Professional Services
Expand your setup anytime
Targeted engagements to go deeper — purchased alongside or after your core implementation.
🔗
Connect Rework with your ERP, accounting back-end, HR system, or custom internal tools. Scoped per project, sitting alongside your core implementation.
- Scoping & field mapping tailored to your system structure
- Build, test, and validation cycle with your team
- Documentation for your tech and ops teams
- Typical timeline 2–6 weeks, separate from your core implementation project
Case Study
3 hrs → 0
daily PO entry
100%
automated PO creation
0
copy-paste errors
Challenge
Procurement requests were managed in shared spreadsheets and email approvals. Once approved, the purchasing officer manually typed POs into the accounting system — item by item, supplier by supplier. ~3 hours per day on re-entry, with frequent copy-paste errors and missed line items at month-end reconciliation.
Solution
Connected Rework Work Ops with their accounting system via the Integration Pack. The flow now runs end-to-end inside Rework: requester submits a purchase request → purchasing officer reviews, confirms supplier, and approves → Rework automatically groups items by supplier and creates POs in the accounting system. No manual re-entry, no handoff documents.
Result
Eliminated 3 hours of daily PO entry. Zero copy-paste errors at month-end. POs are created the moment approval lands, so procurement and finance teams see the same real-time status — no more "did this get approved?" emails.
🎓
Hired new team members? Expanding to a new department? This pack ensures everyone gets up to speed quickly — with hands-on workshops and a review of how your team is actually using Rework.
- 2–3 extra workshops — for new teams, new departments, or refresher training
- Updated user guides reflecting any new workflows or processes added since go-live
- Adoption health check — we review your usage data and recommend concrete improvements
- 1 follow-up call two weeks later to make sure adoption sticks
Case Study
90%+
adoption rate
2 weeks
to full consistency
8 reps
onboarded
Challenge
After a strong go-live, the company hired 8 new sales reps over 3 months. New reps were using the CRM inconsistently — skipping pipeline stages, not logging field visits, and bypassing the standard discovery questions. Manager weekly visibility into team activity dropped, and pipeline reporting became unreliable.
Solution
Ran a targeted onboarding workshop for the new reps focused on their company's specific configured workflow (not generic Rework features). Followed up with an adoption health check to identify gaps, plus a session for managers on how to use the activity dashboards to coach and follow up.
Result
CRM usage consistency across new reps reached 90%+ within 2 weeks. Manager visibility into team activity improved significantly. Pipeline reporting became reliable again, and the team standardized on the same discovery framework as established reps.
📊
You've been using Rework CRM for a few months and have real data. Now it's time to optimize. We'll analyze your pipeline performance and redesign what's not working — so more leads turn into closed deals.
- 2–3 strategic consulting sessions with your dedicated CS team
- Pipeline performance audit — conversion rates by stage, bottlenecks, SLA compliance
- Process redesign — updated pipeline stages, rules, and automations based on findings
- Implementation of all changes directly in your Rework system by our CS team
Case Study
8% → 35%
lead conversion
30 days
avg sales cycle
0 manual
routing decisions
Challenge
A defined sales process existed on paper, but execution was inconsistent. Leads got returned without clear rules, routing was manual, marketing-to-sales handoff was lossy, and lead-to-win conversion stuck around 8% with no clear bottleneck to point at.
Solution
3-session consulting engagement to redesign the Revenue Motion end-to-end. Built a unified architecture: lead capturing across channels with marketing-side ownership · smart lead routing with SLAs · lead return + recycling system (warm pool / cold pool) · performance-based routing prioritizing reps with best conversion · explicit marketing–sales alignment criteria · pipeline stages with clear gates (Information Collected → Appointment Set → Appointment Done → Closing → Win/Lost). All rules and SLAs were then implemented directly in Rework.
Result
Conversion lifted from 8% to 35% within one quarter. Sales cycle stabilized at 30 days average. Marketing–sales finger-pointing stopped because routing rules and lead-return logic are now explicit, automated, and auditable.
📈
Stop guessing how your team is performing. We'll build custom dashboards that give managers real-time visibility — so decisions are based on data, not assumptions.
- 2–3 custom dashboards designed and built (e.g., sales performance, pipeline health, team KPIs)
- KPI definitions — we help you decide what to track and configure the right metrics
- Scheduled reports & automated alerts — the right data to the right people at the right time
- 1 training session on reading dashboards and making data-driven decisions
Case Study
6 hrs → 0
weekly reporting
Daily
review cadence
9 KPIs
tracked live
Challenge
The CEO ran weekly leadership reviews looking at sales, bookings, and customer numbers — but data came from 4 different sources (booking system, accounting software, marketing dashboards, and manual Excel). Compiling the view took 6+ hours every Friday, and by Monday morning the numbers were already stale.
Solution
Built a unified CEO Dashboard consolidating real-time data across the business: revenue, bookings, customers, channel performance (Website / Mobile / OTA / Walk-in), top destinations and tours, sales by market, and operations. KPI cards show month-over-month deltas at a glance. Automated alerts flag anomalies — high cancellation rates, peak-season approaching, price-spike on key routes — before they become problems.
Result
Weekly compilation eliminated. The CEO opens the dashboard daily and sees real-time numbers across all channels and markets. Decisions that used to wait for Monday morning now happen day-of.
🤖
Ready to let AI handle the repetitive work? We'll deploy Rework's AI agents into your workflows — trained on your data, tested for accuracy, monitored for impact.
- AI agent configuration & deployment based on Rework's current AI capabilities
- Model training on your specific data, workflows, and business context
- Testing & fine-tuning to ensure accuracy before full rollout to the team
- Team training on how to work effectively alongside AI agents
- 30-day monitoring & adjustment — we watch, tweak, and optimize post-deployment
Case Study
9 agents
deployed & maintained
~1.5 hrs
saved per deal
100%
discovery consistency
Challenge
Sales reps repeatedly built discovery questions from scratch, researched prospects manually, drafted meeting summaries by hand, and assembled buyer-context notes deal by deal. ~1.5 hours per deal lost on admin and research — time that should have gone to selling.
Solution
Built a custom Agent Library in Rework — a curated set of AI agents the team uses daily, versioned and maintainable. Includes METDICC AI Agent (drafts qualification questions per opportunity), Prospector Master (researches prospects from public data), Meeting Summary Bot (auto-generates structured notes from call recordings), Business Model Canvas Expert (extracts buyer's business context), and a Research Assistant. Agents are owned by named team members so they keep improving over time.
Result
Sales reps reclaim ~1.5 hours per deal on admin and research. Discovery consistency improved across the team — junior reps now follow the same qualification framework as seniors via the METDICC agent. New hires ramp faster because the institutional knowledge is in the agents, not in heads.