achieve Customer Satisfaction

Your customers are your top priority. That’s why WorkRails helps to ensure their happiness by offering a better way to shop your product, offerings, services, and capabilities.

Unique Cross and Upselling Opportunities

Decision trees enable both customers and sales reps to properly and efficiently assess cross-selling opportunities based on each customer’s unique set of needs.

Dramatically Reduce Churn

Improved customer experience leads to less churn. By creating a better way to interface with your product, your customers will be more likely to renew their subscriptions when the time comes.

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See How WorkRails Helped Namely

Learn how WorkRails can streamline your services sales like we did for Namely.

Platform Overview

Simplify the Way You Sell Services

WorkRails was built to make your life easier. From initial discovery to final approval, our platform automates all aspects of the service sales process—so you can sell faster and more accurately.

Explore The Platform

Level Up Your Service Selling Game

WorkRails provides you with the accurate tools you need to close more sales quickly. Provide your customers with the most comprehensive experience possible.

Create SOWs Quickly and Efficiently

Assess what services your client may need, and create custom SOWs built specifically for them.

Revitalize Existing Customers

Solve any potential roadblocks in SaaS functionality and adoption to guide clients and keep them engaged.

Access Extensive Service Catalogs

Choose from customized service options, and set your customers up for success from day one.

Frequently Asked Questions

Can my team use WorkRails without changing the software we use to make sales?

Yes! Whether it’s Salesforce.com, or something else, WorkRails integrates with the software you’re already using, making the transition to automation easier than ever before.

Can I change the SOW once it’s already completed?

Yes! WorkRails makes it easy for change requests to be done at any time to any part of the SOW—no hassle required.

Do you have any customer-facing options for configuring services?

Absolutely. With WorkRails, configuring quotes is so simple even customers can do it in just a few minutes. Customers can independently choose the services they need, making the eCommerce-like experience a breeze.

What documents can I expect to generate in the quoting process?

With WorkRails, you can expect to create statements of work, master service agreements, estimates, proposals, and presentations—all backed with the correct pricing and terms and conditions.

What does an end-to-end professional service platform mean?

WorkRails is a one stop shop for selling services. From initial discovery to final approval, all aspects of the sales motion are automated. Sell services faster, and reduce the amount of back and forth communication among departments.

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.