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." [cta bg=" dark-blue" button= "Contact us to learn more" link=" https://centricconsulting.com/contact/"]Need more tips, tools and techniques to work from anywhere?[/cta]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
- Embed Salesforce data into a Quip document
- Embed Quip into a Salesforce object, making it easier to find
- Two way sync with Salesforce Data