Goal Tracking
Always Stay On Track
Workd makes it easier than ever to track goals using KPI reporting, customer insights, and activity monitoring. And company-wide transparency means everyone is always on the same page.
01.
The Perfect Fit
Deliver custom-tailored, pinpoint-accurate KPIs, adjusting hoped for outcomes for each specific user based on role, performance, and more.
02.
Real-Time Updates
No need to waste time pulling data or requesting reports. With Workd, you get accurate and up-to-the-minute measurements of sales, call duration, gross profits, and more.
03.
Be Ahead of the Game
Get a slew of inventory insights including inventory and purchase forecasting through Workd’s AI-powered platform. Understand how all of your products are performing with inventory insights.
Call System Summary
Stay in the know with regard to client contacts with our in-depth call summaries and phone system integrations.
Key Performance Indicator Tracking
Know at a glance how teams are faring and how individuals are achieving with Workd’s easy-to-operate performance reporting features.
Up-to-the-Minute Information
Always know exactly where you stand with customers, inventory, and performance information that is updated in real-time so you have the best information possible to make decisions.
Inventory Performance Reports
Adjust permissions on a per user basis. Control how users track the performance of individual inventory items, including sales price, inventory information, sales volume, profits, and more.
Related Features
Get Work Done
Sales Automation. Workd makes it a breeze to assign leads to teams, onboard new customers, and more.
- Automatically assign leads
- Performance indicators
Integrations. Workd integrates seamlessly with your phone, email, and inventory systems, cutting down on time and headaches.
- ERP integrations
- Phone and email integrations
Modern Cloud Ecosystem. Workd is built on a scalable and secure cloud-based system, and it’s ready to grow with you.
- Increased performance
- Product recommendations
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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