Manage teams with
Quip + Salesforce

Reduce busy work by giving reps and managers the tools they need to strategically drive their business together.

Already using Quip or Salesforce?

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Quarterly business reviews

Seamlessly add live Salesforce data to documents and slides to deliver business reviews that are always accurate and up-to-date. No more pre-meeting scrambles to copy and paste the latest numbers.

Quarterly business reviews

Territory plans

Collaboratively define, track, and evolve territory plans in Salesforce. Empower reps to build a plan and drive their book of business to a successful close.

Mutual success plans

Forecasting

Accurate forecasting is a team effort. Connect live Salesforce data to Quip spreadsheets where sales metrics can be discussed in real-time and better business decisions can be made.

Qualification notes

1-on-1 meetings

Make 1-on-1s more impactful with your team by collaboratively managing a doc that’s filled with Salesforce updates and action items. Work together throughout the week to outline where help is needed and where you can assist.

Customer meeting notes

Add Quip to Salesforce today

Quip documents are real-time, contextual, and fully integrated with Salesforce.
Try Quip with your team for free today and make deals simpler.

Interested in Quip for Sales?

Talk to an Expert

Or sign up now for a free trial of Quip.

Interested in Quip for Sales?

Talk to an Expert

Or sign up now for a free trial of Quip.