Some sales tools help a little, and few help a lot. If you're an AE, or need to keep track of anything in Salesforce period, then you need to check out Scratchpad--one of the few tools that help a lot. Being blunt, salespeople tend to struggle keeping track of deals, which leads to losing sales. Wunna has helped us implement Scratchpad, which I can easily say has led to more deals closing because of better organization. It took less than 5 minutes to get going, and it has saved us 30+ minutes per day since then. Get at him, and get it going! Link in the first comment.
10 stars out of 5 if I could do it. Super easy to set up and use and the new features they roll out are always things I didn't realize I needed but absolutely did.
Sales friends using Salesforce. This add on is a must and a game-changer for your workflow. The easiest way to update SFDC fields from one tab! Also, do the 1x1 welcome session with the Scratchpad team, they unlocked many useable features that I wouldn't have found. Let me know if you have any questions. Sharing because I think this is pretty awesome.
I've been using Scratchpad for about a month now and it has been saving me hours every week in clicks and load screens in Salesforce. Not only is Scratchpad a joy to use, but it has actually got me logging a ton more info in Salesforce. Great stuff!
YOOOOOO! To all my Independent Contributors, The AE's, The SDR's of the world. If you are on Salesforce (SFDC) and you have not yet added the Scratchpad chrome extension. You're doing it wrong! Scratchpad has solved my #1 problem as a rep-- PIPELINE HYGIENE. You can jump into any opp and change close dates, next steps and opp amounts from your entire pipeline list AT ONCE. No more opening 50 tabs to update pipeline 1 opp at a time. Thank me later! I think I just saved 3 hours of my Friday and my manager is really happy going into last week of the month.
Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest stressor, and now I can see them in an easy to use view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users.
Prediction: Scratchpad will be one of the most impactful sales tools on the market in 2020 This tool saves me 1.5 hours per day by giving me an easy interface where I can manage critical customer tasks, notes, pipeline, and stay organized - and it all syncs instantly to salesforce It takes seconds to install and works instantly, I’ve never seen an easier to deploy sales tool that drives immediate enterprise wide adoption So basic a problem to solve yet nobody has done it this way. Keep it up and thanks for making the lives of sales people easier.
As Chief Revenue Officer I literally use it everyday. I am hearing from our sales team they love it because it makes it so easy to manage their accounts and offers a much more efficient way of putting in updates real time. Thank you Scratchpad team!
CS and Sales Folks - Go get Scratchpad now. Scratchpad is free and has made me way more efficient, organized and my data entry a breeze. Wunna Hlaing even shared some best practices with me! Check them out if you haven't!
Scratchpad is a game changer for a sales professional who's looking to gain a competitive edge in productivity. The more efficiently I work, the more time I save for myself which leads to prospecting accounts, learning about the industry, and ultimately, closing deals.
PSA: If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc. I don't work for Scratchpad, receive any compensation, nothing. I'm just an absolute #ravingfan of what they're doing. No more dealing with "editing record fails" because someone is editing it at the same time. Trust me, download it. There's no easier way to improve salesforce hygiene, than this tool right here. You can thank me later.
Amazing, amazing, amazing. It will get rid of the millions of salesforce tabs, actually allow you to navigate your tasks from a single screen, customize views to how you want them to look, and save your literally hours on manually clicking through SFDC. No questions asked, you need it.