Sales management: Set goals, track progress, and deliver results with the sales playbook

🌟 Recommended for: Enterprise sales teams Sales is a critical link in achieving an organization’s business goals, and managing the sales team effectively helps the organization hit its sales targets. To achieve this, the sales process can be broken down into three stages: set goals, track progress, and deliver results. Throughout execution, DingTalk Docs helps sales teams clarify objectives, improve collaboration efficiency, and deliver business outcomes.

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01｜Set goals: Align the team around clear objectives

Team goals must be broken down further—quantifiable team goals should be cascaded into individual goals, and action plans should be created to drive completion. Once a sales team’s goals are set, they must be executed without hesitation. Use Spreadsheet to help your team quickly break down goals, build action plans, track progress in real time, and motivate members to move closer to their targets.

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02｜Track progress: Empower process management with digital tools

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Lock cells to safeguard sensitive customer information

In the daily work of a sales team, managing and maintaining customer relationships is a critical and ongoing task. Customer information needs to be consolidated and organized, and different strategies and tactics need to be developed. Protecting customer information and sales strategies is therefore especially important. With the Cell Lock feature in Spreadsheet, you can easily “hide” important information when sharing customer data within the team, preventing leaks and safeguarding security.

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Permission controls keep digital customer records secure

Customer management is critical for a sales team, but high employee turnover can lead to customer information walking out the door. When sales team members change, failing to hand over and archive sales records and customer files in time can waste prior investment and stall follow-up opportunities. That’s why secure management of customer files is essential. Use DingTalk Docs team space to build digital customer files. When a sales employee leaves, their customer information is automatically transferred to other team members or the team lead, keeping customer data securely within the team, ensuring smooth handover, and preventing data loss. Granular Knowledge Base permission settings let you add, modify, or hide chat-level access for each team space user.

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03｜Deliver results: Help sales teams win more deals

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Knowledge Base: Build an “ammunition depot” for your sales team

Use DingTalk Docs team space to build an ammunition depot for your sales team. Consolidate product introductions, value propositions, competitor comparisons, customer success stories, and more in one place. Sales reps can engage customers with sharper focus, customers gain a better understanding of your organization and products, and your team is better positioned to close deals.

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Form view: Boost data collection and organization efficiency for sales reps

Sales reps are often on the road, and entering data into spreadsheets on a phone makes errors more likely. With the Form View feature in Spreadsheet, you can fill in data on mobile quickly and accurately. In this mode, data entry is efficient and less error-prone, multiple users can fill in information simultaneously to eliminate the consolidation step, and the fixed format keeps data clear at a glance.