Average Ratings 8 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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Description

Quip empowers sales teams to enhance their business performance instantly by reimagining traditional sales workflows through the integration of live Salesforce data and collaborative documents. It offers a seamless way for Salesforce users to redefine tasks such as Account Planning, Mutual Close Plans, and Qualification Notes, making it easier to standardize, automate, and integrate real-time documents directly within Salesforce records. By centralizing work and communication, Quip ensures that your team can efficiently accomplish tasks from a single platform. Furthermore, you can incorporate spreadsheets into your documents, providing essential context that aids your team in making informed, critical decisions. With built-in team chat features in every document and spreadsheet, along with dedicated chat rooms and individual messaging options, Quip enhances collaboration and streamlines your workflow effectively. This holistic approach allows teams to work smarter and more cohesively, ultimately driving better business outcomes.

Description

Collaborate seamlessly in real-time within Salesforce. Transform your sales and service approaches with best practice templates, integrated teamwork features, and immediate notifications. Working together has never been simpler, regardless of your location. Sales teams can effectively sell and finalize more transactions from any setting, while service teams are equipped to enhance customer support and swiftly address issues from wherever they are. Whether in an office, traveling, or seated at the dining table, you can easily share and engage in discussions about activities directly within Salesforce. Consolidate all your information, workflows, and discussions within Sales Cloud to avoid disorganization across emails, messaging platforms, and various documents. Create an environment in Salesforce where your teams can collaborate on strategies, review records, and evaluate reports. Each time you log into Salesforce, you’ll have immediate access to integrated documents and spreadsheets related to your data. Leverage templates to streamline essential business processes, such as account strategies and closure plans, ensuring your teams align effectively to meet customer needs. This collaborative approach not only enhances productivity but also fosters a stronger connection among team members, ultimately leading to improved outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Salesforce Service Cloud
APIANT
CloudEagle.ai
Delighted
Desktop.com
Dropbox Dash
Elastic Observability
Firstup
Google Docs
Lucidchart
Plecto
Quip
RegFox
Shift
Slack
Toucan
Unleash
Wufoo
Zight

Integrations

Salesforce
Salesforce Service Cloud
APIANT
CloudEagle.ai
Delighted
Desktop.com
Dropbox Dash
Elastic Observability
Firstup
Google Docs
Lucidchart
Plecto
Quip
RegFox
Shift
Slack
Toucan
Unleash
Wufoo
Zight

Pricing Details

$10/month
Free Trial
Free Version

Pricing Details

$75 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

quip.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/products/anywhere/overview/

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Idea Management

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Messaging

End-to-End Encryption (E2EE)
File Sharing
Groups / Channels
Payments
Search / Filter
Self-Destructing Messages
Stickers / GIFs
Threaded Discussion
Video Conferencing
Voice Calling

Team Chat

End-to-End Encryption (E2EE)
File Sharing
Groups / Channels
Payments
Search / Filter
Self-Destructing Messages
Stickers / GIFs
Threaded Discussion
Video Conferencing
Voice Calling

Team Communication

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

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