OneDesk for professional services Marketing Professional Services Automation
How does OneDesk help my Marketing team?
Market Your Services & Manage Client Project Leads
Manage Service Promotion & Lead Gen Requests with Ticketing
Marketing in Professional Services firms, manage internal requests for case study development, website updates for new services, or event marketing support using OneDesk ticketing. Partners or practice leads can submit via email/forms. Custom views like 'New Case Study - In Progress' or 'Webinar Promotion Tasks' keep marketing focused. SLAs ensure marketing supports business development. Reporting tracks marketing ROI.
Marketing Service Clients Track Progress via Your Portal
Allow clients of your marketing professional services to see campaign performance, access reports, and review creative assets in their own portal. They can easily submit feedback or ask questions about strategy using ticket forms. Live chat enables quick conversations about ongoing campaigns. This transparency demonstrates the value your marketing firm delivers and fosters strong collaboration.
Boost Your Firm’s Marketing with Automation.
Marketing teams in Professional Services firms work to build brand reputation, generate leads, and showcase expertise. OneDesk's automations supercharge these efforts. Our platform lets you create workflows to manage content marketing (like whitepapers or case studies), run targeted email campaigns to prospects, and track engagement from your website. New leads or inquiries about your firm's services can be automatically triaged based on industry or service need. They are then routed to the appropriate practice leader or business development manager. You can also use automated replies to send thought leadership content. OneDesk’s versatile automations help you attract more ideal clients. This fuels your firm's growth.
Run Marketing for Your Services
Marketing teams in professional services, building your firm's reputation, generating leads, and showcasing expertise are your main goals. OneDesk helps you plan and execute effective marketing campaigns to attract new clients. Use its robust features to manage thought leadership content creation (like white papers or webinars), track leads from campaigns, and coordinate events or speaking engagements. The platform’s versatility is great for managing diverse marketing initiatives that highlight your firm’s value. As your firm grows, OneDesk’s unique scalability helps your marketing efforts scale to reach your target audience.
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