Commercial Banking Relationship Plan

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph to drive clear decisions. Every edit is tracked, so historical data is never lost.

    • Embedded Spreadsheets

      Organize and structure feedback so all parties can see and comment on the details with clarity and ease.

    Drive pipeline and client value with actionable, collaborative relationship plans.

    Give your commercial banking teams a 360° view of your key clients in one living document where anyone on the team can take action. Embed your relationship plan on a Salesforce record in Sales Cloud or Financial Services Cloud and maximize cross-functional collaboration without siloed communication. Whether you’re contributing to the doc, reviewing contextual conversations, or checking 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.

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph to drive clear decisions. Every edit is tracked, so historical data is never lost.

    • Embedded Spreadsheets

      Organize and structure feedback so all parties can see and comment on the details with clarity and ease.

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