How to Merge Accounts in Salesforce in 2024
This article explains how to merge accounts in Salesforce and why data quality is so important to maintain for your revenue operations.
What Are Accounts in Salesforce + How to Maintain Them in 2024
This article explains what accounts in Salesforce are, why theyâre important, and how to maintain them.
The 2024 Sales AI Guide: Implementation Tips + Tools
Discover everything about sales AI â from how it works to how to implement it in your SaaS business in 2024, its key benefits, and more.
23 AI Sales Tools to Increase Efficiency in 2024
Discover the best AI sales tools to boost efficiency and streamline your sales process in 2024. Explore key features, pricing, and more.
AI Sales Forecasting in 2024: Your Guide to More Profitable Pipelines
Boost your sales forecasting prowess with artificial intelligence. Discover top use cases, core technologies, and how to leverage them efficiently in 2024.
Opportunity Teams in Salesforce: 2024 Guide
This article explains what opportunity teams in Salesforce are and how to utilize them in your sales organization.
Harnessing Salesforce Maps for Enhanced Sales Territory Management
This article explains what Salesforce maps are and how sales teams use them to achieve better results and organization.
What is Salesforce Data Migration + 3 Steps to Ensure Safe Data Migration
This article explains what Salesforce data migration is and a 3-step plan on how to successfully execute the process.
How to Calculate & Optimize Win Rate in 2024
Learn how to track your win rate and discover how to leverage this essential metric for ongoing sales success.
Salesforce Territory Management: What Is It, How to Employ + Risks to Avoid
Get a full understanding of Salesforce Territory Management including how to employ it and pitfalls to avoid when doing so.
How to Get (& Convert) More Sales Qualified Leads in 2024
Master the secrets to converting SQLs into sales. Our article offers a deep dive into strategies and metrics for achieving sales excellence.
What Are Salesforce Queues + Step-by-Step Guide
Learn all about Salesforce queues, including what they are, how to set them up, and an easier way to streamline pipeline management.
What Is Solution Selling? + How to Implement It in 2024
Discover everything about solution selling â from how it works to its seven key stages, benefits, tips on how to implement this sales method, and more.
What Is the Sandler Sales Methodology? + How to Implement It
Discover everything about the Sandler sales methodology, including how to determine if itâs right for your business and tips on how to implement it.
What Is Net Revenue Retention? (How to Calculate & Improve It)
Discover everything about Net Revenue Retention, including how to calculate it, how to improve it, and how it boosts financial health and customer loyalty.
Top 17 Sales Pipeline Management Tools in 2024
Explore our top picks for the best sales pipeline management tools available in 2024. Discover key features, pricing and more.
Top 11 Salesforce Apps in 2024 (Features + Pricing)
Discover the ten best Salesforce apps available today. Weâll highlight their features, pricing and more.
Sales Velocity: How to Calculate & Improve It in 2024
Discover the critical role of sales velocity in business growth, covering its key components, along with improvement strategies.
The 2024 Guide to Marketing Qualified Leads (MQLs)
Discover what MQLs are, how to generate and nurture them in 2024, and how they differ from SQLs.
How to Master the 6 Key Sales Pipeline Stages in 2024
Explore the six sales pipeline stages and how to manage them to accelerate deal progression.
Salesforce Chatter: Everything You Need to Know in 2024
Discover everything you need to know about Salesforce chatter and why it can be critical to your sales success.
What Is BANT? 4 Key Elements + Alternatives
Explore the BANT sales qualification framework, its pros and cons, and how it compares with modern sales methodologies in 2024.
What Is MEDDPICC? 8 Key Elements + How to Apply It
Discover what the MEDDPICC sales methodology is, including its components and how to apply them in your sales processes.
How to Create & Manage a Salesforce Pipeline (2024)
Discover the eight essential steps to build and manage a Salesforce pipeline to skyrocket sales performance.
Salesforce Leads vs. Contacts: 2024 Comparison
Discover the differences between Salesforce leads vs contacts in our detailed comparison guide.
Salesforce Leads vs. Opportunities: 2024 Guide
Discover the differences between Salesforce leads vs opportunities in our detailed comparison guide.
Top 11 Salesforce Chrome Extensions in 2024
Discover the most powerful Salesforce Chrome extensions to level up your sales game in 2024.
Salesforce Opportunity Stages Explained + Tutorial
Learn about what Salesforce opportunity stages are and how to customize them. Also, discover a powerful tool to level-up Salesforce.
