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Quip unveils Salesforce integration: Rich mentions, live data, and single sign-on


In August, Salesforce purchased the word processing app Quip for $582 million, and on Tuesday, the first integrations between the two products are being revealed. Quip users will now be able to use their Salesforce credentials to access the app, while also being able to embed live CRM data into their documents and associate their work to a Salesforce record.

Quip’s support for Salesforce single sign-on is now available, while the data integrations will be made available in the first half of 2017.

“The core concept [of Quip] is reimagining productivity around communication, to be productive without email,” Quip chief executive Bret Taylor explained. “Most companies are drowning in emails. Very few people write memos in Word versus email because it’s important that people respond faster without worrying about fonts, styles, etc.”

Just like with Slack, Quip’s single sign-on deal with Salesforce makes it easier for salespeople to get on with their day without having to remember yet another username and password. In fact, this feature is the key to today’s announcement because by authenticating with a Salesforce account, users are able to bring in their customer data to make their documents smarter and more efficient — at least that’s the company’s hope.

Using Salesforce live data in Quip.

Above: Using Salesforce live data in Quip.

Image Credit: Salesforce/Quip

After successfully pairing Salesforce with Quip, there are two features centered around sharing data. The first involves Quip to Salesforce, leveraging the productivity app’s Lightning component, meaning that linking, accessing, and editing of documents, spreadsheets, and tasks lists can be made directly within Salesforce records. This eliminates the need to jump between multiple apps, streamlining efforts within a single platform. By doing so, meeting notes, data, and other content within Quip and shared among team members can be stored in company records giving a better picture of the customer relationship.

The last feature is the reverse where Quip now supports live data within documents and spreadsheets. Traditionally, users would have to copy and paste the data, but now variables can be added to files that will dynamically pull the corresponding data, so if it changes within Salesforce, it’ll automatically be reflected within the document. As Salesforce described it: “A Quip living document that serves as the weekly meeting agenda for a regional sales team can include the latest Salesforce data on closed deals and open opportunities.”

For Salesforce, bringing in Google Docs-like functionality into its enterprise CRM provides additional tools to improve the likelihood of sale. No longer will teams have to scrounge around and wonder what was the latest conversation with the customer or how the meeting went — it can all be captured in a Quip document that’s attached to the record, instead of having to do an ad hoc Word document like it was a Post-It note. In addition, when preparing a sales document that’ll be shared with a customer or internal teammate, salespeople won’t have to fear no longer having outdated data through the use of rich mentions — it’ll always be pulling the latest data.

“If you take all these three thing, the productivity tool is becoming more efficient with the source of truth,” Taylor said.

In order to leverage rich mentions and Quip’s Lightning component, users need to first log in using their Salesforce data. Otherwise, the normal app experience will be provided.

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About Ms. A. C. Kennedy

Ms. A. C. Kennedy
My name is Ms A C Kennedy and I am a Health practitioner and Consultant by day and a serial blogger by night. I luv family, life and learning new things. I especially luv learning how to improve my business. I also luv helping and sharing my information with others. Don't forget to ask me anything!

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