OneDesk for Logistics Sales Professional Services Automation
How does OneDesk help my Sales team?
Win Logistics Contracts & Manage Client Deliverables
Track Shipping Quotes & Client Onboarding with Ticketing
Logistics Sales teams, manage client requests for complex shipping quotes or track onboarding tasks for new accounts with OneDesk ticketing. Capture inquiries from email or CRM. Custom views like 'New Client Onboarding Checklist' or 'Urgent Quote Request' streamline sales operations. SLAs ensure fast response to client needs. Reporting tracks quote turnaround and onboarding efficiency.
Support Logistics Clients with Account Info & Help Portal
Help your logistics sales team manage client relationships effectively post-sale. A client portal can provide access to account details, service agreements, and quick support options. Clients can use ticket forms to ask questions about their services or request quotes for new shipments. Live chat can offer quick assistance, fostering client loyalty.
Automate Quote Generation for Logistics Services.
Sales teams in Logistics need to provide fast and accurate quotes to win business. OneDesk's automations accelerate this. Our versatile system allows you to build workflows for managing new shipping inquiries, generating freight quotes based on defined rate cards, and tracking sales opportunities. New quote requests can be automatically triaged by service type or volume. They are then routed to the appropriate sales representative or pricing specialist. You can also set up automated replies to acknowledge quote requests or send follow-up information. OneDesk helps your logistics sales team respond quicker. This leads to more won shipments.
Manage Sales for Logistics Solutions
Sales teams in logistics, getting new shipping contracts and managing relationships with big accounts is how you drive growth. OneDesk helps organize your sales leads and track client talks effectively. Its robust features let you manage leads for freight services, track proposal writing for custom logistics solutions, and work with operations for capacity planning. The versatility of our system fits your specific sales process for different types of logistics services. As your client base and service offerings grow, OneDesk’s unique scalability ensures your sales operations can scale up smoothly.
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