UPDATED 22:52 EDT / OCTOBER 04 2016


Salesforce integrates Quip with single sign-on, live data

Salesforce.com Inc. has wasted no time in integrating the word processing and number-crunching app Quip, which it acquired for $582 million in August.

Quip offers both a word processing and a spreadsheet app, with features including group editing and messaging built in. It’s sort of like Word and Excel combined with the messaging capabilities of something like Slack, an ideal combination for many enterprises that demand easy ways to collaborate.

With the new integrations, revealed Tuesday at Salesforce’s Dreamforce 2016 conference, Quip users can now login using their Salesforce credentials to access the app. In addition, the integration means they can integrate live customer relationship management data into their documents, and associate work with a Salesforce record.

Quip has made Salesforce single sign-on support available now, while the data integration feature will go live in the first half of next year. The single sign-on feature is a useful one as it means users don’t have to remember a second username and password. But the real benefit here comes from being able to authenticate with a Salesforce account, allowing users to apply customer data to their documents to make them smarter and more efficient.

The data integration will bring two major benefits to users. First, they’ll be able to link to, access and edit documents, spreadsheets and task lists directly within their Salesforce records, eliminating the need to jump across multiple applications and thereby saving time and hassle. It will also be possible to store meeting notes, data and other content from Quip inside company records, which should provide a clearer picture of the customer relationship.

The second benefit comes from Quip’s new ability to support live data within documents and spreadsheets. Previously, users would have to copy and paste data, a very old and cumbersome approach. But now, it’s possible to add variables to files that will dynamically pull in the corresponding data, so if something in Salesforce is changed it’ll immediately be reflected in Quip’s documents.

By adding Google Docs-like functionality to its CRM platform, Salesforce is able to improve its users’ chances of landing a sale. It means that teams will no longer need to waste time searching for information on the latest conversations or meeting they’ve had with a customer, as it can be kept in a Quip document attached to the record. Additionally, it’ll be much easier to keep sales documents that are shared between customers or teammates up to date, as the document will automatically update itself when fresh data arrives.

“We believe that all products should be connectable and that the information generated by every one of our products can be leveraged to serve our customers better,” said Hervé Coureil, chief information officer at Schneider Electric, a Salesforce customer. “With the convergence of IoT, big data, analytics and artificial intelligence, there’s a huge opportunity for us to close the loop between products, the information they’re generating and customer processes—and we see the Salesforce Customer Success Platform as a fundamental piece that will allow us to bring this all together.”

Image credit: Salesforce.com

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