Campaign Plan
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.
Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.
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.