Why Quip for Customer 360 is the Next Big Thing Admins Should Master

Technology is constantly evolving, and Salesforce Admins are among the best at keeping up. We get certified on new releases, learn about new technology, and constantly strive to stay ahead of the curve. So what’s the latest technology you should be mastering?

It’s Quip for Customer 360, and there’s a new Trailhead Trailmix and special Community Badge to get you started. As Salesforce’s productivity suite, Quip combines documents, spreadsheets, and chat in one place. And with Quip, you can integrate live Salesforce data into your documents.

What is Quip for Customer 360?

Quip for Customer 360 is Quip inside Salesforce. That means users can embed documents directly in Salesforce objects — think account plans, opportunity notes, close plans, and service escalation documents — so your reps don’t have to go outside Salesforce. Because when reps keep notes in notebooks or note-taking apps, discuss client contracts or pricing in long email threads, or create account plans and other documents in separate files outside Salesforce, that’s all crucial data that’s not captured in CRM.

Quip for Customer 360 makes it possible to keep all those decisions, data, and processes inside Salesforce and automatically associated with the right record or object.

Keep reps working in Salesforce

As an #AwesomeAdmin, you’re keenly aware that the quality of the data in your CRM is directly related to how much users do their work in Salesforce. Quip for Customer 360 empowers reps to do just this, so you can capture data and processes and get more out of your Salesforce investment.

Keeping reps working in Salesforce also helps them be more efficient with their time. Constantly switching between apps and tools becomes a thing of the past, so reps can focus on what matters most: helping their clients. And because Quip can accommodate users without Salesforce licenses, documents can be shared with team members who don’t work in CRM, like engineers, those in legal, finance, and marketing, and executives. This makes it possible to get everyone’s input on important client issues.

Scale critical processes with templates and automation

One challenge many growing organizations have is that reps end up doing things their own way, often out of expedience or necessity. When everyone does things differently, it’s difficult to scale your business. With Quip for Customer 360, you can use templates to standardize processes, and automation to trigger specific templates in response to certain actions.

There are templates for a wide variety of use cases as well as roles and industries. Of course, all of these base templates are fully customizable to you as an admin. Once you add any template to your instance, feel free to add additional content, from live Salesforce data to content populated using Mail Merge syntax, as shown above. We are working hard every day to create more templates. Here are some of my favorites:

• Rich Opportunity Notes
• Living Account Plans
• Account Transition Plan
• Case Swarm
• Campaign Plan

Secure from day one

We know how important it is to keep your data secure. As you deploy Quip across your org(s), you’ll have extensive control over the permissions and access levels for all documents and roles. Of course, you can always deploy Quip in your sandbox environment first to test the functionality and security. If your organization has more stringent security and compliance requirements, there’s another level of security available with Quip Shield, and Quip can also be configured on a virtual, private cloud. Since no two organizations are alike, our APIs offer the flexibility to tailor the Quip platform to meet your needs.

To learn more about Quip for Customer 360’s capabilities and configuration options, take the Quip Productivity Detective Trailmix. There’s never been a better time to grow your Salesforce toolset knowledge.