Top 11 Sales Forecasting Software in 2024
Optimize your sales forecasting in 2024 with these top forecasting tools. Additionally, discover how to choose the right software.
Sales Pipeline Health: Top 5 Indicators + Best Practices
Discover the top indicators and benefits of a healthy sales pipeline, along with tips on how to build a healthy sales pipeline, key metrics to track, and more.
Sales Pipeline Visibility: Why It Matters + How to Improve It
Learn everything about sales pipeline visibility â from why itâs important to factors that lead to poor sales pipeline visibility, how to improve it, and more.
How to Master Sales Pipeline Management in 2024
Gain insights on common pipeline management pitfalls, best practices, and the best tool to help you out.
17 Vital Pipeline Metrics + How to Track (2024)
Discover the most important pipeline metrics to monitor to boost sales efficiency and growth. Also, discover an easy way to track them.
20+ Key Sales Metrics To Track In 2024
Discover the key sales metrics you need to track in 2024, why they matter, and how to calculate them.
Demand Planning: How It Works + How to Master It (2024)
Discover everything about demand planning â from how it works, why itâs important, its three crucial elements, and more.
How to Create Salesforce Dashboards + A Better Way to Get Visibility
A step by step guide to creating Salesforce dashboards and a better way to get accurate visibility into your pipeline.
How to Create Salesforce Reports: + A Better Way to Inspect Pipelines
How Sales Leaders can get more out of Salesforce reports with a step by step guide and a better way to gain visibility and inspect deals and pipeline.
Top 8 Sales Forecasting Methods + How to Pick One (2024)
Discover the top eight sales forecasting methods, tips on how to choose the right method, and more.
Pipeline Coverage: How to Calculate & Analyze (2024)
Learn what pipeline coverage is, how to calculate it, and how to leverage it for better sales pipeline health.
Sales Forecasting in Excel: Step-by-Step Guide + A Better Way
Master sales forecasting in Excel with our step-by-step guide. Dive into the three key Excel forecasting models, and a superior solution.
Salesforce Forecasting: 6 Steps to Set it Up + A Better Solution
Learn everything about Salesforce forecasting, including a step-by-step guide on how to set it up and how to improve its forecasting.
Ultimate Sales Forecasting Guide (2024) and A Better Way to Forecast
Have you ever wanted to know all about sales forecasting? You are in luck. Weâve put together the Ultimate Sales Forecasting Guide to help you learn the steps to plan a better sales forecast and discover tools to automate so you donât spend hours a week in spreadsheets or Salesforce reports.
Scratchpad named a Momentum Leader the 5th quarter in a row on the G2
We know. Everyone gets a G2 Momentum Grid Award for something, but weâre serious when we tell you that ours is the most important.Thatâs because Scratchpad is a Momentum Leader for the 5th quarter in a row!!!!
How to Rock Your Sales Forecasting Meeting đ€
Ever attended a forecasting meeting and wished you had a soundtrack that encapsulated all the highs, lows, and breakthroughs? Welcome to the Sales Forecasting Mixtape: Vol 1, our uniquely curated playlist that harmonizes the world of music with the intricate dynamics of forecasting.
This Is The Year Our Sales Force Will Be Good at Salesforce! (No, itâs not.)
Is this the year your sales force will be good at Salesforce? Probably not. In this post, we unpack why and what you can do about it.
Sales Are Dope: The New Comedy Series About Sales
We're excited to present the official trailer for Sales Are Dope! This series follows the west coast sales team of a series-A, Silly Valley Startup called Suckle. You'll laugh, you'll cry, and you'll definitely want more.
How Do We Fix the Divide Between Sales and Ops
82% of Ops and Sales professionals say that thereâs a divide between the two. In this post, we unpack why there is a divide and what can be done to fix it.
7 Sales Productivity Hacks to Help Grow Your Pipeline ââ Even During a Downturn
Tap into these seven hacks to fuel productivity across your sales team and, in turn, produce continued business growth ââ or, at the very least, survival ââ amid the belt-tightening happening at organizations everywhere.
The Shift from IC to Manager: How to Avoid Pitfalls and Ensure Success
Congratulations! You just got promoted from account executive to sales manager⊠but now what? In this post, we interview Sales Leaders at Asana and Leap to unpack actionable tips for making the transition.
