Work-Relay Use Cases

the possibilities are endless

Simplify Complex Workflows

Work-Relay solves many business challenges, coordinating complex workflows and optimizing productivity by empowering teams to collaborate, track progress, and automate repetitive tasks. From managing customer onboarding processes, to streamlining complex IT operations and accelerating order-to-cash operations, Work-Relay’s intuitive interface and extensive automation capabilities make it indispensable for organizations looking for improved Salesforce workflow coordination.

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Common Use Cases for Work-Relay

Order to Cash

Orchestrate the hand-off of work from order entry through account reconciliation.

Product installations

Coordinate customer orders, implementations, work orders, permits, and locations.

Customer Onboarding

Utilize intelligent processes to guide users through required onboarding activities

Clinical Trials

Capture, manage and report on data in accordance with regulatory requirements.

Custom Packaging

Scale production that accommodates custom, rapidly changing customer requests.

Vendor Management

Synchronize multiple systems to keep SKUs, options, and price changes up-to-date.

Custom Manufacturing

Orchestrate the entire production cycle from end-to-end to achieve on-time delivery.

Franchisee Management

Utilize Salesforce to monitor and escalate if steps aren’t completed in a timely manner.

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Customer Successes

Be Our Next Happy Customer

“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-Rugs Division | Perennials and Sutherland

“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

“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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More Resources

Managing Repetitive Projects in Salesforce

Guide