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.
01.
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.
02.
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.
03.
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.
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
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
E-commerce. Revolutionize your purchasing process with a user-friendly e-commerce portal allowing online ordering.
- Short dates and sales
- Custom and saved pricing
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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