#YOUTUBE SALESFORCE QUIP UPDATE#

And since all the work is happening in one space and all data is accessible, team members will stay on the same page, allowing teams to work through a common goal

#YOUTUBE SALESFORCE QUIP UPDATE#

Because of this, your team can easily update and comment on different projects you have in the app. With that, members won't need to spend time creating the same document with the same information, lowering your risks of mistakes ĭata integration is quite easy to set up. Teams can receive updates quickly since you can also integrate emails and chats to the system, allowing everyone to be in the loop at all times Įach department can create customized templates to help streamline redundant tasks. Check out the release notes for more updates and links to support articles.Quip integration can help improve communication within teams by providing a centralized area for collaboration and creation of projects There are even more new features to dive into in the Summer ’20 release. Keep relationship maps in Quip, so that your sales reps have a single source of truth for all customer information. Relationship Maps are a great way for your team to gain visibility into organizational hierarchies, understand political influence, and identify key players in moving a deal forward. Relationship maps add color and context to your account plans or opportunities notes. This new Live App makes it possible to create lightweight org charts right within a Quip Document. Create Relationship Maps in a Quip Documentįully available for all Quip users is the new Relationship Map Live App. Better yet - Einstein Analytics Dashboards can be added to dynamic templates so that they automatically populate based on the Salesforce record, saving you and your teams precious setup time. With live Einstein Analytics Dashboards in Quip documents, sales reps can collaborate in context and do all of their account work in one place. With interactive filtering and personalized dashboards, you can bring your account plans and close plans to life and stay focused on closing your opportunities. Users with Einstein Analytics licenses can update dashboard filters, interact with the components, and collaborate with your team on live Salesforce data. The Einstein Analytics Live App lets users pull live Einstein Analytics Dashboards directly into Quip documents.

Add Live Einstein Analytics Dashboards to Quip Documents Want to add template metrics to a lightning dashboard? Check out the instructions on Trailhead. With metrics on document views, comments, and edits, admins can create Lightning charts and reports to see what processes work best for your team and which don’t. Template metrics will help admins measure the adoption of new sales and service processes like account plans, close plans, and case swarms. Now admins can get metrics on how their users engage with Quip templates and documents embedded in Salesforce. Templates are an easy way to standardize best practices and automate repeatable processes for sales and service teams. Top Quip for Customer 360 highlights Get Actionable Insights on Quip Templates Let’s take a look at some of the release highlights. Everything will become generally available by July 18. If you're already a Salesforce and Quip Admin, all of the functionality described in this blog is available in your sandbox environment right now. Some of the new features are designed to help admins gain deeper visibility around business processes built in Quip others are new tools end users can use to collaborate around critical CRM data and deepen customer relationships.

Now that it's ☀️ summer, we have a brand new Quip for Customer 360 release providing more innovation and value while helping you drive customer success amid COVID-19. Quip for Customer 360 Summer '20 Release is here!

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