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.
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.
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.
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.