OneDesk for Professional Services Marketing Work Management
How does OneDesk help my Marketing team?
Manage Your Firm's Marketing and Business Development
Manage Requests for Proposals and Marketing Tasks
Professional services marketing gets requests for proposal content, case studies, or event support. Manage these internal requests as tickets in OneDesk via email. Customize views by service line or deadline. Track fulfillment times using internal SLAs. Report on demand for marketing and sales support materials.
Share Case Studies via Prospective Client Portal
Plan tasks for creating marketing content like whitepapers, case studies, or webinar presentations. Use subtasks for research, writing, design, and promotion. Set dependencies linking final content approval to promotional tasks. Schedule content publication dates.
Measure Time Spent on Business Development
Marketing teams in professional services track time spent developing thought leadership content (whitepapers), creating proposal templates, or managing events. Log hours against marketing initiatives using OneDesk timesheets. Measure the effort behind lead generation and brand building activities.
Coordinate Tasks for Firm Marketing and BD Efforts
Streamline requests for marketing & sales enablement materials. Automatically assign requests for case studies or proposal templates based on industry or service line. Set up approval workflows for new thought leadership content.
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