![]() With a few clicks, you can open your CRM data in Quip to model sales scenarios in a meeting, or update your team on a deal's progress. ![]() We are excited to announce that Quip has joined our AppExchange by launching Quip Connect today, giving teams powerful new ways to work with Quip and Salesforce! With Quip Connect, users will be able to export reports to Quip documents and spreadsheets with Live Data. Get data-driven insights faster than ever before with expert-built, customizable dashboards. Unify all your revenue teams on one platform.ĭiscover sustainability management apps and resources.Ĭreate real time magic moments with customer data platform. Measure, optimize, and report across all of your marketing.Ĭollaborate faster with mobile cloud documents. Make smarter decisions across your entire business.ĬRM for banking, insurance, wealth management, and more. “Imagine being able to easily tie together a customer support ticket with the actual customer record, have a discussion about it, embed content that points to the solution, then include a marketing campaign to help with customer loyalty, all on a single screen,” he said.Manage customer support across every channel.ĭrive growth with differentiated, rich commerce experiences.ĭeliver connected digital experiences faster. That includes native integration of Quip documents and spreadsheets into Salesforce’s collaboration platform, Chatter.Īlan Lepofsky, a Constellation Research vice president and principal analyst, sees Quip as the “glue that brings context to all the systems of record across the Salesforce portfolio. There are also tighter integrations between Quip and the rest of Salesforce’s product portfolio. Each template contains the layout and apps best suited to a particular project, such as preparation for a product launch. Salesforce has also added pre-built WorkFlow templates aimed at specific industries, projects and team functions. This is similar to what Dropbox has been doing with task management within Paper.” “Quip is betting that documents will still play a big role. “Asana and Atlassian’s Trello are betting that teams primarily collaborate around tasks and projects. “Players like Slack or Microsoft Teams are betting that teams primarily collaborate around conversations,” he said. It shows their desire for documents to become team workspaces themselves. ![]() Gartner Research Director Larry Cannel said that the LiveApps launch show Quip “is going beyond simply providing a cloud-based document that everyone can co-author. ![]() The DocuSign app, for instance, allows users to add signature fields and view transaction status in a Quip document, while the New Relic integration presents real-time performance metrics from web and mobile apps. Of note to users: third-party developers can create their own custom LiveApps, with Atlassian, JIRA, Docusign, Lucid Chart and New Relic already doing so. These can be placed in Quip documents and updated in real time, meaning that changes to customer records in Quip are instantly updated in Salesforce, and vice versa. They include a calendar tool, Salesforce customer records app and Kanban Boards – essentially a task management app that allows users to check off completed jobs from a list. A number of custom apps have already been built.
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