AttachCirrus Insight
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QuipSalesforce
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Related Products
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About
Know what happens to your sales collateral after you hit send. Manage collateral usage, track how prospects engage with it and understand which collateral helps close deals. Know who opens your documents, what pages they read and who they forward it to so you can gauge their interest. Be smarter with your time, focus on prospects in your pipeline who engage with your content and nudge the ones who don’t. Know when to reach out and what to talk about, so you can take the right action and keep your deals moving forward. Send the wrong file? Don’t worry, make changes or swap it with another one even after you’ve hit send. Password protection, set an expiry date or revoke access to make sure your documents don’t fall into the wrong hands. Attach helps you understand how your customers interact with your content so you know how to time and tailor your follow-up for maximum impact. Align your sales & marketing department with a library of approved content.
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About
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration.
Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records.
Quip documents unite your team’s work and communication, so you can get everything done in one place.
Embed spreadsheets into documents to give data the context your team needs to make critical decisions.
Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Sales teams seeking a solution to manage collateral usage and track how prospects engage
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Audience
Teams of all sizes that use Salesforce
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$10 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
$10/month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCirrus Insight
Founded: 2011
United States
attach.io
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Company InformationSalesforce
Founded: 1999
United States
quip.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Sales Enablement Features
Collaboration
Supported
Contact Management
Not Supported
Content Management
Supported
Document Management
Supported
Goals / Quota Management
Not Supported
Lead Management
Not Supported
Meeting Management
Not Supported
Performance Management
Not Supported
Presentation Management
Supported
Proposal Management
Supported
Territory Management
Not Supported
Training Management
Not Supported
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Sales Enablement Features
Collaboration
Supported
Contact Management
Not Supported
Content Management
Supported
Document Management
Supported
Goals / Quota Management
Not Supported
Lead Management
Not Supported
Meeting Management
Supported
Performance Management
Not Supported
Presentation Management
Not Supported
Proposal Management
Not Supported
Territory Management
Not Supported
Training Management
Not Supported
Collaboration Features
Brainstorming
Supported
Calendar Management
Supported
Chat / Messaging
Supported
Contact Management
Not Supported
Content Management
Supported
Document Management
Supported
Project Management
Supported
Real Time Editing
Supported
Task Management
Supported
Version Control
Supported
Video Conferencing
Supported
Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Not Supported
Email Management
Not Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Not Supported
Version Control
Supported
Idea Management Features
Activity Dashboard
Not Supported
Brainstorming
Supported
Collaboration
Supported
Creator Tracking
Not Supported
Idea Ranking
Supported
Project Tracking
Supported
Status Tracking
Supported
Knowledge Management Features
Artificial Intelligence (AI)
Not Supported
Cataloging / Categorization
Not Supported
Collaboration
Supported
Content Management
Not Supported
Decision Tree
Supported
Discussion Boards
Not Supported
Full Text Search
Supported
Knowledge Base Management
Supported
Self Service Portal
Supported
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Integrations
Wufoo
Supported
Zapier
Supported
DataParser
Not Supported
Desktop.com
Not Supported
Dropbox
Not Supported
Dropbox Dash
Not Supported
GitHub
Not Supported
Lucidchart
Not Supported
RELAYTO
Not Supported
Rippling
Not Supported
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Integrations
Wufoo
Supported
Zapier
Supported
DataParser
Supported
Desktop.com
Supported
Dropbox
Supported
Dropbox Dash
Supported
GitHub
Supported
Lucidchart
Supported
RELAYTO
Supported
Rippling
Supported
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