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

Spekit is the modern sales enablement platform that unifies sales content and learning, and enables reps in their flow of work with AI Sidekick, the most contextual Just-in-Time Sales Assistant™. AI Sidekick uses contextual AI agents that leverage CRM, call intelligence, Gong, and email to understand a rep’s precise needs, then surfaces personalized coaching, messaging support, answers, and learning. Reps prepare for calls, follow up, and create tailored Deal Rooms and buyer experiences faster, leading to better deal execution, stronger relationships, and reduced ramp times. This Just-in-Time Enablement approach is powered by sales content management that combines the best of DAP, KMS, CMS, and LMS. A centralized repository with AI editing, governance, and built-in change management combats content decay and keeps messaging consistent. Beyond AI-powered automation, Spekit provides analytics on content consumption and buyer engagement to optimize strategy and attribute revenue.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Teams of all sizes that use Salesforce

Audience

Enablement teams who want a smarter, simpler way to enable and empower their sales reps wherever they're working.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10/month
Free Version Supported
Free Trial Supported

Pricing

Pricing is completely customizable depending on the needs and size of your team.
Free Version Not Supported
Free Trial Supported

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 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 4.0 / 5

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.

Pros & Cons from Real Users

Pros

  • Spekit is super easy to use, and great for quick questions about procedures while in Salesforce. Having not used the platform before, I've found Spekit to be helpful for learning and reminders in real-time.

Cons

  • I wish we had Spekit available on all of our platforms! The integration with Salesforce is seamless, but I wish we have access to the learning tools on other admin platforms like Zenefits.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Salesforce
Founded: 1999
United States
quip.com

Company Information

Spekit
Founded: 2018
United States
www.spekit.com

Alternatives

ONLYOFFICE Docs

ONLYOFFICE Docs

Ascensio System SIA

Alternatives

Notion

Notion

Notion Labs
eQuip

eQuip

AssetWorks
Proof MRM

Proof MRM

ProofAnalytics

Categories

Categories

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

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) Supported
Cataloging / Categorization Supported
Collaboration Supported
Content Management Supported
Decision Tree Not Supported
Discussion Boards Not Supported
Full Text Search Supported
Knowledge Base Management Supported
Self Service Portal Supported

Sales Content Management Features

Audio / Video Recording Not Supported
Audio File Management Not Supported
Branded Sales Content Supported
Centralized Sales Content Repository Supported
Collaboration Tools Supported
Content Recommendations Supported
Email Management Not Supported
Engagement Analytics Supported
Interaction Tracking Not Supported
Personalization Supported
Sales Partner Management Not Supported
Sales Training / Onboarding Supported
Video File Management Not Supported

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 Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Digital Adoption Platforms Features

Audience Segmentation Supported
Content Creation Supported
Contextual Guidance Supported
Data Validation Supported
In-App Training Supported
Launch Management Supported
Multi-Language Supported
Self Service Tools Supported
Surveys & Feedback Supported
User Onboarding Supported

Digital Workplace Features

Activity / News Feed Not Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Content Management Supported
Document Management Supported
Employee Directory Not Supported
File Sharing Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Not Supported

Learning Experience Platforms Features

Built-in Course Authoring Supported
Content Sharing Supported
Employee Portal Supported
Gamification Not Supported
Microlearning Supported
Mobile Learning Not Supported
Multi-User Collaboration Not Supported
Recommendations Supported
Reporting/Analytics Supported
Self-Service Content Curation Supported
Social Learning Not Supported
Third Party Course Library Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Not Supported
Electronic Signature Not Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Supported
Orientation Management Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Supported

Remote Work Features

Collaboration Supported
Credential Management Not Supported
Electronic Signature Not Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Supported
Remote Support Not Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Sales Coaching Features

Assessments Supported
Audio / Video Conferencing Not Supported
Built-In Course Authoring Supported
Call Recording Not Supported
Gamification Not Supported
Goal Setting / Tracking Not Supported
Learning Plans Supported
Onboarding Supported
Performance Metrics Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Not Supported
Predictive Sales Analytics Not Supported
Quota Management Not Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Gamification Not Supported
Sales Performance Tracking Not Supported
Sales Planning & Forecasting Not Supported
Territory Management Not Supported

Sales Training Features

Analytics / Reporting Supported
Assessment Management Supported
Built-in Course Authoring Supported
Certification Management Not Supported
Customizable Branding Not Supported
Gamification Not Supported
Learning Management Supported
Microlearning Supported
Onboarding Supported
Practice Tools Supported
Progress Tracking Supported
Video Assessments Not Supported

Training Features

Academic / Education Not Supported
Asynchronous Learning Supported
Blended Learning Supported
Built-In Course Authoring Supported
Built-in LMS Supported
Certification Management Not Supported
Corporate / Business Supported
eCommerce Not Supported
Learner Portal Supported
Mobile Learning Not Supported
Simulation Not Supported
Synchronous Learning Supported
Training Companies Supported

Integrations

Salesforce Supported
Slack Supported
CloudEagle.ai Supported
Confluence Not Supported
GitHub Supported
Gong Not Supported
Google Docs Supported
Google Drive Not Supported
HubSpot Content Hub Not Supported
HubSpot Marketing Hub Not Supported
LinkedIn Not Supported
Range Supported
RegFox Supported
Rootly Supported
Salesforce Agentforce Service Supported
Workday HCM Not Supported
Zapier Supported
Zendesk Supported
Zight Supported
effx Supported

Integrations

Salesforce Supported
Slack Supported
CloudEagle.ai Not Supported
Confluence Supported
GitHub Not Supported
Gong Supported
Google Docs Not Supported
Google Drive Supported
HubSpot Content Hub Supported
HubSpot Marketing Hub Supported
LinkedIn Supported
Range Not Supported
RegFox Not Supported
Rootly Not Supported
Salesforce Agentforce Service Not Supported
Workday HCM Supported
Zapier Not Supported
Zendesk Not Supported
Zight Not Supported
effx Not Supported
Claim Quip and update features and information
Claim Quip and update features and information
Claim Spekit and update features and information
Claim Spekit and update features and information