Template de gestão de serviços de vendas
Gerencie, acompanhe e emita relatórios sobre solicitações de vendas, desde o suporte de cotação até as revisões de contratos.
melhor para
Sales teams
Principais funções
Portal do cliente
Tipos de solicitação
Fluxos de trabalho
Base de conhecimento
What is a sales service management template?
This template provides sales teams with a central place to quickly triage and respond to requests for support, reviews, or approvals needed to keep deals running smoothly. Customized request types and form templates collect the information you need, and workflows help you stay on top of progress.
What does the sales service management template include?
Portal do cliente
Crie um portal de serviços com tipos de solicitações e fluxos de trabalho personalizáveis para atender às necessidades da sua equipe de vendas.
Sales request types
Use editable request types for common sales requests or create your own that are specific to your team’s services.
Workflows for sales
Utilize uma biblioteca de templates de fluxo de trabalho, incluindo escalonamento de itens do cliente, solicitações de preços com aprovação e proposta de vendas.
Base de conhecimento
Provide answers to common sales questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.
Colabore facilmente
Make it easy for employees to submit sales support requests, and for your team to manage them in one central location. Use comments, statuses, and notifications to share updates and collaborate on requests in real-time.
Keep work moving quickly
Customize how you receive incoming requests from email, chat tools, and request portals to suit how your team likes to work. Use workflows to provide transparency of progress, and queues to help organize requests by priority and see what others are working on.
Share information with confidence
Enable your sales team to share information and manage sensitive requests in a secure space. Protect the privacy of your external customers and prospects mentioned in requests by using permissions to manage who can find, view, and comment on them.
Como começar a usar o template de gestão de serviços de vendas
This template uses Jira Service Management to manage, track, and report on sales requests - from quote support to contract reviews.
