OneDesk for Finance Sales Professional Services Automation
How does OneDesk help my Sales team?
Finance Sales: Close Service Deals & Onboard Clients
Track Client Onboarding & Solution Queries with Ticketing
Sales teams in Finance, use OneDesk ticketing to manage client inquiries about complex financial solutions or to track onboarding tasks post-sale. Capture questions from emails or CRM integration. Custom views like 'New Client Setup' or 'Product Demo Follow-up' organize actions. SLAs ensure prompt client communication. Reporting tracks common questions, refining sales and onboarding processes.
Support Financial Advisory Clients with Easy Info Portal
Equip your sales and advisory teams to support financial clients with a portal for easy access to product information, market insights, and account onboarding documents. Clients can ask follow-up questions or request consultations using simple ticket forms. Live chat can help answer quick questions from prospective or new clients. This streamlines client acquisition and early relationship management in financial services.
Automate Sales Pipelines for Financial Products.
Sales teams in Financial Services manage complex sales cycles for various products and services. OneDesk's automations streamline this process. Our versatile system allows you to build workflows for lead qualification, proposal generation, and client onboarding. New client inquiries can be automatically triaged by product interest or potential account size. They are then routed to the appropriate sales advisor. You can also set up automated replies to follow up after initial meetings or send tailored product information. OneDesk helps your sales team close more deals efficiently. This grows your client base and revenue.
Track Sales for Financial Products
Sales teams in the financial sector, managing client relationships and handling complex sales processes is vital. OneDesk helps organize your sales leads and track client talks effectively. Its robust features let you manage potential clients, track progress on proposals for financial products, and ensure client communications are compliant. The versatility of our system fits your specific sales process for different financial offerings. As your client base grows, OneDesk’s unique scalability ensures your sales operations can handle more business smoothly.
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