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!

Free

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Easily create a zero board in for outdated next steps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!

Free

Frequently asked questions

How much does the workflow session cost?

It’s Free!

Do I need to have used Scratchpad before I have a workflow session?

No. Just show up and we can get you started in under 30 seconds. But it's important to note that this session is not a Scratchpad product training session, it's about you and how you work. The goal is for you to leave the 30 min session with at least 1 way of working faster that you start using right away.

Is this just for Account Executives?

No. Anyone and everyone on the revenue team can benefit. We regularly help SDRs, AEs. Sales Engineers, Customer Success, and Account Managers. If you're working with Salesforce and want a faster, better, easer way, then this is for you.

Do I need to prepare anything for the session?

No. Just show up. We'll walk through how you work today and share suggestions for how to improve and make it faster.

Can I invite others to my workflow session?

Yes! We love group sessions. Feel free to invite a colleague, or two, or your team.

Am I limited to just one workflow session?

No. Most folks come back for multiple sessions once they've had the first one and found that it really did help them work faster.

Why are you doing these sessions?

We love to help! We also learn from every salesperson we talk to.