Data from Salesforce lives in the Quip doc, allowing us to update Salesforce directly from Quip. We associate a Quip document to every opportunity in Salesforce, allowing us to keep everything in one place. While on the sales trail, we use Quip to capture notes, create mutual sales plans, define scope, ask questions, and assign tasks. This frees up so much time, enabling us to focus more on doing the work that helps our clients. Quip is our central hub of information, allowing us to quickly view and organize every detail of a project from a single app. We can ask questions, update progress, and work together inside the document instead of sending emails, sitting in meetings, or searching through other apps to find documents. With every new project, we create a Quip document to serve as a living and breathing tool to manage every aspect of the project. Whether it’s creating requirements from tasks or sharing status reports, Quip has made it easy for our team to collaborate in real-time - with each other and our clients. We primarily use Quip to manage our client projects. This has not only improved collaboration and increased knowledge sharing, but reduced the number of emails and meetings overall.įrom managing client projects to onboarding new employees, we use Quip in a number of ways: Project Management Likewise, if someone is not in the meeting, we can chat with them directly to get information or feedback. Now, everyone records notes in the same document during meetings, enabling us to capture action items, assign tasks, and ask questions in real-time. With Quip, all our collaboration problems have disappeared! We needed a way to improve visibility into projects so we could spend less time chasing documents and more time delivering value to our clients. This not only made our meeting less effective, but caused many interruptions throughout the workday. And even after cleaning up notes, the last step of adding it to Salesforce was often forgotten, resulting in people scrambling into meetings without notes or having to call or email others at the last minute to gain access to notes. Since there was no formal process for creating and sharing documents, this would often lead to more meetings - usually around 30 minutes to an hour - just to simply regroup, organize notes into a single note, and plan for next steps. Google Docs, Word, Evernote, or even sheets of paper) to manage project communications, such as calls with clients and weekly internal meetings. Life before Quipīecause we’re a small team, our success depends on our ability to communicate effectively with one another.īefore Quip, we were using several different tools (i.e. This not only requires a lot of collaboration, but a lot of documentation. From there, we figure out what’s not working with existing processes and systems to design, develop, and deliver the right solution. Our process always begins by seeking to understand the needs, challenges, and goals of our clients. Whether it’s implementing Salesforce or automating the sales funnel, we work hard to not only bring value to every client relationship, but to move every project over the finish line on time and under budget. We do our best to make our clients feel valued and part of the process, which is why we rely on tools that allow us to communicate clearly and collaborate quickly. Really, it all boils down to people and how we treat them. We have a saying at Galvin: “Be cool.” From our collective experiences in consulting and project management, we’ve learned that there really is no secret sauce to doing what we do.
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