Adding tooling to an existing sales, CS, or PS tech stack can feel like a burden, particularly as budgets are getting slashed and revenue teams…
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.
CRM
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.
PSA
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.
CPQ
Fill in the gaps where existing CPQ solutions fail, and ensure the generation of accurate quote line items, regardless of their complexity.
ERP
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
Target specific audiences, provide dynamic pricing, recommend items, and offer suggestions throughout the configuration process.
Automate
Automate any document or paperwork, and associate it to your Salesforce.com Files & Attachments objects.
Launch
Launch a WorkRails catalog directly within any Salesforce.com object or Community Cloud.
Streamline
Streamline and automate data entry across multiple Salesforce.com objects and any Salesforce.com managed package (including CPQ and popular PSA tools).
Integrate
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.
Zuora
Zuora
MS Dynamics
MS Dynamics
Conga
Conga
Smartsheet
Smartsheet
Salesforce
Salesforce
FinancialForce
FinancialForce
Airtable
Airtable
HighSpot
HighSpot
Got A Few Minutes?
View Pain in the SaaS – Ep. 6 – Transforming Services & Pre Sales Operations at LexisNexis Risk Solutions
View Pain in the SaaS – Ep. 6 – Transforming Services & Pre Sales Operations at LexisNexis Risk Solutions
Pain in the SaaS – Ep. 6 – Transforming Services & Pre Sales Operations at LexisNexis Risk Solutions
In this episode of Pain in the SaaS, WorkRails’ Mike Weiner sits down with Chris Pinion, Director of Global Pre Sales Excellence at LexisNexis Risk…
View Pain in the SaaS – Episode 5 with Mitchell Palsson
View Pain in the SaaS – Episode 5 with Mitchell Palsson
Pain in the SaaS – Episode 5 with Mitchell Palsson
In this episode of Pain in the SaaS, WorkRails’ Mike Weiner sits down with Mitchell Palsson, Director of PS Ops at CentralSquare Technologies, Founder of…
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.