My role at Penrod includes a lot of moving parts and collaborating with team members throughout the day on different projects. If you’re like me, tasks, important steps, data, and even team members can get lost in the process (figuratively on the team members – although if it happens literally, they’re probably just grabbing coffee).
Thankfully, there’s an app for that.
And even better, it’s Quip, an app that integrates seamlessly with Salesforce.
From the beginning of my workday to the end, I live in Quip. It’s changed how I manage tasks and makes me more productive while also helping streamline team collaboration.
Quip, doesn’t that mean a clever remark?
I mean, yeah, in the dictionary sense. But in the productivity sense, it’s more of a clever tool that allows users to share documents, spreadsheets, task lists, and Kanban boards all in one easy-to-access location. Quip is a Salesforce tool that comes with your Salesforce organization, but it may be the best part of Salesforce that you’ve never heard of.
To make sure all of you know what you’re missing, I’m going to give a quick overview of what Quip can do and why that’s so good for you.
A collaborative task list and calendar
For starters, Quip keeps tasks organized. One of the features is a Kanban board where you can organize tasks based on priority.
For me, tasks move through my list from “to-do” to “completed,” giving me a good visual of my current workload. In tasks, you can create checklists for any that have multiple steps to completion – I use this feature all the time to monitor all steps of a process. The calendar feature helps me keep track of important events and reminders.
Anytime I need to add a team member to a calendar event, I can tag them with an @ mention and a comment. This keeps my team in the loop, allows them to collaborate on projects or ideas, and helps me get their input. Tagging them sends them an immediate notification and shows the history of our conversation.
A favorite feature? Countdown. This is awesome for a working document with lots of participants. It counts down days, hours, minutes, and even seconds leading up to a hosted event.
Never have to update your data again
Because Quip is owned by Salesforce, there are lots of cool things you can do with your Salesforce data in Quip. One amazing thing about this is that Quip lets you link live data from Salesforce and Jira in your documents.
Doing this keeps information up-to-date, and the link directs team members to the data you’re referencing in Salesforce. Any changes to the data also change in real time in Quip, which saves me tons of time!
Make your documents pretty
And for anyone with a design background or just a general love of aesthetics, Quip documents are completely customizable. You can alter fonts, add horizontal rules, insert a process bar, images, and even polls. For documents you use with clients, this is great because you can customize your documents to give your clients a seamless customer experience.
Quip makes teams smarter
The whole point of Quip is to help teams increase productivity by working smarter and faster, and it does a fantastic job at this. In my day-to-day routine, it’s freed up time on admin tasks to focus on client-facing tasks and helps me keep my team in the know. Because all team conversations and data can live in one central place, we’ve been able to get rid of long and confusing email threads and unproductive meetings.
Quip is also super easy to use anywhere. It’s got a great mobile app plus a desktop app that makes it simple to continue working on projects whether I’m at the office or grabbing lunch around the corner. So if you haven’t started using Quip in your Salesforce organization, there’s no time like the present!
Ready to learn more about boosting your team’s productivity with Quip and Salesforce? Let’s talk.