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features
design
support

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Description

Selling services can be quite challenging, but since 10-30% of your company's revenue depends on it, it's crucial to get it right. WorkRails offers a solution for SaaS businesses by enhancing user adoption and minimizing churn rates. By breaking down the barriers between your sales and professional services teams, you can foster stronger connections. WorkRails improves alignment and minimizes friction across departments, enabling a collective achievement of success. When scoping is done correctly, it leads to enhanced customer engagement. With WorkRails, you can quickly and accurately scope service engagements, facilitating faster and more efficient planning while mitigating risks and scope creep. The era of laboriously entering data into complex spreadsheets to manage professional and managed services is over. To achieve unprecedented sales success, harness the power of automation and watch your deals multiply beyond your expectations. Embracing these changes will not only streamline your processes but also empower your teams to focus on what truly matters—serving your clients effectively.

Description

Transform your sales interactions into a cohesive, personalized, and easily monitored sales environment. Reduce the clutter of inundated inboxes by adopting a dynamic hub where all your sales and customer success resources are just a click away. You can effortlessly share demo recordings, collaborative strategies, essential documents, and learning materials, among other things. Differentiate yourself from competitors by integrating the complete sales journey into one streamlined, adaptable, and traceable workspace. We are dedicated to assisting you at every stage, from initial outreach and post-demonstration follow-ups to finalizing deals and continuing on to onboarding and managing accounts. With our support, you can ensure a seamless experience for your clients throughout the entire sales process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Salesforce
Cal.com
Canva
Chili Piper
Gong
Google Calendar
Google Workspace
HubSpot Customer Platform
Microsoft Dynamics 365
Modjo
Navattic
Notion
Pitch
Tolstoy
Vimeo
Walnut
Wistia
YouTube
Zuora

Integrations

Docusign
Salesforce
Cal.com
Canva
Chili Piper
Gong
Google Calendar
Google Workspace
HubSpot Customer Platform
Microsoft Dynamics 365
Modjo
Navattic
Notion
Pitch
Tolstoy
Vimeo
Walnut
Wistia
YouTube
Zuora

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£29 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

WorkRails

Founded

2016

Country

United States

Website

workrails.com

Vendor Details

Company Name

trumpet

Founded

2021

Country

United Kingdom

Website

www.sendtrumpet.com

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Alternatives

Alternatives

Scope Reviews

Scope

The Virtu Group