Quip for Sales Launch Readiness Guide

This 3 step guide is designed to walk you through the final stages of deployment. In the days leading up to your target launch date, it’s essential to develop launch communications, plan for end-user/team training and facilitate questions/feedback. These steps are based on best practices developed by our deployment experts and will help set the team up for a successful launch.

Pro Tip: Before launching to all your end-users, consider going through these steps with a small pilot group in order to gather feedback and make any necessary changes to your template or processes.

Step 1: Develop Launch Communications

Prior to giving end-users access to Quip, it’s important to emphasize the value of a new tool and process will bring to your org. Here are the four main elements you should include in your launch communications:

  • Explain why the org is bringing SFA to the team and what the long term vision is

  • Show excitement and highlight the benefits

  • Focus on what pain points this will eliminate

  • Outline what your users can expect for next steps

The following email templates will allow you to effectively communicate launching Quip for Sales to your org. We recommend starting with our email templates and then customizing them for your team’s needs and use cases.

VIEW TEMPLATES

Pro Tip: We recommend having the email sent from someone your entire team will recognize. For example, if you are launching Account Plans for your Sales team, encourage your VP of Sales Operations to send the email out.

Bring Quip into the Conversation

Use the Walking Deck Template to introduce Quip in your team meetings. This deck is designed to be customized and presented to give your company an overview of what Quip is, the vision and impact, and more.

Step 2: Train your Team & Share Resources

It’s critical your team has the necessary training and ongoing resources to find success with Quip.

Train your Team

Choose one (or all!) of the following options to train your team:

Assign someone to train your team
  • Quip’s Train the Trainer Program - includes decks, demos, and more to guide your team in hosting effective training.

  • Curated Office Hours - includes a deck, talk track, and more so your team can host effective office hours sessions.

  • Walking Deck Template - Introduce your team to what Quip is and align on the vision and impact. This can be incorporated into your training deck or presented beforehand so your team understands the value before learning the product specifics.

Pro Tip: Schedule the training for a time that is already scheduled, i.e. the monthly Sales team meeting. You can also offer multiple options for training times for different time zones. Don’t forget to record the training session and share it with those that can’t attend or want to revisit content.

Direct your team to self-serve training
  • We highly recommend Quip Training Path or Quip for Sales Training Path video paths with short, impactful videos to guide you to learn the basics quickly on one’s own time.

  • Share the 2-min Quip for Sales Quickstart or Quip Quickstart videos. These can be added to your launch communications email or to your welcome doc for a quick overview of the product.

  • Explore the Training Hub to find more great training content. A favorite is our biweekly Live Office Hours which is an open Q&A session for anyone to join. This session is a great follow-up to your internally hosted training session or the self-serve training.

Pro Tip: Give your team a deadline to complete the trainings so your org can stay on track with the launch. It also holds everyone accountable!

Create a Quip Overview Document
  • Customize the How to Use Quip in Sales template to create a visual overview of the Quip components in Salesforce and highlight best practices. This is meant to be customized for your use case, Salesforce layout, and team needs. To share with your team link in your welcome document or send in your welcome email.

Share Resources

With whatever training route you choose, it is important to ensure your team knows where to go to find recordings of past training sessions, ongoing training materials, and support. Best practices for sharing resources are:

  • Develop a Welcome Page to give users a centralized spot to find key training and ongoing support resources. Our Welcome Page Template is designed to be customized and tailored to your exact use case. You can embed this in their Quip Favorites (learn how here) or embed in Salesforce in the Quip Document Component (learn how here).

  • Keep resources in the place that makes sense for your team- add to an internal wiki, training hub, or provide a training deck.

Pro Tip: When developing your training plan or creating your ongoing resources, we recommend using a real version of your use case template when applicable so that users have a visual of the new process and can get up to speed quickly.

Step 3: Facilitate Questions and Feedback

After you’ve rolled out Quip it’s important to gather feedback and questions to iterate and ensure adoption. Once you have collected feedback, discuss with your stakeholders on the best way to address and incorporate feedback. Perhaps you need another training, maybe users feel like a certain section is too cumbersome in your template. Be open to feedback and always refer back to WHY you launched Quip. This step is important for all launches but essential during a pilot! We recommend creating one (or both!) of the following documents to facilitate questions and feedback from your users.

  • Quip Feedback Template - A place to gather feedback from pilot groups or during a broader launch.

  • Q&A Doc Template - An open space to ask questions, even better if this becomes a collaborative document among all end users.

Pro Tip: Don’t have a dedicated person on your team to manage questions? Quip has you covered - users can register to join Quip Office Hours to have their questions answered live by someone from our Education Team!

Deployment is just the beginning of your Quip journey!

Whether through customer support or ongoing educational resources, we’re here to support your journey with Quip.

Training Hub - The Quip Training Hub is your source of truth for all education resources both for end-users and admins.

Deployment Best Practices Webinar - This session is designed to get you ready for a successful deployment. Learn directly from our Deployment experts on how to best launch Quip for Sales and Quip including pilot programs, training, selecting a use case, and more.

Help.Salesforce - Find documentation, submit a support case, or Join the Quip for Sales Community