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What is Quip?

Quip transforms the productivity of sales teams by rethinking conventional sales processes through the incorporation of live Salesforce data and collaborative documents. This innovative platform enables Salesforce users to redefine essential tasks such as Account Planning, Mutual Close Plans, and Qualification Notes, simplifying the standardization, automation, and integration of real-time documents within Salesforce records. By centralizing both work and communication, Quip allows your team to efficiently manage and accomplish their tasks from a unified platform. Additionally, the ability to embed spreadsheets within documents provides crucial context, empowering your team to make well-informed and strategic decisions. With integrated chat features available in every document and spreadsheet, as well as dedicated chat rooms and individual messaging options, Quip significantly enhances collaboration and optimizes workflow. This comprehensive strategy not only fosters smarter teamwork but also leads to improved business performance, ensuring that teams can navigate their objectives with greater ease and effectiveness. Ultimately, adopting Quip can fundamentally shift how sales teams operate, driving them toward success with streamlined processes and enhanced collaboration.

What is Lucy?

Lucy is an advanced knowledge management system powered by AI, designed to enhance employee efficiency and productivity. She simplifies the process of locating essential information precisely when it is needed. By monitoring data alterations, she actively reads and assimilates knowledge accumulated within your organization without relocating it from its original sources. Lucy comprehends various formats, including documents, PowerPoints, PDFs, graphs, videos, and audio files, and she integrates insights from third-party data sources. With her seamless integration into Slack and Microsoft Teams, your team can easily pose questions that Lucy answers using her vast reservoir of knowledge. She not only assists in uncovering optimal solutions but also identifies alternative answers for deeper insights. Lucy plays a crucial role in onboarding, training, market analysis, boosting sales productivity, promoting operational best practices, supporting customer service, and safeguarding critical subject matter expertise when team members transition or depart. Upon joining your organization, Lucy diligently processes and retains every piece of information you wish for her to learn. Remarkably, she remains a constant presence, never forgets, and continuously evolves, becoming increasingly intelligent with each passing day, ensuring your team's success.

Media

Media

Integrations Supported

Dropbox
GitHub
Jira
Salesforce
Box
CloudEagle.ai
DataParser
Jira Service Management
Lucidchart
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Onna
Rippling
Streams
Tactiq
Trello
X (Twitter)
Zapier
Zendesk

Integrations Supported

Dropbox
GitHub
Jira
Salesforce
Box
CloudEagle.ai
DataParser
Jira Service Management
Lucidchart
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Onna
Rippling
Streams
Tactiq
Trello
X (Twitter)
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$10/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

quip.com

Company Facts

Organization Name

Lucy

Date Founded

2015

Company Location

United States

Company Website

www.Lucy.ai

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Idea Management

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Market Research

Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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