If your team is working in a quip spreadsheet and need to discuss a specific opportunity (cell in this instance) you can chat & reference that specific cell, then communicate with team members directly with in-line chat or a chat window.

The feature that really helps pull teams together is the inbuilt chat. This sort of collaboration will help you get answers back to your customers quickly, a win-win for everyone. You can set filters for your page to tailor the experience depending on specific Account field values like deal/opportunity size, geographic location or industry.įor a service team, they can easily create a Quip page and start discussing relevant issues that are happening in real team – and solve and discuss as a team. Templates enable teams to start a page with pre-populated values with information of a specific account. With regards to Sales, an Admin or Consultant can build templates to help foster team building. Let’s take a look at some of the additional features & use cases. In times like these, it’s important to continue to build team collaboration as more and more of us are working remotely. Now that its integrated with Salesforce, you can use that functionality at the platform level. Quip then makes it simple and easy for teams to collaborate with each other around those sets of documents. Quip is a dynamic collaboration tool with built-in office suite functionality word document processing, spreadsheets, and presentation software. Back in 2016, Salesforce acquired Quip for a whopping $750 million in an effort to help grow its suite of productivity tools.

Quip software