Productivity Re-Imagination Through Salesforce And Quip Collaboration

1
Productivity Re-Imagination Through Salesforce
And Quip Collaboration
www.janbask.com
2
In August 2017 Salesforce unveils its integration
with Quip. Salesforce purchased word processing
app for 582 million. Due to this integration
Quip, users can access the Salesforce credentials
to access Quip app and even through this
integration live CRM data can be embedded into
documents and can associate themselves with a
Salesforce record. In this way, the integration
of both the apps has brought a revolution in the
life of Sales people. It has reduced the
workload of Salespeople and they do not have to
switch between apps to access or store the
required data through single sign-on. This
article discusses the leveraging integration of
both this apps through Quip Connect.
www.janbask.com
3
About Quip Connect Quip Connect is a salesforce
app, available on AppExchange. Through this app,
you can open and access Salesforce report along
with live data. Moreover, the quip content can
also be accessed, shared, and searched from
within the Quip app. Undoubtedly people use
Salesforce to increase the productivity of their
sales and marketing teams.
www.janbask.com
4
Access to Live Data in Quip Just like Google
docs the Quip documents are live and equipped
with live edits, conversations and sharing
features. Along with documents Quip spreadsheets
also collaborate in a conversational manner. So,
now the spreadsheet is live and super-powered
with Salesforce data by having accounts, leads,
and opportunities right within the Quip
spreadsheet.
www.janbask.com
5
Continued- Additionally, you can model any sales
scenario by opening any Salesforce report in Quip
and check the leads in progress, current
opportunities and many more types of information.
As all updates are live so any changes made in
Salesforce data will get reflected immediately in
Quip. From within Quip the data can be sorted,
analyzed and formatted easily. You can also get
the team consensus or feedback on any of Sales
report. Even the spreadsheets can be embedded
into the document along with conversations,
images, charts, and checklists.
www.janbask.com
6
Power of Collaboration Traditionally people
usually had to copy and paste the data, but now
with the help of Quip, the data can be centrally
updated by using variables. These variables are
capable to dynamically pull in the data and
therefore the changes are reflected in salesforce
app as well as Quip documents. Now the teams can
be dexterous and productive and they do not have
to switch between apps in order to use any
external document. Mainly the integration or
pairing of Quip and Salesforce offers two major
features. First is the access to Quips Lightning
component like editing, accessing and linking of
data can be done right from within the Salesforce
records. This feature can streamline the sales
reps efforts and can provide them better customer
relationship view. Secondly, one can access live
data from Quip document or spreadsheet. Through
variables, the changes done within Salesforce are
reflected in the Quip document.
www.janbask.com
7
Wrapping UP This productive collaboration with
Salesforce and Quip has brought a revolution for
Sales reps. Now they can focus on their business
goals, rather than copying and pasting the data
from one place to another. Moreover, the teams
may not need to spend more time on performing
searches of documents anymore. For any sales
document the team members now need not worry
about the data of any sheet or document and can
work with the updated data rather than outdated
ones.
www.janbask.com
8
Thank You
Reference http//www.janbask.com/blog/make-salesf
orce-essentials-glare-new-streams-success/
1 571-777-9070
info_at_janbask.com
www.janbask.com