WorkRails Overview

WorkRails' Services CPQ redefines how professional services firms approach quoting. At its core, the solution harnesses SOW Automation to expedite the creation of service quotes, a process crucial for closing deals efficiently. By integrating seamlessly with existing tech stacks, WorkRails ensures compatibility and enhances workflow continuity. A standout feature is its ability to accelerate deal closure by up to nine times, addressing a critical industry challenge of lengthy sales cycles. This capability is particularly beneficial for firms aiming to scale operations without compromising on speed or accuracy. WorkRails positions itself as a pivotal tool in the professional services sector, offering a streamlined, automated approach to the traditionally complex process of configuring, pricing, and quoting services.

Use Cases

Customers recommend Workflow Management, Proposal & Quote Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using WorkRails.

Other use cases:

  • Forecasting
  • Sending & Publishing Communications
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Business Priorities

Enhance Customer Relationships and Launch New Products are the most popular business priorities that customers and associates have achieved using WorkRails.

Other priorities:

  • Improve Internal Communications
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WorkRails Use-Cases and Business Priorities: Customer Satisfaction Data

WorkRails, belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

WorkRails enables customization and control of service creation, ensuring internal approvals. The current status of all service offerings is easily understood.

Comprehensive Insights on WorkRails Use Cases

How does WorkRails facilitate Workflow Management?

Case Studies

CASE STUDY Smarsh

Smarsh Significantly Reduces Proposal Generation Time With Automation Through WorkRails

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CASE STUDY Namely

After successfully using WorkRails to help Customer Success and Professional Services accelerate bookings, Namely expanded its offering to include client facing solutions that improved the customer e...ngagement model and scaled revenue

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Computer Software

CASE STUDY Smarsh

WorkRails Services CPQ helped Smarsh automate proposal generation. Smarsh had a slow, manual process that took over 3 weeks for each proposal. WorkRails let them standardize service packages and use ...guided selling in Salesforce. Sales teams could now create proposals in minutes. Smarsh saw a 99% decrease in proposal generation time and removed the need for offline documents.

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Computer Software

CASE STUDY PTC

WorkRails Services CPQ helped PTC cut the time to build and deploy service offerings by 30%. PTC faced slow, manual processes managing a large services portfolio. WorkRails automated service catalog ...management, making it faster to create, manage, and sell services. Sales and services teams can now build custom packages in minutes. Workforce enablement improved and customers saw value faster. PTC calls WorkRails a key partner for innovation and customer adoption.

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CASE STUDY PTC

PTC saw a 30% reduction in the time it takes to build and deploy service offerings, improved workforce enablement, and accelerated value for their customers.

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CASE STUDY Ceridian

WorkRails powers customer-facing portals that allow users to digitally build and submit change requests.

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WorkRails Features

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  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.68/5 ★

Read Reviews (7)
Analytics

3.57/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.68/5 ★

Read Reviews (7)
Analytics

3.57/5 ★

Read Reviews (3)

WorkRails Integrations

WorkRails integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.57/5 ★

Read Reviews (5)
Data Export

3.21/5 ★

Read Reviews (2)

Airtable

4.67 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Highspot

4.74 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for WorkRails

Top Failure Risks for WorkRails

WorkRails Inc. News

M&A

BigTime Softwares Acquisition of WorkRails - Global Legal Chronicle

BigTime Software has acquired WorkRails, indicating a strategic move in the business software industry.

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M&A

WorkRails Acquired by BigTime Software

BigTime Software has acquired WorkRails, enhancing its offerings in CPQ and workflow automation for professional services.

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M&A

BigTime Software Acquires WorkRails to Strengthen CPQ and Workflow Automation Capabilities for Professional Services Businesses

BigTime Software acquires WorkRails to enhance its CPQ and workflow automation for professional services.

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M&A

BigTime Software Acquires WorkRails to Strengthen CPQ and Workflow Automation Capabilities for Professional Services Businesses - cnhinews.com

BigTime Software acquires WorkRails to enhance pricing and workflow automation for professional services.

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WorkRails Inc. Profile

Company Name

WorkRails Inc.

Company Website

https://www.workrails.com/

HQ Location

356 New York Ave, Huntington, NY 11743, US

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