Account planning

Turn static account plans into dynamic account strategies. Drive action and success with your most important customers and get the whole team on the same page 365 days a year.

Account planning

Executive briefs

Crowd-source critical account data to produce effective internal briefs. Prepare executives for customer meetings by quickly getting them up to speed on key issues and talking points.

Executive briefs

Account transition plans

Deliver exceptional customer service with seamless handoffs throughout the sales cycle. Quickly get new reps up to speed with a complete detail of historical issues, conversations, and actions — all in context within Salesforce.

Account transition plans

Customer meeting notes

It’s no secret that reps don’t take notes in Salesforce. Give them a mobile-friendly place to record notes that automatically get added to Salesforce, always keeping critical information in context.

Customer meeting notes

Add Quip to Salesforce today

Quip documents are real-time, contextual, and fully integrated with Salesforce.
Try Quip with your team for free today and make deals simpler.

Interested in Quip for Sales?

Talk to an Expert

Or sign up now for a free trial of Quip.

Interested in Quip for Sales?

Talk to an Expert

Or sign up now for a free trial of Quip.