Sales Rep Activity Tracker

    • Salesforce Record Data

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

    • Salesforce Report Data

      Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.

    • Document Linking

      Add links to other Quip documents where opportunities are being worked on to make it easy for teammates to access.

    Drive success for your sales reps by tracking key metrics and milestones.

    Sales reps are most successful when they have clear goals, develop disciplined habits, and receive actionable feedback. This sales activity tracking document is designed for sales reps and managers to monitor daily activities of prospecting, calling, and meeting customers. Pull in live report data from Salesforce so that your reps can visualize and collaborate around their activity over time, and quickly identify trends or flag corrections that need to be made. When your reps work in Quip, your data stays inside of Salesforce rather than lost in third-party apps and messaging services.

    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.

    • Salesforce Report Data

      Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.

    • Document Linking

      Add links to other Quip documents where opportunities are being worked on to make it easy for teammates to access.

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