Audience

Sales teams looking for a platform that streamlines all aspects of the sales process

About WorkRails

Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation.

Integrations

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Company Information

WorkRails
Founded: 2016
United States
workrails.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online

WorkRails Frequently Asked Questions

Q: What kinds of users and organization types does WorkRails work with?
Q: What languages does WorkRails support in their product?
Q: What kind of support options does WorkRails offer?
Q: What other applications or services does WorkRails integrate with?
Q: What type of training does WorkRails provide?

WorkRails Product Features

CPQ

Self Service Portal
Approval Workflow
Proposal Generation
3D Modeling
Guided Selling
Quotes / Estimates
Renewal Management
Product Configurator
eCommerce
2D Drawing

Professional Services Automation

Time & Expense Tracking
Proposal Generation
Billing & Invoicing
Collaboration Tools
Portfolio Management
Resource Management
Quote Management
Document Management
Client Portal
Project Management
CRM

Proposal Management

Electronic Signature
Templates
Automatic Formatting
Contact Management
Pipeline Management
Collaboration
RFP Management
Knowledge Library
Content Repository
Document Management
Requirements Management
Task Management
Calendar Management
Version Control
Revision Management

Quoting

Proposal Management
Pricing Management
Customer Accounts
Contact Management
Forms Creation
Product Configurator
Catalog Management
Customizable Branding
Client Portal
Discount Management
Automated Quoting

Sales Content Management

Audio File Management
Audio / Video Recording
Collaboration Tools
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Training / Onboarding
Video File Management
Content Recommendations
Centralized Sales Content Repository
Sales Partner Management
Branded Sales Content