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WorkRails for Executive Teams

Drive Impressive Revenue Growth

WorkRails helps more customers access the professional services they need, when they need them. By reducing the time it takes to quote, setting up customers for successful adoption of their software, and increasing awareness of its full potential, customer churn is reduced, and revenue can expand.

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Optimize Your Service Selling Strategy

WorkRails helps sales teams achieve higher-performing results in a fraction of the time. And by selling the correct accompanying services, your customers can seamlessly adopt your software into their existing tech stack.

Obtain Yearly Contract Renewals

Effectively manage the contract lifecycle from beginning to end to ensure customers have the proper services they need to use your software successfully.

Increase Confidence in Sales Teams

Ensure that sales teams have the technological tools and insight to sell accurate services at a higher velocity. Empower teams to connect with you customers, and support them in their buyer journey.

Rid Your Business of Bottlenecks

Unblock hindrances to productivity. Decrease the time it takes for sales teams to generate accurate proposals with automated processes and increase team productivity.

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See How WorkRails Helped Ceridian

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

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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.

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Streamline the Service Selling Process

WorkRails makes it so easy to quote services and obtain needed approval–even customers can do it. Say goodbye to hours spent on manual input and hello to full CPQ automation.

Automated CPQ Process

Speed up the discovery process with CPQ automation. By reducing the time it takes to quote, more services are rendered and quicker than ever before.

Streamlined e-Signature Capabilities

Gone are the days of printing an SOW and getting it signed. With the ease of e-signature, documents are signed at the touch of a click, and digital approvals are made.

Unique Customer-Facing Access

Eliminate the need for a salesperson to initiate every sale. Customers have access to guided decision trees to easily configure what they need, when they need it, including change requests.

See it in Action

Got A Few Minutes?

View What is Services CPQ and why your SaaS or IT Services revenue team might need it…BADLY!
View Pain in the SaaS – Ep. 6 – Transforming Services & Pre Sales Operations at LexisNexis Risk Solutions

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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