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What is WorkRails?

Marketing services can be quite a struggle, yet with 10-30% of your business's earnings relying on it, getting it right is essential. WorkRails presents a valuable solution for SaaS companies by improving user adoption and reducing churn rates significantly. By eliminating the barriers between your sales and professional services teams, you can cultivate stronger relationships. WorkRails enhances collaboration and reduces friction among departments, ensuring a unified approach to achieving goals. When scoping is executed properly, it results in increased customer interaction and satisfaction. With WorkRails, you can swiftly and precisely scope service engagements, leading to quicker and more efficient planning while minimizing risks and avoiding scope creep. Gone are the days of painstakingly inputting data into complicated spreadsheets for managing professional and managed services. To unlock unparalleled sales achievements, leverage the power of automation and witness your deals flourish beyond your expectations. By embracing these innovations, you will not only refine your operational processes but also enable your teams to concentrate on what is truly essential—effectively serving your clients and enhancing their experience. This transformation will ultimately lead to a more agile and responsive organization.

What is TeamGram?

CRM that continues beyond the closing stage. TeamGram is an integrated CRM solution that enables collaboration among team members to enhance both sales outcomes and customer experience. It facilitates the generation of quotes, order tracking, and task assignments for mobile teams. With TeamGram's dashboard, you gain immediate access to crucial business metrics, eliminating the hassle of navigating through spreadsheets. This feature allows for swift identification of priorities and expedites decision-making. The pipeline view consolidates all your deals in a single interface, ensuring you can concentrate on your upcoming actions. You can effortlessly move your deals between different pipeline stages using a simple drag-and-drop mechanism, empowering you to manage your sales process effectively while staying informed. Additionally, TeamGram fosters a collaborative environment, enhancing communication and alignment within your team.

Media

Media

Integrations Supported

Conga Billing
Docusign
NetSuite
Oracle Cloud CX
Salesforce
Zuora

Integrations Supported

Dubb
Mailchimp
Microsoft Excel
QuickBooks Online
Wufoo
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$12 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

WorkRails

Date Founded

2016

Company Location

United States

Company Website

workrails.com

Company Facts

Organization Name

TeamGram

Date Founded

2015

Company Location

Canada

Company Website

www.teamgram.com

Categories and Features

CPQ

Not specified

Proposal Management

Not specified

Quoting

Not specified

Categories and Features

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CPQ

Approval Workflow
Proposal Generation
Quotes / Estimates

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Inside Sales

Call List Management
Call Recording
Dashboard
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Capture

Business Card / Badge Scanning
Dashboard
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Pipeline Management
Revision Management
Task Management
Templates
Version Control

Quoting

Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Force Automation

Call Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting

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