Remove help-desk-workflows
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How to maximize your deal desk process flow

PandaDoc

A deal desk streamlines deal management and enhances win rates — if the process flow is set up correctly. This article outlines steps to establish and optimize a deal desk process flow with your team to help advance your sales strategy. What is the deal desk process?

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How to boost sales strategy with a deal desk

PandaDoc

A deal desk introduces a new approach to managing deals. This is done by forming a team of stakeholders and decision-makers, establishing approval workflows, and effectively integrating automation tools. This article highlights how a deal desk functions and its ability to transform the way companies tackle their sales strategy.

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Robust Field Service Management Using Help Desk Software

Apptivo

At scale, FSM will help to be organized and is essential for effective and efficient management of your business operations. How does help desk software simplify the workflow involved in field service management? Offer the best in class customer service with Apptivo Help desk software and Field service software.

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The 11-Step Co-Sell Transformation Playbook

PartnerTap

Automated account mapping , real-time pipeline sharing, and automated co-sell workflows that instantly connect your sales reps and partner reps on their mutual customers and prospects allow you to scale up a high-performing co-selling motion. Get credit for all of the proactive work you do to help your teams build pipeline.

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The Taming of the Queue: 14 Support Queue Management Tips

Help Scout

What information do we need to start collecting in order to help these people? Is the CEO’s best buddy still waiting for help? Your customers, your business, and your queue make for a unique combination, so an inbox approach that works for our Customers team at Help Scout may not work for you. Who is at risk of churning?

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What is a Softphone [+10 Best Softphone Services]

Hubspot Sales

You need to make an important business call but you’re far away from a desk phone. Thankfully, modern technology can help. Powered by VoIP (Voice Over Internet Protocol) technology , a softphone functions like a desk phone with additional features like call recording and voicemail transcription. How does a softphone work?

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How to use Zendesk for IT

Zendesk

In this guide, we’ll show you how to use Zendesk to power your IT help desk. Help employees when and where they need it. Gain efficiencies with AI-powered workflows. Build your ideal help desk by adding apps, integrations, and custom workflows. Use data to demonstrate the impact of your work.