OneDesk for professional services Sales Work Management
How does OneDesk help my Sales team?
Track Client Leads, Proposals, and New Engagements
Track New Client Questions and Proposal Request Tickets
Professional services sales support handles requests for proposal help or demo setups. Manage these tasks as tickets in OneDesk via email or CRM integration. Customize views to prioritize requests for deals nearing closure. Set SLAs for providing proposal support. Report on pre-sales support activity.
Engage Leads with Resources in a Prospect Portal
Track the complex sales cycle for professional services using tasks for lead qualification, solution development, proposal writing, and contract negotiation. Use subtasks for different proposal sections (scope, pricing, team). Set dependencies linking proposal approval to contract drafting. Schedule follow-ups.
Track Time Spent on Client Proposals
Professional services sales teams track time spent on pre-sales activities like solutioning, proposal writing, and demos, which often aren't directly billable. Log hours against sales pipeline tasks using OneDesk timesheets. Understand the cost of sales and effort required to win deals.
Manage Tasks for Client Leads and Proposals
Automate parts of the professional services sales cycle. Automatically assign lead qualification tasks based on source or potential value. Set up workflows for proposal generation involving multiple contributors. Trigger project kickoff tasks upon deal closure.
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