OneDesk for Creative Sales Work Management
How does OneDesk help my Sales team?
Track Creative Pitches, Proposals, and Client Wins
Manage Pitch Questions and New Client Setup Tickets
Creative sales teams handle prospect questions and proposal requests. Turn emails or form submissions into sales task tickets in OneDesk. Organize inquiries by lead status or potential value using custom views. Set SLAs for initial response times. Report on inquiry sources.
Easy Client Onboarding with Portal and Forms
Track the agency sales pipeline with tasks for prospecting, pitching, and closing deals. Use subtasks for preparing different parts of a proposal. Set dependencies linking a signed contract to the project kickoff task. Schedule follow-up reminders for leads.
Track Time Spent on Client Pitches
Creative sales teams can track time spent on pitching new clients or developing proposals. Log hours against sales pipeline tasks using OneDesk timesheets. Analyze the effort required to close different types of deals. Improve sales forecasting and resource planning.
Organize Creative Pitch Follow-Up and Sales Tasks
Automate aspects of the creative agency sales process. Automatically assign new business inquiries based on service requested or potential budget. Send automated follow-up reminders for proposals sent. Trigger notifications for project kickoff upon deal closure.
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