Build a shared understanding of your prospects’ buying process and timeline. Use tasks and due dates to coordinate efforts and hit milestones across your account team.
Mutual success plans
Invite your customers to a shared Quip doc where you can outline, collaborate, and track the steps needed to complete a sale. Win them over with transparency and efficiency.
Bring structure to how your sales development team asks questions, answers objections, and uncovers insights while kicking off their opportunities.
Customer meeting notes
Ensure key opportunity details aren’t buried in your inbox, notepad, or in chat. Centralize meeting notes alongside the opportunity in Salesforce to keep critical information in context for everyone.