Account Transition Plan

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph to drive clear decisions. Every edit is tracked, so historical data is never lost.

    • Embedded Spreadsheets

      Organize and structure project deliverables in a spreadsheet so all parties can see and comment on the details with clarity and ease.

    Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.

    When an opportunity closes and it’s picked up by your project implementation team, your clients expect flawless execution. Sales reps can optimize client success by providing service delivery teams visibility into real-time client data and all the context they need to act and deliver timely, high-quality projects. Seamless transitions not only ensure service teams will hit their targets, but they also help drive future referrals and repeat business. Quip keeps deliverables and actions visible in Salesforce, not buried in email and static documents. 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

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Audit-Level Track Changes

      Discuss any word, sentence, or paragraph to drive clear decisions. Every edit is tracked, so historical data is never lost.

    • Embedded Spreadsheets

      Organize and structure project deliverables in a spreadsheet so all parties can see and comment on the details with clarity and ease.