WorkRails for Operation Teams

Boost Your Salesforce Operational Efficiency

WorkRails makes it simple to integrate with Salesforce seamlessly. Effortlessly harness your Salesforce object data, and connect it to your WorkRails front-end experience to ensure all sales processes are running smoothly.

Plus, with easy access management, service catalogs, and automated paperwork, a configuration is done in no time at all.

Optimize Your Sales Operations

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.

Increase Overall Team Productivity

Say goodbye to manual inputting, and harness the power of automation. Create SOWs and proposals for service orders in minutes (not days or weeks), and simplify the sales process.

Unique Cross and Upselling Opportunities

Decision trees, guided discovery, and other enablement tools allow reps to properly and efficiently assess cross-selling opportunities based on each customer’s unique set of needs.

Maintain Long-Lasting Client Relationships

Ensure that clients are set up for long-term success by accurately setting them up with the correct services for proper software adoption and fluency—leading to more subscriptions renewals.

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See How WorkRails Helped Ceridian

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

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.

Explore The Platform

Smoother Operations, Powered by Automation

Manage and optimize sales operations to ensure that all of your revenue goals are on target to be met—and then some.

Simplistic App Integration

Wherever you’re getting your work done, WorkRails connects to it. That means CPQs, CRMs, PSAs, ERPs—everything your team is using.

Customized Service Catalog

Display an updated list of services tailored to different audiences such as customers, internal reps, and partners. Provide easy access to an array of customized service options.

Streamlined CPQ Automation

Accurately configure, price, and quote, regardless of the complexity of the service. Save weeks if not months on the back and forth communication among departments.

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.