OneDesk for Marketing Sales Work Management
How does OneDesk help my Sales team?
Coordinate Sales Enablement Materials and Lead Handoffs
Track Sales Enablement Material Requests Efficiently
Marketing provides sales enablement support, like requests for specific collateral or lead data. Manage these requests from the sales team as tickets in OneDesk via email or CRM integration. Customize views to prioritize requests for active deals. Set SLAs for providing requested sales materials. Report on common sales enablement requests.
Sales Team Portal for Accessing Latest Materials
Organize tasks supporting the sales team, like creating custom pitch decks, providing lead intelligence reports, or managing sales enablement content. Use subtasks for different sections of a custom deck. Set dependencies based on sales team requests. Schedule content update reviews.
Monitor Time Creating Sales Enablement Assets
Marketing teams track time spent creating sales collateral, supporting specific sales deals, or managing lead handoff processes. Log hours against sales support tasks using OneDesk timesheets. Understand the marketing resources dedicated to supporting sales efforts.
Track Tasks for Creating Sales Enablement Materials
Automate marketing support for sales. Automatically assign requests from sales for custom collateral based on deal size or urgency. Set up workflows for lead handoffs, triggering tasks for sales follow-up. Notify sales when new enablement content is available.
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