WorkRails Integrations

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

One unified business management suite, encompassing ERP/Financials, CRM and ecommerce for more than 20,000 customers. Adaptability has never been more important. We give you the visibility and control to make the right decisions, now. Scale up, spin off, adopt new business models, NetSuite’s flexibility lets you do it all, quickly and easily. With every NetSuite upgrade, your configurations and customization migrate seamlessly. Your core business system now becomes your customer-facing commerce system with a customizable, customer-specific, pixel perfect experience. Real-time analytics is the NetSuite user interface. Users know what they should be doing and how they’re helping the business, with vital business data displayed from right within the system.

DocuSign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, DocuSign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. DocuSign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, DocuSign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Industry leading solution to monetize and manage your subscription service. Your systems today are holding you back. Finance teams are drowning in spreadsheets. Developers are backlogged. Zuora makes it easy to manage subscriptions and keep up with fast changing go-to-market strategies on a single platform. Speed up billing operations for large volumes of invoices at scale without losing attention to detail. Group customers together and set up automated billing schedules and rules for each group. Every time a customer upgrades, downgrades, or changes a subscription, billing is impacted. By using the Rating Engine from the Zuora Central Platform, Zuora automatically handles these prorations and calculations so you don’t become a bottleneck. Use Zuora’s tax engine or integrate with a 3rd party tax solution to pull real-time tax calculations for every invoice.

Built on a cloud platform that incorporates best practices and applied emerging technologies, Oracle Cloud CX offers tools simple enough for business users to manage, yet powerful enough for developers to extend. Oracle CX applications are innovative and flexible, and provide consistent performance and security. Oracle Cloud CX takes a data-first approach, connecting customer behaviors, transactions, and demographics across marketing, sales, service, and your back-office applications to create the next great experience for each individual. Oracle has been helping customers manage, secure, and drive business value from data for more than 40 years. Data is our DNA. Create, syndicate, and distribute relevant and consistent content and offers to personalize customer experiences. Oracle Content Management anchors all enterprise content and assets—invoices, marketing assets, company files, images, and videos—in one place.

Conga Billing empowers evolving organizations to automate billing and invoicing management. Bill for blended business models, including subscription services, physical goods, professional services, and usage-based or consumption-based services. Invoice customers in the ways they prefer to pay. Conga Billing offers the flexibility to invoice per your customers’ requests with customizable billing for full orders, partial orders, or split orders. Enjoy more accurate and efficient billing management with automated invoices driven from assets quoted, contracted, or ordered. Automatically adjust your customers’ invoice schedules based on upgrades, downgrades, and swaps.