Every second counts. Your team needs to move faster than ever—respond to leads, update your pipeline, analyze performance—all, without juggling a dozen apps. That’s where Lark comes in, offering a seamless suite that keeps everything connected, from instant deal chatter to data-driven decisions.
Now, before diving into the nitty-gritty, here’s something every sales leader should know: As one of the best project management tools, Lark combines communication, collaboration, and workflow under one roof. With everything from real-time messaging to automated data dashboards in one place, your sales team can stay in sync without switching tabs. No more chasing updates across scattered emails or endless spreadsheets. And because Lark works just as smoothly on mobile as it does on desktop, your team can keep the sales engine running—whether they’re at their desks, in the field, or halfway to a client meeting.
Instant deal updates with Lark Messenger
Picture this: your SDR drops a hot new lead into Lark Messenger. Within seconds, the regional rep responds this time with a quick Loom-style video walking through the best next steps. The chat instantly turns into a focused conversation thread, with auto-translation ensuring global teammates are on the same page—no lag, no language barriers, no missed context.
But here’s the thing, Messenger is far more than “just chat.” You can book a follow-up call right there, assign action items, or even request an approval—without ever leaving the conversation. That means no jumping between tabs, no hunting for the right email chain, and no “I’ll get back to you later” delays. You can also share Docs, Sheets, and even Base records directly in chat, so the discussion stays connected to the actual data. Need to loop in the marketing team for a last-minute asset? Just @mention them, and they can jump straight into the thread. Real-time context keeps the team aligned, the client engaged, and deals momentum moving at full speed.
Visual pipeline orchestration with Lark Base
Now let’s talk pipeline. Imagine your sales ops team using Lark Base to visualize leads in Kanban, Gantt, or Chart views. They automatically pull in data via forms—reps fill out lead intake forms that feed directly into Base. Dashboards update instantly—no more frantic Excel imports or version-control headaches.
If you prefer an automated workflow, it kicks in right away: when a deal moves to “Proposal Sent,” Base can trigger a reminder in Messenger, update a Gantt chart, or even ping a manager for a follow-up. You could also have it notify the finance team to prep a quote, or alert marketing to ready client-specific assets. Every update is logged and visible, so there’s no guesswork about where a lead stands.
Let’s face it—automation like this doesn’t just speed things up; it reduces human error, keeps reps focused, and gives sales managers real-time visibility without micromanaging. Plus, with customizable fields and permissions, you can shape Base to match your exact sales process—whether you’re handling 20 deals a month or 2,000.
Sharper insights with Lark Sheets
But what about reporting? Do you still hear crickets when you ask for weekly sales summaries? With Lark Sheets—powered via Docs—you don’t have to. Reps submit their sales figures, and the aggregated sheet auto-updates charts and trends. The section is embedded in a collaborative Doc, making it a breeze for leadership to comment, suggest, or highlight wins.
Plus, you can share that Doc in conversations around strategy, keeping everything centralized. This way, whether you’re closing deals or planning campaigns, the conversation stays contextually anchored in the numbers. You can even link live dashboards directly into Messenger chats, so everyone, from SDRs to the CEO—sees the latest performance data in real time. Built-in formulas and pivot tables let you drill down into individual territories or product lines without exporting data. And because Sheets supports simultaneous editing, your sales analysts can refine reports, while managers add comments—no version chaos, no “final-final.xlsx” nightmares.
Make a pitch with Lark Docs & discuss via Lark Meetings
Let’s be honest—pitch decks take time. But with Lark Docs, your team can co-create sales proposals in real-time. Embed product videos, wrote dialogue flows, dropped in charts from Sheets—then refined together during a quick brainstorming meeting.
Say your team collaborates on a proposal, and during a Lark Meeting, they use Magic Share to edit the Doc live, all while the client isn’t even there yet. Real-time editing, in-call, no screen shares, no file downloads. It’s dynamic, responsive, and—it’s sales-friendly.
Even better? The meeting gets auto-transcribed and minutes captured, so no takeaways slip through the cracks. You can then instantly share those minutes in Messenger or attach them to the client’s record in Base, keeping all deal-related materials in one place.
Approvals, calendars, and knowledge hub built in
But wait—sales isn’t just about deals—expense approvals, scheduling customer calls, onboarding materials—all that matters too. Say a rep needs a budget sign-off on a promotional expense. They submit a request via Lark Approval, and it flows to the manager. Approval arrives right in chat—no email chain or paper trail.
Meanwhile, Lark Calendar syncs with chat and Docs, so meeting invites and proposal reviews flow into everyone’s schedule automatically. And when reps ask, “Wait, what’s our pricing tier for this vertical?” – they key into your Lark Wiki, where your internal product playbooks live. A quick search—or a link dropped in chat—and BAM—they’re back selling in seconds.
Final Words
So, in a nutshell, Lark helps sales teams sell smarter, not harder. From instant chat updates in Messenger to visual pipeline control through Base; real-time co-editing in Docs; seamless in-call collaboration via Meetings; approvals, calendars, and knowledge repositories—all under one roof.
Lark is not just business process management software. It’s a sales-friendly ecosystem that keeps your team aligned, agile, and human. Now go close that next deal—Lark’s got your back.
Priya Mervana
Verified Web Security Experts
Priya Mervana is working at SSLInsights.com as a web security expert with over 10 years of experience writing about encryption, SSL certificates, and online privacy. She aims to make complex security topics easily understandable for everyday internet users.
