OneDesk for Retail Sales Professional Services Automation

While 'Sales' is core retail, teams managing special customer orders, installation services, or loyalty programs as projects can benefit. OneDesk helps track these service components.

How does OneDesk help my Sales team?

Boost Retail Sales & Manage Client Service Projects

For Retail Sales teams, especially in B2B or custom order environments, OneDesk can manage these as projects. Track large client orders, coordinate fulfillment, and manage custom requests. If your sales team undertakes projects like launching new sales training or incentive programs, our platform keeps those organized too. Drive sales performance with structured project approaches.

Track Large Order & Sales Support Requests with Ticketing​

Retail Sales teams (especially B2B or for large/custom orders), use OneDesk ticketing to manage client order issues, special requests, or internal support needs. Capture from email or internal systems. Custom views like 'Corporate Order - Fulfillment Issue' or 'VIP Client Request' help prioritize. SLAs ensure great B2B customer service. Reporting tracks special order processing times.

Support Retail Clients Post-Sale with Easy Info Access​

Help your sales team support retail clients after a purchase of goods or services. A client portal can offer access to product information, warranty details, or reordering options. Retail clients can use ticket forms for post-sale questions or service requests. Live chat can provide quick assistance, fostering loyalty in the competitive retail market.

Automate Sales Promotions and Performance Tracking.​

While 'sales' is inherent in retail, managing promotions and tracking sales performance across channels is key. OneDesk's automations help optimize this. Our versatile system allows you to build workflows for planning and executing sales promotions, tracking sales data from POS and e-commerce, and managing customer loyalty programs. Sales performance alerts or customer feedback on promotions can be automatically triaged. They are then routed to merchandising or marketing teams for analysis. You can also set up automated replies to customers about ongoing sales. OneDesk helps you drive sales effectively. This maximizes revenue and customer engagement.

Boost Retail Sales Team Productivity​

For retail sales managers or teams focused on assisted selling or B2B retail accounts, maximizing team performance is key. OneDesk helps organize sales activities, track targets, and manage client outreach. Its robust features allow you to set sales goals for staff, track performance of specific promotions, and manage communication with key corporate clients or high-value customers. The versatility of our system adapts to different retail sales environments. As your sales programs expand, OneDesk’s unique scalability ensures your team can handle increased targets and activities smoothly.

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