OneDesk for professional services Sales HelpDesk
How does OneDesk help my Sales team?
Streamline BD Request Tickets, Prospect Communication, and Expert Support Service.
Fast Expert Request & Proposal Generation Ticket System Benefits.
Professional Services Sales manages proposals. OneDesk captures prospect questions during the sales cycle via email or forms as tickets. Custom views help track inquiries related to active proposals. Set SLAs for responding to prospect questions. Reporting tracks sales cycle communications.
Prospect Engagement Portal, Needs Assessment Forms & Firm Expertise Knowledgebase.
Potential clients interacting with the firm's sales or business development team need easy ways to inquire. OneDesk powers website forms and potentially a prospect portal for submitting detailed inquiries or RFP responses. Prospects receive updates via the portal. The knowledgebase showcases service offerings, industry expertise, client testimonials, and engagement models. Live chat on the website answers initial questions and qualifies leads effectively.
Automate BD Request Routing, Expert Assignment Workflows & Prospect Tracking.
Enable business development and sales roles in professional services with efficient internal support using OneDesk automations. Create workflows for requesting expert support for sales pitches generating proposals tracking opportunities in CRM or managing conflict checks for new prospects. Automatically triage BD/Sales support requests based on potential deal value service line required expertise or urgency. Route hot prospect inquiries requiring immediate expert input directly to the relevant practice leader or consultant queue. Use auto-replies providing links to standard proposal templates or case studies. It helps accelerate the sales cycle.
Faster Support for Business Development Teams.
Accelerate business development in professional services with OneDesk providing efficient internal support. Its features streamline requests for expert input proposal generation opportunity tracking ensuring sales teams are well-equipped. The versatility routes requests quickly to the right experts or resources. Need faster support for closing deals? OneDesk speeds up internal responses. It scales easily supporting growing business development teams.
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