WorkRails Services CPQ

WorkRails Services CPQ is a comprehensive solution designed to automate and enhance the end-to-end services sales process, significantly improving efficiency and customer satisfaction. This platform streamlines services discovery, quoting, and document generation, enabling businesses to reduce sales cycle times by 4-6 weeks and achieve a 91% increase in quote-to-order velocity. Additionally, it can boost service margins by 15% in the first year by optimizing quoting velocity and accuracy. WorkRails integrates seamlessly with existing workflows, allowing teams to focus on growth and customer engagement.

Key Features:

• Streamlined Quoting: Automates the quoting process to reduce proposal generation time.
• Integration Capabilities: Connects with popular CRM and PSA systems such as Salesforce and Microsoft Dynamics.
• Customer Engagement: Enhances collaboration between sales and service teams for improved engagement accuracy.
• Revenue Growth: Provides insights that help organizations maximize their service selling potential.

WorkRails emphasizes the importance of selling services as a critical source of recurring revenue and offers resources such as guides and success stories to aid teams in their efforts. Organizations like PTC and Dayforce have reported significant improvements in their service sales processes with WorkRails, demonstrating its effectiveness in real-world applications.