Sales Teams – Workd

The Platform Built to Empower

Sales Team

Workd makes it easy to track sales goals, customers, contacts, sales history, and more. With Workd, you can always access the data that you need to quickly and efficiently execute sales tasks.


    Stay Up-to-Date

    Workd makes it easy to always have the most recent data and statistics. Never wait for needed information or waste time building extensive reports.


    Quick Access

    Have all of your inventory, customer, and analytics data in one place. Workd keeps sales teams informed and efficient throughout the sales process.


    Increase Performance

    Workd empowers sales teams by providing the tools for effective and efficient sales calls with sales dashboards, customer purchase history, and inventory insights.

    Sales Teams

    Real-Time Data for Informed Decisions

    Workd is designed to empower teams by providing the tools that each specific role needs to accomplish their goals. Sales teams and managers are provided with sales tools and customer insights to complete sales faster and make customers happier.

    Call Scheduling

    Easily and quickly schedule client calls through the Workd platform to make sure you never miss a sale.

    Price Overrides

    Get more flexibility with pricing so you can offer customized discounts to buyers. Some purchase prices will go through sales managers for approval.

    Dual Order Entry

    Deliver on-the-spot adjustments to online orders as you work directly with customers. Sales team members can even place orders for clients simultaneously.

    Goal Tracking

    Easily design and build your current workflows utilizing custom workflows. Quickly access and view all of your established workflows from anywhere on the platform.

    Features for Sales Reps

    Get Work Done

    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.



    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.


    Workflow Creation

    Our talented U.S.-based engineering team will custom tailor Workd to accommadate your current daily workflow.


    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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