Campaign Plan

    • Salesforce Record Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Project Tracking

      Drive campaigns forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    • External Sharing

      Share campaign plans with stakeholders who don't live in Sales Cloud to keep everyone (even vendors) on the same page.

    Coordinate campaigns better and align your sales and marketing teams.

    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 Salesforce.

    • Salesforce Record Data

      The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.

    • Project Tracking

      Drive campaigns forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    • External Sharing

      Share campaign plans with stakeholders who don't live in Sales Cloud to keep everyone (even vendors) on the same page.

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