List of WorkRails CPQ Customers
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United States
Since 2010, our global team of researchers has been studying WorkRails CPQ customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased WorkRails CPQ for Configure Price Quote (CPQ) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using WorkRails CPQ for Configure Price Quote (CPQ) include: PTC, a United States based Professional Services organisation with 7501 employees and revenues of $2.30 billion, Smarsh, a United States based Professional Services organisation with 1400 employees and revenues of $200.0 million, Namely, a United States based Professional Services organisation with 500 employees and revenues of $82.0 million and many others.
Contact us if you need a completed and verified list of companies using WorkRails CPQ, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The WorkRails CPQ customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Namely | Professional Services | 500 | $82M | United States | WorkRails | WorkRails CPQ | Configure Price Quote (CPQ) | 2021 | n/a | In 2021, Namely implemented WorkRails CPQ as a Configure Price Quote (CPQ) solution to digitize ad hoc services quoting for its professional services organization in the United States. The deployment centered on a Services Portal surfaced through Salesforce Communities to standardize services configuration and to accelerate quote to order and order to booking processes. WorkRails CPQ was configured to deliver guided configuration, pricing, and quoting workflows for services, automating quote creation, approvals, and contract generation. The Services Portal integrated with Salesforce Communities for customer and partner access, and connected to Zuora, NetSuite and Workfront to automate downstream billing, financial posting, and project intake handoffs. Functional capabilities implemented include portal driven quote creation, embedded approval controls, and orchestration of quote to order and order to booking flows. Operational coverage focused on Namely's professional services and order to cash processes across the United States, embedding the WorkRails CPQ Services Portal into existing Salesforce community channels. Governance changes included standardized quoting workflows and embedded approval gates to enforce pricing and service model consistency. The implementation reportedly accelerated services quote to order from 14 days to minutes and materially increased found services revenue. | |
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PTC | Professional Services | 7501 | $2.3B | United States | WorkRails | WorkRails CPQ | Configure Price Quote (CPQ) | 2022 | n/a | In 2022, PTC implemented WorkRails CPQ as a digital single source of truth for its services catalog. The US-based deployment targeted services portfolio management within the sales CRM and process area, aligning sales and services teams around standardized offering structures and versioned catalog records. WorkRails CPQ consolidated catalog management, packaging and deployment workflows to enable rapid creation, bundling, and deployment of service offerings. The implementation embedded prescriptive paths for sales and services teams, enforcing configuration rules and structured packaging to reduce variability in offer creation and to streamline handoffs between quoting and delivery planning. Operational scope focused on services portfolio management and front-office functions, specifically sales and services teams across the United States. Governance changes codified prescriptive sales and service workflows into operational practice, centralizing ownership of the services catalog and standardizing the processes used to author and publish new offerings. PTC reported a 30% reduction in time to build and deploy service offerings after adopting WorkRails CPQ. The WorkRails CPQ implementation, classified as Configure Price Quote (CPQ), served to centralize PTCs services catalog and accelerate packaging and deployment of services offerings. | |
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Smarsh | Professional Services | 1400 | $200M | United States | WorkRails | WorkRails CPQ | Configure Price Quote (CPQ) | 2021 | n/a | In 2021, Smarsh implemented WorkRails CPQ to automate professional services quoting and proposal generation. The WorkRails CPQ deployment focused on Configure Price Quote (CPQ) capabilities including quote configuration, template driven proposal and statement of work generation, and workflow automation to accelerate sales and professional services handoffs. The US based implementation targeted sales CRM and professional services teams, embedding proposal and SOW assembly into the Salesforce sales workflow. WorkRails integrated with Salesforce so sales could configure and generate SOWs and proposals in minutes instead of weeks, enabling CRM driven document assembly and capture of scoping details at quote time. Governance established centralized template control and automated approval paths to standardize SOW content and reduce manual review during the quote to services intake process. The rollout delivered a reported 99% decrease in time to generate a proposal, shifting Smarsh from manual proposal assembly to automated, CRM orchestrated proposal generation. |
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