OneDesk for Creative Sales Professional Services Automation
How does OneDesk help my Sales team?
Win More Creative Projects & Manage Client Relationships
Streamline Proposal & Client Queries with Sales Ticketing
Sales teams in Creative agencies, use OneDesk ticketing to manage pre-sales questions from prospects or internal requests for proposal support. Capture these via email or CRM integration. Custom views like 'Hot Prospect Inquiries' or 'Proposal Revision Needed' keep things focused. SLAs ensure quick responses to potential clients. Reporting can show common questions, helping refine your pitch.
Smooth Onboarding for New Creative Clients with Our Portal
Help your sales team provide excellent post-sale support to new creative clients. A client portal can offer onboarding guides, project kickoff information, and key contact details. Clients can use ticket forms to ask questions as they get started. Live chat provides a quick way to address initial concerns. This ensures a positive start to the client relationship for your creative agency.
Automate Creative Pitch Follow-Ups and Tracking.
Sales teams in Creative agencies work hard to win new business. OneDesk's automations can make their job easier. Our versatile system allows you to build workflows for managing new leads and tracking pitch progress. Inquiries from potential clients can be automatically triaged by service interest or budget. They are then routed to the appropriate sales executive. You can also set up automated replies to send initial agency info or follow up after a pitch meeting. OneDesk helps your sales team stay organized. This ensures timely follow-ups and a better chance of closing deals.
Boost Sales Efforts for Creative Services
Sales pros for creative services, showing your value and closing deals is what you do best. OneDesk helps you manage your sales leads and client relationships more effectively. Its robust features let you track potential clients, manage proposals, and easily work with creative teams to scope out projects. The versatility of our platform fits your unique sales process for different creative offerings. As your client list grows, OneDesk’s unique scalability ensures your sales operations can scale up without any trouble.
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