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…
The Center of Your App Infrastructure
With its powerful CMS, WorkRails serves as the perfect front end of all of your various downstream sales apps.
Catalogs can be launched wherever you need to improve processes, pre-populate information from linked records, and automate record creation for any standard or custom objects.
Align in-flight and sold services to projects within your PSA platform, giving you full visibility into your services pipeline and automating manual data entry.
Fill in the gaps where existing CPQ solutions fail, and ensure the generation of accurate quote line items, regardless of their complexity.
Streamline booking entries into your sub-ledger or downstream ERP system upon key events, such as opportunity closure or milestone creation in your PSA.
Salesforce.com Use Cases
Complete Integration with Salesforce
In the SaaS world, many companies use Salesforce.com for CRM support. That’s why we designed WorkRails to easily integrate with Salesforce.com. It lets you easily harness any of your Salesforce.com object data and incorporate it into your WorkRails front-end and even automate data entry.
Target specific audiences, provide dynamic pricing, recommend items, and offer suggestions throughout the configuration process.
Automate any document or paperwork, and associate it to your Salesforce.com Files & Attachments objects.
Launch a WorkRails catalog directly within any Salesforce.com object or Community Cloud.
Streamline and automate data entry across multiple Salesforce.com objects and any Salesforce.com managed package (including CPQ and popular PSA tools).
Integrate WorkRails with other Salesforce apps, connecting to many additional functions and capabilities through a single central app.
Compatible with In-Demand Apps
Today’s services sales ecosystem is comprised of many powerful apps, and WorkRails was made to work with all of them. Plus, we’re constantly updating WorkRails to integrate with new apps—so if you need custom integration, we’ve got your back.
Got A Few Minutes?
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….
Discover What WorkRails Can Do For You
Every professional services team has unique needs, and every sales process is a little different. We’re confident that WorkRails will fit your needs, and we can’t wait to show you how.