+ Your team talks to Workd from their phone, in their own language. Every visit, call, note, task and opportunity is written into Salesforce Sales Cloud for them, so the CRM you already pay for finally gets filled in.
What your team says, in Salesforce
Visits and call notes
What happened, who was there and what was promised
Tasks and follow-ups
Set the moment someone says "remind me Thursday"
Opportunities
New deals and changes, as your team talks about them
Accounts and contacts
New names and updated details from the field
Most distributors already pay for Salesforce. The trouble is getting anything into it. After a long day of visits and calls, nobody wants to sit down and type up notes, so the record stays thin and the leaders who rely on it are left guessing.
That isn't your team's fault. Every tool they've been handed has asked them to type. Workd asks them to talk.
Your team talks to Sarah, their Workd agent, the way they'd talk to a colleague. Workd does the typing.
On the way out of a visit
"Just left Henderson Mechanical. Mike wants the boiler quote by Thursday."
Visit logged, follow-up set and the opportunity updated in Salesforce
In the parking lot
"What did we promise Henderson last time?"
Answered from Salesforce and your ERP before they walk in
Between meetings
"Add their new purchasing manager, Dana Ruiz."
Contact added to the account in Salesforce
In their own language
"Anota que el cliente quiere precios nuevos para el lunes."
Note saved to Salesforce, readable by the whole team
Visits, promises and follow-ups land in Salesforce as they happen, from everyone on the team.
Your Salesforce reports and dashboards finally reflect what the field did this week.
Workd reads your CRM and your ERP together, so one question covers the account and its open orders.
Salesforce stays where it is, with the setup, reports and history you already have.
No. Salesforce stays your system of record. Your team talks to Workd, and what they say is written into Salesforce for them.
A voice agent your team talks to from their phone, in their own language. It answers from your CRM and your ERP together, so one question covers the account, its open orders and what was promised last visit.
Very little. They talk the way they would call the branch. There are no new screens to learn to keep the CRM up to date.
We connect Workd to Salesforce and your ERP as they are, and most teams are live in two to four weeks. We confirm the details for your setup on the demo.
Workd has its own CRM built for distributors. Some teams start on top of their current CRM and move later; some never do. Either works.
Also connected: your ERP, phone system and payments.
Distributors from $5M to over $1B run their sales, orders, and deliveries on Workd.