OneDesk for Construction Sales Professional Services Automation

Sales teams in Construction, winning projects is just the start. OneDesk helps ensure a smooth handover to delivery teams and keeps client project details organized, leading to happier clients post-sale.

How does OneDesk help my Sales team?

Construction Sales: Close Deals, Deliver Projects Seamlessly

Sales teams in Construction, OneDesk can help you manage the process from bid to project initiation. Track potential projects, manage client communications, and collaborate on proposals more effectively. Once a deal is won, smoothly transition project details to the operations team. Our system helps organize sales activities and provides visibility into the pipeline. This leads to a more streamlined sales process and better client onboarding.

Handle Bid & Client Inquiries Through Sales Ticketing​

Construction Sales teams can use OneDesk ticketing to manage client inquiries about bids or project capabilities. Capture questions from emails, website forms, or even integrate with your CRM. Create custom views like 'Hot Lead Inquiries' or 'Proposal Clarification Needed.' SLAs can ensure quick follow-up on promising leads. Reporting can show common questions during the bidding process, helping refine sales materials.

Support New Construction Clients Effectively with Our Portal​

Help your sales team support new construction clients by giving them a portal for easy access to onboarding materials and account information. Clients can ask post-sale questions using simple ticket forms, routed directly to your sales or support staff. Live chat can provide quick answers during the critical early stages of a client relationship. This ensures a smooth transition and sets the stage for long-term client satisfaction in your construction business.

Automate Proposal Building for Construction Sales.​

Sales teams in Construction spend a lot of time on proposals and client communication. OneDesk's automations can significantly speed this up. Our versatile system allows you to build workflows that guide proposal creation, from initial request to final submission. New sales inquiries can be automatically triaged by project type or potential value. They are then routed to the right sales representative. You can also set up automated replies to acknowledge new leads or send follow-up materials after a meeting. OneDesk helps your sales team be more responsive. This leads to more closed deals and a stronger sales pipeline.

Track Sales Activities in Construction​

Construction sales teams, winning bids and keeping clients happy is what it’s all about. OneDesk helps you organize your sales leads and track your activities simply. Its strong features let you manage potential projects, track your bid submissions, and work with project teams for accurate quotes. The versatility of our system means it can fit your specific sales process for different types of construction work. As your sales goals get bigger, OneDesk’s unique scalability ensures your sales operations can handle more business with ease.

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