For a sales-focused team, the Salesforce-owned Quip is worth a serious look.
During the coronavirus pandemic in 2020, millions of entrepreneurs, employees, nonprofits, and educators have needed to work from home for the first time. As a result, online collaboration platforms have exploded in popularity.
Zoom, Microsoft Teams, and Slack are the best-known in an industry with dozens of niche players. One such niche platform is Quip – and depending on your needs, its specialties may be worth a serious look.
Two Silicon Valley vets and former Google executives Quip was founded in 2012. They are Bret Taylor– who co-created Google Maps - and Kevin Gibbs from the Google App Engine. Taylor, who also served as CEO of Friend Feed, started Quip after leaving his position at Facebook’s CTO.
Taylor and Gibbs received $30 million in funding from Greylock Partners. They created Quip as a mobile-based platform for sharing word processing and spreadsheets, available for web, iOS, and Android apps.
Quip launched in 2013 and was named one of the year’s best new apps by The Guardian, Time, and The Next Web. Quip added chat rooms in 2015 and acquired the former Facebook design studio Unity& Variety in 2017.
Salesforce, the San Francisco-based CRM (customer relations management software) giant acquired Quip in 2016 for $750 million. Quip’s integration with market leader Salesforce is Quip’s most unique selling point.
Quip: A Strong Sales Focus
Industry Focus. Quip focuses their software on the customer and client relationship to maximize sales over the long term.
They focus on three main industries: financial services, manufacturing, and professional services –along with CRM across industries.
Quip’s specific sales products include Living Account Plans, Rich Opportunity Notes, Collaborative Close Plans, Collaborative Pricing Proposals, and Live Deal Feeds.
Quip is used by commercial banking and wealth management for accessing, merging, and analyzing the relationship manager’s key information: details of referral/book of business/appointments, relationship plan/account, and “close plan.” The software’s goal is to help “deepen customer relationships and drive lasting loyalty.”
Quip promises to similarly organize and analyze data from around the plant and supply chain.
Repeat business, referrals, and locate new customers.
CRM across industries: Complex case resolutions.
“56% of agents,” according to Quip and Salesforce, “say they must toggle between multiple screens to find all the info they need to do their job.
Quip, leveraging Salesforce, promises to help agents find all that information in one place.
Quip offers a free trial. The Starter plan is $10 per user per month, billed annually. It includes unlimited documents, slides,and spreadsheets, group chat and messaging, and access via desktop, tablet, and mobile.
Quip Enterprise runs $25 per user per month and also includes a single sign-on,enterprise and customizable API, and custom live apps. Quip for Customer 360 requires a quote and promises full integrations with Quip’s owner Salesforce.
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