Case Study: Tech Support Company achieves scalable sales tracking and streamlined ticketing with OneDesk

How a Tech Support Company Uses OneDesk to Track Sales and Incoming Ticket Requests

Tech Support Company, an end-to-end tech solutions provider in growth stages, struggled with internally built tools and heavyweight enterprise systems that were under-equipped or too cumbersome to manage sales tracking, ticketing, project management and customer interaction in one place. They selected OneDesk — a single, modular platform offering CRM, helpdesk, project management and a customer-facing app — to replace fragmented tools and meet the need for a standalone system that could support isolated sales workflows and broader operational needs.

OneDesk implemented designated sales projects and tasks, a customer app and mobile app, robust reporting (including automated emailed reports and QuickBooks integration), and a hierarchical user structure to mirror the company’s org model. As a result, Tech Support Company can log and track sales leads privately, generate reports on tasks, tickets, timesheets and billables, scale teams without extra integrations, and receive vendor support in under one minute — demonstrating improved operational visibility, scalability and faster support with OneDesk.