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WorkRails helps businesses streamline operations across sales, professional services, and their clients. The platform normalizes service offerings, adds governance, and collects insights.
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Overall Rating
5.0
/5
1
Positive reviews
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Katie C.
Computer Software, 1,001-5,000 employees
Used daily for 1-2 years
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We started out creating bespoke proposals/statements of work for every deal and had a 300+ line questionnaire sales had to complete to get pricing and a proposal generated, which was all manual. Our average turnaround time for a proposal was 3 weeks. We created standard packages alongside finding WorkRails to help us turn our packages into an automated, guided selling tool for sales to generate their...
WorkRails provides a guided selling process to take the guesswork out of proposal generation. It puts the power in the hands of our sales team to quickly create a proposal that meets all the prospect's needs and cuts down on manual effort from the professional services team to gather information and generate proposals. It used to take weeks to generate a proposal and it's now done in minutes.
The WorkRails team has done some customization to meet our unique needs, which makes updates a little more complex than we originally anticipated. However, the WorkRails team is ALWAYS there to help and has created a runbook for us that guides us through the basics of the system and allows us to do most of the updates ourselves.