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WorkRails Product 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.

How satisfied the customers are with WorkRails use-cases

WorkRails Customer Insights, Testimonials and Case Studies

Dayforce - Information Technology And Services - Large

WorkRails Services CPQ helped Dayforce automate their change request process. Dayforce faced high volumes of change requests and wanted to reduce manual work and speed up approvals. WorkRails deliver...ed a self-service portal with decision tree logic and CRM/ERP integration. This solution cut down manual data entry and reduced time from request to signature. Dayforce now spends more time on customer engagement and less on tedious tasks.

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Namely - Human Resources - Medium

WorkRails helped Namely speed up their services sales process. Namely used WorkRails to connect Salesforce CPQ, Zuora, NetSuite, and Workfront PSA. The new solution cut quote-to-order time from 14 da...ys to minutes. Order-to-booking dropped from 3 days to seconds. Namely grew services revenue by over 100%. Clients now buy services faster and get more value from Namely.

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Smarsh - Computer Software

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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PTC - Computer Software

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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WorkRails Features

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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
Data Export

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.

M&A
 

WorkRails Acquired by BigTime Software

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

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.

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.

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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