Case Study: Smarsh achieves 99% faster proposal generation with WorkRails

Smarsh cuts proposal generation time by 99% with WorkRails

Smarsh, a multinational SaaS company providing digital communications archiving and compliance solutions, faced a significant challenge with its manual proposal generation process. The custom, bespoke proposals required sales to complete a 300+ line questionnaire, leading to an average turnaround time of over three weeks per document. To address this inefficiency, Smarsh partnered with vendor WorkRails.

WorkRails implemented a guided selling solution integrated with Salesforce.com, which automated the proposal process. This allowed Smarsh's sales team to generate accurate proposals in minutes by answering a few questions and selecting from standardized service packages. The solution from WorkRails resulted in a 99% decrease in proposal generation time, eliminated offline documents, and provided a single pane of glass to manage all offerings.

Smarsh