Scratchpad Delights Revenue Leaders & Reps in 2023! G2 Announces Scratchpad as a Leader in Satisfaction and Sales Products
Thanks to the support from all of our customers, G2 has named Scratchpad a Top 100 leader With the Highest Satisfaction and a Top 50 for Sales Products for the second year in a row! đ
What Is Gap Selling? (How to Use It + 8 Key Benefits)
Learn everything about gap selling and discover how it can help you bridge the gap between your customersâ current state and their goals.
Log A Call â The fastest experience for logging calls in Salesforce
Log a call is the fastest and easiest way to log calls so your frontline reps can focus on pipeline generation and your sales managers can effectively manage rep performance.
The 3 Most Important Traits for Every Sales Manager
Ben set out to learn what the most important traits are for every successful sales manager. From research, polls on @Scratchpad_Sales on Instagram, and conducting interviews with excellent sales managers, he discovered the absolutely foolproof, silver bullet, no doubt formula for great sales managers.
How Crunchbase Ran a Successful Sales Process With Scratchpad Resulting in a 30% Reduction in Their Sales Cycle
Poor salesforce hygiene almost feels like a pre-requisite for sales leaders like Ang McManamon, VP of Sales at Crunchbase. But thatâs before her team implemented Scratchpad at the beginning of 2022. Since then, Scratchpad has helped her team decrease their sales cycle by 30% while increasing total pipeline generated by 43%.
Top IC to Sales Manager: The Case for and Against
In a recent Scratchpad Instagram poll, 76% of respondents said promoting your top performing IC to a sales manager is a bad idea. If youâre in the sales industry itâs the counter-intuitive, yet common sentiment. In this article, we unpack why.
Top Performers: Who Are They and How Do I Find Them?
Having a team of high performers can make or break your sales team. Our investigative writer, Ben Gould, collects some data and talks to sales leaders to unpack who top performers are and how to find them.
What Is MEDDIC? 6 Key Elements + How To Apply It (2024)
Learn everything about the MEDDIC sales framework and discover tips on how to apply it to improve sales effectiveness.
The Next Moneyball Moment Already Happened: Itâs Called RevOps.
As tech companies shift from growth at all costs to durability and doing more with less, RevOps is more important than ever. Learn what makes RevOps the Moneyball for tech companies today and how it can transform your GTM team as we enter a new macroeconomic climate.
Coach, Donât Tell: How to Become a Stand-Out Sales Coach and Lead Your Team to Peak Performance
Businesses that have built a culture of coaching report they bring in more revenue than their competitors. Yet, most sales reps say theyâre getting less than one hour of coaching per week. In this post, we unpack why this is and what you can do to become a stand out sales coach.
Introducing Notes Auto-Sync â The Easiest Way to Get Notes Into Salesforce
Introducing Notes Auto-Sync â the easiest way to get notes into Salesforce. RevOps can set up Scratchpad to capture every update to a sales note, automatically syncing all repsâ notes to Salesforce without reminders or worry.
Bring Your Sales Data to Life with Conditional Highlighting
Scratchpad introduces conditional highlighting - the fastest and easiest way to bring dark Salesforce data to light, giving managers clear, color-coded visibility into deals that need action. This means improved 1:1âs, better coaching opportunities, and more reliable forecasts.
7 Ways for RevOps to Drive Sales Process Adoption
You've been there. You implement a new field, step, or rule in the sales process and getting salespeople to adopt it is like pushing a boulder up a hill. In this post, learn 7 ways that you can drive enthusiastic adoption of your sales process.
Revenue Teams Have Spoken! Scratchpad Was Chosen as a G2 Leader
Scratchpad wins 37 badges in the G2 Winter 2022 Reports.
A Better Way to Create New Salesforce Records
Introducing the simplest way to discover and create new records that automatically connect with the associated parent record - including for any custom object.
Salesforce Notes: Turn Your Sales Notes into Next Steps Without Manual Work
Salesforce is a phenomenal database and the must-have CRM for most mid market and enterprise companies. But, as the place where salespeople love to do their work, it has a lot of drawbacks. One of those drawbacks is sales notes. Learn why and a better way to take sales notes in this post.
Sloppy Sales Handoffs: Why Theyâre Killing Your Retention and How to Sidestep Them
More than 60% of customers walk away from a brand and move to a competitor just after one negative experience. Learn how you can sidestep bad experiences with smooth handoffs.
Take Greater Command of your Salesforce Reports
Command of Reports brings all the information you want into one pane of glass, making it easier and faster to get to what you need (including data from other Salesforce objects!) - right from your Salesforce reports.
