Discussion: Quip for Sales Circles of Success
Circles of Success isn’t your typical training. It’s a space for you to come discuss, learn and share your team’s successes, questions, and best practices with other Quip for Salesforce enthusiasts.
Facilitated by a Quip for Sales Education team member, and a Quip for Sales Champion, this is a great environment for all experience levels - whether you’re starting your learning journey and want initial guidance, or you’ve had success already and want to share.
Account Planning with Quip for Sales
In this session, we discuss what Account Planning looks like with Quip for Sales. From effective strategies, to suggested document elements and live apps, we’ll walk through what aspects have made customers successful using Quip for Sales.
Template Best Practices for Quip for Sales
In this session, we’re going to focus on Templates in Quip for Sales. We’ll discuss the most common and effective templates we’ve seen from customers, including special use cases and impactful live apps.
Best Practices for Quip for Sales Process Automation
In this session, we focus on process Automation in Quip for Sales. We’ll discuss the most common and effective automated processes we’ve seen customers build, and hear best practices from our Champion.