OneDesk for Retail Sales Work Management
How does OneDesk help my Sales team?
Manage Sales Performance Tracking and Customer Engagement
Track Customer Order Issues and Sales Data Tickets
Retail district/regional managers track store performance issues or follow-up tasks from store visits. Use OneDesk tickets (tasks) to manage action items for store managers, assigned via email or direct entry. Custom views can show tasks per store or district. Track completion times using internal targets (SLAs). Report on store follow-up status.
Customer Portal Improves Online Shopping Experience
Manage tasks for retail field leadership (District/Regional Managers), such as planning store visits, tracking follow-up actions for store managers, or rolling out sales contests. Use subtasks for different aspects of a store visit assessment. Schedule regular store audits.
Log Time Related to Sales Performance
Retail field leaders track time spent on store visits, performance coaching with managers, or analyzing regional sales data. Log hours against these management tasks using OneDesk timesheets. Understand how field leadership time is allocated across stores or activities. Optimize field management practices.
Manage Tasks for Sales Performance Tracking
Automate tasks for retail field leadership. Set up workflows for store visit reporting and follow-up task assignment to store managers. Automatically trigger reminders for performance reviews. Ensure consistent communication flow.
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