Train the Trainer Program
The Train the Trainer Program is designed to give your internal training team everything they need to successfully train on Quip for Salesforce. This program is made up of two training offerings the Introduction to Quip for Sales Training Program and Curated Office Hours Program. We recommend starting with the Quip for Sales Training Program and then hosting a Curated Office Hours after your team has started using the product.
Introducing the Quip for Sales Training Program
The Quip for Sales Train the Trainer program is designed to prepare trainers to successfully train on Quip for Sales Documents and Notifications.
The Quip for Sales: Documents and Notifications program covers how to-
Populate templates in Salesforce
Insert Salesforce Live Apps
Manage notifications
This program provides a webinar to get you started, templates, scripts, and ongoing resources. Keep reading to start the program now!
Step 1: Train the Trainer Webinar
Length: 45 minutes
The first step towards becoming a Quip for Sales trainer is watching how the Education Team at Salesforce train on this material. This session will show you not only what to train on by how to best set your team up for success with Quip for Sales.
This 40-minute webinar covers:
Training Introduction
Best Practices
Technical Set-Up
Example Training
Common Questions
Key Takeaways
Resources
Step 2: Train the Trainer Templates
Now that you have watched the webinar and understand best practices, it’s your turn! Step two is to review, customize, and prepare to train using this training deck and script. These templates are designed for the Quip for Sales Train the Trainer program. They are a great starting point for your own training session but feel free to customize as needed to meet the needs of your use case and team.
Deck Template
This template is a slide deck template for you to use during this training. Make a copy of the slides and customize them for your team.
Script Template
This template is a detailed training script that provides the step-by-step details you need to successfully train on Quip for Sales.
Curated Office Hours Program
These Curated Office Hours sessions are your fast-track to empowering your users beyond the initial training session. The program was designed to reinforce the content covered in your initial training session while also providing a space for freeform Q&A and best practice sharing based upon experience in the product. The two sessions, Managing Salesforce Data in Quip and Collaboration and Access are modeled after a 30 minute call featuring structured content at the beginning and plenty of time for questions at the end. Use the following templates to craft your session today!
Office Hours: Managing Salesforce Data in Quip
This session covers how to:
Log activities in Salesforce from a Quip document
Populate and edit Salesforce Data in Quip
Determine Salesforce Data Capabilities in Quip
Q&A
Deck Template
This template is a slide deck template for you to use during this training. Make a copy of the slides and customize them for your team.
Script Template
This template is a detailed training script that provides the step-by-step details you need to successfully train on Quip for Sales.
Office Hours: Collaboration and Access
This session covers how to:
Creating documents and folders from the Compose Button
Sharing your documents
@ Key functionality
Collaboration in Quip
Notifications
Deck Template
This template is a slide deck template for you to use during this training. Make a copy of the slides and customize them for your team.
Script Template
This template is a detailed training script that provides the step-by-step details you need to successfully train on Quip for Sales.
Train the Trainer Ongoing Resources
Congratulations you are now ready to start training your team on Quip for Sales Keep the learning going with our ongoing resources.
Learning Sites
This hub houses all our webinars, on-demand videos, and other learning content.
This help site is where you can find our knowledge articles and technical documentation
Recommended Training
Join this session quarterly to stay up to date on all the new features launched each quarter. This is a great way to ensure your script is always up to date.
Share your experience
Once you have completed the Train the Trainer program we would love feedback on your experience.