영업 서비스 관리 템플릿
견적 지원부터 계약 검토까지 영업 요청을 관리, 추적 및 보고하세요.
가장 적합한 팀
Sales teams
주요 기능
고객 포털
요청 유형
워크플로우
기술 자료
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?
고객 포털
영업 팀의 요구 사항에 맞도록 사용자 지정 가능한 요청 유형과 워크플로가 있는 서비스 포털을 만드세요.
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
고객 이슈 에스컬레이션, 승인을 통한 가격 요청 및 판매 제안을 포함한 워크플로 템플릿 라이브러리를 활용하세요.
기술 자료
Provide answers to common sales questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.
편리한 협업
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.
영업 서비스 관리 템플릿을 시작하는 방법
This template uses Jira Service Management to manage, track, and report on sales requests - from quote support to contract reviews.
