Sales Automation
Modernize your Sales team
Workd makes it easy to track sales goals, customers, contacts, sales history, and more. With Workd, you can automate many tasks and expedite the sales process, resulting in more sales and happier customers.
01.
Automatically Assign Leads
Workd sorts and assigns leads automatically, saving time and headaches. Includes bulk edit and bulk assign capabilities.
02.
Customer Onboarding
Workd gives you the tools to make bringing new customers onboard a breeze. A streamlined onboarding process means happier customers and faster sales.
03.
Performance Indicators
Understanding the performance of the team is crucial to a company’s success. Workd makes it easy to quickly view, segment, and filter data based on individuals and departments.
Sales Automation
Eliminate the Guesswork in Sales
Company profit and growth is directly impacted by the performance of the sales team. Equip your team with the tools they need to make effective calls and organize their customer and inventory information. Supercharge your sales team so they can bring on customers more quickly, get and execute lead calls, and find the information they need at any given moment.
Daily Activity Dashboard
Understand how you and your team is doing with real-time updates on Workd’s daily activity dashboard.
Monthly Performance Reporting
Get a sense of your and your team’s overall achievements and performance with in-depth monthly reporting.
Custom Workflows
Easily design and build your current workflows utilizing custom workflows. Quickly access and view all of your established workflows from anywhere on the platform.
Event Triggers
Avoid hassles and human errors by working with the Workd team to automate often-used processes.
Related Features
Get Work Done
Order Entry. Quickly and easily get suggested selling items based on Workd’s AI-powered platform.
- Popular items
- Cross-selling opportunities
E-commerce. Revolutionize your purchasing process with a user-friendly e-commerce portal allowing online ordering.
- Short dates and sales
- Custom and saved pricing
Customer management. Cover all the touchpoints of your customer’s journey, from a lead to a happy relationship.
- In-depth customer data
- Smart scheduler
Getting Started
Our Process
It’s the dawning of a new digital age, and the Workd onboarding experts will help you welcome it in. From onboarding and beyond, Workd will be with you every step of the way.
01.
Pinpoint
Needs
You’ll meet with our customer success team who will perform a discovery on your unique business needs and how Workd should be customized to meet them.
02.
Workflow Creation
Our talented U.S.-based engineering team will custom tailor Workd to accommadate your current daily workflow.
03.
Onboarding and Support
Onboarding training is critical to ensure you get the most out of Workd. Personal site visits can be performed for onboarding support, or training by request.
Empower your company
with Workd today.
1000s of users are already using Workd
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