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.
This use case is available with Quip for Customer 360.
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.
Recommended Templates See All Templates
Living Account Plans
Coordinate campaigns better and align your sales and marketing teams.
Rich Opportunity Notes
Coordinate campaigns better and align your sales and marketing teams.
Collaborative Pricing Proposal
Coordinate campaigns better and align your sales and marketing teams.
Collaborative Close Plan
Coordinate campaigns better and align your sales and marketing teams.
Live Deal Feed
Coordinate campaigns better and align your sales and marketing teams.
Meeting Notes
Coordinate campaigns better and align your sales and marketing teams.