OneDesk for Sales Teams

You play a significant role in increasing revenue and building client relationships. Streamline your workflow with OneDesk.

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How does OneDesk help my sales team?

Centralize client communication

Prevent your communication from falling through the cracks.

  • Integrate your sales email
  • Deploy live chat to your website
  • Create requests from custom forms
  • Save time with personalized email templates
  • Capture all communication on the ticket
  • Automate replies and updates
marketing software kanban board

Track sales tasks

Stay on top of sales activities with OneDesk’s task management features.  Use Gantt charts, Kanban boards, and more to track status, log progress, and set dependencies.

Team collaboration

OneDesk’s communication features enable your team to communicate with other departments. Collaborate to create powerful resources to target qualified leads, and share feedback to improve sales processes and make better decisions.

Standardize sales processes

OneDesk enables you to set up projects as templates to standardize your processes. Your template includes a series of tasks that help you complete your sales cycle. Kick off a new project with a click or through flexible automation rules. 

Facilitate customer onboarding

Welcome customers to your brand and provide product information, tutorials, and guides. OneDesk’s email automation feature enables you to onboard customers easily. Automated emails ensure a smooth onboarding process, eliminating manual work for your team. Plus, use the included AI-powered knowledgebase to provide your clients the information they need. 

customer self-service knowledgebase

Why OneDesk for Sales?

OneDesk enables your team to log and track sales by creating sales projects. With OneDesk’s customer apps, you can engage with your customers and identify their needs. Collaborate and receive feedback from your customers to meet your sales goal. OneDesk stores your customer contact details, helping you follow up with your customers and maintain long term relationships.

Frequently asked questions about OneDesk for Sales Teams

OneDesk has many features that are helpful for sales teams. Your team can centralize requests and client communication from multiple channels including email and chat. Within the same app, you can manage and automate your sales task workflow.

Features include: 

  • Project templates
  • Automations
  • Custom request forms
  • Real-time messaging
  • Email integration
  • Project and task planning
  • and more

Get started free

Evaluate OneDesk for yourself with our completely free 14-day trial. 

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