OneDesk for VARs and System Integrators
OneDesk combines Help Desk & Project Management System for VARs & Systems Integrators into a single application – it increases efficiency by eliminating the need for multiple applications. Implementing a unified system means your teams can work concurrently.
Why OneDesk?
All your needs in one place
Utilizing the Help Desk side of OneDesk enables convenient customer and contact management: from Account Executives, Inside Sales Representatives, and Account Managers. OneDesk allows you to manage tickets, maintain a knowledge base & FAQ, create automations, and export intuitive reports.
The Project Management side of OneDesk is a great way to manage deliverables, share plans, and track the entire lifecycle to launch. You can set goals for financial targets, make sure your team is on schedule, and track performance
Help Desk
Provide Superior Customer Support: OneDesk’s built-in help desk software lets you capture, assign, and respond to support tickets from one centralized place. Simultaneously hold private internal conversations and separate customer-facing discussions on the same ticket.
Project Management
Online Team Collaboration and Project Tracking: Plan your projects, tasks, cost, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks and issues together, view your tasks/projects as Gantt charts, and generate reports.
Discussions & Team Collaboration
In OneDesk you can share projects with the entire team, with specific members such as Solutions Architects, Business Development Managers, Account Executives, or keep them private. Everyone sees only what pertains to them and this, in turn, will increase efficiency. You can view your resources’ workload and easily re-assign tasks for optimal time management and work distribution between teams and members.
100s of Integrations
You can connect OneDesk to hundreds of web applications:
- Connect with CRM software and link to customer profiles while viewing tickets.
- Connect with project tracking software and track bugs and issues within OneDesk.
- Connect with accounting software for better billing and invoicing support.
Reporting
Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF documents.
Assign Tasks to Teams
Keep your entire team in the loop (including customers) with built-in discussions and email notifications on tasks and projects. View your resources’ workload and easily reassign tasks for optimal time management and work distribution between teams and members.
Mobile App
Carry your OneDesk around with you. Our mobile app connects to your OneDesk account so you can:
- Access, create, and reply to Help Desk tickets.
- Get notified of new assignments.
- Log work with timers & timesheets.
- Create new tasks and submit them to your projects.
Email Integration
Capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new customer record if necessary.
Customer Web Portal
OneDesk includes a web-portal designed especially for your customers. Engage with them on your website and allow them to report issues, make suggestions, and receive answers. The web portal is completely customizable – you can change the appearance, features, behaviour, and customer permissions.
Knowledge Base & FAQ
Always answering the same questions on lead times, product launch dates, and branding guidelines? Let customers find the answers quickly by publishing FAQ’s to the knowledge base. Increase customer satisfaction while reducing the workload on your support team.
Completely Customizable
OneDesk can be customized to your preferences. With hundreds of options, you can change colours and layout, create custom messages and intelligent automations, and more.
How your company can use OneDesk
How other VARs and system integrators use OneDesk
How an Audio Visual Company uses email to create tickets on OneDesk
How A Systems Design Company Uses OneDesk for Customer Communication & Ticketing
How a cash automation technology company uses OneDesk to manage its operations
How a WordPress development company uses OneDesk to manage customers and projects
Microsoft Solutions Provider uses OneDesk
