Quip

Quip

Salesforce
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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.

About

SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. With territory management, prospects and customers are geolocated and can be segmented. With constant accuracy, it stocks, prices, and docs are always up to date. Keep track of everything, customize and generate in-depth visit reports as well as succinct notes. Action-driven, place orders right away in the app. No more extra waiting time. Sales representatives often need to carry a lot of paper documents & product catalogs to their appointments. They don't have a real-time view of stock availability during their appointments. They get their orders signed on paper documents that need to be manually re-encoded in the CRM afterward. They sometimes show outdated marketing documents to their customers. Then SmartSales is what you need!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams of all sizes that use Salesforce

Audience

Medium-sized to large sales teams requiring a sales enablement software to streamline their sales

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10/month
Free Version
Free Trial

Pricing

$59 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.9 / 5
features 4.5 / 5
design 4.5 / 5
support 4.6 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Quip is one of the best collaboration tool platforms ever seen, it provides an extensive interface that contributes to teamwork in an optimal way. We have been using it for its Smart Inbox interface, which has given us the convenience of interacting through different means with our work colleagues to maintain a more active and integrated work, always in real time. It has a large storage capacity for all our documents, which makes it easy for us to make comments and notes, thus maintaining constant progress in our projects and reviewing notes that can correct important aspects. Similarly, it is possible to edit and customize documents within the platform, be it documents or spreadsheets. It also creates the perfect environment for task management, creating a perfect space to plan events and capture tasks in chronological order to achieve all our projects. Likewise, we have made Quip accessible, we can use it either on our computer in the office or wherever we are if we must be outside through our cell phone and in this way stay active in our work.
  • Quip helps to increase collaboration between teams. The user interface is clean and minimal on both mobile and desktop. Easy to create tasks and reminders. Also, it supports Salesforce data extraction.
  • Quip helps me visualize a better solution in collaborating with documents of all kinds, spreadsheets, Word, and more. It has an internal chat that helps me provide a better working relationship between team members. I also like Quip because it has a fascinating display.
  • I need to share documents with my co-workers; Quip makes everything so much simpler and more accessible. I can make revision changes and updates for new users. I use it daily to take important notes. It has been essential for noting down any details and then sharing them. I can use the features quickly; it has good support and lots of information on web forums. It's perfect; use it in your organization.
  • You can easily include this tool with your team to improve team collaboration. No setup and using complexity on this platform. Chat, documentation and other in one salesforce spot.

Cons

  • Without a good internet connection, the updates that we make in the documents are not synchronized correctly, it is then that we constantly lose information, this error is optimal to be modified, an update that guarantees that our data is not lost would give security to our workflow. The cost seems too expensive to me, the platform is excellent and without a doubt it allows us to access an essential utility for our work, however, it can be more economically accessible for all small companies and that it is possible to develop teamwork as Quip tools allow. The learning curve is a bit high; it takes a bit of time to bring the thread to the platform completely and make everything work as an integrated system, the training is good, and the customer support is also good, but it takes a while to fully adapt.
  • Till now haven't experienced any downside about this platform.
  • I would like them to improve functions such as drag and drop; besides the support is slow to solve failures urgently.
  • They should have more synchronization with external platforms; the integrations are very few, and configuring them is difficult.
  • We are having a great experience. No cons. Happy users.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Salesforce
Founded: 1999
United States
quip.com

Company Information

EASI
Founded: 1999
Belgium
easi.net/en

Alternatives

ONLYOFFICE Docs

ONLYOFFICE Docs

Ascensio System SIA

Alternatives

Notion

Notion

Notion Labs
eQuip

eQuip

AssetWorks
Inzant Sales

Inzant Sales

Inzant Australia Pty Ltd
Proof MRM

Proof MRM

ProofAnalytics
Streamz

Streamz

StreamzAI

Categories

Categories

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Idea Management Features

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Integrations

Salesforce
DataParser
Dropbox Dash
HubSpot Customer Platform
Jira Service Management
Jira Work Management
Lucidchart
Mailchimp
Microsoft 365
Microsoft Outlook
Range
RegFox
SAP Cloud Platform
Shift
Smartsheet
Unleash
Upland Altify
X (Twitter)
Zapier
effx

Integrations

Salesforce
DataParser
Dropbox Dash
HubSpot Customer Platform
Jira Service Management
Jira Work Management
Lucidchart
Mailchimp
Microsoft 365
Microsoft Outlook
Range
RegFox
SAP Cloud Platform
Shift
Smartsheet
Unleash
Upland Altify
X (Twitter)
Zapier
effx
Claim Quip and update features and information
Claim Quip and update features and information
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