文档审批模板
管理从初次提交到最终批准的文档批准流程。
包括
Sales
包括
Help desk
Manage requests
Resolve incidents
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?
Customer portal
Create a service portal with customizable request types and workflows to meet your sales team’s needs.
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 a library of workflow templates, including customer issue escalation, pricing requests with approval, and sales proposal.
Knowledge base
Provide answers to common sales questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.
轻松展开协作
方便员工提交销售支持请求，同时方便您的团队在一个集中位置管理这些请求。使用评论、状态和通知实时共享最新动态并协同处理请求。
顺畅的工作流程
使用工作流来清晰呈现进度，同时使用队列以便按优先级整理请求，以及查看其他人正在处理哪些工作。 自定义您从电子邮件、聊天工具和请求门户接收传入请求的方式，以契合您团队偏好的工作方式。
安全共享
支持您的销售团队在安全的空间中共享信息和管理敏感请求。使用权限来管理可以查找、查看请求中提及的外部客户和潜在客户并为其添加评论的人员，从而保护这些客户的隐私。
How to get started with the sales service management template
This template uses Jira Service Management to manage, track, and report on sales requests - from quote support to contract reviews.
