OneDesk for professional services Sales Project Management
How does OneDesk help my Sales team?
Coordinate Business Development Projects for Services
Organize Business Development Tasks for Service Sales
Manage the business development process, from lead generation to proposal writing and closing deals. OneDesk helps track opportunities and coordinate pitch teams. Break down the proposal process into clear subtasks (scoping, pricing, writing). Set dependencies for solution architect input before finalizing proposals. Smart scheduling helps manage the sales pipeline.
Track Time Spent on Business Development Activities
Log time spent on business development activities, from initial client conversations and needs assessment to solution design, proposal writing, and closing deals. OneDesk timesheets help track the time cost of acquiring new engagements.
Automate Proposal Generation Task Assignments
Accelerate the professional services sales cycle. Use OneDesk workflows to automatically assign proposal development tasks to the right experts. Trigger notifications for pricing or scope reviews. Automate task creation for project kickoff once an engagement is won.
Coordinate Business Development Projects Now
Coordinate the business development process as a project. OneDesk offers robust tools for managing the proposal development lifecycle, tracking large pursuits, coordinating pitch teams, and improving the client acquisition process. Its versatile features map the consulting sales cycle. It scales easily with a growing pipeline.
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