OneDesk for Technology Sales Work Management
How does OneDesk help my Sales team?
Track Tech Sales Pipeline, Demos, and Customer Deals
Manage Demo Requests and Technical Sales Question Tickets
Tech sales support handles requests for demo assistance, technical questionnaires, or trial setups. Manage these pre-sales tasks as tickets in OneDesk via email or CRM integration. Customize views to prioritize requests for high-value deals. Set SLAs for responding to technical Q&A. Report on pre-sales support activity.
Prospect Portal with Demos and Technical Info
Track tasks for tech sales cycles, including technical demos, proof-of-concept setups, security questionnaires, and contract negotiations. Use subtasks for different aspects of a PoC. Set dependencies linking successful PoC to proposal submission. Schedule follow-ups and demo preparations.
Track Time Spent on Sales Demos
Tech sales teams track time spent on demos, proof-of-concepts, responding to RFPs, and technical Q&A, especially for complex enterprise sales. Log hours against sales cycle tasks using OneDesk timesheets. Understand the cost of sales and effort per deal stage.
Manage Tasks for Tech Sales Demos and Follow-ups
Automate parts of the tech sales process. Automatically assign technical pre-sales support requests based on product expertise. Set up workflows for trial provisioning and follow-up sequences. Trigger notifications for contract review upon deal stage change.
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