Sales management
See the process behind every project, get proactive risk alerts, and keep the team's customer assets from leaking away.
You see the results but not the process
In the weekly meeting, everyone says it is "moving forward." The numbers in the report look tidy, but which project is stuck where, and which customer has gone untouched for three weeks, you only find out the day the deal is lost.
When a veteran rep leaves, the handover doc is two pages, and the rest walks out with him.
“I do not want to watch people; I want to see the process.”
Transparent process, proactive risk alerts
The team logs as usual, and Youdian grows WorkLog summaries and a project board automatically. When follow-ups break or risk signals appear, Lint lights up on its own. No need to chase reports: the good answers in notes, files, and Q&A all settle into the company knowledge base, so a new hire gets up to speed just by asking.
- WorkLog summaries generated automatically
- Kanban board to view by stage
- Lint alerts for breaks and risks
- Customer assets accrue and do not leak away
Find the use case that fits you
Book a demo and we will give you practical advice based on your sales scenarios and team size.