Sjabloon voor salesservicebeheer
Beheer, volg en rapporteer over salesaanvragen, van offertesupport tot contractbeoordelingen.
het beste geschikt voor
Sales teams
Belangrijkste functies
Klantenportal
Aanvraagtypen
Workflows
Kennisdatabase
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?
Klantenportal
Maak een serviceportal aan met aanpasbare aanvraagtypen en workflows om aan de behoeften van je salesteam te voldoen.
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
Gebruik een bibliotheek met workflowsjablonen, waaronder voor escalatie van klantproblemen, prijsaanvragen met goedkeuring en verkoopvoorstellen.
Kennisdatabase
Provide answers to common sales questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.
Gemakkelijk samenwerken
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.
Aan de slag met de sjabloon voor salesservicebeheer
This template uses Jira Service Management to manage, track, and report on sales requests - from quote support to contract reviews.
