Give your account teams a holistic view of your key customers in one living document where anyone on the team can take action. Embed your account plan in the Salesforce Account record in Sales Cloud and maximize cross-functional collaboration without siloed communication. Combine checklists, live Salesforce data, and real-time discussions to drive revenue as a team. Whether you’re contributing to the doc, reviewing contextual conversations, or Salesforce data, everything is live even if you’re on your phone or offline.
Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.