Salesforce Quip offers a variety of features that make it easier to work remotely.
Many companies who use Salesforce are looking for ways to get the most from the tool in remote work environments.
Salesforce Quip has been part of the Salesforce suite for some time. During the pandemic, the company pushed it to the forefront because it can increase overall Salesforce collaboration and utilization by adding rich collaboration capabilities. When I explain the tool to clients, I say: “Take the best of Google documents or sheets, embed that into a record in Salesforce, add chat and project management capabilities, and you’ll have Quip.”
Need more tips, tools and techniques to work from anywhere?
What Can Quip Do for You?
I use Quip to collaborate on marketing posts and proposals, and to communicate with Salesforce personnel on current projects. Users find Quip particularly beneficial for managing proposals because you can store every spreadsheet, timeline and even image in one location. I can look at an opportunity in Salesforce and see all of my communication and supporting documents in one place.
While some features are only available in Salesforce’s Customer 360 license, Quip Starter offers a great place to begin. Some of the most beneficial features add the power to:
- Have chat discussions on a particular subtopic, keeping important information accessible in a long feed and keeping chats “in context” by the various elements
- Use “@” mention to reach out to individuals and assign tasks
- Gain flexibility to manage projects using Kanban
- Access templates to help you get started and the flexibility to create your own if one of those don’t fit– the Quip template library is extensive, covering account planning, case swarms (used to collaborate on complex cases), campaign planning, project planning and, of course, meeting notes
- Add calendars, timelines, Kanban views, checklists, integrate with JIRA, embed countdowns, poll your audience and more using Quip’s Live Apps
The Customer 360 version allows you to:
- Embed Salesforce data into a Quip document
- Embed Quip into a Salesforce object, making it easier to find
- Two way sync with Salesforce Data
Quip Set Up and Features
Security is a critical consideration for remote tools. To help your Quip implementation move quickly, it secures all data out of the box, which administrators can control and audit. You also have the option to deploy to a single-tenant virtual private cluster or use Salesforce’s multi-tenant cloud offering.
How you implement Quip will differ for Salesforce Sales Cloud and Salesforce Service Cloud customers.
Sales Cloud customers can share detailed notes and collaborate with others to close deals faster. They can also develop collaborative pricing proposals, working with your sales teams, pricing teams and other parties to structure proposals effectively and tie them to the opportunity record in Salesforce.
Finally, Quip’s account planning features allow users to create account plans related to the account record using Salesforce’s template for account planning. Quip in Sales Cloud centralizes all communication regarding the account plan, its purpose, company hierarchy and SWOT analysis.
Service Cloud customers have the power to create case swarms. A case swarm is a grouping of cases that allows agents to focus on high priority cases and ignore distracting emails while accessing the data in front of them. Customers using Salesforce Knowledge can also benefit from Quip’s ability to enhance knowledge articles with decisions and case swarming information from every case. This feature addresses the common agent pain point of toggling between multiple screens to find all the information they need to get their work done.
Quip and the Road Ahead
As remote work continues, it’s good to know that great resources like Salesforce Quip exist. Plus, Quip has a wonderful training platform that’s completely free. Trailhead offers learners a go-at-your-own-pace environment, which allows you to discover everything the Salesforce platform and community has to offer.
The platform offers several trails for Quip, as well as start-up guides, webinars and an entire community ready to help. Tools like Quip can help you gear up for whatever you’re ready to conquer next.
