Quip is a smarter cloud-based collaboration platform. Quip combines spreadsheets, documents, checklists and chat with your live CRM data into one seamless experience where Teams can discuss, create and get work done faster from any device with communication and content combined in a new way.
Quip is like a combination of Google docs and Slack rolled into one. Hence, Employees can empower to get things done faster with less email and fewer meetings.
- Bring your Salesforce data to life
You can connect the world’s leading CRM to your favorite productivity suite by Adding real-time Salesforce data to Quip’s living documents to make better decisions and work better together.
- Export Salesforce Live Data to Quip
You can open Salesforce reports into a Quip spreadsheet in a single click where your data is live when something is updated in Salesforce, it’s instantly updated in Quip too. You’ll never need to worry about whether the data you’re looking at is out of date.
- Collaborate and make better decisions
You can discuss your reports, analyze data for insights, and share unprecedented, real-time deal information in sales meetings. You can easily generate consensus and make better decisions together with data that’s always up to date.
- Add visibility to your work in Quip
You can link and create spreadsheets, documents and checklists with the Quip component in Salesforce. You can also help your team find and collaborate on the documents that are crucial to better serving your customers. The Quip component is available in both Salesforce Lightning and Classic.
- Drive work forward from anywhere
You can stay connected to your customers and your work from your tablet or phone. You can keep deals moving forward and never lose momentum with your customers just because you’re not at your desk.
- Sign into Quip with your Salesforce SSO
You can easily create a new Quip site or access your team’s existing Quip site by signing in with your Salesforce credentials. You can connect to your teammates and your customers in a whole new way.
Installation and Process:
The Installation process is very simple. As it is a Managed Package, you can install it into your Salesforce Organization from AppExchange.
- Log into your Salesforce Org
- Go to AppExchange Marketplace
- Search for “Quip”
- Click on the “Quip Connect for Salesforce” from the result displayed
- Click on “Get It Now”
- Agree on the terms and Conditions given
- Click on “Download” then “Install” options
Quip and Salesforce Integration:
- Open the URL “https://quip.com”
- Click on “SIGN UP OR SIGN IN” button
- Select “Sign in with Salesforce” option
- Login with Salesforce “Username & Password”
- If the Site already exists, you can join along it or else you can create your own site. Now you’re in the Quip Site
- Navigate to Salesforce Organization and click the App Launcher icon and select “Open Reports in Quip”
- The list of reports which you created will display
- Select a report and click on “Open in Quip” option
- Here you are provided option to open the report as “Live Data” or as a “Spreadsheets”
Salesforce with Quip:The report opens in Quip. It may take a minute for the report to populate with data; then the report will open in your created Quip site and enables for editingData filter using Quip:
You can sort the displayed data in ascending, descending or you can add a filter for each column and filter the data based on the criteriaFiltering Data based on condition:
You can filter the data based on the condition by clicking the dropdown arrow and then selecting filter condition (eg., Stage = Closed Won) and clicking on “Apply” buttonHere, I have filtered the data based on the condition “Opp: Stage = Closed Won”. Hence all the “Closed Won” Opportunity are displayedQuip Doc:
Quip documents are cloud-based and easy to access from multiple devices which let your whole team live edit. Quip combines messages and documents into a single “thread”.
Quip documents encourage communication and collaboration. Using Quip, you can share your documents with other people on your team. Then you can collaborate on them in real time. People can add comments, highlights, edit at the same time and have chat conversations right inside the document.
You can also share your Quip document externally. It’s very easy to share Quip documents & spreadsheets with people who aren’t a part of your Quip site. You can also grab a quick shareable link to any Quip doc and send it to anyone you choose. You can even set different levels of permissions.
The conversation includes all the activity in the document: document edits, messages and who’s viewed your changes — everything that’s happened since the document was created. Staying up to date is easy. You just open the thread on any device and you can quickly edit and see the messages which you’ve last visited.
Document edits or “diffs” are one of the most unique features of Quip. Every time an edit is made to a document a “diff” is added to the thread, which visually tells you exactly what has been changed. When you’re checking in from your phone, “diffs” make it easy to stay up to date without re-reading the whole document.
You can create a Quip account on your iPad, iPhone, or iPod touch or even in your desktop
Using Quip, your data is live and when something is updated in Salesforce, it will instantly be updated in Quip too. You don’t need to worry about whether the data you’re looking at is out of date. You can discuss your reports, analyze data for insights and share information.