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.
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.
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.
It’s critical your team has the necessary training and ongoing resources to find success with Quip.
Choose one (or all!) of the following options 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.
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!
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.
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.
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!
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