CMS
A Content Management System (CMS) for Services that allows administrators to build and manage a portfolio of offerings including content, configuration methods, resource logic, pricing models, document data and workflow.
API
An API that connects the CMS & Service Catalog, as well as data flow between upstream and downstream applications including CRM, CPQ, CLM, PSA and ERP systems.
Catalog
A Services Catalog that allows buyers and sellers to discover, configure and document an engagement.
A CMS for Services
Portfolio
Leverage templates to define and launch new services rapidly and consistently. Utilize service lifecycle management tools to make it easy to keep your services current.
Entitlements
Sync your entitlement rules with WorkRails to automatically apply proper pricing information, including credit burndown.
Analytics
Click-stream level logging informs you how your services are viewed, scoped, sold, and configured. Proposal level data that showcases which services deals are forecasted in-flight vs. booked. Service item level data to help you determine your leading and lagging services in order to optimize your services portfolio.
Integrations to Connect Your Workflow
CRM
Catalogs can be launched where ever you need to improve processes, pre-populate information from linked records, and automate record creation for any standard or custom objects.
PSA
Align in-flight and sold services to projects within your PSA platform, giving you full visibility into your services pipeline and automating manual data entry.
CPQ
Fill in the gaps where existing CPQ solutions fail, and ensure the generation of accurate quote line items, regardless of their complexity.
ERP
Streamline booking entries into your sub-ledger or downstream ERP system upon key events, such as opportunity closure or milestone creation in your PSA.
Powerful Features That Drive Sales
Questionnaires
Digitize the entire discovery process. WorkRails allows you to design, distribute and collect valuable scoping information. Results can also be posted in the opportunity record in your CRM.
Catalogs
Publish your service catalog to everyone that needs access – you can even select custom views based on the audience including employees, customers and partners.
Decision Trees
If you or your customer are not sure of what you need, use decision trees to ask and answer questions that guide you to the right set of offerings.