1:1 Sales Workflow Session
Learn how to work faster, remove micro blockers in your day to day, get your manager off your back, and get more time in market with customers, which will lead to better performance. And you'll enjoy it!
What your peers are saying about their 1:1 session
Sam Brewer is an absolute Scratchpad wizard in setting AEs up for success using this tool. When I first started using Scratchpad months ago, I was skeptical. When Pouyan Salehi reached out to intro Sam who set up our initial call, he showed me ways Scratchpad can make me more efficient and save time on admin work and WOW. I was sold, been using it ever since at two different companies now. Being more organized and having more time to sell is music to a sales person’s ears. I highly recommend Scratchpad, let me know if you’d like a warm intro to their amazing team!
David FrontczakStrategic Account Executive, BambeeLooking for a better way to manage your Salesforce opportunities? I have to say Scratchpad is the way to go. Jen Sprague just took me through a quick demo session opening my eyes to a new way of reviewing and updating Salesforce, without all of the clunky tabs. I especially like the notes feature so I can keep a record of all of my activities quickly and efficiently on the fly. Thanks Jen!
Nick SchmidtRegional Sales Manager, SecurelyOffering the 1:1 sessions was so helpful and truly critical for end user adoption. I didnt want just a training to show me how to use it, I wanted someone to watch me try and use it and see where I got stuck and make recommendations for best practices on how to use scratchpad in MY workflow. Definitely 30 minutes well spent.
Madeline InglebyStrategic Account Executive, LatticeTo the folks at Scratchpad!! Amazing product, that is a complete game changer for my current Salesforce workflow! I feel like like I have tried every tool out there, but now found THE ONE that will give me back so much time, and truly streamline my process. Thank you to the crew at Scratchpad. Amazing product, but even more, AH-mazing service.
Neal GoyalSenior Account Executive & AE Team Lead, BuildFireThank you Olivia Lynn and Jennifer Sprague (Revenue Workflow Specialists at Scratchpad) for the awesome 30 minute session today. If anyone is an IC in #sales and looking for an amazing tool that makes filling out salesforce information a lot easier I highly recommend Scratchpad!
Anthony HeadSenior Commercial Account Executive, ClickUpFor those who feel like they live in Salesforce, Scratchpad is an incredible, easy-to-use tool to update pipelines, manage leads, organize notes, maintain CRM hygiene and help avoid laborious tasks + clicking within Salesforce.I want to give an even bigger shoutout to Maddy Low. As one of their Worklflow Specialists, she provided me with an AWESOME onboarding call, got me dialed into the software, and showed me dozens of ways my Salesforce workflow could be improved.
Alexa WroblewskiEnterprise Sales Specialist, TwilioSchedule your Workflow Session
1:1GroupFree
A Better Way: Explore on-demand short videos to help improve your sales workflow
The Scratchpad Revenue Workflow Specialist team meets with thousands of account executives, sales managers, and leaders every quarter - we have LOTS of good insights and tactical tips to help you work faster, more organized, and ultimately drive more business!
A better way to prioritize your accounts in Salesforce
Don’t derail your workflow by using unconnected spreadsheets to manage your sales pipeline and top priority accounts - then duplicating that process to update the information in Salesforce. Let us show you how you can combine your pipeline view and Salesforce to better prioritize your top accounts and set priority scores or tiers that’ll keep you organized and give your leadership team greater visibility into all sales deals.
Easily and quickly complete account assignments in bulk
Making bulk account assignments or re-assignments in Salesforce is cumbersome and an uncertain process. Instead of using tools like Data Loader or the import wizard, there is a modern, faster, simpler and better way to change account owners in bulk that'll make any Sales and RevOps professional rejoice!
Access and update Scratchpad within your Salesforce reports
Salesforce Reports provides your organization with great data - but unfortunately, they’re not editable. Instead of using the cumbersome process of manually opening and jumping tab to tab to edit until all updates are made, let’s show you a better way where you can simply edit everything you need without ever having to leave your Salesforce reports.
Easily create a zero board for outdated next steps
Staying on top of your sales opportunities is essential to you attaining and crushing your quota and for the health of your business. Let us show you a better way to create a zero board to uncover and take action on any overdue next steps for your sales opportunities. And the best part? It's all instantly updated in Salesforce.
How managers can comment & collaborate with AE's on deals
Suppose you are scanning the team pipeline and have questions about an opportunity that is forecasted for the quarter but is missing MEDDIC or MEDDPICC details. Let us show you a better way if you want clarification by simply @ mentioning your AE on the opportunity or the specific fields you want clarification on. It's that easy in Scratchpad.
Create tiles for new fields that are easy for reps to update
Implementing sales methodologies is vital to managing a successful sales team, but without adherence, it won’t be the driver your business needs. You can create fields in Salesforce and make it a point to force reps to go into Salesforce to fill out the information for each of their deals.
Meet the Scratchpad Revenue Workflow Specialist Team
The Scratchpad Revenue Workflow Specialist team meets with thousands of account executives, sales managers, and leaders every quarter - we have LOTS of good insights and tactical tips to help you work faster, more organized, and ultimately drive more business!