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Features Overview


Unique Selling Points


Professional Services

Personal Support Team

All Modules as Standard

Customisation

Integration with Apps

Bespoke Development


Mobile Access


Technician Web Portal

iPhone App

Android App

Windows Phone App

BlackBerry App

Web-enabling & SaaS


Organisations Type


MSPs / IT Companies

Internal Departments

Schools / Colleges / Universities


Standard Features


Help Desk Requests

Easy Transparent Upgrades

Sections and Technicians

Request Types and Forms

Custom Action Buttons

Categorisation

Queue Management

Populate Legacy Data

Dictionaries & Spell Check

Working Offline

E-mail Integration

Escalation / Notifications

Column Selection & Filters

Knowledge Base

End-User Web Interface

Link your Existing Portal

Basic Projects

Documents Management

Simple Disaster Recovery


Next Level Features


Timesheets

UTC Timezones

Reports & Dashboards

Calendar Integration

Service Level Agreements

CRM

Sales Opportunities and Leads

Work Flows & Templates

Qualifications Matching

Approval Processing

ITIL and Pink Verify

Incident Management

Problem Management

Change Management

Project Management

Supplier Management

Financial Management

Service Desk Management

Service Asset and Config

Release and Deployment

Service Catalogue

Service Level Management

Event Management

Availability Management

Multi Tenancy

Google Maps Integration

Expenses Tracking

Journey Tracking

Closure Procedure and Surveys


Advanced Features


Asset Discovery + Management

Service Status Monitoring

GFI Max Integration

Kaseya RMM Integration

N-able RMM Integration

Labtech RMM Integration

Item & Stock Control

"Quotes Thru Bill"

Quotation Processing

Sales Orders Processing

Purchase Orders Processing

Contract Management

Billing Engine

QuickBooks Integration

QuickBooks Online Integration

Sage Integration

Xero Integration

KashFlow Integration

Bugzilla Integration


NetHelpDesk Services


Technical Specifications

Developers / Integrators

Reseller / Partner Program

Sales Opportunities and Sales Leads


Tracking sales opportunities, or sales leads from new or existing Customers is a necessary task for any company that makes its money from external customers. Tracing the conversational and transactional history of a potential purchase has never been easier with NetHelpDesk Help Desk Software.


From the moment a sales lead appears, creating an entry in NetHelpDesk is as easy as a request. In fact, all the great functionality you get from the requests handling in NetHelpDesk, can be utilised in processing your sales leads and opportunities all the way to conversion, and beyond.

Log the opportunity against an existing customer, or create an area especially for new customers. Add their details into the lead, or create them as if they're an existing customer, and give them all the great service you provide, and prove yourself to them.

Sales Opportunities Main Screen Overview Example


Click the thumbnail to expand your view.


Here are just some of the great sales leads and opportunities tracking features you can look forward to in NetHelpDesk:

  Track Sales Leads and Opportunities from beginning to end, and archive for future reference.  
  Utilise all the same features from request processing to trace opportunity's communications.  
  Lead generation from your website can be imported into Sales leads using formatted e-mails.  
  Capture the lead's main details, such as Company name, contact name, e-mail and so on.  
  Populate the potential sale value and conversion probability for opportunity value forecasting.  
  Set target dates of when you hope to convert lead, visit or you aim to be in contact next.  
  Determine and record the potential sale profit, and report based on figures throughout.  
  All communications sent and received from a separate e-mail address to normal requests.  
  Different e-mail templates and signatures can be used by the Sales team for professionalism.  
  Ensure all minor details captured in fully bespoke fields and tabs, to provide personal service.  
  Record actual time worked on leads by team for reporting on effort versus profit.  
  Trace alternative providers or options chosen, to report on why customers don't choose you.  
  Allow each customer to have their own enquiry account number to track online.  
  Logins to web interface available, even if not yet your customer, to sample the service.  
  Personalise web interfaces to match corporate identity, such as logos and colour schemes.  
  Allow mini-projects to spin off from main opportunity, to enhance service in the background.  
  Track response times to new enquiries from beginning and throughout opportunity cycle.  
  Convert from Opportunity to full Customer in just one click, to add to the treeview.  
  Qualify sales leads using the main interface view, and overview where to spend resources.  
  Nurture the leads for all types of customers from one interface, to maximise conversion.  


And much more!

Our product has developed over many years based on Customer feedback, so if there is another way you feel would help you in this area, feel free to speak with us about your ideas. We can usually add in new features quickly, and usually free of charge.

Just contact our team to discuss your requirements. If there are any features you would like to see added to our help desk software, just let us know. See our #ChallengeNHD Twitter campaign for more information.

Contact us to discuss with our team what you are looking for.



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