Living Account Plans
Drive pipeline and revenue with actionable, data-driven account plans.
Give your account teams a holistic view of your key customers in one living document where anyone on the team can take action. Embed your account plan in the Salesforce Account record in Sales Cloud and maximize cross-functional collaboration without siloed communication. Combine checklists, live Salesforce data, and real-time discussions to drive revenue as a team. Whether you’re contributing to the doc, reviewing contextual conversations, or Salesforce data, everything is live even if you’re on your phone or offline.
Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.
Salesforce Record Data
The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.
Salesforce Report Data
Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.
Project Tracking
Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.
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