OneDesk for professional services Sales Professional Services Automation
How does OneDesk help my Sales team?
Win More Service Deals & Manage Client Projects
Track Proposal Revisions & Pre-Sales Queries with Ticketing
Sales in Professional Services, manage prospect questions during proposal stages or track internal requests for SOW reviews using OneDesk ticketing. Capture from prospect emails or internal collaboration. Custom views like 'Proposal Q&A - Client X' or 'SOW Legal Review Needed' streamline pre-sales. SLAs ensure timely responses to prospects. Reporting tracks common pre-sales hurdles.
Better Client Onboarding for Your Professional Service Firm
Help your professional services sales team ensure a smooth and impressive onboarding experience for new clients. A client portal can provide access to welcome information, service agreements, and key contact details. New clients can use ticket forms to ask initial questions about service delivery. Live chat offers quick support during these crucial early stages, setting a positive tone.
Automate Proposal Creation and Client Onboarding.
The sales process in Professional Services involves understanding client needs, crafting compelling proposals, and smooth onboarding. OneDesk's automations make this highly efficient. Our versatile system allows you to build workflows for managing new business opportunities, automating aspects of proposal generation using templates, and guiding new clients through the onboarding checklist. New leads can be automatically triaged by potential engagement size or service required. They are then routed to the right partner or business development professional. You can also set up automated replies to follow up after initial consultations. OneDesk helps your firm win more business. This ensures a strong start to client relationships.
Track Sales for Professional Services
Sales teams or partners in professional services, developing new business and managing client relationships through the sales cycle is crucial. OneDesk helps organize your sales pipeline for consulting and other services. Its robust features allow you to manage leads, track proposal development and SOW creation, and coordinate with delivery teams for scoping and resource availability. The versatility of our system adapts to your specific sales process for different service lines. As your client base grows, OneDesk’s unique scalability ensures your sales operations can handle increased volume smoothly.
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