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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 Salespeople.
Productivity Re-Imagination Through Salesforce And Quip Collaboration
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 Salespeople. 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.
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.
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. 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.
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 Quip’s 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.
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.
Read More: http://www.janbask.com/blog/make-salesforce-essentials-glare-