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Assess. Expedite. Elevate.

With an automated CPQ sales platform like WorkRails, selling services has never been easier. Create a guided discovery model to rapidly assess customer needs, expedite service sales, and elevate the customer experience.

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A Better Way to Select Services

Redefine the way your customers discover your services with CPQ automation.

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Assessment Made Easy

WorkRails allows sales professionals, your customers or channel partners to assess service needs. The process is so simple and accessible that even front-end customers can use it to streamline the discovery process.

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True Sales Efficiency

WorkRails eliminates many repetitive and tedious sales tasks, decreasing the complexity of the discovery process and dramatically expediting sales—leading to a better experience for everyone involved.

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Elevated Customer Experience

WorkRails empowers companies to take control of their professional services sales process, elevating the customer experience by offering true confidence in the discovery and decision-making processes.

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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 Action

Create 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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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.

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