Centralize Client Case Study and Proposal Support
Your Marketing team supports the sales process with case studies, proposals, and industry positioning. You need a system to manage client-facing content requests and collateral. OneDesk organizes all client-facing marketing needs.
Trusted by Business Process Outsourcing teams around the world
Juggling Ad-Hoc Requests for Client-Specific Marketing Materials
Sales teams constantly need custom proposals, tailored case studies, and pitch decks for clients. Requests come from all sales and account management teams. OneDesk centralizes all internal marketing needs—email, forms, portal—into one trackable queue. Ensure message consistency.
Slow Approval Cycles for Client Case Studies and Testimonials
Client-facing content needs multi-step approval from legal and the client. OneDesk lets you set up automatic workflow paths for content review. Route case study drafts to the client's account manager and legal for fast sign-off. Speed up your sales enablement.
Organized Ticketing for BPO Marketing Requests
Centralize requests for content, sales enablement, and website updates. Connect your marketing intake email to auto-create tickets. Use custom views for "Proposal Request - Client Z" or "Case Study Draft." Use SLAs for time-sensitive tasks like bid submissions.
Automate Content Triage and Approval Checks
Automation helps you maintain message consistency and speed. Automatically tag requests that mention a high-value client as high-priority. Route any "Website Update Request" ticket to the Webmaster. Use rules to ensure all required information is attached before routing.
Branded Portal for Sales Team Marketing Requests
Give your sales and account teams a simple portal to submit their marketing needs. The portal allows them to track the status of their custom proposal or case study. Use the Knowledge Base to host approved templates, white papers, and statistics. This improves self-service.
AI Summarizes Stakeholder Feedback on Proposal Drafts
Feedback on major client proposals comes from multiple internal and external stakeholders. AI can summarize long email threads of stakeholder revisions. It pulls out the concrete, actionable changes for your content team. This accelerates the final proposal delivery.
Integrate with your tools
Enterprise Grade Security
FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
We also offer other support options including booking a live demo or submitting an email or ticket.
OneDesk provides a high level of security. You can learn about the measures we take at our security center.
See for yourself how OneDesk can help your team.
14 day free trial. No credit card required.
