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.

Screenshots and Video

Company Facts

Company Name:
WorkRails
Date Founded:
2016
Company Location:
United States
Company Website:
workrails.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

WorkRails Categories and Features

Sales Content Management Software

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

Quoting Software

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

Proposal Management Software

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

Professional Services Automation Software

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

CPQ Software

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