Tips for sales & marketing

Google Workspace productivity guide

Collaborate on proposals & creative assets

Collaborate on an RFP with your team

Have an important request for proposal (RFP) 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 simultaneously create content, provide real-time feedback with the comment feature, and produce a winning RFP.

Learn how: Get started with Google Docs

Produce & share quality creative assets with your agency

Working on creative assets with a marketing agency? Need to make sure everyone has the latest designs, videos, PDFs, and more? Save work files and folders in Google Drive or a shared drive and instantly share them with your agency. When someone incorporates feedback and approvals, you can easily see what files have changed and everyone stays on the same page across time zones. If you have Gemini for Google Workspace, you can also create images in a variety of styles using Gemini in Slides.

Learn how:

Manage team information & files

Create a team site with all the latest information in one place

Tired of responding to email asking for the latest corporate template? Want a way to communicate with your team without sending mass email? With Google Sites, you can create a department portal and share it with everyone—all without IT help.

Learn how: Get started with Google Sites

Keep your files with you on any device

Want to access an important file when you're away from your office? Need to update documents at a customer location when you don't have your computer? Once you store a file in Drive or a shared drive, you can access and edit files on any device.

Learn how:

Streamline communications & training

Find important email faster

Want a smart folder structure? Prefer to have Gmail sort email for you, such as by project or client? Set up filters and labels to find and quickly respond to important email.

Learn how: Automatically label & sort messages

Create a marketing team calendar for vendors & 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 their deadlines? Create a team calendar in Google Calendar to keep everyone up to speed on promotions, campaign deadlines, and schedules.

Learn how: Tips to share calendars

Train your salespeople anytime, anywhere

Have a distributed sales force that needs training? Want to reduce onsite education expenses? Use Google Meet to conduct a virtual class across the globe while saving time and travel costs. You can even record the training to make it available later.

Learn how

Go to Google Meet.
Click New Meeting.
Select an option:
- Create a meeting for later:
  - To share the meeting details for a future meeting, copy the meeting link and share with participants.
  - To directly start the meeting with this link, paste the link into a browser; or enter the link into the “Enter a code or link” field click Join.
- Start an instant meeting: Create a new meeting and join the meeting directly.
- Schedule in Google Calendar: To schedule a meeting, you’re directed to Google Calendar.

Tip: Google Workspace Essentials users can't schedule a meeting in Google Calendar.

Start or schedule a Google Meet video meeting

Engage with customers

Manage your trade shows

Have 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 how: Set up your project plan

Create product demos

Create engaging videos with Google Vids that highlight your product's key features and benefits. Add music, transitions, and other effects to capture your audience's attention.

Learn how: Get started with Google Vids

Collect & analyze feedback

Want to poll an audience and get quick results without involving a data expert? Easily Create online surveys in Google Forms. You can see responses in real time, then create graphs and charts to analyze the responses in Sheets.

Learn how

Share your wins

Create effective presentations

Need to prepare a slide deck for a customer meeting? Have to work on your manager's keynote presentation with your team? Use Google Slides together to craft your key messages and graphics into an impactful presentation.

Learn how: Create your first presentation in Slides

Create an executive one-pager

Gemini for Google Workspace can help you surface complex ideas to leadership by rewriting a long document as a one-page executive summary. Summarize highlights of a new technology or briefly outline a new marketing campaign. Let Gemini do the hard work of generating the first draft, which you can more quickly refine.

Learn how: Use Gemini for marketing

Use generative AI at work

If your organization supports it, you can use the artificial intelligence add-on, Gemini for Google Workspace. Use Gemini directly in Google Workspace apps like Docs, Sheets, Slides, Meet, Vids, and Gmail, to help you write, visualize, organize, and connect. You can also use Gemini as a standalone experience at gemini.google.com.