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Top 9 Google Apps Tips for Sales and Marketing Users

By December 26, 2014 May 13th, 2019 No Comments

We’re big user of Google Apps for Work and are happy to share 9 of the best tips we’ve found for Google Apps for sales and marketing folks for working faster and collaborating better. We’ve also provided links for readers who want more info on each tip.

 1. Collaborate on a RFP with your team using Google Docs.

google docs top tipsHave an important proposal to deliver on a tight timeline? Need input from various teams but want to avoid version control and edit locking issues? Use Google Docs to create content simultaneously, provide real-time feedback with the comment feature, and produce a winning RFP as a team.

Learn more

 

2. Keep your files with you on any device using Google Drive.

google drive top tipsWant to access an important file when you’re away from your office and don’t have email? Need to update documents at a customer site when you don’t have your computer? Once you’ve stored a file in Google Drive, you can access and edit files on any device.

Learn more

 

 

3. Produce and share quality creative assets with your agency using Google Drive.

google drive top tipsWorking on creative assets with your agency? Need to make sure everyone has the latest designs, videos, PDFs, and more? Save work files and folders in Drive and share them instantly with your agency. When someone incorporates feedback and approvals, Drive shows you what files have changed so everyone stays on the same page across geographies and timezones.

Learn more

 

4. Train your salespeople anytime, anywhere with Google Hangouts.

google hangouts top tipsHave a distributed salesforce that needs timely training? Want to reduce onsite training costs? Use Google Hangouts to conduct a virtual training class across the globe while saving time and travel costs. You can even record the training to make it available later!

Learn more

 

 

5. Manage your trade show with Google Sheets.

google sheets top tipsHave an upcoming trade show with several teams and an aggressive deadline? Want to make sure assets are created and delivered on time? Need to record sign-ups for booth duty? Google Sheets gives you one place to store, share, and update all your project information in real time.

Learn more

 

6. Collect and analyze feedback in Google Forms—you don’t need a data expert!

google forms top tipsWant to poll an audience and then quickly view and analyze results without involving a data expert? Google Forms lets you create an online survey quickly, see responses in real time, and create graphs and charts to analyze the responses on demand.

Learn more

 

 

7. Create your executive presentations using Google Slides.

google slides top tipsNeed to prepare a slide deck for a customer meeting? Have to work on your manager’s keynote presentation with your team? Jump into Google Slides together to craft your key messages and graphics into an impactful presentation.

Learn more

 

 

8. Create a marketing team Calendar for vendors and employees.

Always wondering who’s on vacation and for how long? Want to keep all project deadlines in one place so employees and vendors know when to deliver? Create a team calendar in Google Calendar to keep everyone up to speed on promotions, campaign deadlines, and schedules.

Learn more

 

 

9. Find the most important emails from your customers quickly and easily in Gmail.

gmailWant a smart folder structure? Do you prefer to have Gmail sort emails for you? Set up filters and labels to find and respond to important emails more quickly.

Learn more | 10 Ways to Power-up GMail Search

 

 

To learn about more tools we use, see our toolkit listings on our blog. For more user training resources like this, visit the Google Apps Learning Center.

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Larry Levenson

Larry Levenson

Larry is passionate about inbound marketing and is a HubSpot Certified Trainer. He's learned the "secrets" of leveraging HubSpot to make marketing hyper-effective and customizes that information to help our clients meet their goals. Larry lives in Prescott, AZ, and when not at work, he is hiking or hanging out with teenagers as a volunteer with Boys to Men USA.