OneDesk for Finance Sales Work Management
How does OneDesk help my Sales team?
Track Financial Product Sales and Client Relationships
Track Client Onboarding Tasks and Sales Support Tickets
Finance sales support teams might handle onboarding or documentation requests. Manage these tasks as tickets in OneDesk, initiated via email or CRM integration. Customize views to track onboarding progress per client. Set SLAs for completing setup tasks. Report on onboarding times.
Client Portal Enhances Onboarding and Communication
Track tasks related to complex financial sales cycles or client onboarding. Use subtasks for due diligence, documentation, and system setup. Set dependencies linking completed paperwork to account activation. Schedule client follow-ups and onboarding milestones.
Log Time Spent on Client Sales Cycles
Sales teams in finance dealing with complex B2B products can track time spent on different stages of the sales cycle or client onboarding. Log hours against sales tasks using OneDesk timesheets. Understand the effort needed for acquisition versus retention activities. Optimize sales resource deployment.
Track Tasks for Financial Product Sales Cycles
Automate tasks in complex financial sales or onboarding. Automatically assign documentation review tasks based on client type. Trigger notifications when onboarding milestones are complete. Send automated reminders for required client documents.
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