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Workflow Management on Salesforce

Take Salesforce
to the Next Level

Extend the power of Salesforce to keep critical work moving smoothly – and ensure it’s completed on time. Work-Relay centralizes workflow management and automation, improves communication among team members, and tracks progress in real-time.

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Unleash the Power of Salesforce

Better Work Experience

  • Say goodbye to juggling multiple apps: Bring teams, tools, and data together in one central hub. Integrate
    tools and keep everything synced.
  • Seamless Coordination: Merge orders, inventory, and client management systems. With integrated
    communication tools, teams stay connected and informed every step of the way.
  • Centralize Your Projects: Managing work from a single location provides the visibility needed to make smarter decisions and prioritize the right work.
  • Standardize: Automate forms, tasks, and workflows so your
    team can work with increased speed and predictability.
  • Clear Handoffs: As tasks progress from one team or phase to another, seamless transitions ensure continuity and reduce downtime.
  • Simplify Complex Processes: Break down your intricate business workflows into easy-to-manage steps. Our intuitive interface allows everyone, from novices to experts, to quickly
    grasp and streamline their processes.

Organization-Wide Visibility

  • Holistic View: See the full spectrum of tasks,
    from incoming orders to installation scheduling, all in a centralized dashboard.
  • Task Prioritization: Easily identify critical tasks or installations, ensuring that urgent work is attended to promptly.

Better Insights

  • Powerful Analytics: Dive deep into processes to
    identify bottlenecks, optimize efficiency, and drive
    growth.
  • Track Efficiency: Monitor the speed and effectiveness of task relays to identify areas of improvement.
  • Team Performance: Gain insights into individual and team performances for more informed decisions about training or process enhancements.

Scale Your Business

  • Integrate Anything: Work-Relay integrates with other specialized tools (like inventory management systems) to provide a holistic platform for businesses.
  • An End-to End Software Solution: Manage every phase of the order cycle, from initial orders to installation and post-installation service.
  • Adapt Changing Needs: Seamlessly
    handle increasing order volumes without compromising on service quality and adapts to your needs.

 

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Right Work

Right Work

Work-Relay provides one place for users to view, prioritize, and complete assigned work.

Right Resource

Right Resource

Coordinate the flow of work organization-wide, while keeping data in Salesforce.

Right Time

Right Time

Consistently meet critical deadlines with built-in step durations and dependencies.

Work-Relay Process Management app for Salesforce

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Work-Relay

Features

Explore the comprehensive Work-Relay features that boost productivity and help organizations complete orders and projects on-time.

Explore Work-Relay Features

Use Cases

Explore ways to orchestrate and streamline many types of workflows for enhanced productivity and efficiency – natively in Salesforce.

Discover Use Cases

Pricing

We make building more efficient business processes with our cutting-edge Salesforce app accessible for businesses of all sizes.

See Work-Relay Pricing

Partners

Work-Relay is proud to collaborate with leaders in the Salesforce ecosystem to provide our customers with customized solutions that drive growth.

Find a Partner

Customer Testimonials

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Since we started utilizing Work-Relay we are able to troubleshoot and get ahead of orders that are running late to get them back on track. As a result, our senior management meetings have become delightfully boring.

Cynthia Rhodes

Operations Manager

Perennials

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We utilize standardized Work-Relay forms to provide a consistent front-end experience for the sales team. No matter which factory they are working with, the process feels the same. However, behind the scenes, Work-Relay processes and workflows are established for each factory, allowing their consistent quote creation processes to remain intact.

Julien De Matteis

Manager CRM Service

TC Transcontinental Packaging

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Work-Relay has been a 100% game-changer in our ability to establish a project completion timeframe and complete projects on time. Basically, it lets us create a plan and stick to it. This is one reason we are growing so quickly.

Karen M Dias

Director, Wireless Service Delivery

Uniti Fiber

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Neostella (Work-Relay) team is excellent to work with. Their technical support, customer support and consulting are first class and more than we have come to experience from other Salesforce vendors.

Craig Behr

Senior Vice President

CityNet

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Work-Relay is so easy to use for the CEO and other managers that we constantly tweak our processes to become more streamlined, increase quality and avoid duplication of work.

Eirik Skeid

CEO

Sharkcage

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