OneDesk for professional services Marketing HelpDesk
How does OneDesk help my Marketing team?
Track BD Support Tickets, Prospect Communication, and Proposal Development Service.
Efficient Proposal Support & Case Study Request Ticket System.
Professional Services Marketing generates leads. OneDesk captures inquiries from potential clients via website forms or email as tickets. Customize views to track leads by service line or industry. Set SLAs for lead follow-up by business development. Reporting tracks lead generation sources.
Business Development Portal, Proposal Forms & Firm Capabilities Knowledgebase.
Consultants needing marketing collateral (case studies, bios) for proposals or client meetings require easy access. OneDesk's portal allows consultants to request specific materials or support for marketing activities. Consultants track request status. The knowledgebase serves as a central library for approved case studies, service descriptions, consultant bios, and proposal templates. Live chat helps consultants find the right marketing asset quickly.
Automate Proposal Support Routing, BD Workflows & Expertise Matching Tasks.
Support marketing and business development efforts in professional services firms using OneDesk automations. Build workflows for managing proposal creation support developing case studies coordinating industry event participation or updating expert bios on the website. Automatically triage marketing/BD tasks based on service line target industry or urgency proposal deadline. Route requests needing specific expert input or client success story details directly to the relevant practice leader or consultant. Use auto-replies confirming receipt of proposal support requests. It streamlines business development activities.
Streamlined Business Development & Proposal Support.
Streamline business development and marketing support in professional services firms with OneDesk. Its features manage proposal creation case study development event coordination ensuring effective client acquisition efforts. The versatility connects marketing requests with expert input efficiently. Need organized support for winning new business? OneDesk keeps BD activities on track. It scales to support expanding marketing and sales initiatives.
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