OneDesk for Wholesale Sales Project Management
How does OneDesk help my Sales team?
Coordinate Wholesale Account Sales Projects as a Team
Organize Account Management Tasks for Wholesale Clients
Coordinate sales activities targeting retailers or distributors, manage key accounts, and track sales performance. OneDesk helps manage the wholesale sales pipeline and customer relationships. Break down key account management plans into clear subtasks (visits, order reviews, promotions). Set dependencies for inventory checks before confirming large orders. Smart scheduling helps manage sales rep activities and targets.
Track Time Spent on Wholesale Account Management
Log time spent by sales reps managing key retailer accounts, visiting clients, processing orders, presenting new products, and resolving customer issues. OneDesk timesheets help track sales activity and manage territories.
Automate Reorder Reminder Tasks for Wholesale Clients
Accelerate the wholesale sales process. Use OneDesk workflows to automatically assign tasks for following up on key account orders. Trigger notifications for approvals needed on special pricing requests. Automate task creation for sales forecasting updates.
Coordinate Wholesale Account Sales Projects
Coordinate projects supporting the wholesale sales team. OneDesk offers robust tools for managing projects like implementing CRM for wholesale account management, developing key account planning processes, rolling out new product training to reps, or analyzing sales territory performance. Its versatile features support B2B sales management. It scales easily with sales team growth.
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