Client Notes for Financial Services
Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.
From the first touch through closing a deal, it’s important that your reps track the business-critical information they learn during conversations with your future clients. The Client Notes template standardizes how your teams capture information, while eliminating siloed messaging and note-taking applications that cause crucial info to fall through the cracks. When you embed a Quip document on a Salesforce Lead or Contact record your entire team can easily get up to speed, collaborate around action items, and stay focused on moving deals forward.
Salesforce Record Data
View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.
Checklists
Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.
@mentions
Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.
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