Skip to Main Content



Effective collaboration with Quip and Salesforce

September 28, 2020

COVID-19 has forced companies to re-think best practices when it comes to working together to deliver on projects, sales cycles and implementations with customers remotely across all industries.

Easy collaboration within your organization is key, especially with a distributed workforce. By adapting and embracing this ethos you will continue to see success and growth across all divisions.

The backbone of every company is the people that make up the workforce. Providing employees with the right tools for collaboration, such as Quip and Salesforce, will help spearhead collaboration, reduce attrition, drive efficiencies and eliminate tool fatigue.

Centralize and share

An effective strategy is to centralize where your team documents their day-to-day interactions. This provides visibility into the team's progress and the ability to quickly obtain pertinent information in real-time.

At Traction on Demand, our teams use the Quip and Salesforce integration to seamlessly centralize all customers, deals and project insights. This provides the right people with the right information at their fingertips. Crucially, there is no double data entry as we drive deals in Salesforce and keep details on the record pages using Quip components. During weekly pipeline reviews, our Sales leaders leverage the Salesforce and Quip integration to capture notes and details around deal status. This allows for one source of truth when capturing information for the teams involved in the sales cycle and project.

Our internal project teams collaborate together using centralized meeting and solution documents. This provides team members and stakeholders visibility into discussions and decisions, resulting in a pleasant project on-boarding experience and provides crucial traceability.

The act of centralizing and sharing increases the odds of effective collaboration.

Simplify your stack

Accessing multiple tools that have to fit together like an unwieldy jigsaw puzzle gets tiring. Most of us in consulting use a variety of different tools to capture information from prospects, clients and internal audiences. Many of our tools have crossover functionality and we’ve seen multiple iterations of using one tool for one function ignoring other pertinent features that work just as well due to familiarity.

Streamlining your tech stack will help to:

  • Eliminate double data entry and instead focus on important tasks
  • Increase efficiency through reduced context switching
  • Decrease operating costs by paying for fewer licenses
  • Remove tool fatigue to increase productivity

Removing the day-to-day obstacles through a reduced stack has many benefits and organizations will realize them in different ways. When our people have the ability to capture information into one centralized place, they can have that extra time back in their day to focus on the important tasks at hand.

By simplifying your stack to reduce attrition, increase efficiency, decrease costs and eliminate tool fatigue everyone wins.

Drive adherence

Individuals have a tendency to veer back into what is comfortable and familiar, even when better tools and processes are available. Once your tools are centralized and your teams are collaborating on the same documents and records, keeping everyone focused on using your chosen stack is crucial to drive ongoing success.

Driving adoption and ensuring compliance is the cornerstone of fewer tools and collaboration by staying on top of things to ensure there is no slippage is crucial to your future success.

Reach out to us and we’d be happy to discuss how we can help your organization to drive efficiencies, save on operating costs and make for happier employees.

Quip podcast

Looking for more Quip collaboration resources? Connie and Michael Konon were recently featured on Quip podcast Selling From Anywhere where they tell the harrowing story of travelling back home to Canada from East Africa after the shelter-in-place orders were announced. They also share how they stay connected with their team and clients through Quip during the massive shift to the "new normal" during the global pandemic. Listen here.

Collaborate with us

Reach out to us and we’d be happy to discuss how we can help your organization to drive efficiencies, save on operating costs and make for happier employees.

Related articles