OneDesk for Finance Sales HelpDesk
How does OneDesk help my Sales team?
Streamline Advisor Sales Tickets, Client Communication, and Support Service.
Efficient Advisor Support & Client Report Ticket Handling System.
Finance Sales requires structured inquiry management. OneDesk captures client or prospect questions about products via email or forms as tickets. Custom views help sales teams manage inquiries related to specific services. Set SLAs for responding to client requests. Reporting tracks inquiry volume and types.
Advisor Support Portal, Client Request Forms & Product Knowledgebase.
Client-facing sales teams in finance need quick answers for client inquiries. While direct client access might be limited, internal sales staff can use the OneDesk portal to submit complex questions needing specialist input. They track the status internally. A knowledgebase provides sales teams with product details, FAQs, and compliant talking points. Live chat might connect sales staff to internal experts quickly for time-sensitive questions. This empowers sales with accurate information.
Automate Advisor Request Routing, Compliance Check Workflows & Client Updates.
Enable financial sales teams advisors relationship managers with responsive internal support using OneDesk automations. Create workflows for accessing client reports generating proposals or onboarding new clients. Automatically triage requests based on client segment or product type. Route urgent trade support or compliance check requests directly to the relevant operations or legal team. Use auto-replies to provide quick links to sales collateral. It speeds up the sales cycle.
Responsive Support for Financial Sales Teams.
Enable financial sales teams advisors relationship managers with OneDesk's responsive help desk. Its features streamline requests for client reports proposal support and onboarding processes ensuring quick turnaround. The system's versatility handles inquiries related to diverse financial products and client segments. Need fast access to compliant sales materials? OneDesk keeps them organized. It scales to support growing sales forces in the finance industry.
Get started free
Evaluate OneDesk for yourself with our completely free 14-day trial.
