Successful sales reps are often polished project managers. They can effectively organize, communicate, and track against a plan to close a deal. Quip docs make for perfect close plans because reps can collaborate with other members of their team with live Salesforce data, built-in chat, and real-time co-editing. Quip keeps deliverables and actions visible in Salesforce, not buried in email and static documents. Rather than scrambling to close at the end of the quarter, the team can stay focused on the plan and on the same page.
This use case is available with Quip for Salesforce.