“The automation that WorkRails added to our Services Sales process allows us to generate accurate and visually pleasing custom SOWs with a few clicks and instantly create Opps, Orders, and Staffing, resulting in huge time savings for our team.”
R&D Post-Implementation Services Manager
Spreadsheets & disconnected processes hurt your business
We all know services help companies drive adoption and lower churn, but every organization seems to rely on spreadsheets to manage this important business. Additionally, companies utilize manual, non-systematized, non-scalable, and oftentimes unsecure processes to fill in the gaps.
Customer, partners and employees don’t communicate, and get frustrated. Sales sells the wrong offers, Services is upset that they have to triage and Finance knows another unprofitable deal just came in the door. Worst of all, the customer suffers and is now more likely to churn.
WorkRails to the rescue
WorkRails helps you automate the end-to-end selling process for all of your Professional, Managed and Educational services. Examples include:
- Productized Services:
Training, Jumpstart, Launch Kits, Enablement Packs, Service Credits
- Configurable Services:
Technical Account Manager, Implementation, Migrations, Upgrades, Staff Augmentation, Solution Design, CRs
- Custom Services:
Consulting, Time & Materials, Projects
Automate The Sales Process
WorkRails was built to make selling services easy and connects to both up and downstream systems. By automating the sales process, users benefit from a modern way of doing business.
A more efficient and profitable services business that drives revenue