OneDesk for Construction Sales Work Management
How does OneDesk help my Sales team?
Track Construction Bids, Proposals, and Client Communication
Track Bid Questions and Client Info Request Tickets
Construction sales teams track proposal requests or client queries. Manage these interactions as tickets in OneDesk, captured from email or CRM integration. Customize views to see tasks by sales stage or client. Set SLAs for quote turnaround times. Report on inquiry types.
Provide Prospects Project Info via Secure Portal
Track the construction sales process by creating tasks for lead follow-up, proposal writing, and contract negotiation. Use subtasks for different proposal sections. Set dependencies to link client approval to project handover tasks. Schedule follow-up reminders automatically.
Track Time on Bids and Proposals
Construction sales teams can track time spent on specific bids, client meetings, or proposal development. Log hours against sales tasks using OneDesk timesheets. Understand the effort required to win different types of projects. This data can help optimize the sales process.
Manage Construction Bid and Proposal Tasks Easily
Automate parts of the construction sales process in OneDesk. Automatically assign new leads based on territory or potential project value. Send automated follow-up reminders to the sales team. Trigger notifications to project teams upon contract signing for smoother handovers.
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