CaptivateIQ Drives Trust in Data With Scratchpad
Scratchpad helps CaptivateIQ's GTM team increase pipeline creation by 25% and improve data hygiene by 70%.
Beyond âDirty Dataâ: Whatâs Really Keeping Salesforce from Becoming Your Source of Truth?
Too many companies today still can't trust their CRM as a âsingle source of truthâ. Here are the root causes holding them back and how RevOps can solve them.
10 Slack Automations for RevOps That Revenue Teams Actually Use
RevOps Slack automations in the form of alerts are often ignored by revenue teams because they create more noise than signal. But not these ones.
Scratchpad Studio Helps Revenue Operations Take the Complexity Out of the Sales Tech Stack
Scratchpad Studio is the worldâs first RevOps toolkit designed to take the complexity out of the sales tech stack, drive process adoption, and close the gap in data growing outside of Salesforce.Â
Scratchpad Introduces the First Inbox and Deal Alert System Built for Revenue Teams
Scratchpad announced the immediate availability of the first inbox and deal alert system built for salespeople to cut through the noise and clutter of notifications, often sent through Slack or email, disrupting their day-to-day workflows.
Tremendous Customer Love Fuels Unprecedented Growth Year for Scratchpad
Scratchpad, pioneer and leader of the workspace for revenue teams, announced a record year of growth, including being named to G2âs 2022 Best Software Awards in Highest Satisfaction Products 2022, Best Sales Products 2022 and Fastest Growing Products 2022.
Scratchpad Raises $33 Million Series B Funding as Demand for its Revenue Team Workspace Soars
Scratchpad is the only solution that truly consolidates tools sales teams use within a single, unified revenue team workspace instantly connected to Salesforce, including: spreadsheets, task managers, chat, deal collaboration, sales notes, and pipeline management.Â
Scratchpad Introduces the First Workspace Commenting System Built for Revenue Teams
Scratchpadâs workspace commenting system eliminates the daunting process of searching for data and messages in Slack and Chatter, while providing the freedom to switch between messaging apps, Salesforce, calendar, email, notes, docs, and sheets.
Scratchpad Introduces New Experience for Top Sales Performers, Connecting Calendar, Notes, and Salesforce into One Unified Workspace
Scratchpad now unifies calendar, tasks, sales notes, and Salesforce. For the first time ever, any account executive, sales development representative (SDR), or sales manager using Salesforce can access and create notes, add and enrich new contacts, create and manage tasks directly from their calendar.
Scratchpad Produces New Sales Podcast and Partners with Corporate Bro, Slicing Through the Noise of Useless Sales Tips and Tricks
The Beyond Quota podcast will be available on popular podcast platforms and Scratchpad.com. Users and customers of Scratchpad will gain early access to video episodes and exclusive content via the Scratchpad app.
Sales Hacker: How to Improve Your Sales Process with Pouyan Salehi
Pouyan Salehi shares insights for improving sales processes on the Sales Hacker Podcast.
Scratchpad Command lets you update Salesforce from anywhere on the web
Scratchpad develops a suite of tools that integrate with Salesforce â spanning notes, spreadsheets, tasks, search, and more.
Scratchpad Command Empowers Revenue Teams with the Fastest Way to Access and Update Salesforce from Any Web Appâfor Free
Scratchpad, Inc., pioneer and leader of the workspace for revenue teams, today announced it has secured $13 million in Series A funding led by Craft Ventures, with participation from Accel.
Why Craft Ventures Invested in Scratchpad
Scratchpad joins Craftâs portfolio of bottom-up SaaS companies like ClickUp, SourceGraph, and OpenPhone who have mastered this type of go-to-market motion, which combines B2C growth tactics with a B2B revenue model. Thereâs nothing better than when ARR goes viral! This keiretsu of bottom-up SaaS companies are already sharing best practices and learning from each other.
Welcoming David Sacks and Craft Ventures to Scratchpad. A little story on how we got here.
A couple years ago we started with a question: Why do salespeople use so many browser tabs to do their jobs?Â
Scratchpad Secures $13 Million in Series A Funding to Bring Comprehensive Workspace to Revenue Teams
Scratchpad, Inc., pioneer and leader of the workspace for revenue teams, today announced it has secured $13 million in Series A funding led by Craft Ventures, with participation from Accel.
Joining Scratchpad: an opportunity to help revenue teams master sales performance
VP of Marketing, Nate Odell shares his thoughts on why Scratchpad will dominate the revenue team workspace category.