OneDesk for Wholesale Sales Work Management
How does OneDesk help my Sales team?
Track Wholesale Accounts, Orders, and Retail Partnerships
Track Wholesale Order Questions and Account Setup Tickets
Wholesale sales support handles retailer requests for order status, product availability, or pricing confirmation. Manage these inquiries as tickets in OneDesk via email, B2B portal, or phone logs. Customize views to prioritize key retail accounts. Set SLAs for responding to availability checks. Report on common retailer inquiries.
Streamline B2B Sales with a Retailer Portal
Track the wholesale sales process using tasks for managing retailer accounts, presenting new product lines, processing bulk orders, and negotiating terms. Use subtasks for preparing for key account reviews. Set dependencies linking order receipt to inventory allocation. Schedule regular check-ins with buyers.
Track Time Spent on Wholesale Accounts
Wholesale sales reps track time spent managing key retailer accounts, presenting new lines, processing large orders, and attending trade shows. Log hours against sales activities using OneDesk timesheets. Analyze time spent per account or product category. Optimize sales efforts.
Track Tasks for Wholesale Account Management
Automate parts of the wholesale sales process. Automatically assign new retailer leads based on territory. Set up workflows for processing large volume orders requiring special checks. Trigger follow-up tasks for key account management.
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