One Key to Driving Project Alignment in a Modern SaaS Company The relationship between the Sales and Services teams is probably the most critical connection…
A Better Way to Select Services
Redefine the way your customers discover your services with CPQ automation.
Achieve Customer Satisfaction, Every Time
WorkRails offers two innovative ways to streamline sales: a dynamic services catalog, and an easy-to-use decision tree.
See It In ActionCreate A Service
Assemble your services into an eCommerce-style catalog that you (or your customers) can search and filter through to make finding the right services easy.
Build a Decision Tree
Create a complete decision tree that guides sales professionals and customers alike through a series of questions to find the right services for their needs.
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Sales: The Front Door to Services
Guest Blog by Amber Milks. Amber has worked at SaaS companies for over 10 years in Professional Services, including DocuSign, Okta, and Veeva. She now…
WorkRails Hits Another Milestone: Over $500mm in Professional Services Quotes Automated Through the Platform
WorkRails has recently surpassed over $500mm in PS quotes built directly on the platform. Our clients have chosen WorkRails to optimize and simplify their services selling process….
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.