OneDesk for IT Sales Project Management

Coordinating technical aspects of sales proposals or implementations? OneDesk helps your IT team collaborate with sales, track tasks, and manage project delivery. Support sales success with organized IT.

How does OneDesk help my Sales team?

Track IT Service Sales Projects Effectively Together

IT often supports sales by managing CRM system customizations, setting up demo environments, or providing technical expertise during the sales cycle (pre-sales projects). OneDesk helps IT track these sales support tasks, coordinate resources, and ensure technical aspects of deals proceed smoothly.

Coordinate Sales Engineering Tasks for IT Solutions​

Support the technology needs of the sales team, like CRM administration and sales tool integration. OneDesk helps manage CRM updates and user support for sales staff. Break down CRM customization projects into subtasks. Set dependencies for user training before rolling out new features. Smart scheduling helps prioritize sales technology support.

Log Time Spent on IT Solution Sales Engineering​

Track time spent administering the CRM, integrating sales tools, and providing technical support to the sales team. Use OneDesk's timer for resolving sales tech issues. Timesheets help understand the IT cost of supporting sales functions.

Automate Task Creation for IT Sales Demo Follow-Ups​

Improve IT support for the sales team. OneDesk automations can route CRM support requests based on issue type. Assign tasks for setting up demo environments for sales calls. Set up workflows for provisioning access to sales tools for new hires.

Track IT Sales Projects Effectively Together​

Manage IT projects specifically supporting sales functions. OneDesk provides robust tracking for projects like CRM customization, sales analytics platform implementation, or integrating sales tools. Its versatile features cater to the technology needs of sales teams. It scales with evolving sales processes.

Get started free

Evaluate OneDesk for yourself with our completely free 14-day trial. 

Scroll to Top
Cookie Consent with Real Cookie Banner