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WorkRails has developed pre-built Salesforce integrations. Regardless of your configuration, we can accommodate your workflow to ensure seamless connectivity between WorkRails and Salesforce.

Sales team catalogs are internally facing catalogs that sales team members use to sell services, build SOWs and manage sales funnels.  A Sales Team catalog can integrate with your CRM platform so sales funnels and reporting are all in sync. Clients can integrate service training content into catalogs so sales team members can properly position different service offerings.

With our platform, you can build an e-commerce experience for your service clients.  They will be able to browse services, build SOWs, pay for services and launch projects.  One popular option is to offer blocks of pre-paid consulting time as a service. When your clients purchase blocks of time, our platform can also manage burn down.  

Build a self-service resource center for your customers to browse and consume training, webinars, events, courses and other content critical to your business.  

This is one of our favorite projects to build with our clients.  A customer journey is a plan or roadmap of services your customers should complete to get the most out of your software.  Our solution can guide your customers through one “journey” or power customized “journeys”.

Our configuration tools power SOW builder solutions.  Now anyone on your team can build SOWs. For additional automation, you can allow your clients to build their own SOWs.  And once an SOW is built, our solution can generate a branded proposal.

Available Integrations

Publish content through multiple channels to create unique experiences

Solutions by role

Professional Service Teams

Automate SOW creation.  Enable your sales team to properly position and sell services.  Bring efficiency to the professional service sales and approval process.

  • Configure SOW Builder tools
  • Automate Workflows
  • Productize Service Offerings
  • Accelerate TTV
  • Automate SOW Approvals
  • Scale Service Revenue

Sales Teams

Businesses use WorkRails to educate their sales force on how to position services, make SOWs easy to build, generate service quotes, gather SOW approvals and increase service revenue.

  • Learn how to position services
  • Access to global service portfolio
  • Quote and track SOW sales funnel
  • Accelerate Service Sales Funnel
  • CRM Integration

Customer Success Teams

Selling services doesn’t end with an initial sale.  Customer success teams offer on-going services to their clients.  Services drive adoption and ROI which result in better customer outcomes

  • Upsell and Cross-sell services
  • Automate service marketing
  • Gainsight Integration
  • Learn how to position services
  • Access to global service portfolio
  • Increase renewals with services