Give your sales and marketing teams a holistic view of a campaign in one living document where anyone on the team can take action. Embed your campaign plan in the Salesforce Campaign record in Sales Cloud and maximize cross-functional collaboration without siloed communication. Combine checklists, live Salesforce data, and real-time discussions to maximize the effectiveness of your campaign. Whether you're contributing to the doc, reviewing contextual conversations, or Salesforce data, everything is live, even if you're on your phone or offline.
This use case is available with Quip for Customer 360.