Get the Most Out of Quip with Templates and Automation
Learning Objectives
After completing this unit, you’ll be able to:
- Understand how Quip automation makes your team more efficient and collaborative.
- Explain how Flow Builder empowers your team using templates and automation.
Introduction
Today’s business environment rarely lets you foster adequate customer relationships. From sales to service, teams get so busy performing administrative tasks that they barely have time to do their actual jobs. In fact, sales reps report that they only have 34 percent of their time for selling, and they spend 8 percent of their time on manual data entry alone. (Source: State of Sales, Third Edition)
Thankfully, there’s a solution to give teams their time back. Customizing and automating Quip components into Salesforce can cut admin work by 20 percent and boost productivity. Quip helps you create collaborative documents with integrated Salesforce data. This lets you streamline workflows, so users can find data right where they need it. It creates a collaborative environment, which breaks down communication silos and ensures everyone is working toward the same goals.
The Benefits of Automation and Customization
There are many benefits to deploying automation and customization, and the perks go beyond saving time and improving communication.
Streamlined workflows: Optimize workflows with templates that let you create and update information with your team faster. Choose from preconfigured templates or design one that suits your team’s needs. Mail merge syntax and Salesforce Template Data Mentions let you set up auto-populating fields and cut down on the need for users to hunt for and manually input information. Manage that information better with Flow Builder to move documents around and alert team members when something important happens. (More on this in the next unit.)
Uniform experience: Teams get a uniform experience because fully functional documents are placed directly within Salesforce exactly where they’re needed. Templates can be designed with a standardized layout for structured information, but are still flexible enough to handle freeform information.
Community building: Collaborate on the right documents at the right time with teams or clients both inside and outside of Salesforce. Dynamic templates make it easy for teams to jump in and access real-time information and get instant updates, wherever they are or on whatever device, be it desktop or mobile. And with @mentions, it’s quick and easy to send feedback when something needs urgent attention, and better yet, when goals are reached or deals closed.
Get Started with Flow Builder
To begin, let’s discuss how Flow Builder helps automate your team’s processes and save you time. A good example of this is how they can help you create automatic triggers based on various events.
When a record is created in Salesforce, there is always a list of to-dos that come along with it. With Flow Builder, you can check off some of those to-dos automatically.
How is this useful? Let’s say that your sales team uses a standard account plan to manage all accounts—but they’re currently updating plans and notifying account owners of changes manually. By using automation, you can create a flow that automatically sends a ping to the sales team when a new service case associated with an account is opened. Or let’s say a customer needs someone to follow up with them on signing specific, overdue forms. Your automation could automatically ping the account owner to follow up with the customer.
You can also use Flow Builder to trigger a document to be created, locked, or shared at a stage change. Let’s say an opportunity associated with the account is moved to the Closed/Won stage. A notification can also be sent to team members on an account plan—making it an impactful single source of truth for all team members involved in the opportunity.
Flow Builder helps you and your team save time, build efficiency, and stay organized through automation.
Go with the Flow (Builder)
Next, let’s talk a little bit about Flow Builder.
Flow Builder automates business processes. It does this by building applications—which we call flows—that collect, update, edit, and create Salesforce information. Then it makes those flows available to the right users or systems.
Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. The best part about flows? You build them with clicks, no code needed.
In the next unit, we discuss how to use templates, and how to use them appropriately within Flow Builder.
