This week on the Salesforce Admins Podcast, we talk to Quip expert Maren Engh, Education Lead for Quip at Salesforce, to learn more about this powerful tool that works within Salesforce to help you and your team do all of the things.

Join us as we talk about this powerful collaboration tool (that is not a toothbrush) and how you can use Quip to take your team’s work to the next level.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Maren Engh.

More than a toothbrush.

Maren came to technology through hospitality: “I was working at a hotel, and our technology was super old school—we were running Windows 98 in 2015,” she said, “and I thought there has got to be a better way to improve the guest experience.” She started researching tech companies and eventually landed at Salesforce.

This desire to want to help people and improve the customer experience carried over to Maren’s role on the Quip team. Quip tries to help companies collaborate faster by reducing meetings and emails through integration. “We integrate spreadsheets, documents, live chat,” she says, “and now people are able to work collaboratively inside of Salesforce.” As opposed to other tools like Google or Evernote, Quip allows you to work collaboratively in real-time on top of documents that also bring in third-party data. With the Quip component, you can do that without ever having to leave Salesforce.

How the Quip Lightning component helps you in and out of Salesforce.

The Quip Lightning component is brand spanking new, so we wanted to get Maren on the show to help you understand how it can be helpful for your org. If you think about sales accounts, for example, you have your notes, the calls you’ve made, a list of the top people within that company that you’re reaching out to, and then all of the conversations you’re having outside of Salesforce. With Quip, you can share all of that other stuff right there in the record, so everyone can be on the same page.

The great thing about the component is it also connects with Quip. That makes it easier for people on your team who aren’t necessarily Salesforce savvy to collaborate with the chosen few that eat sleep and breath records. “Sometimes I get brought in after we’ve acquired a new customer,” Maren says, and so she’s added to a Quip document. “I don’t have access to a lot of the sensitive data in Salesforce, but I do have access to the things I need in Quip.”

See for yourself and get started with Quip.

Quip integrations have some powerful implications for you and your team. You can bring in project trackers, Kanban boards, and more, all pulling data live from Salesforce. For doing something like collaborating on slides, this can be an absolute game changer. You can even add polling to specific things in your presentation to get instant feedback.

If you’re trying to envision how Quip can help you with your day-to-day workflow, think about your inbox. “What is something in your email right now that doesn’t need to be there, that’s gone back and forth a million times with fifteen versions of the same document,” Maren asks. Something like meeting notes or even a project plan is a good place to start. There’s a lot you can do, and Quip has a great channel of video content to help you become a collaboration master.

Resources

• QuipEDU Playlist
• Top 15 Pro Tips to Master Quip
• Trailhead: Collaborate with Quip Trail

Social

• Maren: @marenlengh
• Gillian: @gilliankbruce

• Salesforce Admins: @SalesforceAdmns

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Full Show Transcript