OneDesk for Technology Sales Professional Services Automation
How does OneDesk help my Sales team?
Sell Tech Solutions & Track Client Project Success
Track POC Issues & Customization Queries with Sales Tickets
Tech Sales teams, use OneDesk ticketing to manage technical questions during POCs, log client requests for customizations, or track issues blocking a sale. Capture from prospect emails or internal SE reports. Custom views like 'POC - Technical Blocker' or 'Customization Request - Client Z' help sales and SEs collaborate. SLAs ensure timely tech support for sales. Reporting tracks common sales hurdles.
Onboard New Tech Clients with Our Info & Support Portal
Help your technology sales team ensure a smooth onboarding for new clients. A client portal can provide access to setup guides, API documentation, training materials, and key contacts. New clients can use ticket forms for technical or account-related questions. Live chat offers quick support during the initial integration or setup phase of your tech solution.
Automate Sales Demos and Trial Management.
Sales teams in Technology, especially for SaaS, rely on effective demos and trial experiences to convert leads. OneDesk's automations streamline these critical sales activities. Our versatile system allows you to build workflows for scheduling product demos, managing free trial sign-ups and onboarding, and tracking lead engagement during the trial period. New demo requests or trial sign-ups can be automatically triaged by lead score or product interest. They are then routed to the sales representative or solutions engineer. You can also set up automated email sequences to guide trial users and encourage conversion. OneDesk helps your tech sales team close more deals. This accelerates revenue growth.
Track Sales for Tech Solutions
Sales teams in tech, navigating complex sales cycles for software or hardware, demonstrating value, and managing technical evaluations is key. OneDesk helps organize your sales pipeline and track deals. Its robust features allow you to manage leads from various channels, track progress through sales stages (including PoCs or demos), and collaborate with sales engineers and product teams for accurate proposals. The versatility of our system adapts to your specific sales process for different tech solutions. As your customer base and product complexity grow, OneDesk’s unique scalability ensures your sales operations can scale effectively.
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