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 Not Supported
Approval Workflow Not Supported
Proposal Generation Not Supported
3D Modeling Not Supported
Guided Selling Not Supported
Quotes / Estimates Not Supported
Renewal Management Not Supported
Product Configurator Not Supported
eCommerce Not Supported
2D Drawing Not Supported

Professional Services Automation

Time & Expense Tracking Not Supported
Proposal Generation Not Supported
Billing & Invoicing Not Supported
Collaboration Tools Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Quote Management Not Supported
Document Management Not Supported
Client Portal Not Supported
Project Management Not Supported
CRM Not Supported

Proposal Management

Electronic Signature Not Supported
Templates Not Supported
Automatic Formatting Not Supported
Contact Management Not Supported
Pipeline Management Not Supported
Collaboration Not Supported
RFP Management Not Supported
Knowledge Library Not Supported
Content Repository Not Supported
Document Management Not Supported
Requirements Management Not Supported
Task Management Not Supported
Calendar Management Not Supported
Version Control Not Supported
Revision Management Not Supported

Quoting

Proposal Management Not Supported
Pricing Management Not Supported
Customer Accounts Not Supported
Contact Management Not Supported
Forms Creation Not Supported
Product Configurator Not Supported
Catalog Management Not Supported
Customizable Branding Not Supported
Client Portal Not Supported
Discount Management Not Supported
Automated Quoting Not Supported

Sales Content Management

Audio File Management Not Supported
Audio / Video Recording Not Supported
Collaboration Tools Not Supported
Email Management Not Supported
Engagement Analytics Not Supported
Interaction Tracking Not Supported
Personalization Not Supported
Sales Training / Onboarding Not Supported
Video File Management Not Supported
Content Recommendations Not Supported
Centralized Sales Content Repository Not Supported
Sales Partner Management Not Supported
Branded Sales Content Not Supported