OneDesk for Wholesale Sales Professional Services Automation
How does OneDesk help my Sales team?
Secure Wholesale Orders & Manage Client Delivery Projects
Track Key Account & Bulk Order Queries with Sales Tickets
Wholesale Sales teams, OneDesk ticketing helps manage inquiries from key B2B accounts about bulk pricing, order status, or custom requirements. Capture from client emails or B2B portal. Custom views like 'Key Account - Urgent Order' or 'New Product Line Inquiry' help prioritize. SLAs ensure excellent service to top customers. Reporting tracks sales activity and common B2B client needs.
Better Support for Wholesale Accounts with Client Portal
Help your wholesale sales team manage and support their accounts more effectively. A client portal can provide access to personalized catalogs, pricing information, order history, and marketing collateral. Wholesale clients can use ticket forms to ask questions, request quotes, or place reorders. Live chat can offer quick assistance, strengthening B2B relationships.
Streamline Large Order Quotes and Sales Tracking.
Wholesale Sales teams manage relationships with retail buyers, process large volume orders, and work to expand distribution. OneDesk's automations make their job more efficient. Our versatile system allows you to build workflows for managing new retail account applications, generating quotes for bulk orders, and tracking sales performance by region or product line. New order inquiries or quote requests from retailers can be automatically triaged by potential volume or client status. They are then routed to the appropriate sales representative. You can also set up automated replies to confirm orders or send updated price lists. OneDesk helps your wholesale sales team close more deals. This grows your business.
Track Sales for Wholesale Channels
Wholesale sales teams, managing relationships with retail accounts, processing large orders, and meeting sales targets is how you drive business. OneDesk helps organize your sales pipeline and track customer interactions. Its robust features allow you to manage leads for new retail partners, track order status and fulfillment, and coordinate with logistics for timely delivery. The versatility of our system adapts to your specific sales process for different customer segments or product lines. As your customer base grows, OneDesk’s unique scalability ensures your sales operations can handle increased order volume smoothly.
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